Associating Projects with Asset Classes

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Associating Projects with Asset Classes

You can associate one or more projects with an asset. This allows you to manage assets using projects with full project functionality (cost sheet, business processes, etc.).

When you import asset classes into Primavera Unifier from Primavera uDesigner, the asset class is added to the list of available categories that can be used to organize projects. By default, the new asset class categories are inactive. You must activate them to use them.

To associate a project to an asset class:

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Activate the asset classes as project categories. This enables projects or project templates to be created under the asset category.

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Create a new project or project template under the asset. Creating a project under the new asset category allows you to associate a project with an asset. You cannot associate an existing project to an asset.

To activate asset classes and use them as project categories

Go to the Company Workspace tab and switch to Admin mode.

In the left Navigator, click Configuration > Shell Manager.

Select Projects (Standard) and click the Open > General button. The Configuration Projects (Standard) window opens.

Click the Organize tab.

Select the asset class on the list and click the Active button. The asset class can now be associated with a project.

Click OK. Click Yes to confirm.

Click OK to save and exit the Edit Company window.

Note: You must grant user permission to yourself or other users or groups to view the new category.

To create a new project under an asset

Go to the Company Workspace tab and switch to Admin mode.

select the asset class category under one of the following in the left Navigator:

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Templates > Projects (Standard)> project >Asset Manager > [asset class category]

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Company Sponsored Projects > project >Asset Manager > [asset class category]

Create a new project or project template under the asset class category.

Complete the project or project template properties window.

When created under an asset class, an Asset picker is preset on the General tab.

In the Asset field, click the Select button. The Assets window opens, listing the assets created under the asset class.

Select an asset from the list and click Open.

Selecting an asset is not required for project templates, but is required when creating new projects. This selection cannot be edited. The asset is displayed in the Projects log.

Note: The Asset picker is not available on projects or templates that are not created under category nodes based on asset classes.

Oracle Corporation