The PMWeb Asset Explorer is a visual representation in tree form of everything you own and/or manage. It is interactive, allowing users to navigate to records, create new records, and move records.
SETTINGS BUTTON
Click this button to open the settings dialog:
Group By Field - This is a system list. Select a level of grouping for the Asset Explorer here. Grouping is applied as soon as a selection is made. The choices are:
-- Select -- - No grouping is applied
Country - Grouped by the country of the location
Location Type - Grouped by the type of the location
State - Grouped by the state of the location
Equipment Type - Filters for only equipment records and groups them by the type of the equipment
Show Inactive Locations Checkbox - If checked, only active locations and their sub-records appear in the tree
These are grouping folders, in this case location types. Right-click a group folder to open a flyout menu. Select "Add" and then "Location" to add a new location to the group. Type a name for the new location and press ENTER to save.
This is an equipment record. Right-click to open a flyout menu.
Rename - Allows you to type a new name for the equipment record in the tree without navigating to the equipment record
Open - Navigates to the equipment record
Delete - Deletes the equipment record from the database
Add - Opens this flyout menu.
Location - Inserts a location at the bottom of the tree. Type a name for the new location and press ENTER to save.
Building, Floor, Space, and Equipment - Inactive at this level
You can left-click on an equipment record and drag and drop it on a different location, building, floor, or space. As soon as you release the mouse after the drag and drop the equipment record is moved out of its old placement and moved into its new one. (See Moves Tab)
This folder appears if one or more projects is linked to the asset by listing it in the Linked Assets section of the projects record. Double-click on a project to navigate to it in Portfolio/Lists/Projects.
This is a lease. It appears if the record is listed as the primary asset in the Linked Assets section of the lease record. Double-click on the lease to navigate to it in Asset Management/Leases/Leases.
