User Guide PMWEB 2025
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Move Plans

 
Use this record type to plan, approve, and then execute moves of companies, departments, contacts, and equipment.
 
Move Plans
 
1

HEADER TOOLBAR

1. HEADER TOOLBAR
2

RECORD TABS

2. RECORD TABS
3

HEADER

3. HEADER
4

DETAILS TABLE TOOLBAR

  • Execute Moves Button - Select one or more lines in the Details table and then click this button to move the assets
5

DETAILS TABLE

5. DETAILS TABLE
 
Most fields in this table are read only and are set when you drag a record from the Occupants or Companies tabs and dropped on the Destination tab. Editable fields are listed below.