Category Settings - Class, Category, Sub Category
This article will help you manage your Asset field settings including custom fields.
All changes to your Asset Settings will impact ALL users of the program
Getting There |
Settings > Module Settings > Assets > Category Settings
- Log into your ManagerPlus account and click on the Settings icon located on the left.
- Click on the Assets icon under the Module Settings section.
- You can select between the three sections:
- Select Category Settings
Category Settings |
Category Settings establish What kinds of assets you can create in the Assets module.
There are three levels to all assets: Class > Category > Sub Category
CLASS
CLASS is a fixed classification. It is established by the application, and cannot be added to, or altered
All categories (see CATEGORY below) fall into one of four different Classes
- FIXED EQUIPMENT This is the default class. Assets imported into Lightning (no matter the category) will land here.
- FLEET
- MOBILE EQUIPMENT
- FACILITIES
CATEGORY
The relationship between Category/Sub Category is the most important when setting up your assets.
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Category
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Machinery
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Heavy Equipment
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Vehicle
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Rental Facilities
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To create a new Category
- Select the Class the category should be under.
- Click inside the Category drop-down box, type the new category name, and press enter (or click on the [+] button)
To edit or delete an existing Category
- To edit a the Category name displayed on the screen, click the edit category name link. Once finished, press enter.
- To delete the displayed Category, click the delete link. This is only permitted if the category has no historical record.
SUB CATEGORY (aka Type of Asset)
There is no limit to the number of Sub Categories that can be added to a Category. They cannot be moved to another Category. If you change your mind and want a Sub Category placed under a different Category, it must be created under that other Category.
To create a new Sub Category
- First select the desired Category.
- Click the + button under Add Sub Category.
- Enter the name and hit enter.
To edit / delete an existing Category
- Click the edit category name link. Once finished, press enter.
- To delete the displayed Category, click the delete link. This is only permitted if the category has no historical record.