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Move an Asset

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Eptura platform services

If your organization is using Eptura's platform services, your locations are centrally managed from Eptura Home:

  • Locations: Manage sites, buildings, floors, and floor plans from the Portfolio Manager ↗  

Learn more

You are able to move an asset to another group and/or to another site.

Before an asset can be moved, any attached work orders must be completed first.

Move a Single Asset

You can move a single assets to another site and/or group.

  1. Navigate to the Assets module. The Asset Management screen displays.
  2. From the Asset list, click an existing asset. 

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  1. Click on the View Asset Details clipboard_e515d3c197f33faabdc9a4b9227620a14.png icon and the Asset Details form displays. 

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  1. Either click on:
    • (A) Change Site's Change button to move the asset to another site.
    • (b) Change Group's Change button icon to be able to another group.

The Move Assets to Group dialog displays.

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  1. If you want to move the asset to another site, then from the Site drop-down, select the site. 

Eptura platform services

If your organization is using Eptura's platform services, your Location is centrally managed from Eptura Home, learn more in:

Expand this to see the Move Assets to Group dialog with the Location drop-down

When you use Eptura' platform services the dialog contains the Location drop-down, instead of the Site drop-down.

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  1. From the Group drop-down, select the group.
  2. If you need to change the budget, then uncheck the Don't Change the Asset's Budget check box. Then from the Budget drop-down, select the Budget.
  3. From the Date / Time of Move calender picker, select the date and time.
  4. In the Note field, enter any note.
  5. Click the Save button and the confirmation dialog displays.
  6. Click the Yes, Confirm button and the asset is moved.

Move Multiple Assets

You can move multiple assets to another site and/or group.

  1. Navigate to the Assets module. The Asset Management screen displays.

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  1. Click the Filter by Group button and the Filter By Group panel displays.

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  1. Navigate to where the assets are and click the group's name. The list will be filtered by the group. In this example, the assets are in MTN_204 and we will move these to PERISHER SKI RESORT.
  2. Click the Select All icon.

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  1. From the Actions drop-down, click Move.

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The Move Assets to Group dialog displays.

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  1. If you want to move the asset to another site, then from the Site drop-down, select the site. 

Eptura platform services

If your organization is using Eptura's platform services, your Location is centrally managed from Eptura Home, learn more in:

Expand this to see the Move Assets Group dialog with the Location drop-down

When you use Eptura' platform services the dialog contains the Location drop-down, instead of the Site drop-down.

clipboard_06400470-d5ad-49e4-b6ea-516775ccd6a7.png

  1. From the Group drop-down, select the group.
  2. If you need to change the budget, then uncheck the Don't Change the Asset's Budget check box. Then from the Budget drop-down, select the Budget.
  3. From the Date / Time of Move calender picker, select the date and time.
  4. In the Note field, enter any note.
  5. Click the Save button and the confirmation dialog displays.
  6. Click the Yes, Confirm button and the assets are moved.