Skip to main content

Project Integration

The Assets module integrates with Perfex CRM Projects. Assign assets to projects directly from the project view and track which assets are used for each project.

1. Where to Find Itโ€‹

When viewing a Project in Perfex CRM:

  1. Open the project
  2. Look for the Assets tab (alongside Overview, Tasks, etc.)
  3. Click the Assets tab

2. Assign an Asset to a Projectโ€‹

  1. In the project's Assets tab, click Assign Asset
  2. Select the Asset from the dropdown
  3. Enter Quantity (default: 1)
  4. Add Notes (optional)
  5. Click Assign

What Happensโ€‹

  • Asset is linked to the project
  • Assignment is recorded with date
  • Asset appears in the project's Assets tab
  • You can remove the assignment later if needed

3. Remove Asset from Projectโ€‹

  1. In the project's Assets tab, find the asset
  2. Click the Remove or Delete action
  3. Confirm - the asset is unlinked from the project (not deleted)

4. What You Seeโ€‹

In the project Assets tab:

ColumnDescription
Asset CodeUnique code
Asset NameName
QuantityAssigned quantity
Assigned DateWhen it was assigned
ActionsRemove

5. Permissionsโ€‹

  • Assign - Requires assets create or edit permission
  • Remove - Requires assets edit permission
  • View - Requires assets view permission

Use Casesโ€‹

  • Project-based equipment - Laptops, projectors for specific projects
  • Cost tracking - Link asset usage to project costs
  • Resource planning - See which assets are committed to which projects
  • Client projects - Assign assets to client projects for billing or reporting
Support

Need help? Visit the Support Ticketing Area - typical response time is 1 business day.