How to Add an Asset Not Yet Budgeted

Add assets that are not based on source assets. When situations occur where there are no source assets (for example, when new budget entities are created or assets are not set up) you can add assets that are not yet budgeted for from the MyPlan interface.

1. From the MyPlan interface, click the Wrench icon as shown below for a Capital account.

2. Select Add Asset.

   

3. The Add Asset pane appears. Search for the asset by name. Type ahead functionality displays a list of available assets as you type. The list is grouped to show budgeted assets and assets not yet budgeted separately.

4. Select the source asset in which you want to base the new asset off from the NOT BUDGETED ASSET list.

   

5. If you select an asset not yet budgeted for, then you must select the Finance Mode associated with the asset as shown below.

   

6. Complete remaining fields.

7. Click Update.

8. Click the Activity Manager icon, the newly added asset is shown. If you want to change parameters or adjust the asset that was just added, navigate back to the dashboard, click Edit and the Edit Asset screen will appear where you can further edit the asset details, or, click Revert in the Activity Manager, to reverse the addition of the asset.