Upload Asset Allocations into Admin 3.0

Created by Ivy Thompson, Modified on Mon, 31 Mar at 5:03 PM by Ivy Thompson

The upload allocations process is the exclusive method for creating location assignments by linking fixtures and element specifications to their respective locations.

Roles required

Admin role - Full access


Upload Asset Allocations


1. Select Download Allocations CSV. This will download to your desktop.


 


2. Here you can start associating Assets and Locations


 


3. Once all complete, upload data into Colateral by simply selecting Upload Allocations CSV and select the spreadsheet you want to upload







Uploading Asset Element Data into Admin

  1. To associate elements to assets in admin you can download the CSV by selecting download element quantity CSV

  2. Here you can set element quantities for each asset

  3. To upload the data into Colateral simply click on upload element quantity CSV and this will then associate elements to your assets.

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