📁Project Integration

How to assign assets to projects in Perfex CRM

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.

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1. 📍 Where to Find It

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

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2. ➕ Assign an Asset to a Project

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 Happens

• 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

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3. 🗑️ Remove Asset from Project

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)

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4. 📊 What You See

In the project Assets tab:

Column	Description
Asset Code	Unique code
Asset Name	Name
Quantity	Assigned quantity
Assigned Date	When it was assigned
Actions	Remove

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5. 🔐 Permissions

• Assign — Requires assets create or edit permission

• Remove — Requires assets edit permission

• View — Requires assets view permission

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💡 Use Cases

• 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