# 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 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

***

## 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

***

## 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)

***

## 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               |

***

## 5. 🔐 Permissions

* **Assign** — Requires `assets` create or edit permission
* **Remove** — Requires `assets` edit permission
* **View** — Requires `assets` view permission

***

## 💡 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
