Reviewing Asset History

Assets in WorkGuru allow you to view notes, completed work, materials used and future scheduled work on a particular asset in one place, regardless of who 'owns' the the asset.

The asset details will display the current asset information broken down in three sections:

1. Asset Details - Displays current asset details and status, inclusive of custom fields.
2. Asset Tabs - Displays combined data and totals of every project and quote assigned to the asset.
   • Projects - List of projects assigned to the asset.
   • Recurring Projects - List of recurring projects assigned to the asset.
   • Timesheets - Combined list of all timesheets submitted to projects assigned to the asset.
   • Materials - Combined list of all materials used on all projects assigned to the asset.
   • Asset Notes - Notes added directly to the asset.
   • Project Notes - Combined list of notes added to the notes tab of all projects assigned to the asset.
   • Files - Files added directly to the asset.
   • Outstanding Work - List of all quotes assigned to the asset. The value of these quotes contributes to the Quoted Work field in the asset details.
   • Invoices - Combined list of all invoices raised via projects assigned to the asset. The value of these invoices contributes to the Completed Work Value field in the asset details.
   • Used on Jobs - If the asset is used internally, this tab displays the list of projects that contain the internal product code.
   • Invoiced to Clients - If the asset is used internally, this tab displays the list of invoices that contain the internal product code.
3. Profit and Progress Widgets - Displays the combined overall profit and progress of the asset to date.
   • Hours Works - Combined total time worked from time sheets submitted to projects assigned to the asset.
   • Tasks Completed - Combined tasks completion totals from the tasks on projects assigned to the asset.
   • Invoiced - Combined total value invoiced from the projects assigned to the assets.
   • Cost - Combined total value of call costs from the projects assigned to the asset.
   • Forecast Profit - Combined forecast profit of all projects assigned to the asset.
   • Actual Profit - Combined actual profit of all projects assigned to the asset.