Quote and Project Asset Assignment

To maintain correct asset history, select a client's existing asset from the Asset dropdown in a quote or project. You can ONLY assign existing assets that match the quote/project's client. If you need to re-assign an existing asset that has a different client, edit the asset to re-assign the client to match first.

This ensures the Asset is correctly tracking the transaction history.

Note: If the required asset does not exist in the list, ensure the asset is enabled or the assets' client names match.