Note: To add a part to an Asset see the article Bulk Set Parts and Asset Association

Adding a Part to a Task

Under the "Manage Work" tab, click on the Task you want to add the Part to. Once the Task is open, click on the "Add Part" button.

This will pull up a list of your parts inventory. Click the part or parts you want to add and click "Add Part".

The part will appear at the top of the task. The green checkmark indicates that the part is available in your inventory. If you need more than one of the same part, you can change the quantity and add more.

To remove the part, click on the red "Trash" icon to the far right of the part.

Note: If a Part has been added to a Task, the Parts Inventory will show those parts as reserved until the Task has been completed.

 If a Parts Inventory Threshold is reached by completing the Task, a notification will be sent to whoever has been assigned to the Threshold Tasks for parts ordering.

Adding a Part to a PM Template

Open your PM template. For this example, we will open it through the Asset Card. 

At the top of the PM template, there is a green "Add Part" button.

This will pull up a list of your parts inventory. Click on the part you want to add to your PM Template and click "Add Part". 

Your added parts will be listed at the top of the template. If you need more than one of a specific part, you can type in the number you need or change it using the arrows. 

To remove a part, click on the "Trash" icon at the far right.

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