What details can I add to my project items?

Add assets, actions, property conditions, documents, and funding sources to your project items to capture the full scope of the tasks within your project.

1. Navigate to your project

2. Click your project item

3. Click "Affected assets".

4. Click "Add affected assets"

5. Select any relevant assets.

6. Click "×" to close the modal

7. Click "Action points".

8. Click the "Describe your action point" field and provide a name for the action.

9. Click this button to add the action.

10. Click "Property conditions".

11. Click "Link property condition".

12. Start typing to see suggested conditions.

Click to add your chosen condition.

13. Click the "Start typing to search" field to find and add other property conditions.

14. Click to add your chosen condition.

15. Click "Close Modal"

16. Click "Documents".

17. Click "Link document"

18. Start typing to see suggested documents within your iAM account

Click the relevant policy or risk document

19. Click the "Start typing to search" field to find and add other documents.

20. Click the relevant policy or risk document to add it to the project item

21. Click "Close Modal"

22. Click "Funding sources".

23. Click "Add source"

24. Click the "Source" field to add a source of finance/funding.

25. Select the "Type" of funding - internal or external.

26. Click this field to provide a value.

27. Click this button to save your funding source(s).

28. Click here to add a comment or note to the project item.

29. Click this button to add your comment.

30. Click "Raise a one-off maintenance job linked to this project item"

31. Click "Select zone"

32. Click relevant zone, where applicable

33. Click here to provide a description.

34. Click the "Due by" field.

35. Click the relevant date

36. Click this button to raise the job.

37. Click "Linked one-off jobs" to view any added jobs