Attach to PM/Template

The Attach to PM/Template tool allows users to attach assets to a pre-existing PM/Template record.

How To

Attach Assets to a PM/Template

1. Select one or more assets or Work Points in the Data Table.
2. Click the button. The following popup will appear:

   

3. Fill out an existing PM/Template number.
4. Click OK.
5. The following message will appear:

   

6. Click Web to edit the PM/Template in Lucity Web, and Desktop to edit in Lucity Desktop.