Seeing where an Asset is allocated

When to use this

Open the Work Packages tab on an Asset whenever you want to see where a particular piece of kit is supposed to be — or where it has been allocated to in the future.

Common moments:

• A site manager wants a digger and you need to check whether it's already booked elsewhere
• An operative is asking why a tool isn't where they expected, and you want to see if it's been allocated to someone else's job
• You're returning a piece of kit to stock and want to clear off any leftover allocations
• An asset manager is auditing utilisation and wants to see how busy each piece of plant has been

This tab gives you the Asset's view of allocations. The same information is also available from each Work Package's side — see Allocating Assets to a Work Package for that.

Where to find it

Open the Asset detail page and look in the main content area on the left. You'll see two tabs at the top — Details and Work Packages. Click Work Packages to switch.

The tab shows every Work Package and sub-package this Asset is currently allocated to.

What you'll see

Each row in the table shows:

• Type — whether the allocation is to a Work Package as a whole or to a specific sub-package inside one
• Number — the Work Package or sub-package number
• Name — the descriptive name
• Project — which project it sits on, with a click-through to the project
• Date Range — the start and end dates of the allocation
• Actions — a per-row dropdown with the option to remove the allocation

The Type column makes it clear whether the kit is booked for the whole Work Package or just a specific sub-package within it. Most allocations end up at the sub-package level, because that's where the day-to-day planning happens.

Removing an allocation

If a Work Package no longer needs the Asset, you can remove the allocation from the Asset side without leaving the page.

1. 1

   Click the actions dropdown on the row you want to remove.

2. 2

   Choose Remove.

3. 3

   A confirmation dialog appears. Click confirm to remove the allocation.

The Asset is freed up and the Work Package no longer shows it on its Assets list.

Two sides, same allocation

Allocations are a two-sided relationship. You can manage them from either end:

• From the Asset side (this article) — useful when you're focused on a specific piece of kit and want to see everywhere it's booked
• From the Work Package side (Allocating Assets to a Work Package) — useful when you're planning a job and adding the kit you'll need

Both sides talk to the same allocations, so adding from one side appears on the other immediately.

Allocations vs checkouts — what's the difference?

These two concepts are easy to mix up, so it's worth being clear:

• Allocation is a plan — "this digger is booked for the kitchen fit-out from Monday to Friday next week". It's about scheduling and reservation
• Checkout is a physical handover — "Joe Smith picked up this digger at 7am this morning". It's about who has the kit right now

Most kit on most projects will have both. The allocation lives in the Work Package planning, and the checkout records the actual handover when it happens. The Work Packages tab shows you allocations only — the current physical assignment lives on the sidebar of the Details tab instead.

Real-world examples

• Plant manager spotting a clash — opens the only available 5-tonne digger and switches to Work Packages to check whether it's already allocated elsewhere before promising it to a third site
• Returning a tool to stock — before checking a saw back in, opens its Work Packages tab and removes any future allocations that are no longer needed
• Utilisation audit — works through the high-value plant in the yard, opens each one's Work Packages tab, and screenshots the date ranges for the monthly utilisation report

Next steps

• Allocating Assets to a Work Package — for adding allocations from the Work Package side.
• Checkout — for the physical handover flow.
• Detail page overview — for where the Work Packages tab sits on the page.