Selecting Items for Assignment

The following is a generic guide on making a selection set for assigning items to (or unassigning items from) a Budget Bucket. The process remains the same regardless of whether you are assigning singularly or in bulk.

To assign/unassign Components to a Budget Bucket as an item, you will need to have navigated to the desired Budget Bucket in the Capital module. The entry point for any budget bucket is the ‘View Items’ tab; navigate, using the tabs, to the ‘Assign Items’ tab to enter assignment mode.

From here you should see a map containing ALL the Asset Components in your portfolio. In the case that a Default Filter has already been assigned to the Budget Bucket, you will see all the Asset Components relative to that filter.

The most common approach to assigning items to a Budget Bucket is a two-step approach:

1. First, design a filter that scopes the visible Asset Components down to a relevant set of items. This is done using the ‘Filter’ on the left-hand side of the map window. For help with filtering, see this section.

2. Once you have a relevant set of Asset Components visible on the map, you can select them using either:

   • the ‘Info/Pan’ tool: allows you select one item at a time by clicking on the map feature.
   • the ‘Select’ tool: allows you to select multiple items by clicking and dragging a box around them. Any intersected map features will be APPENDED to your selection set.
   • the ‘Deselect’ tool: allows you to remove items from your current selection set by clicking and dragging a box around them. Any intersected map features will be REMOVED from your selection set.

   All of the above tools are available in the top-left corner of the map window. The ‘Info/Pan’ tool is the default.

3. The above process will result in a ‘selection set’ of one or more Assets. That is, selections are ‘Asset based’ meaning that one (1) selection could pertain to multiple Component records related to the same parent Asset record.

4. Your ‘selection set’ will be displayed in an Info Panel on the right-hand side of the map window. If your selection set contains more than one (1) Asset, the Info Panel will display the list of selected Assets, rather than details about any single Asset. Clicking one of the listed Assets will narrow your selection set to that Asset.