--- title: How to Add an Asset to a Planned Job description: Adding assets to planned jobs helps organisations reduce compliance risk --- [Skip to content](https://help.fmiworks.com/knowledge/how-to-add-an-asset-to-a-planned-job#main-content) English Show submenu for translations [Log a Ticket](https://help.fmiworks.com/knowledge/kb-tickets/new?hsLang=en) [Go to Customer Portal](https://help.fmiworks.com/support?hsLang=en) [![Logo.svg\]](https://help.fmiworks.com/hubfs/Logo.svg)](https://www.fmiworks.com/) Open main navigation Close main navigation - English Show submenu for translations - [Log a Ticket](https://help.fmiworks.com/knowledge/kb-tickets/new) - [Go to Customer Portal](https://help.fmiworks.com/support) Get expert help, any time you need it - There are no suggestions because the search field is empty. 1. [Help Centre](https://help.fmiworks.com/knowledge?hsLang=en) 2. [Facility Teams](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en) 3. [Assets](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#assets) # How to Add an Asset to a Planned Job ## Adding assets to planned jobs helps organisations reduce compliance risk This article is for FMI Works users who have been given the permission of Works Coordinator or Works Manager ### Overview Knowing what planned maintenance work has been performed on an asset allows organisations to report on preventive and essential maintenance across its asset portfolio. This is achieved in FMI Works by linking planned jobs to assets. This article is a guide to adding assets to Planned Jobs after the [Planned Job has been created](https://help.fmiworks.com/knowledge/getting-started-with-planned-maintenance?hsLang=en). ### Before you start Before adding an asset to a planned job check the asset details below and [update](https://help.fmiworks.com/knowledge/how-to-manage-asset-information?hsLang=en) if required: 1. Only assets with an ‘Active’ status can be added to Planned Jobs. 2. The location on the *Asset Details* record must match the location details of the Planned Job. If the location details do not match, you will be unable to attach the asset/s to the Planned Job. ### Getting started Go to the *Services* module and select *Work* \> *Planned Jobs.* On the *Planned Job List* screen, use the filters to find and select the relevant Planned Job to which you need to attach the asset/s. Select *Search.* *![](https://help.fmiworks.com/hs-fs/hubfs/image-png-Dec-04-2023-06-47-49-5499-AM.png?width=688&height=552&name=image-png-Dec-04-2023-06-47-49-5499-AM.png)* Locate and select the Planned Job by clicking on the relevant line. This will open the *Planned Job Details.* Select the *Assets* tab. ![](https://help.fmiworks.com/hs-fs/hubfs/image-png-Dec-04-2023-06-48-02-6835-AM.png?width=688&height=552&name=image-png-Dec-04-2023-06-48-02-6835-AM.png) ### Adding assets Choose the asset classification by selecting the relevant option from the *Group* and *Type* dropdown lists. Optionally, you may also wish to select the relevant option from the *System* dropdown list. This is dependent on which asset/s need to be attached to the Planned Job. Select *Build Now*. ![](https://help.fmiworks.com/hs-fs/hubfs/image-png-Dec-04-2023-06-48-14-3196-AM.png?width=688&height=552&name=image-png-Dec-04-2023-06-48-14-3196-AM.png) The *Asset List* will auto-populate the assets which match the: - Selected *Group*, *Type*, or *System*; and - Exact location selected on the *Planned Job Details*. To ensure only active assets are applied each time a work order is generated from a Planned Job, select *Rebuild at WO Generation.* Select *Save Asset Settings.* Then select *Save Details* to complete the process. ![](https://help.fmiworks.com/hs-fs/hubfs/image-png-Dec-04-2023-06-48-32-9658-AM.png?width=688&height=552&name=image-png-Dec-04-2023-06-48-32-9658-AM.png) #### What if no assets are found? If no assets are found, press the green + icon. This will open the *Add Assets to PJ* screen. Adjust the Building, Floor, Roomto change the search criteria*.* Select *Search.* Note: If the relevant asset does not appear in the search results, it may have been inadvertently added to the incorrect location. Go to *Services* \> *Assets* to review the asset list and update the location if required, or adjust the Building, Floor, Room to change the search criteria, and select *Search*.    Scan the list provided and flag the asset/s that need to be added to the Planned Job. Once flagged, select *Add Selected*. ![](https://help.fmiworks.com/hs-fs/hubfs/image-png-Dec-04-2023-06-49-12-8739-AM.png?width=688&height=552&name=image-png-Dec-04-2023-06-49-12-8739-AM.png) If you accidentally add an incorrect asset to the Planned Job, click on the asset row and select the red x icon to remove it. Select *OK* to proceed with the removal. ![](https://help.fmiworks.com/hs-fs/hubfs/image-png-Dec-04-2023-06-49-24-8747-AM.png?width=688&height=552&name=image-png-Dec-04-2023-06-49-24-8747-AM.png) Once all desired assets are added, select *Save Details*. When the Planned Job generates the work order, the assets will be visible on the work order: - Within the [Contractor Portal](https://help.fmiworks.com/knowledge/using-the-contractor-portal?hsLang=en) for external suppliers to view. - Within the [Requests Portal](https://help.fmiworks.com/knowledge/how-internal-trades-manage-work-orders?hsLang=en) under *Open Requests*, for internal tradespeople to view. - As an attachment, on the email notification which is sent to the work order assignee. - [Resources](https://help.fmiworks.com/knowledge/resources?hsLang=en#main-content) - [Getting Support](https://help.fmiworks.com/knowledge/resources?hsLang=en#getting-support) - [Overviews](https://help.fmiworks.com/knowledge/resources?hsLang=en#overviews) - [Set Up](https://help.fmiworks.com/knowledge/resources?hsLang=en#set-up) - [Advanced Set Up](https://help.fmiworks.com/knowledge/resources?hsLang=en#advanced-set-up) - [Product Updates](https://help.fmiworks.com/knowledge/product-updates?hsLang=en#main-content) - [FMI Works Product Updates](https://help.fmiworks.com/knowledge/product-updates?hsLang=en#fmi-works-product-updates) - [Pulse Product Updates](https://help.fmiworks.com/knowledge/product-updates?hsLang=en#pulse-product-updates) - [Technical & Security](https://help.fmiworks.com/knowledge/technical-security?hsLang=en#main-content) - [Application Programmer Interface (API)](https://help.fmiworks.com/knowledge/technical-security?hsLang=en#application-programmer-interface-api) - [Cloud Specifications](https://help.fmiworks.com/knowledge/technical-security?hsLang=en#cloud-specifications) - [Operational Requirements](https://help.fmiworks.com/knowledge/technical-security?hsLang=en#operational-requirements) - [Security Policies](https://help.fmiworks.com/knowledge/technical-security?hsLang=en#security-policies) - [Security Updates](https://help.fmiworks.com/knowledge/technical-security?hsLang=en#security-updates) - [Facility Teams](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#main-content) - [Assets](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#assets) - [Dashboards & Reporting](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#dashboards-reporting) - [Financial](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#financial) - [Locations](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#locations) - [Planned Maintenance](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#planned-maintenance) - [Standard Requests](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#standard-requests) - [Supplier Management](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#supplier-management) - [User Management](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#user-management) - [Work Orders](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#work-orders) - [Attachments](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#attachments) - [Requesters](https://help.fmiworks.com/knowledge/requesters?hsLang=en#main-content) - [Accessing FMI](https://help.fmiworks.com/knowledge/requesters?hsLang=en#accessing-fmi) - [Requests](https://help.fmiworks.com/knowledge/requesters?hsLang=en#requests) - [Contractors](https://help.fmiworks.com/knowledge/contractors?hsLang=en#main-content) - [Accessing FMI](https://help.fmiworks.com/knowledge/contractors?hsLang=en#accessing-fmi) - [Accreditations & Inductions](https://help.fmiworks.com/knowledge/contractors?hsLang=en#accreditations-inductions) - [Quotes](https://help.fmiworks.com/knowledge/contractors?hsLang=en#quotes) - [Work Orders](https://help.fmiworks.com/knowledge/contractors?hsLang=en#work-orders) [![FMI](https://help.fmiworks.com/hs-fs/hubfs/FMI%20Logo%20Orange-1.png?width=99&height=33&name=FMI%20Logo%20Orange-1.png "FMI")](https://www.fmiworks.com/) Copyright © 2026, FMI Software Pty Ltd trading as FMI Works