Checkout/Reservation Project (Not Asset Associated)
We need the ability to have a project associated with a reservation/checkout, NOT associated with an asset.
Example: Starbucks Commercial. When checking out hundreds of pieces of video production gear, we don't want all that gear to be associated with the Starbucks Commercial as a custom attribute, but we need to be able to associate that checkout/reservation with a project, not just a custodian. I need to be able to see which project that all the gear is currently assigned to, regardless of custodian. This would also solve the problem where if multiple custodians are checking out for the same project. Multiple custodians could simply checkout to the same project, that project then becomes an easy way for administrators to check a project and see all the gear reserved or checked-out for that specific project, and which custodians on that project are overseeing which gear, all at-a-glance.
Furthermore, the dashboard feed activity would be better suited to showing project activity, instead of individual custodial activity, and all that information needs to be truncated into something usable.
Having the concept of "Project" would make all of this much more simple to use, and not just for video production applications.
Please add this!!
Product team is evaluating this suggestion. We’ll more details by tomorrow noon.
Drew Maw commented
In the long term we'll be adding a concept of Jobs/Projects. For now, here is what you can do. Quite a few of our customers go about tracking Job #s like this and it works well for the. Do give it a try and let us know what you think.
1) Add a text field type custom attribute called 'Project'. Have it displayed at the check out and check in. Associate it to all items. Enforce the value to be entered on check out/in so that the users MUST enter something in the project field.
These settings are available under Preferences when adding/editing a custom attribute.
2) When checking out items, enter the project name. Say you checked out asset# 1 through 10 and entered ABC123 in Project field.
3) You can type in ABC123 in the search bar and it will pull up all assets that have ABC123 with them. From the search filter (towards the left of the search bar), choose Assets to see all the assets at ABC123 project in a tabular format. You can also take actions from here.
4) You can also use the filter icon on the asset listing (it's placed right before the filters dropdown) to create custom filters with project names.
Drew Maw commented
Any update on this? Been a few days since last comment... :)