Foundation guideVersion: 2026.0712 min read
Projects, assets, and maintenance
Turn expansion into an executable plan: assets, ownership, maintenance, projects, budgets, and commitments.
Who is this for?Management, maintenance, finance, and branch owners
Applies toAll businesses
Last reviewed2026-07-15
01
What you will accomplish
- ✓Create a unified asset record
- ✓Assign owner and location
- ✓Open a maintenance task
- ✓Track project scope, budget, and stage
02
Operating workflow
- 01
Register the asset or project
- 02
Set owner, branch, and budget
- 03
Create tasks and dates
- 04
Record work and cost
- 05
Close after acceptance and review
03
Operating and safety controls
Use a stable asset identifier
Do not close maintenance without evidence
Separate cost approval from execution
05
Get help
Copy this template and send it through your organization’s approved support channel. Do not include customer data, passwords, or verification codes.