Creating a Fleet and Populating it
An Account Admin of an account with this feature switched on will see the Fleet Management icon on the sidebar. Please contact us for more information.
Clicking the Fleet Management icon will navigate to a page where you can create a fleet.
You will be able to "Add Assets" to this fleet.
Assets are grouped sites, most often "a yacht." The user creating the fleet can add any site they can access into an asset.
For example, if Account 1 has Warranty and Refit sites for Yacht X and Account 2 has Deck and Engineering sites for Yacht X, as long as the user creating the fleet is a user of all of these, they can now group them together to monitor Yacht X as a whole.
You can pick a set of sites to add to the asset and assign a cost custom field per site as a 'budget'. A quick total of this field will be visible in the asset card within the fleet.
For example, in the Deck site, the cost custom field used for managing the budget could be called Estimate, and this field can be selected for inclusion in the mini-overview in the asset card.
Voly Integrated cost Custom Fields can be utilised within Fleet Management, as budget indicators for sites or within the cost comparison Dashlet. Formula outputs are available to use like standard cost fields in Fleet Management.
Fleet settings are available when creating a fleet or can be edited through the cog menu. Only the fleet creator can change these, which will affect everyone who views the fleet.
Assets must be named (mandatory) and can be given an image, details about the vessel, and labels. The label feature is a quick way to see what parts of the work the user is responsible for or quickly recall who is in charge of certain aspects of a project. Labels are coloured chips that can also hold a user's details.
For example, "Warranty" could be a label, and then the user assigned to it would be the Warranty Manager for this yacht. This is only for informational purposes; the user assigned to a label is not informed of the fact, and it does not impact them in any other way.
Choose "how complete" each status in Pinpoint is for your fleet.
For example, do you consider an item "In Progress" to be 25% complete rather than the default 50%? Now, you can override these values with personalised ones.
You can choose which statuses to include in your assets' data.
For example, you can exclude 'on hold' items from the site list calculations if they skew your data.
The Asset Card
Drag and drop assets to re-order them if you're the creator of the fleet.
Click the drop-down arrow to expand the asset dashlets. Then, you can adjust the dashboard settings to suit your preferences.
Click the asset name to go to the overview table, which is pre-filtered to show only the sites within that asset. This provides a quick "asset overview table" in one click.
Click a site in the list to go directly to that site.
Click the Red Flag count in the Site List to go to the point table for that site. The table is filtered to show only red-flagged items, saving time when monitoring urgent tasks.
Search through assets using the search box in the top bar. The search will match the names of assets or sites and their details and labels.
Create a new fleet and switch between fleets in the drop down menu next to the search box.
Add an asset to the fleet your currently viewing.
Share the fleet with other users.
A quick count at the bottom of the screen shows how many assets are showing within your fleet.
Editing and Deleting an Asset and Fleet
No limit exists to how many assets can be stored within a fleet. The person who created them can edit or delete them. To delete the fleet itself, all assets must first be deleted.
Sharing a Fleet with Others
A fleet created by an Account Admin can be shared by them with any user of Pinpoint Works.
The person with whom the fleet is shared will receive an email similar to how sharing sites work now and will immediately be able to access the Fleet section in their sidebar.
They will be able to see all the assets they are users of within the fleet, including images, static information about the assets, and labels.
The sites and data they see within the asset will be limited to what they can see already, so their site list could be empty.
Shares can be revoked by the Account Admin or by their dedicated Account Manager. When a Fleet share is revoked from a user, they will receive an email notifying them of the change.
If the fleet creator is downgraded from Account Admin status, they will retain viewing rights to any fleet they created unless the Account Owner explicitly unshares it.
No limit exists to how many people a fleet can be shared with.
If you want to remove a user from a fleet, click "Revoke view access."
PDF Export Functionality
Users can create PDF exports for entire fleets or individual assets. These exports feature thumbnail images, detailed information about the selected assets, and a site table displaying progress information and relevant dashlets.
Fleets can be exported with a cover page summarising all included assets.
For added flexibility, users can easily de-select any Asset or dashlet they do not wish to include in the export, allowing for customised reporting that focuses on the most important information.
Exports can be formatted in portrait orientation (featuring two advanced dashlets per page) or landscape orientation (with four advanced dashlets per page).
Still have questions?
Send us a message through the chat icon in the web app, email us or keep looking through our Help Centre for more information.