Skip to main content
All CollectionsPlanner
Asset components adding in Planner
Asset components adding in Planner

Attach Veeva Vault modules and required assets to your items in Planner

Yuliia Skrybantovych avatar
Written by Yuliia Skrybantovych
Updated over 2 months ago

On the ASSET COMPONENTS tab, you can add assets and modules from Veeva Vault to the item. For this:

  1. Click the + button.

  2. Log in to your Veeva Vault account.

    In the Assets pop-up that appears, the filter fields are prepopulated with the item metadata. You can change the automatically filled values.

  3. Select the required asset in the Assets pop-up.

    Use filters and the search box to find the required asset.

To configure a set of filters and their value lists, contact the administrator.

The newly added asset appears at the top of the table.

Hover over the required asset to apply the following options:

Control

Action

Available for

Delete the added asset. The asset can't be restored

The owner of the added asset / the item owner / the responsible person / production partners

View the asset in Veeva Vault. The asset preview opens in a new browser tab

Any user with access to the Planner service

Did this answer your question?