How to Designate an Item for Asset Allocation

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  1. Go to www.pinventory.net.
  2. Login using the username and password you created when you signed up for Pinventory.

  1. Click on the Member Profile picture for the profile you want to access.

  1. Click on the “Home Inventory” section on the left side of the screen to expand the menu.

  1. Click on “Home Inventory Items”

  1. Click on the “blue pencil icon” to open the inventory item that you want to add to the Asset Distribution Report.

  1. Click “Financial.”

  1. Check “Asset Distribution Report.”

  1. Click “Save Changes.”

  1. A confirmation message will appear; click. “Ok.”

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