Editing Assets on Asset Allocations
Context and Why This Exists
The Asset Allocations page is where you correct and maintain asset ownership after the initial structure has been captured.
This matters because asset ownership often needs refinement after first entry. You may need to fix the asset details, change the ownership method, correct an owner, update dates, or move an ownership interest from one owner to another.
The page is designed to let you manage both layers of asset ownership in one place:
- the asset record itself, and
- the ownership relationship rows tied to that asset.
What the Feature Does
On the Asset Allocations page, you can edit two different things:
1. The asset record
Click the asset name to open the asset edit dialog.
There you can change details such as:
- asset name,
- gross value,
- liability,
- description,
- purpose,
- and, for property assets, the ownership method and joint owner count.
2. The ownership row
Click the pencil action on an ownership row to edit that ownership relationship.
There you can change:
- the owner,
- the ownership interest for tenants in common,
- acquisition date,
- and disposal date.
This is the workflow to use when you need to correct the owner or move an ownership interest from one entity to another for the same asset.
How to Use It
Edit asset details
- Open Asset Allocations.
- Find the asset in the ownership table or Unowned Assets section.
- Click the asset name.
- Update the asset details.
- If it is a property asset, update the ownership method if needed.
- Save the changes.
Edit an ownership row
- Open Asset Allocations.
- Find the ownership row you want to change.
- Click the pencil action on that row.
- Change the owner, dates, or ownership percentage if allowed.
- Save the changes.
What to Edit Where
Use the asset dialog when you need to change the asset itself.
Examples:
- wrong asset name,
- wrong values,
- wrong description,
- wrong ownership method,
- wrong joint tenant owner count.
Use the ownership row edit dialog when you need to change who owns the asset, or when the ownership interest on that row is wrong.
Examples:
- wrong owner entity,
- wrong tenants-in-common percentage,
- missing acquisition date,
- wrong disposal date.
Edge Cases and Expected Behavior
Ownership method is edited on the asset, not on the ownership row
If you need to change between sole ownership, joint tenants, or tenants in common, edit the asset.
The ownership row must follow the method already stored on the asset.
Tenants in common lets you edit the percentage
For tenants in common, the ownership row dialog allows percentage changes.
The total across all ownership rows for that asset cannot exceed 100%.
Sole and joint tenants use derived percentages
For sole ownership and joint tenants, the row dialog does not let you manually change the percentage.
- Sole stays at 100%.
- Joint tenants uses the equal split derived from the asset's configured number of owners.
You can still edit the owner and dates on those rows.
The asset field is fixed when editing an ownership row
In the ownership edit dialog, the asset is shown but not editable.
This means you can move ownership from one owner to another for the same asset, but you do not use this dialog to move the row to a different asset.
Changing the asset ownership method can affect row behavior
If you change a property asset from one method to another, StructureGram normalizes ownership data so the rows stay consistent with the asset settings.
Deleting the last owner does not delete the asset
If an asset ends up with zero owners, it moves into the Unowned Assets section.
You can then reassign ownership later or delete the asset separately.
Troubleshooting (Q&A)
I can edit the asset, but not the percentage on the ownership row
Most likely cause:
- The asset is set to Sole or Joint Tenants.
Fix:
- Click the asset name.
- Check the ownership method.
- If you need custom percentages, change the asset to Tenants in Common.
- Save the asset.
- Return to the ownership row and edit the percentage.
I tried to add or change an owner and StructureGram blocked it
Most likely causes:
- That entity already owns an interest in the asset.
- The asset is still configured for sole ownership.
- The joint tenant owner count is already full.
- A tenants-in-common change would push total ownership above 100%.
Fix:
- Check the asset ownership method.
- Check whether that owner already has a row for the same asset.
- For joint tenants, increase the owner count on the asset first if needed.
- For tenants in common, reduce percentages so total ownership stays at or below 100%.
I changed the wrong owner and want to move the ownership to someone else
Use the ownership row edit dialog.
Fix:
- Click the pencil action on the ownership row.
- Change the Owner field.
- Keep the dates and percentage aligned with the intended ownership.
- Save the row.
I want to move the ownership row to a different asset
Most likely cause:
- The ownership edit dialog does not change the asset for that row.
Fix:
- Correct the existing row or delete it if it should not exist.
- Create the ownership relationship against the correct asset.
I changed dates and got an error
Most likely cause:
- The disposal date is earlier than the acquisition date.
Fix:
- Review both dates.
- Make sure the start date is on or before the end date.
- Save again.
I changed the ownership method and things now look different
Cause:
- StructureGram recalculates or validates ownership rows against the asset's method.
Fix:
- Review the asset settings.
- Review the ownership rows underneath that asset.
- Adjust owner count or row percentages so they match the new method.
Best Practice
Use a two-step rule:
- Edit the asset when the structure of ownership is wrong.
- Edit the ownership row when the person or entity holding that interest is wrong.
If you are correcting a transfer or reassignment, update the row owner and dates first, then review the asset method to make sure it still matches the intended legal ownership setup.