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Asset Management / Enterprise Asset Management / Project Proposal Console

Adding or Editing Assets by Standard Count

When you add or edit assets by standard count, only fields that apply to the level of the project's space budget appear on the form. You can add either furniture or equipment assets by their standards.

To add or edit assets by standard count:

1. Do one of the following:
   • To edit an asset, from the Asset Requirements tab, in the grid, click on an item.

     The Edit Asset by Standard Count form appears.

   • To add an asset, from the List of Required Assets by Standard Count pane, click Add.

     The Add Asset by Standard Count form appears.

2. Select the Asset Type as either equipment or furniture.

   The following image shows the form when equipment is selected, but the only difference in the forms is the Equipment Standard or Furniture Standard fields.

   

3. Enter the organizational level for this asset requirement: The organizational levels shown reflect the levels you selected when generating the requirements.

   • Business Unit

   • Division Code or Department Code. When editing a requirement, the division and department display only if the space budget is at the Division, Department, or Functional Group level.

   • Functional Group. When editing a requirement, this displays only if the space requirement is at the Functional Group level.

4. Do one of the following:
   • Select an Equipment Standard or Furniture Standard from the Equipment Standard or Furniture Standard list. The form fills in with the values entered for the selected standard.
   • Type a name in the Equipment Standards or Furniture Standard field, and enter values for the Unit Area, Unit Cost, and Unit Cost to Move fields. The values you enter are stored in the Space Budget Items table, not in the Equipment or Furniture Standards table, so they are used for planning purposes.
5. Baseline Count. This is the baseline count of equipment assets. You can use this as a reference when estimating the requirement count. If needed, you can edit the baseline count. For example, if you are aware that some assets have been disposed of recently, you could decrease this number. However, be aware that this does not update your current inventory.
6. Requirement Count. Enter the number of units of this asset that the project requires.
7. Enter the following if the space budget level is functional group:

   • Building Allocation

   • Floor Allocation