Asset Management / Asset Management

Asset Management: Application Overview

The Asset Management application provides comprehensive data on your asset portfolio for facilities, financial, IT and department managers as they work with assets. It provides the following consoles and tasks to facilitate your work.

Consoles

The Asset Management application offers several consoles for entering and managing your assets:

Typical workflow process

A typical workflow process for asset management includes the following steps.

  1. Determine the inventory type. Decide whether you want to document your furniture and equipment assets with alphanumeric database records only, or to represent your furniture and equipment assets in CAD drawings, and link these representations to database records to form asset symbols. See Getting Started with Asset Management.
  2. Develop background data. Develop background data, such as locations and standards for your equipment and furniture, depending on the inventories you have decided to develop. Standards are optional, but help you track and update your assets. See:
  3. Develop your asset inventory. There are several method to develop your inventory of assets (buildings, properties, equipment, and furniture).
  4. Develop your telecom inventory. The Telecom console supports inventory data for equipment and connections, in both workplaces and telecom closets. The console records and displays all cable terminations, but does not display network cables. See Telecom Console Overview
  5. Manage your assets throughout their lifecycle. Manage your entire portfolio of assets - properties, buildings, equipment, and furniture - throughout their lifecycle from asset acceptance, through use and disposal. The Asset Lifecycle Console facilitates access to asset data targeted to your role. You can access depreciation values, the current activities for an asset, and any transaction changes. This provides a comprehensive view of the asset to facilitate decision making and coordination with stakeholders throughout the enterprise. See Managing Assets throughout the Lifecycle.

  6. Optimize your assets. Make informed decisions about assets by reviewing financial analysis and risk mitigation metrics, and mission criticality for equipment. See Optimizing your Assets.
  7. Evaluate assets for disposal. When working from the Asset Management or Enterprise Asset Management applications, you can evaluate assets for disposal, determine how to dispose of the asset, and update your inventory accordingly using the Asset Disposal Console.
  8. Use mobile app to maintain your inventory. Maintain your inventory over time as conditions change in the field. Users with the Asset & Equipment Survey mobile app can periodically survey their facility and update the inventory accordingly. See:
  9. Review reports. Throughout the above outlined process, you can examine many useful reports directly from a console's Reports button. See Reports for Enterprise Asset Management and Asset Management.

Alternate workflow process: develop inventory with the Asset Portal

When working from the Asset Management or the Enterprise Asset Management applications, you have the option of using the Asset Portal to develop your equipment, furniture, and software inventory. In this case, the Asset Portal tasks for equipment and furniture are accessed from the Reports button on the Project Proposal Console (Enterprise Asset Management only), Asset Lifecycle, and Asset Disposal Consoles.

See Reports for Enterprise Asset Management and Asset Management for a list of these Asset Portal tasks and a link to the Help topic.

Note the following about the different ways of developing data:

Follow these steps when using Asset Portal tasks:

  1. Create an equipment and telecom inventory. Create an equipment and telecom inventory. You can create either an alphanumeric inventory or an inventory that includes floor plan drawings. See Equipment Process Overview
  2. Create a software inventory. Optionally, once you develop an inventory of your data equipment, you may want to document the software installed on each machine, as well as the software that each machine can access through the network. See Software Process Overview.
  3. Create a furniture inventory. Decide whether you want to develop a tagged furniture or furniture standards inventory. See Choosing a Furniture Inventory Method.
  4. Calculate depreciation. Once you develop an equipment or furniture inventory, you can add cost information and calculate depreciation for it using the Depreciation process. See Depreciation Process Overview.
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