Asset Management / Asset Management / Business Process Owner - Facilities & Finance

Define Asset Background Data: Facilities & Finance

Use the Asset Management / Business Process Owner - Facilities & Finance process to develop the following background data for document management, facilities, and finance.

Facilities Background

When entering your equipment and furniture assets, you typically want to also enter the location for the asset, and perhaps the division or department that uses the asset. If your geographical. location, and organization data has not been defined using another Archibus application, you can use the tasks found under the Business Process Owner - Facilities, Finance, and Project role to do so.

Developing Geographic Data -- Define geographic regions, countries, regions, states, cities, and sites for your equipment.
Developing Locations -- Define sites, buildings, floors, and rooms. If you intend on depicting your telecom and equipment assets on a room plan, be sure to develop a room plan in CAD.
Developing the Organizational Hierarchy -- Define Business Units, Divisions, and Departments. An organization is often divided into business units, which are composed of divisions. Divisions, in turn, are composed of departments. However, not all organizations use this three-level hierarchy, and instead might have just departments and divisions. You can define the units that are relevant to the way you manage your furniture and equipment assets.

Document Management Background

To facilitate creating documents, the application includes tasks to create templates and to manage reference documents.

Define Document Templates. You can define document templates that users can then select from when they are adding documents.
View Document Templates.If your Business Process Owner has defined document templates, you can use the View Document Templates task to save the template to your computer. Using the saved template file, you can then fill in data for a particular project.
Manage Reference Documents. You can associate documents with project types, standards, processes, or work request problem types. For example, if you associate a document with a project type, whenever you add projects of that type, the document is accessible from that project. You access the document from the Project Dashboard.

Financial Background

If you wish to calculate how your assets depreciate over time, complete these background data tasks: