Archibus Cloud / Foundations / Assets

Manage Equipment

In addition to the Background Data / Define Equipment task, you can use the Assets / Manage Equipment task to examine your equipment items and create new equipment records.

Use the filter to restrict the list to equipment in a specified location, of a specified equipment standard, or belonging to a certain employee or department.

Import and Export Equipment Lists

The DATA button accesses the Data Transfer feature so that you export the equipment list to XLS or CSV format, or import data from these formats. For example, if you are getting started developing your Archibus data and your site has an Excel file of all equipment items, you could import this Excel file into the Equipment table of Archibus. For information, see Data Transfer Overview

Create and Edit Equipment Records

Use the Add New button to access a form for entering basic information about an equipment item. Whereas you can also define equipment using the Define Equipment task, the Add form accessed from the Manage Equipment task presents a smaller set of fields: Equipment, Equipment Standard, Employee, location fields, and organization fields.

To edit basic information about an equipment item, click its Edit button. To edit other equipment fields, use the Define Equipment task.

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