Asset Management / Asset Portal

Asset Portal Application Overview

Having an accurate electronic inventory of your tagged furniture, office, and telecom equipment enables you to track and manage these assets, to calculate depreciation for them, and to integrate this asset data with your facility management data entered in other ARCHIBUS applications.

For example, having an accurate equipment inventory is an important part of the maintenance process. If users reporting problems can select from a complete and accurate list of equipment items, they will more quickly and accurately report their problems, and the system can more effectively route the problems to the appropriate approval and execution processes.Or, the assets you enter using the Asset Portal application can be included in moves you manage through the Enterprise Move Management application.

Using the Asset Portal application, you can create a tagged furniture and equipment inventory that includes the disposition of these items - the asset's location, division, department, and employee assignment. The inventory can also include insurance and warranty data, and the software that is used on your workstations or servers.

Once the inventory is developed, you can calculate depreciation for your tagged furniture and equipment, and generate reports to analyze and review your data.

The Asset Portal application enables you 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 for a discussion of when you might want to create a CAD inventory.

The Asset Portal application includes the following processes:

Background Data process: Enables you to develop standards data for your equipment and furniture. Adding standards is optional, but standards help you track and update your assets data. If the standard is associated with a drawing block, you can use the block to asset insert to create an asset symbol. You can view details for each of your standards data, including an image of the standard if one has been entered for the standard. See Background Data Overview.
Equipment process: Enables you to add data for your telecom, office, and facility equipment, and to make key equipment data viewable over the Web, from both Web Central and the Smart Client. From the Smart Client, the process includes grid views that are an efficient way to bulk update data, and drawing tasks so that you can create asset symbols for your equipment and jacks. From the Web, you can use the Equipment Asset Console to walk you through the process. The Equipment process includes reports to help you review, analyze, and print your data.See Equipment Process Overview.
Furniture process: With the Furniture process, you can develop a tagged furniture inventory, or a furniture standards inventory and can make key furniture data viewable over the Web, from both Web Central and the Smart Client. The process includes reports that help you summarize, visualize, and print your data. See Furniture Process Overview.
Software process: After developing your equipment inventory, use this process to document the software used on each machine as well as the software that each machine can access through the network. See Software Process Overview.
Depreciation process: Using the Depreciation process, you calculate depreciation for tagged furniture and equipment inventories, and generate reports that analyze asset financial information. For each furniture and equipment item, you can check its current value, depreciation cost for particular periods, and accumulated depreciation. See Depreciation Overview.