Setting up and Managing Asset Sheets

Asset sheets are created automatically when asset classes are imported and activated. Asset sheets are listed in the Asset Sheet log window in the User Mode Asset Manager. There is one sheet per asset class, plus an asset summary sheet that summarizes all asset sheets. Assets are added to asset sheets as rows automatically, listed by the segmented asset code. In the asset summary sheet, the rows are the asset classes.

The asset summary sheet displays information of all asset sheets. It displays total values from individual asset class sheets. The asset summary sheet is created automatically once the first asset class is imported. Asset classes imported into Unifier are automatically added as rows.

Columns can be added to asset sheets. Some examples of columns include:

To capture data from the asset form.
Business processes—Company-level BPs with line items with asset code subtype are available; only the Amount field is available.
Project cost columns—Most columns from project cost sheets are available; only the Amount field is available. This is available when projects are created under asset categories.
Manual entry or formula columns

Users with create permission on asset class sheets will be allowed to create and define columns.

 

Create an asset sheet column

Add a column for business process data

Add a column for project cost data

Add a formula column

Create an asset summary sheet column

Edit asset details from the asset sheet

 

 

 


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