Asset class forms must be designed in Primavera uDesigner. An asset class is a way to group assets of a similar type together. Examples of asset classes are buildings, vehicles, computer equipment, etc. Asset class forms are used to create new assets within each asset class, with a different form for different classes. The classes, forms, and corresponding logs are designed in Primavera uDesigner.
Step 1: Import asset classes and forms into Unifier from Primavera uDesigner. This is similar to importing any form or business process from Primavera uDesigner.
Step 2: Configure and activate each class. This enables assets and asset sheets to be created for the class. It also enables projects to be associated with assets by creating asset categories for project creation.
Step 3: Grant template administration permissions.
Step 4: Create asset templates. These can be used to create assets under an asset class in User Mode.
Step 5: Set up a depreciation schedule in an asset template or in individual company assets.
Step 6: Create assets under asset classes in User Mode. You can create assets manually or by copying a template. If you did not set up the depreciation schedule in a template, you can do it per asset (Step 5).
Step 7: Set up the asset sheets. Asset sheets are maintained in User Mode.
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