Creating and Managing Asset Templates

You can create one or more asset class templates that can be used to create assets within the class.

To access asset class templates

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. Click Templates > Assets in the left Navigator and select the asset class for which you want to create a template. The templates log for the class opens. The log lists any templates that have been created for the asset class.

The columns that appear on the log will depend on the asset class design. The design controls the appearance of the asset form, the log, and which fields you can search on using the Find button. This is true for templates as well as assets created in User Mode.

To search for an asset template

In the asset template log, click the Find button. You can search for the template based on fields available on the asset form used for the template. These fields will vary depending upon the design for your company.

See Also

Setting up the Asset Manager

Importing Asset Classes

Configuring the Asset Manager

Configuring Asset Manager Configuration Package

Grant asset class template permissions

Creating a Depreciation Schedule

Setting Up and Managing Asset Sheets

Managing Asset Sheet Properties

Map asset sheet columns to company account codes

Associating Projects with Asset Classes

In This Section

Create an asset template

Create a new template from an existing template or asset



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Last Published Friday, April 9, 2021