The Asset Manager needs an attribute form to define an asset "class" and its corresponding code segments. In Primavera Unifier, users will enter assets to the system according to its class. Defining asset classes makes it convenient for users to store assets in categories, such as "Buildings," "Equipment," or "Transportation."
Notes:
- Be Careful About Status Names!
- Do not use the same class name that is being used by any code-and-record-based configurable manager: Primavera Unifier is unable to distinguish class names between managers. The best way to avoid redundant class names is to preface the class name with the name of the manager it belongs to, such as "Asset—Heavy Equipment" to distinguish it from a configurable manager like "Inventory—Heavy Equipment."
To define a class code, you must use a formula to build the code from the segments of data elements that were created for your assets (such as location segments: country-state-city).
- Click the Company Workspace tab and switch to Administration Mode.
- In the left Navigator, click uDesigner > Asset Manager.
- On the right pane, click New > Asset Class. The Edit Studio window opens.
- In the General field, enter a name for the asset class.
- In the Description field, enter a description of the class.
- Click Apply, then click the Statuses tab.
On the Statuses tab, you can specify the statuses you want to make available for the asset class.
Note: Asset class statuses control which assets are displayed on an asset class sheet. For example, a user might not want the sheet to show assets that are in "Out of Service" and "Decommissioned" status.
- To add a status, click the Add button and choose the status from the list that appears.
To choose multiples statuses, hold down the Ctrl key and click each status you want.
- (Optional) Make the status or statuses terminal.
To make a status terminal, select the status and click the Terminal button. (See "About Terminal Statuses" under Statuses Tab.)
- Click Apply, then click the Options tab. See the table below.
- Click OK.
uDesigner displays the name of the form on the right pane. At this point, you can add the content to the form. See Adding Blocks to the Attribute Form and also Adding Fields to the Form.
In this field: | Do this: |
|---|---|
Show Assets in Asset Picker when status equals | Specify what status the assets in this class should be in before they are included on the Asset Picker. This will restrict the picker to show only those assets that are at certain statuses, such as "In service," "In maintenance," and "Ready for Install." You must specify at least one status, and multiple statuses are allowed. |
Enable for Mobile/Handheld | Click this check box if you want this asset class to be available for using on a mobile device, such as a SmartPhone. |
Enable Calendar | Select this checkbox if users should be able to reserve this asset for exclusive use. If you select this check box, the form will display a Calendar button in the toolbar that the user can use to display a calendar and specify dates and times for the reservation, as well as additional information that might be necessary for the reservation. Note: Primavera Unifier users can reserve assets only from the Quick Calendar feature. Assets cannot be reserved using a Reservation type business process. |