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
- Go to the Company Workspace tab and switch to Admin mode.
- 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
Configuring Asset Manager Configuration Package
Grant Asset Class Template Permissions
Creating a Depreciation Schedule (Classic view)
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 a New Template from an Existing Template or Asset
Last Published Monday, August 28, 2023