Managing Asset Sheet Properties
The Properties window for the asset sheet maintains the name and display options. You can also track asset value by associating a column on an asset sheet with a company account code. The company accounts sheet must be defined and account codes created before you can perform this mapping.
To open the asset summary sheet Properties window
- In the Asset Sheets log, select the asset summary sheet and click the Properties button.
- Complete the General tab as described in the following table.
- In the Options tab, asset sheet columns can be mapped to company account codes. The total value of the column will roll up to the company accounts sheet.
In this field: | Do this: |
---|---|
Title | This is the name of the asset sheet, which reflects the class name and is read only. |
Description | Enter an optional description. |
Display Mode | Choose one of the following: Tree: Lists the asset codes in a hierarchical manner based on the code segments and mimicking the tree structure in the Navigator. Flat: Lists the codes in a flat structure. |
Include | Choose one of the following: All Assets: All asset records created in the class will be displayed on the sheet Assets with statuses: Click Select and choose one or more statuses from the list. Only assets with one of the selected statuses will be displayed on the sheet. |
See Also
Configuring Asset Manager Configuration Package
Grant Asset Class Template Permissions
Creating and Managing Asset Templates
Creating a Depreciation Schedule (Classic view)
Setting Up and Managing Asset Sheets
Map asset sheet columns to company account codes
Associating Projects with Asset Classes
Last Published Monday, August 28, 2023