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

  1. In the Asset Sheets log, select the asset summary sheet and click the Properties button.
  2. Complete the General tab as described in the following table.
  3. 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

Setting up the Asset Manager

Importing Asset Classes

Configuring the Asset Manager

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