Setting Up and Managing Asset Sheets
Asset sheets are created automatically when asset classes are imported and activated. Asset sheets are listed in the Asset Sheet log window in the User Mode Asset Manager. There is one sheet per asset class, plus an asset summary sheet that summarizes all asset sheets. Assets are added to asset sheets as rows automatically, listed by the segmented asset code. In the asset summary sheet, the rows are the asset classes.
The asset summary sheet displays information of all asset sheets. It displays total values from individual asset class sheets. The asset summary sheet is created automatically once the first asset class is imported. Asset classes imported into Unifier are automatically added as rows.
Columns can be added to asset sheets. Some examples of columns include:
- To capture data from the asset form.
- Business processes—Company-level BPs with line items with asset code subtype are available; only the Amount field is available.
- Project cost columns—Most columns from project cost sheets are available; only the Amount field is available. This is available when projects are created under asset categories.
- Manual entry or formula columns
Users with create permission on asset class sheets will be allowed to create and define columns.
See Also
Configuring Asset Manager Configuration Package
Grant Asset Class Template Permissions
Creating and Managing Asset Templates
Creating a Depreciation Schedule (Classic view)
Managing Asset Sheet Properties
Map asset sheet columns to company account codes
Associating Projects with Asset Classes
In This Section
Add a column for business process data
Add a column for project cost data
Create an asset summary sheet column
Edit asset details from the asset sheet
Last Published Saturday, July 13, 2024