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Assets Business Process

Assets BP - Purpose

Assets BP automates the creation of the:

• Asset
• Corresponding PM Book
• Asset Meters, belonging to this asset

Assets BP - Level

Project/Shell

Assets BP - Type

Line Item

Asset BP - Workflow

Asset BP is a non-workflow BP.

Record Statuses

• In_Service
• Installed
• Disposed
• Under_ Maintenance

Assets BP - Template

1. Go to the Company Workspace tab and switch to Admin mode.
2. In the left Navigator, select Templates, select Shells, and then select Buildings.
3. Open the MASTER OFFICE BUILDING TEMPLATE.
4. In the left Navigator, select Setup, select Business Process, and then select Assets.

Assets BP - Viewing

To view Assets records:

1. Go to the shell tab (for example: Building or Campus) where you want to create the record and switch to User mode.
2. In the left Navigator, select Asset Management, and then select Assets.
3. In the BP log, select the record you want to view and click  > Open.

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Last Published Tuesday, June 17, 2025