Asset Templates Business Process

Asset Templates BP - Purpose

Asset Templates are used to store the common asset data (manufacturer, model number, and so forth) for assets of the same type. It is meant to simplify and to ensure consistency among asset of similar types. As outlined in the topic above, Asset templates are used by the Asset Creator process.

Asset Templates BP - Level

Project/Shell

Asset Templates BP - Type

Line Item

Record Statuses

Groups Associated with this BP

Company Administrators and Asset Managers can create and edit assets.

Asset Templates BP - Workflow

Asset Templates BP is a non-workflow BP.

Asset Templates 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 Asset Templates.

Asset Templates BP - Create

To create Asset Templates BP:

  1. Navigate to the All Properties node and switch to User mode.
  2. In the left Navigator, select FAM Templates, and then select Asset Templates.
  3. In the BP log, click Create.
  4. Complete the form.
  5. Select the Gauges & Meters and Building Systems tabs.
    1. Click Add.
    2. Enter the required information.
  6. Select Finish Editing to save the asset template.


Last Published Tuesday, June 17, 2025