Navigating in PeopleSoft IT Asset Management

PeopleSoft IT Asset Management provides custom navigation center pages that contain groupings of folders that support a specific business process, task, or user role.

Note: In addition to the PeopleSoft IT Asset Management custom navigation center pages, PeopleSoft provides menu navigation, and standard navigation pages.

See the product documentation for PeopleTools: Applications User's Guide

These tables list the custom navigation pages that are used to navigate in PeopleSoft IT Asset Management.

IT Asset Definitions Center

The IT Asset Definitions Center custom navigation pages are geared to the person in the organization who is focused on setup and configuration.

Page Name

Navigation

Usage

IT Asset Definitions Center

Main Menu, IT Asset Definitions Center

Access primary Asset Definitions Center menu options and activities.

Application Settings

Click Application Settings on the IT Asset Definitions Center page.

Access the Business Rules, User-Defined Fields, Inventory Age, Rule Attributes and Edit Progress Report Template pages.

See Understanding PeopleSoft IT Asset Management Application Settings.

External Settings

Click External Settings on the IT Asset Definitions Center page.

Access the Code Mappings, IP Addresses, IP Locations, Contract Types, IT Subtypes, and Supplier pages.

See Understanding PeopleSoft IT Asset Management External Settings.

Resource Settings

Click Resource Settings on the IT Asset Definitions Center page.

Access the Device Groups, Notification Options, IT Role Access, Employee Network IDs, Employee Groups, Define User Preferences, Common Search Configuration, and Related Links Definition pages.

See Understanding PeopleSoft IT Asset Management Resource Settings.

IT Asset Management Center

The IT Asset Management Center custom navigation pages are geared to the person in the organization who is focused on financial and tracking functions.

Page Name

Navigation

Usage

IT Asset Management Center

Main Menu, IT Asset Management Center

Access primary Asset Management Center menu options and activities.

Asset Discovery and Validation

Click Asset Discovery and Validation on the IT Asset Management Center page.

Access the Request Discovery Data, View Request Status, View Integration Data Errors, Integrate Discovery Data, Related Links, Compare Asset Repositories, Manage Exceptions, Manage Assets Not Reporting, Manage Physical Use, View Ignored Exceptions, View Action Log, View Action Errors, and View Asset Log pages.

See Understanding the IT Asset Inventory Tool.

See Understanding Exception Management.

Software Attributes

Click Software Attributes on the IT Asset Management Center page.

Access the Define Software Titles/Users, Declare Device Licenses, Resolve Device Licenses, Associate SKU/Software Title, Define Software Contract, and Define Software Inventory pages.

See Setting Up Software in the Asset Repository.

Asset Add, Find and Print

Click Asset Add, Find and Print on the IT Asset Management Center page.

Access the Basic Add, Express Add, Print an Asset, and Search for an Asset pages.

See Understanding Adding and Maintaining Assets.

See Defining Asset Operational Information.

Portal Setup

Click Portal Setup on the IT Asset Management Center page.

Access the Generate Metrics, Edit Progress Report Template, and Run Progress Report pages.

See Understanding Reporting Metrics

Inventory Views

Click Inventory Views on the IT Asset Management Center page.

Access the Hardware Inventory, Discovered Software Inventory, Software License Inventory, Software Device Inventory, and Progress Report Detail pages.

See Working with Hardware Inventory

See Working with Software Inventory.

Financial and Leases

Click Financial and Leases on the IT Asset Management Center page.

Access the Financial List Inquiry, View IT Financial Statistics, Lease Summary by Lessor, Lease Details, and Financial List Archive pages.

See Working with Asset Financials.

See Working with Leases

IT Asset Definitions Center

Click IT Asset Definitions Center on the IT Asset Management Center page.

Access pages to set up and configure IT Asset Management.

IT Asset Manage Exceptions Trend

The Manage Exceptions Trend Chart provides a graphical representation of Manage Exceptions trends over a rolling twelve-month period. As you resolve the Business Rule exceptions from the Manage Exceptions page, the number of exceptions are recorded for each Business Rule where Trend Analysis is enabled.

Page Name

Navigation

Usage

Manage Exceptions Over Time

IT Asset Management, Manage Exception Trend Chart, Manage Exceptions Over Time

Access the Manage Exceptions Over Time page to view a graphical representation of the number of business rule exceptions over time. Select to view as either a two dimensional bar graph or a line graph. Additionally, select to view data as daily, monthly or quarterly totals. Variances from the same period in the prior year appear when placing the cursor on a data point.

See Manage Exceptions Over Time Page.