Applying an asset template to existing assets

When you apply an asset template to an existing asset, the information in the asset template replaces the information in the asset. Any specification records that are created in the template are also replaced.

About this task

To retain any information on the existing assets, leave the corresponding fields blank in the asset template. Also, asset template information for spare parts, PMs, meters, and data sheets are added to the records of the assets. The following list is an example of the type of fields in the Details section of an asset template.
The following list is an example of the types of fields in the Details section of an asset template.
  • Asset Description
  • Asset Type
  • Manufacturer
  • Vendor
  • Usage
  • Purchase Price
  • Replacement Cost
  • Budgeted
  • Priority
  • Calibration

Procedure

  1. In the Asset Templates application, select the asset template that you want to apply to existing assets.
  2. Open the Apply to Existing Assets window:
    1. Click Apply to Existing Assets.
    2. Select a site and click OK.
  3. Specify the default asset data that you want the assets to share.
  4. Click OK to apply the asset template to the existing assets.