Creating assets

You create assets to represent actual leased and owned property. You specify information to help you manage day-to-day tasks and processes that are related to those assets.

About this task

The type of information that you specify when you create assets varies depending on the type of asset you are creating. For example, you might enter environmental details for office equipment, but not for keys.

Procedure

  1. Select Portfolio > Assets and then select the type of asset that you are creating.
  2. Click Add.
  3. On the General tab, specify a name for the asset.
  4. Enter an ID for the asset. If you do not specify an ID, a unique ID is generated when the asset is saved or activated.
  5. Associate the asset with a specification.
  6. Specify other details about the asset as appropriate.
  7. Click Create Draft.
  8. Save the asset.

What to do next

You can proceed to enter more details about the asset on the other tabs and you can activate the asset or save and close it.