Enterprise Assets / Background Data - Facilities, Finance, & Project
Defining Background Data for Facilities, Finance, and Projects
Use the Enterprise Assets / Background Data - Facilities, Finance, & Project process to develop the following background data for document management, facilities, finance, and projects.
Facilities Background
When entering your equipment and furniture assets, you typically want to also enter the location for the asset, and perhaps the division or department that uses the asset. If your geographical. location, and organization data has not been defined using another Archibus application, you can use the tasks found under the Background Data - Facilities, Finance, & Project process to do so.
- Developing Geographic Data -- Define geographic regions, countries, regions, states, cities, and sites for your equipment.
- Developing Locations -- Define sites, buildings, floors, and rooms. If you intend on depicting your telecom and equipment assets on a room plan, be sure to develop a room plan in CAD.
- Developing the Organizational Hierarchy -- Define Business Units, Divisions, and Departments. An organization is often divided into business units, which are composed of divisions. Divisions, in turn, are composed of departments. However, not all organizations use this three-level hierarchy, and instead might have just departments and divisions. You can define the units that are relevant to the way you manage your furniture and equipment assets.
Project Background
To use the Project Proposal Console, you set up project background data as needed to work with your proposed projects. The following descriptions are to help you decide which background data you will need.
These background data tasks are available from Enterprise Assets only.
- Define Project Types - When working in the Project Proposal Console, all projects have the Project Type of Scenario. After developing the proposal, if you decide to request the project, you can give it a more specific project type. The application comes with default project types, but you can add additional types as needed. See Defining Project Types.
- Define Project Phases. You can define project phases that you can then associate with project actions. This helps you set filters to include only projects with actions in specific phases. See Defining Project Phases.
- Define Action Types. Each action item is defined in terms of an action type. There are default action types for those working with projects to choose from. You can also create additional action types if you want to have additional options available when action items are created You can create action types that automatically insert text into actions of this type that are created. See Defining Action Types.
- Define Communication Types. You can add communication logs that document communication that you have had regarding a project or an action item. Using the Define Communication Types task, you can define communication types and associate them with these communication logs. See Defining Communication Types.
Document Management Background
To facilitate creating documents, the application includes tasks to create templates and to manage reference documents.
- Define Documents Templates. You can define document templates that users can then select from when they are adding documents. See Defining Document Templates.
- If your administrator has defined document templates, you can use the View Document Templates task to save the template to your computer. Using the saved template file, you can then fill in data for a particular project. See Defining and Viewing Document Templates.
- Manage Reference Documents. You can associate documents with project types, standards, processes, or work request problem types. For example, if you associate a document with a project type, whenever you add projects of that type, the document is accessible from that project. You access the document from the Project Dashboard. For setting up reference documents, see Managing Reference Documents. For viewing reference documents, see Viewing reference documents from the Project Dashboard.
Financial Background
If you wish to calculate how your assets depreciate over time, complete these background data tasks: