Archibus SaaS / Assets

Assets SaaS Module: Typical Workflow

The Assets module provides comprehensive data on your asset portfolio for facilities, financial, IT and department managers as they work with assets.

Assets include:

equipment
equipment systems
telecom inventory
furniture (which can be tracked with a tagged furniture inventory or a furniture standards inventory)
buildings
properties

Note: The Assets module provides the same set of tasks as the Assets application (non-SaaS offering).

A typical workflow process for asset management includes the following steps.

Step 1: Determine what you want to track and the level of detail.

For furniture and equipment, decide whether you want to document your furniture and equipment assets with alphanumeric database records only, or to represent your furniture and equipment assets in CAD drawings, and link these representations to database records to form asset symbols. See Getting Started with the Assets Domain.
For furniture, decide if you want a furniture standards inventory, tagged inventory, or a mixed inventory. See Choosing a Furniture Inventory Method.
For telecom equipment, there are several decisions to make and concepts to review. See Manage telecom asset inventory.

Step 2: Develop background validating data.

Develop the validating data, such as locations and standards for your equipment, furniture and other assets, depending on the inventories you have decided to develop. See

Step 3: Develop the asset inventory.

There are several methods for an asset manager, working with the Asset Manager process to develop an inventory of assets (buildings, properties, equipment, and furniture).

Develop your assets in CAD.
Enter equipment and equipment standards with the Manage Equipment and Standards task.
Working from the Asset Lifecycle Console, add and edit assets from the Asset Registry tab. See Reviewing and Managing Asset Data from the Asset Lifecycle Console
Working from the Asset Registration Console, register assets as you receive them at the loading dock. From this console, you can bulk add assets, and use an auto-numbering system.
If you want to develop a furniture standards inventory, you do not work with consoles (which create a tagged furniture inventory). Instead, you work with the Furniture Standards Inventory process. See Manage furniture standards inventory.

Step 4: Develop the telecom inventory.

The Telecom Console supports inventory data for equipment and connections, in both workplaces and telecom closets. The console records and displays all cable terminations, but does not track the actual network cables connecting items.

See Manage telecom asset inventory.

Step 5: (Ongoing) Manage assets throughout their lifecycle

Manage your entire portfolio of assets - properties, buildings, equipment, and furniture - throughout their lifecycle from asset acceptance, through use and disposal. You can access depreciation values, the current activities for an asset, and any transaction changes. This provides a comprehensive view of the asset to facilitate decision making.

See Managing Assets throughout the Lifecycle

Step 6: Manage asset depreciation.

Assets depreciation over time. Your site may opt to calculate and manage asset depreciation,

Step 7: Dispose of assets.

Evaluate assets for disposal, determine how to dispose of the asset, and update your inventory accordingly using the Asset Disposal Console.

Ongoing: Verify your inventory against field conditions.

Periodically, you may wish to perform a field survey to compare existing conditions against your electronic inventory, and update the inventory as needed. See Manage Asset and Equipment Survey.

Ongoing: Review reports and analyses.

Throughout the above process, you can examine many useful reports directly from a console's Reports button.

See Reports for the Assets Domain

Make informed decisions about assets by reviewing financial analysis and risk mitigation metrics, and mission criticality.

See Optimizing your Assets