Enterprise Assets / Background Data - Assets
Assets / Assets / Background Data - Assets
Define Asset Background Data
The Background Data - Assets tasks focus on establishing fundamental standards data about your office, facility, equipment, and tagged furniture. Standards can help you track, manage, and update your equipment, tagged furniture and furniture standards inventories. You can also develop equipment systems background data so that you can track equipment and its dependencies.
Asset Background
If you develop standards that are associated with a drawing block, you can asset insert or populate to create equipment, tagged furniture, or jack asset symbols in a CAD floor plan drawing.
The Archibus Smart Client also offers some of these same tasks so that you can develop your data using grid views, which is efficient when updating data in bulk.
| Task | Description | Help Topic |
|---|---|---|
| Define Equipment Standards | Before you create an equipment inventory you can establish the types of equipment at your company -- the equipment standards. Typically, a company will purchase multiple quantities of like equipment items. For example, it is likely that your company has purchased the same type of telecommunications equipment for multiple offices. Archibus defines this type of telecommunications equipment as an equipment standard. | Adding and Editing Equipment Standards |
| Define Furniture Standards | Before you create a furniture standards inventory or a tagged furniture inventory, you can establish the types of furniture at your company -- the furniture standards. Typically, a company will purchase multiple quantities of like furniture items. For example, it is likely that your company has purchased the same type of chair for all administrative personnel. Archibus defines this type of chair as a furniture standard. Furniture standards make it easier to track and update your furniture inventory. | Define Furniture Standards |
| Define Classifications | Classifications are categories of building elements and systems (such as Mechanical, Concrete, Electrical) that you can use to manage your equipment assets. For example, when performing a condition assessment on your equipment items, you can use these categories to organize your assessment data. | |
| Define Custodian Types and Custodians | If you are tracking chain of custody, define the asset custodians that you will assign to assets at your site. | |
| Manage Equipment & Standards | Use this view to define your equipment and equipment standards, as well as use the View Configuration feature to create user-defined fields and promote fields in the Equipment table and Equipment Standards table. | Manage Equipment and Standards |
Additional tasks for Enterprise Assets
| Task | Description | Help Topic |
|---|---|---|
| Define Room Standards | Working from the Project Proposals Console, when you run the Create Requirements action, the system calculates area and costs for your requirements using space standards. Space standards are units for categorizing space needs and calculating a space's square footage and associated costs. Space standards are stored in the Room Standards table. Space standards can be based on room area, room standards, or employee headcount. You can also define room standards to meet your space planning needs when working in the Project Proposal Console. See | Adding and Editing Room Standards |
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Define Employees Define Contacts Define Vendors |
To access projects in the Project Proposal Console, a user needs to be added to the project team. Enter employees, contacts, and vendors, so that these people are available for selection when creating the project team. | |
| Define Asset Attribute Standards |
If you track equipment information for which the Equipment table does not provide fields, you can enter the information as an asset attribute. Use this task to define the categories (standards) of asset attributes that will appear on the Asset Attributes section of the Add Equipment form. Asset attributes are also used when integrating BUILDERTM SMS. |
Define Asset Attribute Standards |
Equipment Systems Background
To effectively track your equipment assets, you can group your assets hierarchically, so that you have an easy way to visualize the dependencies between equipment items. For example, when planning a project, having defined equipment systems enables you to analyze what are the "hidden" costs and risks associated with all the related assets, assemblies, and systems.
You can also define and work with equipment systems in the Equipment System Console, which is available from several processes in the Asset Management and Enterprise Asset Management applications, and the Assets module.
To set up equipment systems, you use the following background data tasks:
| Task | Description |
|---|---|
| Define Equipment Systems | The application enables you to map equipment assets to systems (the top level), and to the system's assemblies and components to define dependencies. |
| Define Spaces Served by Equipment | You can define the spaces served by the equipment system from the building to the room level to better plan for disruptions when the equipment needs repair or maintenance. |
| Define Team Property Categories | Define categories to distinguish different types of teams. You can then associate these categories with the teams you define. |
| Define Team Properties | Use this task to define the teams that support assets. |
| Assign Team Members to Equipment | After defining a team, you assign members to it. Team members can be employees, contacts, or vendors that have been entered into the system. |
| Define Building Systems | Building systems are the critical systems of your facility, such as the Electrical, HVAC, Security, Life Safety, Lighting,. You can define these building systems and associate equipment systems with the building system they are part of. |