Create an asset class

Creating a new asset class requires defining a new table and creating a corresponding application and module, then adding the new asset class to new or existing model categories. The default asset classes are Hardware, Software License, and Consumable. These general classes can be used to manage a variety of assets.

Before you begin

Role required: asset or category_manager

About this task

If the general classes are not appropriate for a specific group of assets, consider creating a new asset class. For example, a fleet of cars could be tracked in a custom asset class named Vehicle. Before creating new asset classes, analyze business needs to see if the general classes can be used. A large number of asset classes can be difficult to maintain.

Built-in functionality allows you to use asset classes for financial tracking, in a model bundle, and as a pre-allocated asset.

Ensure that the model categories contain models. Use the Table Creator to extend an existing table.

Procedure

  1. Navigate to System Definition > Tables & Columns and scroll to the bottom of the page.
  2. Fill in the Table Creator fields with information about the new table.
    For example, to extend the alm_asset table with a new table named u_vehicle and add a new application named Vehicle, fill out the Table Creator fields with the following information.
    Field Value
    Label Enter Vehicle.
    Table name Check that u_vehicle has been added to the field automatically.
    Extends base table Select alm_asset.
    Create new application Check that the Named check box is selected and that Vehicle has been added to the text box automatically.
    Create new module Check that the In application check box is selected and select Asset Management.
    Figure 1. Table creator example
    Table creator example
  3. Click Do It!.
  4. Navigate to the new application (for example, Asset Management > Vehicle) and click New.
  5. Configure the form to include Model, Model Category, and Quantity.
  6. Create a model category and add the asset class you created to the Asset class field.
  7. Create new models and add them to the model category.

What to do next

Now that the model category (associated with the new asset class) and the models are created, manage the models as assets. For example, use the model in a bundle.