Financial Management › Assets › Manage Assets

Manage Assets

You can add information about each asset to the repository so that you can manage assets throughout their lifecycle. Assets are defined based on models, and inherit data from the selected model. For example, you have defined Dell Precision Workstation 410 as a model. Your enterprise has purchased 100 individual computers, and you define 100 asset records that are based on the model to describe the individual computers.

Follow these steps:

1. Click Asset and perform one of the following actions.
2. Define an asset.
   1. Click New Asset.
   2. Enter the asset information.
   3. Associate the asset with other objects such as contacts, organizations, and companies.

      Associating assets with other objects enables data access to roles or users when you implement multi-tenancy.

   Note: You can also define an asset by copying an existing asset, supplying a new name, changing the asset information, and saving the new asset.

3. Update an asset.
   1. Search for the list of available assets.
   2. Click the asset that you want to update.
   3. Enter the new information for the asset.

   Note: You can also view and edit an object that is related to your asset, if the related object has a Browse icon. When you click the Browse icon, you leave the asset page and you navigate to the related object page. To keep the asset page in view and preserve the asset information, right-click the Browse icon and select Open Link in New Window. Close the new window when you are finished.

4. Delete an asset.
   1. Search for the list of available assets.
   2. Click the asset that you want to delete.
   3. Click Delete and confirm that you want to delete the asset.

   Note: If the CI check box is selected (on the Asset Details page) for the asset you want to delete, you cannot delete the asset. The selected CI check box indicates that CA Service Desk Manager manages the asset. Delete the asset from CA Service Desk Manager.

   Important! We do not recommend that you delete an asset because the audit history for the asset is permanently removed. For example, legal, cost, relationship, and other information that is related to the asset is also deleted. Instead, update the asset status to indicate that the asset has been disposed of, or is obsolete. Using this approach, you retain the information about the asset in your repository for future reporting and reference purposes.

5. Click Save.

More information:

Define the Cost for an Asset or Legal Document