# Asset Management

This module is dedicated to the management of your IT infrastructure.

You can manage:

- All types of equipment

- Equipment categories

- Brands

- Models

- Equipement localisations

## Equipment

This screen allows you to manage lists of licenses, versions, products or even components linked to equipment.

- Define the list of devices contained in another device.

- Display the global tree of the equipment constituting an equipment, by being able to close or expand a given level.

- When copying a device you can select the complete composition of this device.

- Each piece of equipment contained is duplicated, recursively, by initializing the unique data (serial number, references, etc.).

Asset management screen

Access rights

You can limit the visibility of equipment.

some fields will be updated automatically to allow the user to see the items they have just created.

If a profile has creation rights and read rights only on “the items for which it is responsible”, the creation must automatically position the manager on the current user.

If a profile has creation rights and read rights only on “its own elements”, the creation must automatically position the user on the current user.

This rights management is automatically extended to all elements not dependent on the project.

Feeding the responsible field when creating an element if the user has visibility rights such as “the elements for which he is responsible”.

Warning

Hide buttons “Lock” and “send mail” when access right is readonly

Note

Each asset related to a resource or an user, is displayed on their respective screen.

See: Resource and User

Description

This section allows you to enter the details of the composition of an item of equipment.

Fields of add an origin element dialog box
Field | Description
--- | ---
name | Name of the asset.
Asset type | Type of the asset defined in the asset type screen.
Brand | Brand of the asset defined in the brand screen
Model | Model of the brand of the asset.
Provider | Equipment provider
Asset category | Category of the asset. Individual or collective by defaut.
Parent asset | Link to parent equipment. This contains the other equipment. A computer has multiple devices.
Serial number | Serial number of the material or the serial numer of a licence.
Inventory number | Add your own identification number to your equipment inventory.
Description | Description of the asset

Attribution section

Attribution section

This section allow to define:

- A status for each device according to the selected workflow.

- An installation date and a possible decommissioning date.

- The location of the equipment, with the possibility of defining a list (see: Asset types) and / or a manual entry field for more precision.

- The user who will benefit from this equipment.

- The closed check box. Which allows to put the equipment in archive mode.

Costs section

This section allow to define costs for the selected asset.

You can set a cost for:

- Purchase value

- The warranty period

- End of warranty date

- The amortization period

- The need for insurance

Costs section

Asset composition section

When you define an element parent, the components of the element appear in this section giving you the complete structure of an element.

Asset composition

The button ``display` `the` `structure`` opens a pop up which summarizes the complete composition of your equipment in table form.

You can print this box.

Asset composition section

## Asset types

The types of asset in equipment make it possible to list the different materials of an equipment.

For example, a workstation contains a computer, peripherals such as a screen, a mouse, a keyboard, or even a webcam, software, licenses, a printer …

But you can also create even more detailed lists with types of information storage, processing, or network equipment.

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Code | Code of the type.
Workflow | Defined the workflow ruling status change for items of this type (see: Workflow).
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

You can define an icon for each type of asset.

ProjeQtOr puts some icons at your disposal but you can create and import yours in the application.

Save your icons in the www\projeqtor\view\icons folder and relaunch the application.

## Asset category

The screen of the equipment categories will allow you to make a more detailed inventory of certain equipment.

You can determine for example whether a piece of equipment can be personal, for a service or collective.

But you can also determine if a device is part of a hardware, network or workstation architecture

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.

## Brands

The brand screen allows to create a list of brands making up your IT infrastructure.

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Closed | Box checked indicates the type is archived.

## Models

The model screen allows you to create a list of models linked to a brand and type of equipment.

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
brand | Name of the brand.
Name | Name of the model
Asset type | Name of the asset type
Description | Description of the model.

## Location

Location screen allow to create a list of places so that you can locate your equipment.

Location screen

Description section

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the location.
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the location

The “location” fields in the assets screen offers the possibility of selecting from the recorded list of locations and a manual entry field allowing you to add details with alphanumeric characters.

Adress section

You can complete the axacte address by filling in numerous fields :

- Street

- Complement

- Zip code

- City

- State

- Country