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.).

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

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

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.

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 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.

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

Asset Management¶

Equipment¶

Asset types¶

Asset category¶

Brands¶

Models¶

Location¶

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