The Dashboard follows the asset portfolio from summary totals to value, distribution, items needing attention, and recently added records. Read it from top to bottom to decide where to go next.
Add New Asset
The button in the page header opens the asset register. From there, select Create Asset. The create and import guide explains both ways to add records.
Screenshot coming soon
The Dashboard from summary cards through recent assets.
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Portfolio summary cards
These eight cards summarize the current register. Asset status describes the lifecycle values used by the In Use and Under Maintenance counts.
| Card | What it counts |
|---|---|
| Total Assets | Active, non-deleted assets in the register. |
| In Use | Assets currently marked In Use. The subtitle shows their percentage of the register. |
| Under Maintenance | Assets currently marked Under Maintenance and offline for work. |
| Critical Assets | Assets flagged as critical in their asset record. |
| Unassigned | Assets with no location on record; this refers to location, not the Assigned To field. |
| Warranties | Assets with a warranty end date within 30 days. |
| AMC Contracts | Assets with an AMC end date within 30 days. |
| Maintenance Due | Assets with scheduled maintenance due within seven days. |
Portfolio Depreciation
The horizontal bar compares current book value with depreciation against the original purchase value. When no asset has a purchase value, the card says there is nothing to report.
The Full report button opens Financial Reports, which currently provides an Excel export. See Financial reports for that screen and Asset details for the values entered on an asset.
| Value or column | Meaning |
|---|---|
| Total Purchase Value | Combined original purchase value. |
| Current Book Value | Combined current value, also shown as a share of purchase value. |
| Total Depreciation | Combined depreciation amount, also shown as a share of purchase value. |
| Top-depreciating table | Shows each listed asset's tag, name, category, purchase value, current value, depreciation amount, and depreciation percentage. |
Status Mix and Assets Added
Status Mix is a chart of asset counts by lifecycle status. Read Asset statuses for the meaning of each slice.
Assets Added shows the last 12 months. Its bars count assets added in each month, and its line shows the purchase value of those additions. The chart says so when no assets were added in that period.
Assets by Category and Location
Assets by Category counts assets in each category. Its View all button opens the category list; the Categories guide explains how to create categories and use the hierarchy.
Assets by Location counts assets at each location and labels records without one as Not assigned. Its View all button opens Locations; see the Locations guide.
Items needing attention
Each list shows the asset tag, asset name, and relevant date. An empty list states that no matching items are due soon. The list rows are summaries; use the related guides to investigate or update a record.
The Warranty, AMC, and Maintenance Due View all buttons currently open Monitoring, which shows portfolio totals and breakdowns. The asset reports guide explains the dedicated Warranty and AMC reports. Insurance View all opens the asset register.
| List | What it shows |
|---|---|
| Warranty Expiring Soon | Asset tag, name, and warranty end date. |
| AMC Expiring Soon | Asset tag, name, and AMC end date. |
| Insurance Expiring Soon | Asset tag, name, and insurance expiry date. |
| Maintenance Due | Asset tag, name, maintenance type, and next due date; the card's empty state refers to the next seven days. |
Recently Added Assets
The final table shows the latest records added to the register. View all opens Assets. To search the full list or open an asset record, continue with Browse the asset register.
| Column | Shows |
|---|---|
| Asset Tag | The asset's identifying tag. |
| Name | The asset name. |
| Category | The assigned category. |
| Status | Current asset status. |
| Location | Location name or Not assigned. |
| Added | Date and time the asset was created. |