How do I set default Asset values?

Set standard values Depreciation and budget Cost to help build budgets and roadmaps for you Clients.

• Access the Asset Types:

  • Click on your 'Profile Circle' (usually found in the top right of the platform), and select 'Client Asset Types.'
  • This will show a list of the Asset Types. Asset Types are created manually or automatically when Assets are loaded into a client. If an asset type isn’t present, it will be automatically created during syncing or CSV import​

• Set Default Replacement Costs:

  • For each asset type, assign a budgetary replacement cost and set the number of years for depreciation. These values act as the starting point for all clients but can be adjusted per client as needed. For example, some clients may require shorter replacement cycles.
    • To set a different Replacement Cost for a client, filter the Asset list and select the client(s) to adjust.
    • To set a different Depreciation duration, use the Filter option when viewing the individual client's Budget module.

• Adjust Asset Values for Each Client:

  • Once the standard replacement cost and depreciation term are set for the asset type, you can further refine these values for each client, making custom adjustments based on their specific needs.

• Depreciation Values and Budgeting:

  • When adjusting values, ensure that depreciation and replacement cost figures are reflected accurately in the budget forecast for the client. Adjustments to depreciation years or asset costs will impact budget predictions and lifecycle management​ automatically, but will not modify Projects that have already been placed on a Clients Roadmap

• Import Assets via CSV (if needed):

  • If there are unique assets not captured by the sync process, you can import assets through a CSV file. Be sure to assign appropriate headings to map them to the platform's fields (e.g., 'Asset Name' to 'Name')