Concepts

Settings

Setting up Asset Categories

Asset category is identified on assets, providing a mechanism to group similar assets. For example, categories can be created for piping, vessels, and heat exchangers. You can set up a value list of categories in asset settings.

To Set up Asset Categories

1.	From the Site window, select the Assets view, Settings tab. Select the Assets tab and the Asset management settings node in the tree.

Tip: You can also select the Administration menu, Asset Management Settings, and then Asset Management. The Asset Management Settings dialog appears.

2.	Select the Asset Categories tab. This tab displays the categories defined for the enterprise.

Note: You can mark a category as inactive until it is ready to be used. Select the category in the table and click Mark as Inactive. The Mark as Inactive/Active dialog appears, where you can enter a comment. When you click OK, a confirmation message appears. Click OK. When you are ready, click Mark as Active to make the category available for use.

3.	Click New. The Asset Category Properties dialog appears:

4.	Provide a name for the category and change the icon, if you wish.

5.	Select the Formatting tab to set the font, text color, and background color for the category. The formatting options determine the appearance of categories in tables and charts.

6.	Provide a description of the category.

7.	Click OK to save the new category and close the dialog.