Custom categories

In AssetCenter, assets and subscriptions are grouped by categories. Categories are flexible and meant to be customized to the needs of your organization. They can be anything from small tools, pickup trucks, cell phones and laptops to office furniture.

Custom categories need to be created before you can enter assets or subscriptions.

To get started, click the blue + button in the top right corner and select either asset categories or subscription categories.

Now that you are on the category settings page, press the Add Category button to create a category.

New category#

Start by naming your category and, if needed, giving it a description. The category description only appears on the settings page, but it can help your team understand the purpose of a given category.

Report settings#

If this is an asset category, report settings is the next section.

End of life#

The End of Life field decides when assets in your organization are considered end of life. Active assets receive a red End Of Life badge, and you can filter to see just the assets that are currently end of life and need to be addressed.

Enter the number of months or years after which an asset is considered end of life. Any asset in this category is automatically marked as end of life once it reaches that age, based on its acquisition date.

Useful life#

The Useful Life field is measured in years and is used to calculate depreciation on assets.

Email notifications#

Choose to receive email alerts for upcoming end of life assets, expiring warranties, or expiring contracts in this category. Use the dropdown to select how far in advance you would like to be notified, or turn the alerts off entirely.

When you have filled out this page, press the Add Category button at the bottom to create the category. You can then add custom fields to it, as that section becomes available.

The next page shows you how to create custom fields.