Asset tag

If applicable, enter the asset's RFID tag code. RFID tags can be read by an RFID scanner. The Asset tag field is typically used to find a match between an asset's scanned RFID code and the code entered here. Currently, only Planon-AppSuite supports RFID scanning.

BIM GUID

The BIM GUID was used to identify assets for BIM viewer.

Following the activation of the improved feature Discontinue support for BIM GUID field, the functionality behind this field is deprecated and is replaced by BIM system BO links.

Code

Asset codes are used to uniquely identify an asset. Asset codes are either generated and displayed automatically in this field or they must be entered manually.

Planon products such as apps (AppSuite, Planon Live app) use this code to find matches with scanned QR or bar codes.

Cost center

Select a relevant cost center for the asset.

Description

Enter a relevant description for the asset.

Main asset

If an asset is a sub asset, use this field to specify the ID code and a description of the main asset.
This field enables you to add a sub asset to another main asset, by selecting one from the pick list.

Of department

Select the department that owns the asset.
It is recommended to use either the Of person or the Of department field, not both, since the use of both fields increases the chance of errors.

Of person

If applicable, select the person who owns the asset. This list contains people from the Personnel TSI.

Simple

Use this Yes / No field to specify whether or not the selected asset is a simple asset, which means it consists of one single asset.
If you select No, it means that the asset is a multiple asset.

Replacement for asset

If applicable, select the asset that is replaced by the selected asset, from the Replacement for asset dialog box. On the action panel, click OK followed by Save. The Question dialog opens. Select either Yes or No to indicate whether the replaced asset should be marked as disposed. If you select Yes and Proceed, the status of the replaced asset is set to Disposed.

Article number

Enter the article number of the asset.

Brand

Enter the brand of the asset.

Energy label

Select a relevant energy label from the Energy label dialog box that is available in this field. Energy labels are maintained and added in Supporting data .

Missing

Use this yes/no field to specify whether the asset is missing or not.

Regulations

You can open a linked file that was created in a program other than Planon ProCenter , containing information on the safety regulations for a specific asset, for instance.

Serial number

Enter the serial number of the asset.

Alternative classification

Select a relevant classification method from the dialog box available in this field.

Asset classification

Enter the relevant asset classification from a dialog box containing the methods defined in Supporting data .

Classification group

Select the code and the description of the classification group to which an asset belongs.
If you have selected a classification group at the Components selection level, the field is automatically populated.

Technical classification

Enter the technical classification to which an asset belongs.

Asset location details

This tab displays read-only data on the location that has been assigned to the selected asset.
For more information on asset location, refer to Assigning locations to assets.

Entrusted to

Select the person who is entrusted with the care for the asset. This list contains people from the Personnel TSI.

Linked services

Displays the SLA services that are linked to the selected asset.

Priority

Simplify the prioritization of orders by registering a priority directly on the asset. The value in the asset's Priority field is taken over to the order's Priority field when the asset is selected on the order. You will still be able to edit the order's Priority field.

Supplier

Select the supplier of the asset.
This list includes addresses from the Addresses TSI.

Service company

Select the company that services the asset. This list contains addresses from the Addresses TSI.

Deterioration curve

Select a relevant deterioration curve linked to an asset or standard asset in Assets .

It is used in combination with the deterioration period to calculate the condition of the asset in X days after the condition was measured in a survey.

Authorized users can define deterioration curves in Supporting data > Deterioration profiles.

Deterioration period

This field is used to calculate the asset condition based on a date and a known condition on a certain date (latest survey date, latest survey condition score or latest condition update date-time and condition after maintenance).

Expected economic end date

Enter the asset’s expected economic end date. This is the asset’s end date based on economic devaluation of the asset. For example, if a computer is devaluated after three years, it is of no economic value after three years.

Expected economic life span

This read-only field displays the expected economic life span in months. The value in this field is the difference in months between the Expected economic > end date and the Date of manufacture.

Expected technical end date

Enter the asset’s expected technical end date. This is the asset’s end date based on its technical specification.

Expected technical life span

This read-only field displays the expected technical life span in months. The value in this field is the difference in months between the Expected technical end date and the Date of manufacture.

Functional class

Select a functional class from the dialog box available in this field. A functional class is the division of a property according to the function of its constituent parts.

Important notice

Use this field to provide planners or engineers with critical asset information, for example the asset's allowed remaining downtime. The information is also shown in Planon AppSuite:

Is planned maintenance required? (Y/N)

Indicate whether or not you want to include this asset into maintenance plans in Maintenance Planner.

Latest condition score

This read-only field displays the aggregated condition score of the existing asset or building element corresponding to the latest survey.

Latest quantity

This read-only field displays the total number of assets or building elements corresponding to the latest survey date.

Latest survey date

This read-only field displays the latest survey date for the selected asset or building element.

Maintenance end date

Enter the date on which maintenance of the asset ends. This date is taken into account when compiling maintenance plans in Maintenance Planner. No maintenance activities are generated after this date.

Maintenance level

Specify the relevant maintenance level for the asset (for example High, Moderate or Normal). Maintenance levels must be defined in Supporting data > Picklists.

The Maintenance level field along with the Risk class field are indicators to allow you to flag those assets that would represent significant risk on failure and to also determine based on the risk class that they should have a ‘high’, ‘moderate’ or ‘normal’ maintenance level. Both fields are used in the Asset passport system report.

Maintenance start date

Enter the date on which maintenance of the asset starts. This date is taken into account when compiling maintenance plans in Maintenance Planner. No maintenance activities are generated before this date.

Manufacturer

Enter the name of the asset’s manufacturer.

Quality level

If you use the Objective-based maintenance solution, you can select a relevant quality level for the maintenance of the selected asset / building element, in this field.

Remaining economic life span

This read-only field displays the remaining economic life span in months. The value in this field is the difference in months between the Expected economic > end date and the current date.

Remaining technical life span

This read-only field displays the remaining technical life span in months. The value in this field is the difference in months between the Expected technical end date and the current date.

Replacement costs

In this currency field, enter the expenses to be made if the asset/building element must be replaced.

Replacement quantity

Enter the quantity of asset/building elements that must be replaced. The Replacement quantity field is associated with both the Replacement costs and Unit fields. For example, if the entered replacement costs are €100, the entered replacement quantity is 20 and the selected unit is m2, it costs €100 to replace 20m2 of the asset/building element.

Required condition score

Enter the condition score that the asset or building element must have, either for legal reasons or according to a certain standard.

Risk class

Select the relevant risk class from a dialog box containing risk classes that were defined in Supporting data > Risk class.

This field allows you to indicate the economic risk if the asset malfunctions. The value specified indicates how urgently the asset must be put back into operation.

Survey site

Select a relevant survey site (an indication of the location where maintenance takes place) from the dialog box available in this field.

Trade

Link a trade to the asset, so that the appropriate tradesperson can attend to it. The trade selected here is also auto-populated on orders and maintenance activity definitions that are related to the asset.

Tax / VAT tariff

From the dialog box in this field, select a tax / VAT tariff that applies to the replacement costs of the asset / building element.

Weight

Enter the asset’s weight (the unit of measurement is undetermined).

Amperage

If applicable, enter the amperage of the selected asset in this field.

Age of asset

This read-only field displays the age of the asset. The value in this field is the difference in months between the current date and the Date of manufacture.

Asset size

Enter the asset’s dimensions (the unit of measurement is undetermined).

AutoCAD symbol name

Select a symbol that is used to display the asset in AutoCAD drawings.

CAD Integrator symbol name

Select a symbol that is used to display the asset in CAD Integrator drawings.

Capacity

Enter the capacity of the selected asset.

Control certificate

Select a relevant control certificate for the asset from the dialog box that is available in this field.

Country of origin

Enter the country where the asset was manufactured.

Entry date

This field is automatically populated with the date on which the selected asset is added in Planon ProCenter .

Date first used

Enter the date on which the selected asset was first used.

Date of manufacture or construction

Enter the date on which the asset was manufactured.

Information text

Enter the information about the asset that you want to be displayed when this asset is entered on orders. For more information on using the information text field, see Displaying additional requestor/asset information on an order ( Work Orders ).

Insurance

Select the policy number of the insurance that applies to this asset.

Item display type

The data you want to register can vary per asset. The selected display type determines which fields are displayed for an asset. Select a relevant display type for the asset from the dialog box that is available in this field.

For more information, see Display types (Field definer).

Ownership

Indicate whether the organization is owner of the selected asset, or not.

Photo

Open a photo of the selected asset.

Protection class

In this field, enter the protection class of the selected asset.

Power

Enter the power of the relevant asset.

Purchase item

Select the related purchase item. If you modify the value in this field, other fields may also change. The fields involved are: Classification group, Brand, Supplier, Description (if empty) and Type.

Quality control mark 1

Use this yes/no field to specify whether or not the selected asset has been approved in accordance with quality control mark 1.

Quantity

Specify a quantity for the asset building element.
For the building elements this quantity is updated whenever the quantity in the Activities/registrations > Condition data is modified due to a condition survey. When you add new places for assets, the total quantity is updated to include the sum of quantities in those locations.

Record

Enter information including additional information about the asset.

Tariff group

Select a relevant tariff group for the asset from the dialog box that is available in this field.

Unit

Enter the unit to calculate the quantity of the asset with. For example pieces, yards, dozen etc.

Unit of weight

Select the asset’s unit of weight from the dialog box that is available in this field.

Voltage

If applicable, enter the voltage of the selected asset in this field.

Weight

Enter the asset’s weight.

Warranty expires on

Enter the date on which the corresponding warranty expires.

Attribute set 1-3

If attributes sets have been configured for the asset, the Attribute set fields provide detailed, additional information. Refer to Configuring attributes for more information on using attributes sets for (standard) assets.

Attributes 1-3

Displays the actual attributes configured for the asset, with their corresponding attribute set.

Standard deductible applicable until

Specify at what point the 'standard deductible' fee no longer applies to the selected asset. This is checked when calculating the standard deductible amount upon the revenue generation. See Service Providers > Back-office operations > General terms - fields for more information.