Table of Contents

Creating Division Assets

Jennifer Sneider Updated by Jennifer Sneider

This article walks you through creating Assets in a Division. Asset Hub users with access to the Division and Edit Assets permission can create Assets.

Creating Assets in a Division

Creating Assets Manually

  1. While logged in to your Division, click Assets on the top navigation bar.
  2. Click Create Assets in the upper right corner.
  3. In the pop-up, enter the Asset information. Required fields are marked with an asterisk (*).
  4. Once the required information has been entered, the options to save will illuminate.
    1. Click Save to save the Asset and have it appear in the Asset Index.
    2. Click Save and Create Another to save the Asset and then create another. If you are working in a Division, the next Asset will retain the same Warehouse, Series/Feature/Project, and Department. Each newly created Asset will appear on the Asset Index.
Warning: Assets cannot be deleted once created. Please contact Support if you accidentally create an Asset you'd like to delete.

Creating Assets with Asset Import

If you have a lot of Assets to add to a Division and do not want to create them manually, you can upload a spreadsheet and import them in bulk.

  1. While logged in to your Division, click Assets on the top navigation bar.
  2. Click Import Assets in the upper right corner.
Note: If you have previously downloaded the Asset Import Template and already have populated it with your data, skip to step 6.
  1. Download the Asset Import Template. You must use this template in the import process and the column headers cannot be altered in any way.
Warning: The column headings in the template cannot be renamed, reordered, or altered in any way. Additional columns cannot be added.
  1. Enter your data on the first tab of the spreadsheet. Asset Name and Department Code (#) are the only required fields for upload. Other fields may be populated with data or remain blank. View the example tab to see the proper format.
Note: The Character/Set Code column on the template only applies to Asset Imports for Series/Features.
  1. Save your completed spreadsheet to your computer.
  2. Select the Warehouse for the Assets.
  3. Click Choose.
  4. Select the spreadsheet from your files and click Upload.
  5. Confirm your first Asset's data appears as expected under the headers on the left column.
  6. Scroll to the bottom of the page and click Import.
  7. Confirm the total number of Assets in the pop-up and click Continue With Import.
  8. Your Assets will be on the For Review tab of the Asset Index. You can make additional edits to your Assets prior to accepting them, if desired.
    1. If any required data is missing you will see Data Missing on the far right. Update the Assets to include the required data.
    2. If your Assets are ready to be accepted, you will see Ready to go! on the far right.
Warning: If you enter data in the Free Fields of the Asset Import Template, you will only see those values on the For Review tab. Use those fields as reference to enter the information in the appropriate AssetHub fields prior to accepting the Assets.
  1. To move the Assets onto the Asset Index, check the boxes in line with your Assets.
  2. Click Add/Update.
  3. Click Accept Assets. You will now find your Assets on the Asset Index.

Asset Import History

  1. While logged in to a Division, click Assets on the top navigation bar.
  2. Click the Gear icon on the top right of the page.
  3. You will see a list of all Asset Imports and the number of accepted Assets and Assets For Review from each upload.
Note: Any user with the permission to Edit Assets can delete an Asset Import. Any Assets For Review will be deleted and accepted Assets will remain on the Asset Index. Click the Trash Can icon in line with an import, then click Delete.

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