assets(asset utilisation) | Digital Transformation and Automation

Assets (Asset Utilisation)

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As an Asset, we mainly consider Products and Services but also anything else that can help the project’s completion (vehicles, services, hired products, etc.). “Assets” unit helps in adding different resources that can be used in a Task implementation. You can book an Asset while being in a View Task form. Utilization Board can reveal bottlenecks and unexploited Assets.

Add a new Asset

Go to:

  1. Business Apps Icon >Project Management  > Assets Management.
  2. Click on the +  icon to create a new one.
  3. Add Resource Name, select a Type, Category, Sector and whether it can be used partially from multiple users/groups.
  4. In some cases, you can associate a Product/Service with this Asset. i.e. In a Product/Service called “Travel Expenses”, a Financial Asset of the company can be a Credit Card.
  5. Click on Save to save the new Asset, on Save and New to save this and start creating another one. Alternatively, click Cancel to cancel the procedure.

Edit and Manage an Asset

Go to:

  1. Modules Menu Icon > Business Administration > Assets.assets / Comidor Digital Automation Platform
  2. Click on an Asset from the List view of them to enter it.
  3. Click on the pencil button to edit this entity.
    • Adjust details, such as the Resource Name, Type, Category or Sector of the Asset. Field “Partial use” of an Asset cannot be changed.
    • Click on Save to save the Asset changes. Alternatively, click Cancel to cancel the procedure.
  4. Click on the Actions button to Delete specific Asset. A confirmation box will appear.
  5. Click on Tags tab to add a new Tag on that Asset that it may be a private, group, internal or public. From this point, you can also manage old tags of that Asset. Putting Tags in them may help you in grouping them, filtering and finally find them easier.

Book Assets in a Task

Book Assets in a Task | Comidor Platform

Being inside a Task, from the Asset tab, you can easily create:

select an asset | Comidor Platform

  • Assets, which may be Personnel or non-human resources that could be used upon this Task completion. Book a new Asset by clicking on the  + icon. A pop-up window opens prompting you to choose a resource and book it automatically.

Manage multiple Assets

Go to:

  1. Business Apps Icon >Project Management  > Assets Management.
  2. Select multiple Assets from the List view, so as to perform the following:
    • Delete specific Assets. A confirmation box will appear.
  3. Click on the Actions button to Export or Print the ones added on Comidor.

Asset Utilization

Go to:

  1. Business Apps Icon >Project Management  > Assets Management.
  2. Click on the Asset Utilization option on the Unit Title bar.
  3. Select from the Filters above:
    • Assets: Type, Category, Sector
    • Bookings: State

Press on Execute to display results.Asset Utilization | Comidor Platform

  1. In the Results, bookings of assets are displayed, giving information about the booking Scheduled duration and Asset Utilization on that date and time.

Assets that have been created with “Partial use” indication not checked, are automatically 100% utilized when booked. Assets that are by default set to be booked in “Partial use” mode, can be booked at the same time from multiple user or groups, which have to choose the %utilization.

  1. In order to add a new booking, you can either Book Assets inside a Task, or just hover the mouse above the requested date in the Asset utilization timesheet to add a New.asset booking | Comidor Platform
    • In the Asset Booking pop-up window that is created, type the Title and to whom this Booking is Assigned to (user or group).
    • Select the scheduled Dates, fill in the Scheduled duration in hours and select the Asset that you wish to book.
    • Press Save to book this Asset.
  1. In order to navigate to a specific date, navigate with the arrows of select one from Navigate back to today’s date or the current week.
  2. Hover your mouse above booking and you can click to Edit it or Delete