Asset Hierarchy Trees

Asset trees group assets together based on module and relationship. They work for the Site, Building, and Equipment inventories and can be based on a filter. The tree will show a list of records for the selected module. Expanding one of those records will show children records related to that record. Clicking on any level of the tree will open the related module to the set of selected records.

Web Example

Features

The number in parentheses is a count of records
Click an arrow to expand or collapse a level of data
Click on an Inventory or Record name to open the related record(s). Where this is opened is controlled by the buttons at the top right of the Frame.
- Clicking on Equipment Inventory will bring up a web view of all 5 equipment records, while clicking on the Bromley Exhaust Fan will bring up a web view of that record.

Example

The Site Inventory is displaying all its records

Site 27 has four related building records

The South building has 5 Equipment records which are:

AB
BANKLICK P/S #1 MOTOR
BROMLEY EXHAUST FAN
BROMLEY REZNOR HEATER
Toro Aerator 686 -Core

Asset_Tree

Setup

Asset Tree

Asset Tree Options

Module

Use this to select which module the tree will start in.

Filter

Displays the filter currently being used to the asset tree.

Acquire

Brings up the filter dialog. This can be used to create a new filter, or load a filter previously saved in the desktop or web.

Saves changes and closes the plugin window.

Cancel

Close the plugin window without saving changes

On a Frame record click the Add button.
The Add Plugin window will appear:
For the Select Plugin Type field, select the Asset Hierarchy Tree option.
Enter a name for the plugin and click OK.
The Add Asset Tree window will appear:
In the Module field select the module to start the tree at.
- The hierarchy tree can begin at either the Site Inventory, Building Inventory, or Equipment Inventory level.
To customize and limit the record set displayed from the hierarchy entry point (site, building, or equipment), use the Acquire button to change the filter.
- Doing this users can either create a new filter or use a filter previously saved in the desktop of web.
Click OK to accept the asset tree settings.