Asset Trees group assets together based on module and relationship. This type of plug-in can be applied to the Plants, Site, Building, and Equipment inventories and is often based on a filter.
Asset trees show a list of records for the selected module. When a user expands one of these records, the system displays the children records related to that record. Clicking on any level of the tree opens the related module to the set of selected records.
Web Example
Features
The number in parentheses is a count of associated 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). The buttons at the top-right of the frame control which Lucity system (Desktop or Web) opens the record.
Example: Clicking on Equipment Inventory brings up a web view of all five equipment records, while clicking on the Bromley Exhaust Fan record displays a web view of that record.
Example
All Site Inventory records are displayed.
Site 27 has four related building records.
The South building has five related Equipment records:
AB
BANKLICK P/S #1 MOTOR
BROMLEY EXHAUST FAN
BROMLEY REZNOR HEATER
Toro Aerator 686 -Core
Setup
Asset Tree Options
Module
Identifies the module in which the tree will start.
Filter
Displays the filter currently being used for the asset tree.
Acquire
Launches the filter dialog, which is used either to create a new filter or to load a previously saved filter.
Display Option in Tree
Controls what is shown at each level of the asset tree: the asset Code, the asset Description, or both.
Select a Frame record and click the Add button. The Add Plugin window appears:
In the Select Plugin Type field, select the Asset Hierarchy Tree option.
Enter a Name for the plug-in and click OK. The Add Asset Tree window appears:
In the Module field, select the module at which to start the tree.
The hierarchy tree can begin at either the Plant Inventory, Site Inventory, Building Inventory, or Equipment Inventory level.
To customize and limit the record set displayed at the hierarchy entry point (Site, Building, Equipment, or Plant), use the Acquire button to change the filter.
Users can either create a new filter or use a filter previously saved in Lucity Web or Desktop.
How to add an Asset Hierarchy Tree