Adding Asset Trees

You can add multiple asset hierarchical displays as Plugins to your Dashboard Frames. To add an asset tree, complete the steps below:

Note: An asset tree displays facility assets in the following hierarchical order: Sites, Buildings, Roof, Floor, Room, Door, and Furnishings. Associated Equipment assets will appear at each level in the hierarchy. You can expand the individual asset categories to see lists of the specific assets included. Module record counts will also be indicated. Users can click on the asset names to launch the associated asset records in the desktop application.

1. Select the module entry point for the hierarchical display. You can choose to begin the hierarchy tree at either the Site Inventory, Building Inventory, or Equipment Inventory level.
2. To customize and limit the record set displayed from the hierarchy entry point (site, building, or equipment), you can use the Acquire Filter button. This allows you to select existing filters from your desktop application.
3. Click OK to accept the asset tree settings.