Asset CSV Format
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Asset Fields


Field

Description

Format

Name

Asset name. When adding a new asset this field is required. This value must be unique for all assets, regardless of the asset type.

Text (80 chars max)

ID

Asset ID. This field is not required, but if present and the value is not blank then it must be unique for all assets, regardless of the asset type.

Text (80 chars max)

Description

A description of this asset.

Text (255 chars max)

Status

Asset status. Possible value are:

Value

Description

Active

The asset is active and available for use.

Inactive

The asset is not available for use, but can still be optionally reported on.

Text

Type

The asset type (name or ID). The asset type of the asset class will be used if this is not specified. If no asset class specified then this is required when adding a new asset and there are more than one asset types defined.

Text

Class

The asset class (name or ID). This is optional, but if not specified and you are creating a new asset you must then specify the Type field.

Text

Units

The unit of measurement (name or ID).

Text

Unit Cost

The cost per unit of measure for this asset. The cost is the amount you paid for this asset.

Number

Unit Price

The price per unit of measure for this asset. The price is the amount you charge for this asset.

Number

Unit Markup

The markup or margin percentage. Only applicable if the Unit Price Flag is set to Markup or Margin.

Number

Unit Price Flag

If you are not specifying a fixed Unit Price you can have the system compute it. Possible values are:

Value

Description

Fixed Price

The Unit Price is as entered.

Markup

The Unit Price is computed as a percent markup of the Unit Cost.

Margin

The Unit Price is computed as a percent margin of the Unit Cost.

Text

Decimal Digits

The number of decimal digits to allow when entering quantities of this asset. If not specified then the default value of the Units will be used.

Number

Permissions

The list of employees and groups given special permission on this object. Multiple permissions have each value separated by a carriage return (also called a "hard" carriage return in Excel, entered using ALT+ENTER). Each value is of the form:


Object Name=Permission Level (Object Type)


Where Object Name is the name of the group or the login of the employee, Permission Level is the permission level to give the employee or group on this object, and Object Type is the whether this is an Employee or Group that is being given permission. Here is an example of a group and an employee assigned to an object:


GroupA=Timekeeper (Group)

jmeyers=Manager (Employee)


Note that the permission level and object type are optional. If the permission level is not specified then it will be set to the employee's default permission level. If the object type is not specified the system will first check for a group with a matching name, then look for an employee with a matching login name. Only if you have group names and employee logins that might be the same do you need to specify the object type.

Text

Notes

Notes about this asset.

Text (2000 chars max)