Defining Assets

To define a CIP and retirement adjustment assets for a capital project, you enter asset information, such as the asset name, asset number, book, asset category, and date placed in service or date retired. For a complete list of attributes you can define for an asset, see: Asset Attributes.

When you create a capital project type, you can specify whether a complete asset definition is required in Oracle Projects before you can place the asset in service. See: Project Types, Oracle Projects Implementation Guide.

To define assets in the Capital Projects window:

  1. Navigate to the Capital Projects window.

  2. In the Find Capital Projects window, find the capital project for which you want to define assets.

  3. In the Capital Projects window, choose Assets.

  4. In the Assets window, select either the Capital Project Assets Workbench or the Retirement Adjustment Assets Workbench.

  5. Select or enter asset information in each tab of the Assets window.

    Suggestion: To view and enter all attributes for an asset in a single window, choose the Open button on the Assets window to open the Asset Details window.

    To create an asset, you must enter at least the Asset Name and Description. To create a retirement adjustment asset, you must also enter a valid group asset identifier in the Target Asset field.

  6. Save your work.

To define assets in the Projects window:

  1. Navigate to the Projects window.

  2. In the Find Projects window, find the capital project for which you want to define assets.

  3. In the Projects, Templates Summary window, choose Open.

    The Project, Templates window opens.

  4. For Options, choose Asset Information, Assets.

  5. Enter information for an asset. You can use the down arrow key or Edit, New Record from the menu if you want to enter more than one asset for this capital project.

    To create an asset, you must enter at least the Asset Name and Description. To create a retirement adjustment asset, you must also enter a valid group asset identifier in the Target Asset field.

  6. Save your work.