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Import Modules and Categories

Objective: Gain an overview of the list of Modules and Categories available in the Data Exchange module.

 

When using the Import Wizard there are a large number of templates available, depending on the specific Brightly Assetic module and category you select.

 

The following table sets out all Modules and Categories for which a template file can be downloaded and into which data can be imported.

Module

Category

Import Description 

Accounting

 

 

Financial Class and Subclass create

Create new Financial Classes and Subclasses.

Accounts Mapping

Map existing Accounts to Financial Subclasses.

Chart of Accounts

Create new Accounts.
Assessments  

 

 

 

 Add Level 2 Assessments Import Level 2 Assessments
Add Level 2 Assessment tasks Import Level 2 Assessment tasks

Service Criteria

Import Asset Assessments
Update Assessment Tasks Update existing Assessment Tasks

User-made assessment forms

Import Assessments made with your own forms.
Asset Meters Asset Meters Create new Asset Meters
Meter Reading Add new meter readings

Assets

Asset Category Name

Import or update asset core information and attribute data per the selected Asset Category.

Asset Associations

 

 

 

Asset to Asset

Associate Assets to other Assets to create the Asset Hierarchy.

Remove Asset to Asset

De-couple existing Asset-to-Asset Associations.

Functional Location to Asset

Associate functional locations with Assets to create the Asset Hierarchy.

Functional Location to Functional Location

Associate Functional Locations to other Functional Locations to create the asset hierarchy.

Asset Configuration

 

 

 

 

 

 

 

 

 

Asset Class and Subclass Create

Create new Asset Classes and Subclasses.

Asset Type and Subtype create

Create new Asset Types and Subtypes.

Asset Class delete

Delete existing Asset Classes.

Asset Class rename

Update the name of the existing Asset Classes.

Asset Subclass delete

Delete existing Asset Subclasses.

Asset Subclass rename

Update the name of the existing Asset Subclass.
Asset Subtype delete Delete existing Asset Subtypes.

Asset Subtype rename

Update the name of the existing Asset Subtypes.

Asset Type delete

Delete existing Asset Types.

Asset Type rename

Update the name of the existing Asset Types.

Valuation Patterns

Create new Valuation Patterns.

Components

 

 

 

 

 

 

 

 

 

 

Add Component

Import Asset Components.

Update Component

Update existing Asset Components.

Create Captial Treatment

Import new Captial Treatment data for existing Components.

Create Historical Treatment

Import new Historical Treatment data for existing Components.

Update Captial Treatment

Update existing Capital Treatment data.

Update Historical Treatment

Update existing Historical Treatment data

Acquisition

Import or update additional Component data such as Valuation Data, Remaining Useful Life, etc.

Adjustment Valuation

Import or update Valuation data such as Valuation Record Id, Valuation Component Name, Useful Life, Unit Rate etc.

Capex Valuation

Import Capex Valuation transactions.

Disposal Valuation

Import or update Disposal Valuations.

External Valuation

Import or update External Valuations.

Impairment Valuation

Import or update Impairment Valuations.

Components Network Measure

 

Add Network Measure (without shape)

Add a Network Measure without a Shape to an existing Component.

Add Shape Category

Add a Network Measure with the selected Shape to an existing Component.

Functional Location

 

Functional Location Category

Create a new Functional Location of the selected Category.

All

Create a generic Functional Location.
Maintenance Create Work Order Create new Work Orders.

Maintenance Configuration

 

 

 

Maintenance Asset Type and Subtype Create

Create new Maintenance Asset Types and Subtypes.

Maintenance Asset Subtype delete

Delete existing Maintenance Asset Subtypes.

Maintenance Asset Type delete

Delete existing Maintenance Asset Types.

Maintenance Asset Subtype rename

Rename existing Maintenance Asset Subtypes.

Maintenance Asset Type rename

Rename existing Maintenance Asset Types.

Mapping

Asset Address

Import Asset Addresses.
Asset Spatial Import Asset Spatial locations.
Materials Bill of Material Update variance in Material Costings.
Material Costing Update material costings.
Material Type Update material labels.

Simple Asset 

Add Simple Asset

Import Simple Assets.
Update Simple Asset Update Simple Assets.

Simple Asset Groups

Simple Asset Groups

Import Simple Asset Groups.
All Create generic Simple Asset Groups.

User Management

 

 

 

Change Username

Change existing usernames.

Create/Update

Create new users or update existing users.

Create/Update Resources

Create new resources or update existing resources.

Inactivate

Change user accounts to be inactive.

Workflow

Assets

Move Assets through the workflow.