Note: When importing, the header field name must match the value below exactly in order to be recognized.

Note: When exporting, you can combine fields using custom export field expressions.  See the Expression Fields topic for more information.

Field

Description

Format

Date

The date this asset was used.

Date

ID

The asset entry ID.  This field is not required, but if present and the value is not blank then it must be unique for all asset entries, regardless of the asset type. Note that the system will automatically generate this value when adding new entries if a value is not provided. If a value is present when importing then any existing entry with a matching ID will be updated, rather than a new entry being added.

Text (80 chars max)

Description

A description for this asset entry.

Text (255 chars max)

Asset

The asset (name or ID) used for this entry. If specified then the asset's class and units will be assumed for this entry.

Text

Type

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

Text

Class

The asset class (name or ID) for this entry. This is optional and will be set to the value for the Asset if not specified.

Text

Units

The unit of measurement (name or ID) for this entry. This is optional and will be set to the value for the Asset if not specified.

Text

Quantity

The number or quantity of units used for this entry.

Number

Unit Cost

The cost per unit of measure for this asset entry. The cost is the amount you paid for this asset. This is optional and will be set to the value for the Asset if not specified.

Number

Total Cost

The total cost for this asset entry. This is optional and if not specified will be computed as Quantity x Unit Cost.

Number

Unit Price

The price per unit of measure for this asset. The price is the amount you charge for this asset. This is optional and will be set to the value for the Asset if not specified.

Number

Total Price

The total price for this asset entry. This is optional and if not specified will be computed as Quantity x Unit Price.

Number

Employee

The employee (name or ID) this asset entry is to be associated with. If not specified then this will default to the employee doing the import when creating new entries.

Text

Reporting Group

The reporting group (name or ID) this asset entry is to be associated with. If not specified then this will default to the reporting group of the employee doing the import when creating new entries.

Text

Customer

The customer (name or ID) this asset entry is to be associated with.

Text

Project Group

The project group (name or ID) this asset entry is to be associated with.

Text

Project

The project (name or ID) this asset entry is to be associated with.

Text

Task Group

The task group (name or ID) this asset entry is to be associated with.

Text

Task

The task (name or ID) this asset entry is to be associated with.

Text

Submitted

A value of either Yes or No depending upon whether this asset entry has been submitted (locked).

Text

Submit Date

If the entry is submitted then this will be the date and time of the submit.

Date

Submitted By

The employee (name or ID) who submitted the entry.

Text

Approved

A value of either Yes or No depending upon whether this asset entry has been approved.

Text

Approval Date

If the entry is approved then this will be the date and time of the approval.

Date

Approved By

The employee (name or ID) who approved the entry.

Text

Export Date

If this entry has been marked as exported then this will be the date and time of the export. You can use this field to 'unmark' entries that have been inadvertently marked as exported by specifying a value of 1/1/1970.

Date

Exported By

The employee (name or ID) who marked the entry as exported.

Text

Notes

Notes about this asset entry.

Text (2000 chars max)