Importing Assets

There are multiple ways to import assets into the Asset Management process app:

Import Existing Assets from a Spreadsheet
Use the Import Data feature in SBM Application Administrator to import assets that have already gone through approval process. In this case, import items into the "Verify Import" state.

From the "Verify Import" state, you can add an asset to the CMDB or link the asset to an existing CI.

You can then use a "mass update" to move items to the "Acquired" state so they can move to the inventory management and maintenance phase of the process.
Import New Assets from a Spreadsheet
Use the Import Data feature in SBM Application Administrator to import assets that need to go through approval process. In this case, import items into the "Planning" state. Imported assets can then move through the approval process.
Import from Configuration Items (CIs)
Run the "Active Configuration Items Without an Asset" report to see CIs that are not associated with an asset. Select multiple assets, and then select the Update All Checked box. Select the Add Asset to AM from Any transition, and then click Next. The selected assets are added to the "Verify Import" state in the Asset Management process app and are linked to the CIs you selected in the report.

This task can be performed in Serena Work Center or in the SBM User Workspace.