1. strategy
Case Study 1: Develop Fixed Asset Inventor y
portfolio management planning
1

2. portfolio management planning strategy
SA MPLE: Asset Inventor y Spreadsheet
Monthly
Emp ID FAR Asset Model Month in Warranty Expire Deprec Purchase Order
Resource Name UNIT/CC Number Reporting Mgr Location Cube # Asset TAG Serial-No Number # Use Date Initial Cost Cost Number Invoice Date Invoice Number
Resource 1 2XX-XX7-XX0 C098000 B. Smith PHX R0298 K0123456 SN1234567 06789012 T410 11/10 11/01/13 $ 2,092.16 $ 58.12 PO1000001 11/12/10 12345667
Resource 22 9XX-5X3-XX3 1123456 B. Smith PHX R0319 K0123477 SN1234588 06789033 T410 01/11 12/07/13 $ 1,469.50 $ 40.82 PO1000004 01/21/11 12345688
Resource 2 2XX-XX7-XX1 C098001 G. Cooper PHX R0299 K0123457 SN1234568 06789013 T410 11/10 10/26/13 $ 1,479.38 $ 41.09 PO1000005 11/08/10 12345668
Resource 23 9XX-5X3-XX3 1123456 G. Cooper PHX R0320 K0123478 SN1234589 06789034 T410 01/11 12/07/13 $ 1,270.04 $ 35.28 PO1000008 02/18/11 12345689
Resource 5 2XX-XX7-XX4 C098004 J. Kelly SLC R0302 K0123460 SN1234571 06789016 T410 11/10 11/08/13 $ 1,238.38 $ 34.40 PO1000009 11/30/10 12345671
Resource 9 2XX-XX7-XX8 C098008 J. Kelly SLC R0306 K0123464 SN1234575 06789020 T410 11/10 11/21/13 $ 1,270.04 $ 35.27 PO1000010 11/06/10 12345675
Resource 3 2XX-XX7-XX2 C098002 K. Jones INDIA R0300 K0123458 SN1234569 06789014 T410 11/10 11/08/13 $ 1,275.94 $ 35.44 PO1000012 11/30/10 12345669
Resource 19 9XX-5X3-XX3 1123456 K. Jones INDIA R0316 K0123474 SN1234585 06789030 T410 12/10 11/17/13 $ 1,557.55 $ 43.26 PO1000014 12/07/10 12345685
Resource 24 5XX-XX8-XX1 1123456 K. Jones INDIA R0321 K0123479 SN1234590 06789035 T410 12/10 11/21/13 $ 1,788.19 $ 49.67 PO1000015 12/09/10 12345690
Resource 4 2XX-XX7-XX3 C098003 P. Roberts FL R0301 K0123459 SN1234570 06789015 T410 11/10 10/26/13 $ 1,612.58 $ 44.79 PO1000016 11/06/10 12345670
Resource 8 2XX-XX7-XX7 C098007 P. Roberts FL R0305 K0123463 SN1234574 06789019 T410 11/10 10/26/13 $ 1,612.58 $ 44.79 PO1000017 11/06/10 12345674
Resource 14 2XX-XX3-XX5 1123456 P. Roberts FL R0311 K0123469 SN1234580 06789025 T410 12/10 11/21/13 $ 1,479.38 $ 41.10 PO1000018 12/16/10 12345680
Resource 20 9XX-5X3-XX4 1123456 P. Roberts FL R0317 K0123475 SN1234586 06789031 T410 01/11 12/07/13 $ 1,531.24 $ 42.53 PO1000019 11/08/10 12345686
Resource 6 2XX-XX7-XX5 C098005 R. White EMEA R0303 K0123461 SN1234572 06789017 T410 11/10 10/26/13 $ 1,612.57 $ 44.80 PO1000020 11/06/10 12345672
Resource 7 5XX-XX7-XX6 C098006 R. White EMEA R0304 K0123462 SN1234573 06789018 T410 11/10 10/26/13 $ 1,232.48 $ 34.24 PO1000021 11/08/10 12345673