Understanding Groups

A group is a logical - not physical - subset of assets within a company. Groups are viewed in the Asset List. A group is a collection of assets grouped together for the purpose of tracking them, working on them, or reporting on them collectively.

You create groups using the Group Manager. By specifying one or more criteria, you define which type(s) of assets to include in the group. For example, you might create a group that includes only the assets of a specific location during a specific time period. Defining a group is flexible; you can pinpoint your group with many criteria, you can hand-pick individual assets for a group, and change a group definition at any time.

You can define multiple groups per company, and include any asset in multiple groups. For example, you might want to organize your assets into several groups because you have different reporting requirements for each group. In addition, because a group is simply a logical view of a company, it is always current - you never have to update a group created with Group Manager. (Groups created by selecting assets are not updated automatically.)

It is important that you understand how assets are grouped within the same company and why you would want to group your assets. For more information, see Using Groups.