Add an asset to a contract

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • You can associate contracts with specific assets, including software licenses.

    Before you begin

    Role required: admin, contract_manager (core UI and Hardware Asset Workspace only), sn_eam.enterprise_admin (Enterprise Asset Workspace only), or sn_eam.enterprise_asset_manager (Enterprise Asset Workspace only)

    About this task

    Linking a contract with assets clarifies what the contract legally covers.

    Procedure

    1. Open the list of contracts that are used across your deployment.
      • If you are using the core UI, navigate to Contract Management > Contract > All.
      • If you are using the Hardware Asset Workspace, open the Contract management view and then select the All contracts tab.
      • If you are using the Enterprise Asset Workspace, open the Contract and lease management view and then select the All contracts tab.
    2. Select a contract.
    3. Add assets to the contract.
      • If you are using the core UI, use the following steps:
        1. In the Assets Covered related list, click New.
        2. In the Asset field, select a specific asset that is covered by the contract.

        3. In the Date added field, select the date the asset was added to the contract.

          The date can be in the past, the present, or the future.

        4. (Optional) In the Date removed field, select the date the asset was, or will be, removed from the contract.

          Specifying the Date added and Date removed fields is useful for reporting.

        5. Click Submit.
      • If you are using the Hardware Asset Workspace or Enterprise Asset Workspace, use the following steps:
        1. In the Assets Covered tab, click New.
        2. In the dialog box, select the check box for each asset that you want to add to the contract.
        3. Click Add.