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Load asset data

Asset data can be added in two ways:

  1. Add records manually

  2. Upload records using a file

Prerequisites

Before loading asset data, ensure the following:

  • The correct fiscal year and month are selected.

  • Mandatory fields are populated:

    • Asset ID

    • Asset Name

  • If uploading a file, the file is in a supported format:

    • .xlsx

    • .csv

Access assets

  1. Go to Admin → Yarken Designer.

  2. Select the required year.

  3. In the left navigation, expand Assets.

  4. Locate the month tile you want to manage.

  5. Select the required asset type, such as Applications, Servers, or Databases.

Each month tile displays the number of loaded records and the last load date, helping you confirm whether asset data is already available for that period.

Option 1: Add asset manually

Use this option when you need to create a small number of asset records.

Procedure

  1. Select the required asset type under Assets.

  2. On the selected month tile, click the ellipsis (… ) menu.

  3. Select View or Add [Asset Type].

  4. Click + ADD NEW.

  5. Enter the required field values:

    • Asset ID

    • Asset Name

  6. Add optional fields where applicable, such as description, location, cost center, type, investment strategy, manufacturer, or vendor.

  7. Click SAVE.

After saving, the asset record appears in the list for the selected month.

Option 2: Upload assets using a file

Use this option when loading or updating a large number of asset records.

Procedure

  1. Select the required asset type under Assets.

  2. On the selected month tile, click the ellipsis (… ) menu.

  3. Select Upload [Asset Type].

  4. Browse or drag and drop the file into the upload dialog.

  5. Review the uploaded data.

  6. Click NEXT.

  7. Validate field mapping:

    • If the file follows the expected template, required fields are auto-mapped.

    • If required fields are not mapped, select the correct fields manually.

  8. Click FINISH to complete the upload.

After the upload, review the UPLOADED FILES tab to check file status, loaded records, and mapped fields.

Upload behavior

When uploading asset records:

  • If an uploaded asset has the same Asset ID as an existing record for the selected month, the existing record is replaced.

  • New asset records are appended.

  • Uploads apply only to the selected month.

Related content

Manage assets