Using Asset and Configuration Management from Global to Project Level: A Practical Guide

Introduction

In this tutorial, you’ll learn how to use Asset and Configuration Management effectively — from the global level (across the entire application) down to individual project dashboards. This is useful for organizations managing complex asset structures who need visibility and interaction at both administrative and operational levels.

By the end, you’ll know how to create a Custom table, define visibility, link it to projects, and show its data in both global and project dashboards.

Target Audience

User

Prerequisites

Before you begin, make sure you have:

Asset and Configuration Management plugin active.
User or Administrator access with permissions to create tables and widgets.
At least one project created in your Easy8 system.

Using Asset and Configuration Management Tutorial

Step 1: Create your Custom table

Go to Global menu >> Asset and Configuration Management.
Click Create new table.
Define the name, type, icon, and visibility of the table.
Configure Relations to include Project or other entities as needed.
Save the table and add any required custom fields.

Step 2: Add data (records) to the table

Open the table from the overview.
Click the New record button (the label reflects the table name, e.g., “New server”).
Fill in the form and save the record.
Repeat for as many records as needed.

Step 3: Show the data on the global level

Open your My dashboard or other global dashboard.
Click Customize >> Add widget.
Select Assets & Configurations – List or Trends.
Choose your table or saved filter to display records or charts.
Save the widget and the dashboard layout.

Step 4: Show the data on the project level

Open the desired Project dashboard.
Click Customize >> Add widget.
Add the same Assets & Configurations – List widget.
Use a saved filter or table view relevant to the project.
Save and verify that the widget displays the correct scoped data.

Conclusion

Now you’ve learned how to set up and work with Asset and Configuration Management from the global and project levels. This setup helps users access relevant asset data wherever they work — while maintaining central control and visibility.