Asset Groups

Overview

Asset groups organize devices and inventory into collections, by department, project, compliance scope, or refresh cohort. Open them from ITAM → Physical Assets → Asset Groups. Groups are views on top of device records: adding Sophie's MacBook to Engineering Laptops doesn't change her assignment, it just makes fleet reporting and comparison easier.

Create a group

1. 1

   Open ITAM → Physical Assets → Asset Groups

   You'll see existing groups, or an empty state if Carlos is setting up Engineering vs Sales fleets for the first time.

2. 2

   Click New Asset Group

   Enter a clear name and short description. Example: Engineering Laptops. Active MacBooks assigned to Engineering.

3. 3

   Add members by search or bulk selection

   Add individual devices (Sophie's MacBook) or pull from inventory types. Membership is logical, it does not change device assignment or workplace.

4. 4

   Save and review the group detail view

   See member list, counts, and quick actions. Add or remove members anytime without deleting the group.

5. 5

   Compare groups when you need a fleet diff

   Use Compare to put Engineering Laptops next to Sales Laptops before Maya's quarterly review or a refresh budget meeting.

Group detail view

Open a group to see every member asset, aggregate stats, and actions to add or remove items. Carlos checks Engineering Laptops after each onboarding wave to ensure new hires like Sophie appear in the group Maya uses for dashboards.

Compare groups

Compare Asset Groups shows two groups side-by-side with shared members, assets only in the first group, and assets only in the second. Carlos runs Engineering Laptops vs Sales Laptops before quarterly audit to confirm neither fleet has stragglers or duplicate entries across departments.

WorkVerge groups