This document contains an asset inventory spreadsheet that lists fixed assets including equipment ID numbers, serial numbers, purchase details, locations, and managers. It includes 24 assets across various regions and provides key information to track each asset for portfolio management and planning purposes. The spreadsheet allows the organization to monitor fixed asset details in a centralized location.

1. strategy
Case Study 1: Develop Fixed Asset Inventor y
portfolio management planning
1

2. portfolio management planning strategy
SA MPLE: Asset Inventor y Spreadsheet
Monthly
Emp ID FAR Asset Model Month in Warranty Expire Deprec Purchase Order
Resource Name UNIT/CC Number Reporting Mgr Location Cube # Asset TAG Serial-No Number # Use Date Initial Cost Cost Number Invoice Date Invoice Number
Resource 1 2XX-XX7-XX0 C098000 B. Smith PHX R0298 K0123456 SN1234567 06789012 T410 11/10 11/01/13 $ 2,092.16 $ 58.12 PO1000001 11/12/10 12345667
Resource 22 9XX-5X3-XX3 1123456 B. Smith PHX R0319 K0123477 SN1234588 06789033 T410 01/11 12/07/13 $ 1,469.50 $ 40.82 PO1000004 01/21/11 12345688
Resource 2 2XX-XX7-XX1 C098001 G. Cooper PHX R0299 K0123457 SN1234568 06789013 T410 11/10 10/26/13 $ 1,479.38 $ 41.09 PO1000005 11/08/10 12345668
Resource 23 9XX-5X3-XX3 1123456 G. Cooper PHX R0320 K0123478 SN1234589 06789034 T410 01/11 12/07/13 $ 1,270.04 $ 35.28 PO1000008 02/18/11 12345689
Resource 5 2XX-XX7-XX4 C098004 J. Kelly SLC R0302 K0123460 SN1234571 06789016 T410 11/10 11/08/13 $ 1,238.38 $ 34.40 PO1000009 11/30/10 12345671
Resource 9 2XX-XX7-XX8 C098008 J. Kelly SLC R0306 K0123464 SN1234575 06789020 T410 11/10 11/21/13 $ 1,270.04 $ 35.27 PO1000010 11/06/10 12345675
Resource 3 2XX-XX7-XX2 C098002 K. Jones INDIA R0300 K0123458 SN1234569 06789014 T410 11/10 11/08/13 $ 1,275.94 $ 35.44 PO1000012 11/30/10 12345669
Resource 19 9XX-5X3-XX3 1123456 K. Jones INDIA R0316 K0123474 SN1234585 06789030 T410 12/10 11/17/13 $ 1,557.55 $ 43.26 PO1000014 12/07/10 12345685
Resource 24 5XX-XX8-XX1 1123456 K. Jones INDIA R0321 K0123479 SN1234590 06789035 T410 12/10 11/21/13 $ 1,788.19 $ 49.67 PO1000015 12/09/10 12345690
Resource 4 2XX-XX7-XX3 C098003 P. Roberts FL R0301 K0123459 SN1234570 06789015 T410 11/10 10/26/13 $ 1,612.58 $ 44.79 PO1000016 11/06/10 12345670
Resource 8 2XX-XX7-XX7 C098007 P. Roberts FL R0305 K0123463 SN1234574 06789019 T410 11/10 10/26/13 $ 1,612.58 $ 44.79 PO1000017 11/06/10 12345674
Resource 14 2XX-XX3-XX5 1123456 P. Roberts FL R0311 K0123469 SN1234580 06789025 T410 12/10 11/21/13 $ 1,479.38 $ 41.10 PO1000018 12/16/10 12345680
Resource 20 9XX-5X3-XX4 1123456 P. Roberts FL R0317 K0123475 SN1234586 06789031 T410 01/11 12/07/13 $ 1,531.24 $ 42.53 PO1000019 11/08/10 12345686
Resource 6 2XX-XX7-XX5 C098005 R. White EMEA R0303 K0123461 SN1234572 06789017 T410 11/10 10/26/13 $ 1,612.57 $ 44.80 PO1000020 11/06/10 12345672
Resource 7 5XX-XX7-XX6 C098006 R. White EMEA R0304 K0123462 SN1234573 06789018 T410 11/10 10/26/13 $ 1,232.48 $ 34.24 PO1000021 11/08/10 12345673