Hi Community! I would like to know if anyone has tried synchronizing JSM assets

[Kristal Vanessa Mora Vargas]

Hi Community! I would like to know if anyone has tried synchronizing JSM assets with some kind of budget, where, for example, if you have a list of materials and some are used, the budget for that collaborator is reduced according to the price of the material.

Thanks

[Frederic Wolf · Accepted solution]

That is very similiar to the in Stock / Out off Stock Szenario which we often have in ITAM.

What exactly is your Goal, whaat are your thoughts to implement it?

Is the Budget also in Assets as Object or Outside?

[Kristal Vanessa Mora Vargas]

I was considering including the budget in a custom field and setting up an automation to decrease the budget amount based on the cost of the asset used by the collaborator. It's just an idea, and I'm not completely sure yet

[Frederic Wolf]

Hey,

what dou you mean by Custom Field?

A Custom Field in Jira/JSM for Issues? Do you want to manage the Budget within an Issue?

OR

An Attribute within an Assets Object?

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Let me sugest a quick idea, how i would solve this. To do so, I have some assumptions:

1. You have bookable Asset Types, which are populated over JSM as Request Type
   1. In this example I take the Notebook, which is within a Schema ITAM (IT Asset Management and the Object is called "Supported Notebooks"
      1. Supported Notebooks is only the List of available Notebooks
      2. There has to be another Object Type which holds the unique Asset
      3. I suggest you try the ITAM Example/Template Schema
   2. "Supported Notebooks has the following Information
      1. Name ("Manufacturer - Model - UnitPprice")
      2. Manufacturer
      3. Model
      4. UnitPrice
2. You have one ore multiple Budgets for Customers, Divisions or any other Kind of Organizational Unit
   1. Yoe need the following Object Types:
      1. Oranisation Unit
         1. Name
         2. Members
         3. Description
      2. Budget
         1. Budget Name
         2. Organisation Unit (Reference)
         3. Description
         4. Budget Size
         5. (Optional) Budget Item (Reference)
      3. (Optional) Budget Item
         1. In my world i normally have a division and i have multiple Budge Positions / Budget Items, One for New Notebooks, One for Peripherie , One for ... ou can use it, but it makees it more complex
         2. Name ("Budget - Budget Item"
         3. Budget Size
         4. Budget Used
         5. Budget Left
         6. Description

How could the possible proess look like?

• A customer orders a new Notebook
  • Approval Process and so on...
  • You order it and set a Status: Ordered (You can also wait until close of the ticket or what you want
• Automations:
  • Creates a new Object in the Notebooks Assets for the ordered Notebook
  • Automation recognizes the Budget or BudgetItem by the Requester, calculates and sets Budget Used and Budget Left.

This is just a high level overview, but it should work like this.