Asset Ledger and Investment Plan
The Asset Ledger and the Investment Plan are the two ways of reading the asset base that you build in Asset Mapping. The Asset Ledger presents the same assets in a structured list for reading and restructuring, and the Investment Plan turns each asset's replacement schedule into a year by year capex profile. Neither view requires you to re-enter data: both are driven by what is in Asset Mapping and update automatically when it changes.
What is the Asset Ledger?
The Asset Ledger is a second view over the assets in a Capex Strategy project. It lists every asset belonging to the node you have selected in the navigation tree, at any level of the hierarchy: Division, Site, Sub-industry or Category. You switch between the two views using the view selector next to Asset Mapping.
Asset Mapping is the view you edit in. The Asset Ledger is the view you read in, and it is the only place where you can do two specific things: reorder assets within a category, and retire a whole category or sub-industry at once.
How do I choose which columns to show in the Asset Ledger?
Open Assets and select the Asset Ledger view.
Click Columns above the grid.
Tick or untick the columns you want to show or hide.
How do I reorder assets within a category?
The order of assets inside a category can only be changed from the Asset Ledger. Asset Mapping does not support reordering.
Open Assets and select the Asset Ledger view.
Navigate to the category whose assets you want to reorder.
Drag and drop the asset rows into the order you want.
How do I export the Asset Ledger?
Open Assets and select the Asset Ledger view.
Navigate to the node you want to export: Division > Site > Sub-industry > Category.
Click Export in the top right corner of the grid.
The Asset Ledger exports to Excel.
How do I retire a whole category or sub-industry?
Retiring a category or a sub-industry retires every asset underneath it at the same time. Use this when you want to model the closure of a complete process, machine or business area rather than the retirement of one machine.
Open Assets and select the Asset Ledger view.
In the navigation tree, stand on the category or sub-industry node you want to retire.
Right-click the node and select Retire, then enter the retirement year.
⚠️ Warning: If the category or sub-industry you retire is connected to a cash flow block, the cash flow model stops calculating from the retirement year onward. That is the intended behaviour when you are modelling a closure, but it affects the financial model for every alternative that uses the connection. Check the retirement year before you save.
📌 Note: To retire a single asset rather than a whole grouping, use the Retired year column in Asset Mapping instead.
What is the Investment Plan?
The Investment Plan shows the capex generated by your assets, year by year. It is calculated from each asset's amount, in use year, replacement year and standard life, so it recalculates automatically whenever you change asset data. Nothing in the Investment Plan is entered by hand.
The Investment Plan appears in two presentations, and they answer different questions.
The horizontal investment plan
The horizontal investment plan is a block of yearly outlay columns appended to the right of the asset grid. Read a row across and you see when that specific asset generates outlays and how much. The columns are read-only.
Three summary captions sit above the yearly columns:
Caption | What it shows |
|---|---|
Totals | The total outlay per year for the assets currently in view. |
Smaller capex | The automatic allowance for capex below the mapping threshold, calculated as a percentage of gross asset value. |
Total capex | Amount plus smaller capex, so the full capex need per year. |
The currency and the quantity unit in use are shown alongside the plan.
The vertical investment plan
The vertical investment plan is a side panel that shows the capex profile for whatever you have selected: a node in the navigation tree, or a row in the grid. Read it top to bottom and you see the total investment need of that entity over time, rather than the schedule of one asset.
📌 Note: The vertical investment plan opens by default when you open Asset Mapping. Close it from the panel if you want the full grid width.
Delta mode
Delta mode shows the difference between the alternative you are working in and its baseline, with values formatted as plus and minus figures. While delta mode is active the grid is read-only, and delta mode and the vertical investment plan cannot be shown at the same time.
Nominal and real amounts
Investment plan amounts are shown in nominal terms, meaning they include the inflation configured for the project. Real amounts, expressed in today's money, are available for comparison.
🔧 Configuration: The inflation rate applied to reinvestments comes from the Country set on the Site in the Scope. Countries and their inflation rates are maintained by an administrator.
Resolution, visible years and column widths
You can control how much of the plan is on screen: the resolution of the plan, which outlay years are visible, and the width of the outlay columns. These are your own settings, so changing them does not affect other people working in the same project.
How do I remove a single reinvestment without retiring the asset?
If one future reinvestment should not happen, but the asset itself should carry on with its remaining schedule, delete that single instance from the Investment Plan.
Open Assets and select the Asset Ledger view.
Navigate to the asset in the tree: Division > Site > Sub-industry > Category.
Click the asset to select it.
In the Investment Plan, find the reinvestment year you want to remove.
Click the reinvestment, click the three dots in the context menu, and select Delete.
💡 Info: This removes only the reinvestment instance you selected. The asset and the rest of its reinvestment schedule are untouched. To stop all reinvestments from a given year, set a Retired year on the asset in Asset Mapping instead.
Related pages
👉 Assets, for the asset hierarchy, the full field reference and how to work in Asset Mapping.
👉 Investment Map, for the graphical view of the same data.
👉 Asset Data Import from Excel, for bulk creating and updating assets.