Asset Ledger and Investment Plan
The Asset Ledger is a structured view of all assets across a site or group of sites, showing key information such as value, in use date, and replacement schedule. The Investment Plan sits alongside it and shows a year-by-year breakdown of the capex required for each asset based on what is in the Asset Mapping.
Most day-to-day asset changes, such as editing individual assets, adding new ones, or retiring a single asset, are done in the Asset Mapping tab. The Asset Ledger is most useful for reading the overall asset picture, reordering assets within a category, and retiring an entire category or sub-industry at once to model a process closure.
Reading the Asset Ledger
The Asset Ledger lists all assets for the entity you have selected in the navigation tree. You can navigate to any level of the hierarchy to see assets at that scope: Division > Site > Sub-industry > Category.
Customise the column view
Go to Assets and open the Asset Ledger tab.
Click Columns above the grid.
Tick or untick the columns you want to show or hide.
Reorder assets
The order of assets within a category can only be changed from the Asset Ledger, not from the Asset Mapping.
Go to Assets and open the Asset Ledger tab.
Navigate to the category where you want to reorder assets.
Drag and drop the asset rows into your preferred order.
Retiring a category or sub-industry
If you want to model the closure of an entire process, machine, or sub-industry, you can retire a whole category or sub-industry from the Asset Ledger. This retires all assets within that grouping at the same time.
Go to Assets and open the Asset Ledger tab.
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 are retiring is connected to a cash flow block, the cash flow model will not be calculated from the retirement year onward. This is the intended behaviour when modelling a process closure, but make sure the retirement year is correct before saving, as it affects the financial model for all alternatives using that connection.
📌 Note: To retire a single asset rather than a whole category, use the Retired column in the Asset Mapping tab instead.
Investment Plan
The Investment Plan shows a year-by-year view of the capex required for the selected asset, based on its replacement schedule. It updates automatically whenever you change asset data in the Asset Mapping.
Remove a reinvestment without retiring the asset
If you want to skip a specific future reinvestment for an asset without retiring the asset altogether, you can delete it directly from the Investment Plan.
Go to Assets and open the Asset Ledger tab.
Navigate to the asset in the tree: Division > Site > Sub-industry > Category.
Click the asset in the Asset Ledger list to select it.
In the Investment Plan, find the reinvestment year you want to remove.
Click on the reinvestment, click the three dots in the context menu, and select Delete.
💡 Info: This only removes the specific reinvestment instance you select. The asset itself and its remaining reinvestment schedule are unaffected.
Exporting the Asset Ledger
Go to Assets and open the Asset Ledger tab.
Navigate to the entity you want to export in the tree: Division > Site > Sub-industry > Category.
Click Export in the top right corner of the grid.
The Asset Ledger exports to Excel.