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This quickstart guide will walk you through the key concepts you need to know to get started with Assets and Inventory Plugin (AIP) for Jira Cloud. AIP lets teams track assets, configuration items, and resources to understand key relationships between assets, applications, services, and underlying infrastructure.

When you first install the plugin and open AIP, you'll be directed to the welcome page. Here, you can either start by creating your first asset or, if you're moving from one instance to another, you can use the import tool to add all assets and inventory instantly.

Step 1: Create assets

To get started with AIP, the first step is to create your assets. Assets are unique and individual items that can be anything from laptops, servers, and equipment to contracts, vehicles, or licenses. We’ve already included the most common asset types (Employee, Supplier, Laptop, License, and Server) for your convenience, but you can create your own as well.

To create an asset, simply fill out the required fields for the asset, such as its name, description, and location. You can also add custom attributes to capture any additional information you need. Once you've created an asset, you can easily update its information, view its history, and more.

Assets are the heart of the AIP database, while asset types group similar assets together under a particular asset type, acting as a container for the assets.

You can customize asset types to your needs by defining specific attributes and properties for different types of assets. For example, an asset type for laptops might include attributes such as model, manufacturer, serial number, and warranty information.

Meanwhile, asset type collections are sets of asset types that are managed as a group. Data can be grouped into logical asset collections based on usage and who is updating it. For instance, you can create an asset type collection for IT assets, which includes asset types for laptops, servers, and software licenses.

Alternatively, you can group data into different collections based on the sensitivity of the information or the functional area, such as employee information, facility assets, or financial assets.

Step 2: Start tracking and managing your assets

AIP’s Asset Navigator screen is a powerful tool that allows you to manage assets. On this screen, which can be accessed by clicking Asset Navigator from the top navigation bar, you can control the entire lifecycle of your assets by displaying, editing, deleting, and linking them to each other.

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Here you can:

• Use the search and filter options to quickly find the information you need.

• Click on an asset to view its details, update its information, or view its history.

• Use the plugin's reporting and analytics features to gain insights into your asset management processes.

You can alsolink assets to Jira issues and to each other via asset links or references to provide context and easily identify dependencies.