IT Asset Manager Knowledge Base

Jira Cloud Plugin · v5.1.0
Jira CloudForge PlatformISO 27001 ReadySOC 2 Compatible

Complete documentation for managing IT assets, licenses, maintenance, and compliance tracking across your organization with full Jira Cloud integration.

Getting Started

  1. 1

    Install from Atlassian Marketplace

    Find IT Asset Manager on the Atlassian Marketplace and install it to your Jira Cloud instance.

  2. 2

    Navigate to the Global Page

    Access the plugin from the Jira top navigation bar under Apps > IT Asset Manager.

  3. 3

    Configure Company Settings

    Set your company name, currency, depreciation method, and notification preferences in the Settings page.

  4. 4

    Import or Create Assets

    Add your first assets manually or import them via CSV. Set categories, locations, and assign to people.

  5. 5

    Start Tracking

    Use the Dashboard for an overview, manage licenses, schedule maintenance, and run compliance reports.

Core

Asset Tracking

Maintain a complete inventory of all IT assets across your organization. Track hardware, software, furniture, vehicles, and more with full lifecycle management from procurement to retirement.

Asset Register

Centralized database of all assets with unique IDs, serial numbers, and classification

Category Management

Organize by type: Hardware, Software, Furniture, Vehicles, Network, and custom categories

Location Tracking

Track physical location across offices, floors, rooms, and remote sites

Lifecycle States

Manage status: Ordered, Received, Deployed, In Repair, Retired, Disposed

Custom Fields

Add organization-specific fields to capture exactly the data you need

CSV Import/Export

Bulk import assets from spreadsheets and export for reporting

QR Code Labels

Generate QR codes for physical asset tagging and quick lookup

Licensing

License Management

Track software licenses, subscriptions, and entitlements. Monitor seat utilization, renewal dates, and costs to optimize software spend and ensure compliance.

L

License Registry

Central database of all software licenses with vendor, cost, and seat counts

S

Seat Allocation

Assign license seats to users and track utilization rates

R

Renewal Tracker

Automatic alerts for upcoming renewals with cost and timeline visibility

C

Compliance Monitor

Detect over-deployment and under-utilization across license pools

C

Cost Analytics

Per-user and per-department software cost breakdowns

V

Vendor Management

Track vendor contracts, support contacts, and agreement terms

People

People & Assignments

Manage the relationship between people and assets. Track who has what equipment, manage assignment history, and ensure proper handover during onboarding, transfers, and offboarding.

  • Assign assets to individuals with dates and notes
  • View complete equipment profile per person
  • Assignment history with full audit trail
  • Bulk assignment for team provisioning
  • Integration with Employee Onboarding plugin
  • Automatic assignment notifications
  • Return tracking with condition verification

People & Assignments — Screenshot

Maintenance

Maintenance & Repairs

Schedule preventive maintenance, track repair tickets, and manage service provider relationships. Keep assets in optimal condition with automated maintenance schedules.

M

Maintenance Scheduler

Set recurring maintenance schedules with automatic reminders

R

Repair Tickets

Log repair requests with priority, cost estimates, and status tracking

S

Service Providers

Manage vendor contacts, SLAs, and warranty information

M

Maintenance History

Complete log of all maintenance and repair activities per asset

C

Cost Tracking

Track maintenance costs per asset to inform replacement decisions

W

Warranty Monitor

Track warranty expiration dates with proactive alerts

Bookings

Bookings & Loans

Enable self-service equipment booking for shared resources. Manage conference room equipment, project hardware, loaner laptops, and temporary equipment needs with calendar-based reservation.

Calendar View

Visual calendar showing equipment availability and bookings

Self-Service Booking

Users can request and reserve equipment through the portal

Approval Workflow

Optional manager approval for high-value or restricted equipment

Return Reminders

Automated notifications for upcoming and overdue returns

Conflict Detection

Prevents double-booking and shows availability in real time

Loan Agreements

Generate and track loan agreements with terms and conditions

Analytics

Reports & Compliance

Generate comprehensive reports for asset audits, financial planning, and compliance reviews. Dashboard views provide real-time insights into asset health, utilization, and costs.

  • Dashboard with key metrics and charts
  • Asset inventory reports by category, location, or status
  • Depreciation and financial reports
  • License utilization and cost reports
  • Maintenance cost analysis
  • Compliance-ready audit exports (ISO, SOC 2)
  • Custom report builder with filters

Reports & Compliance — Screenshot

Administration

Automation & Settings

Configure the plugin to match your organization's workflows. Set up automated depreciation calculations, notification rules, and integration settings.

G

General Settings

Company name, currency, fiscal year, and default values

D

Depreciation Engine

Automated straight-line and declining-balance calculations

N

Notification Rules

Configure alerts for warranties, maintenance, renewals, and assignments

I

Integration Config

Employee Onboarding WebTrigger connection and API settings

U

User Permissions

Role-based access: Admin, Manager, and Viewer roles

D

Data Management

Backup, export, and data retention policy configuration

Compliance Framework Mapping

See which compliance controls this plugin helps you satisfy.

FrameworkControlHow Plugin Helps
ISO 270015.9 Asset InventoryComplete asset register with ownership, classification, and lifecycle tracking
ISO 270015.10 Acceptable UseUsage policies linked to assets and acknowledged by assignees
ISO 270015.11 Return of AssetsOffboarding asset return workflows with verification tracking
ISO 270017.9 Physical SecurityLocation tracking for physical assets across offices and sites
SOC 2CC6.1Asset inventory supporting logical and physical access controls
SOC 2CC6.7Asset deployment and decommissioning change management
HIPAA164.310(d)(1)Device and media controls — hardware inventory and movement tracking
GDPRArt 30Records of processing activities linked to data-processing assets
NIS 2Art 21.2(i)Asset management as part of cybersecurity risk management measures
PCI-DSS2.4 / 9.9Inventory of system components and point-of-interaction devices

Frequently Asked Questions

Can I import assets from a spreadsheet?
Yes. The plugin supports CSV import for bulk asset onboarding. Map your columns to asset fields during import and validate before committing.
How does depreciation calculation work?
The plugin supports straight-line and declining-balance depreciation methods. Set the useful life and salvage value per asset, and the system calculates current book value automatically.
Can I track software licenses alongside hardware?
Absolutely. The License Management module handles software licenses with seat counts, expiration dates, renewal tracking, and per-user assignment.
Does it integrate with the Employee Onboarding plugin?
Yes. When both plugins are installed, onboarding workflows can search ITAM inventory, assign equipment to new hires, and track returns during offboarding.
What happens when an asset reaches end of life?
Assets can be moved to a Retired status. The plugin maintains the full history for audit purposes while removing them from active inventory counts.
Can different teams manage different asset categories?
Yes. Assets are organized by category (Hardware, Software, Furniture, Vehicles, etc.) and can be filtered by location, department, or assignee for team-specific views.
Is there an audit trail for asset changes?
Every change to an asset (assignment, status, location, maintenance) is logged with timestamp, user, and details. This audit log is immutable and exportable for compliance.

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