Getting started

Last modified: 2025-11-17

Basic steps

These are the basic steps for getting started with mc Assetpilot:

1. Set up your account. See Portal setup.

2. Administrational tasks:

   • Set up and structure your organization and assets. See Organizations and assets.

   • Create financial models as basis for your financial forecasts. See Financial models.

   • Invite users to different asset levels of your organization and assign tasks to them. See Users and Tasks.

3. Create content:

   • Create financial forecasts with specific values on the basis of your financial models. See Financial forecasts.

   • Import bank transactions to monitor your financial performance and compare your cashflow with your financial forecast. See Cashflow.

   • Manage (external) people and companies involved in managing your asset. See Contacts.

   • Upload and manage documents and contracts related to your assets. See Documents.

4. Display properties of your assets:

   • Display the properties of your assets with various widgets. See Dashboard and widgets.

   • Create dashboard templates to display properties specific to your needs. See Dashboard templates.

Sample workflows

There are two main types of daily workflows for mc Assetpilot:

Fixed asset

You focus on a single asset and carry out all the relevant actions. This is how you get a detailed view on a specific asset.

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Example

You carry out the management of the financial forecasts, contacts, documents, tasks, cashflows, etc. for Asset A.

Fixed action

You focus on a single action and perform it for all of the assets in your organization. This is how you get a view of the big picture.

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Example

You carry out the financial forecasts for Asset A, Asset B, Asset C, Asset D, etc. of your organization.