Software Inventory Tracking Template
Introduction
Systems that track your asset inventory work great in most cases. But there are some where it’s not enough. This is especially true when it comes to locating installed software or any control task your tracking software needs to do. It takes time and patience.
Our Software Inventory Tracking Template solves these problems. You’ll be able to track the inventory of both your hardware and software, along with the ability to track software licenses and when they expire with software location. Keep reading for more information.
Included in This Template or Features
The Software Inventory Tracking Template has multiple worksheets for you to work with. Software Inventory Tracking has software and hardware specific worksheets, along with a sheet for installed software and even one for suppliers.
Let’s start with the software worksheet. This is where you will keep a brief description of the software, any purchase information, license details and the quantity.
The hardware sheet is next on the list. You can list your printers, PCs, and anything of the sort here. You have sections to describe the item, its physical location, purchase information, the quantity, and a details section for model and serial numbers.
The installed software sheet will help you track down a specific computer. In the sections provided, you will be able to write down the computer information, it’s location and software information. Having all of this information will help an IT person easily locate the software if there are any problems that arise.
A supplier work sheet is also included with Software Inventory Tracking. Any and all information about the software and hardware companies can be listed here. You’ll be able to enter in basic supplier details, but also their contact details and much more information pertaining to them.
To help you along, there is a help work sheet that provides you with details and information.
How to Use
Using Software Inventory Tracking Template excel is simple. Each work sheet is different, but the process works just the same. The sections in each work sheet are broken down even further into columns to streamline the process. Let’s take the software work sheet as an example.
The first section, item description, has five columns: name, description, version, category and developer. This means you write the name of the software (which should be a unique name for each product), write a short description of it, which version it is, who made it and what category it belongs in.
Next is the purchase information section. As the title implies, this section acts as a receipt. You are able to enter the date, the supplier, their website, what department you will be sending it to and the price.
License information is the final major section to do with software. Putting the type of license, the expiration or renewal date, serial number key and the number purchased will help remind you if your license will expire in time or never.
Included with the software work sheet are quantity used and remaining columns. If you have more than one license for the same product, when the license expires, it will automatically update. If a new version of the product comes out, you can enter into a new row. That way it will not interfere with the previous version that you may still have a number of.
Optional Tips
Software Inventory Tracking Template has a few features that may not seem obvious at first. So below are some tips on how to optimize workflow in Software Inventory Tracking template excel.
When you create or add a new row, remember to insert it above the last line on the table. This is important because if this is not done, they will not be included in dropdown boxes. Also, the new rows will not be calculated correctly in any calculations.
Be sure to give each software product line a name that is unique to the product, even if it’s just a different version of the same product. Giving products the same name will present errors.
Since you may need a lot of supplier details, record all additional details you may have about them on the supplier worksheet. These may be details that are not relevant when recording them in a different worksheet.
There is a way you can print the document as well. The first thing to do is select the tab for the worksheet you plan to print. Next, for any columns you don’t want to print, unhide them. Then go to File -> Print. At this point, take a second and look under formatting. You will see boxes for “Show Notes” and “Show Gridlines,” which you should then uncheck. You should change the layout to “Fit to width” and “Landscape.” Quick note: if you are printing the software installation worksheet, use portrait instead of landscape. You are ready to print!
