Number of custom asset types and statuses best practices

Updated 

Recommendation

Limit the number of custom asset types and statuses to optimize both operating model maintenance and user experience.

Impact

  • Use out-of-the-box (OOTB) asset types as much as possible to ensure maximum compatibility with future product features. Custom asset types should be used to meet your specific business requirement, but it is best to avoid using too many.

    • If there are a lot of custom asset types, you should review them and search for duplicates, as well as overlapping or unused asset types and confirm that custom asset types cannot be replaced by the use of OOTB asset types.

    • Ensure that you have the relevant asset types available before creating a custom asset type. This is to avoid creating unused custom asset types which can complicate the governance of the operating model.

    • Introduce a Data Office governance process for the creation of custom asset types. This process should provide guidance on when a custom asset type is absolutely necessary and reduce the risk of unused asset types. You should also review the number of users with permission to create custom asset types, as too many users can result in unused, duplicated or unnecessary custom asset types.

  • Custom statuses are encouraged to support the asset life cycle. However, keep the number of possible statuses for a given asset type as small as possible to avoid confusing users. If there are more than 30, consider consolidating to fewer statuses.

Topic area

  • Operating Model → Metamodel → Asset Model → Asset types

  • Operating Model → Execution and Monitoring Concepts → Status types

Operating Model - Custom asset types and statuses

Monitoring this practice

For customers with established production models:

Additional information

For more information, go to the following resources: