Zoomed Image

Licensing Position Overview

Software Asset Management Guide
Licensing Position

Licensing Position Overview

The Licensing Position is the central compliance output of SAM. It compares the number of installations (consumption) against the licenses you own (entitlement) for every managed product. This chapter covers the dashboards, the queries, the reports, and the calculation that drives them.

Where to Find the Position

The Licensing menu has three views that all answer "where are we on compliance?":

Menu What It Shows
License Dashboard The high-level summary with charts, KPI tiles, and quick-access buttons
Licensing Position The per-product compliance grid — one row per product
Licenses The per-license register — one row per purchase record

Plus the per-product Calculate Licensing Position action and the per-product reports under Licensing Reports.

Licensing menu structure

The Three-Tab Dashboard

The License Dashboard has three tabs:

License Dashboard

Tab Purpose
Software License Dashboard KPI tiles, charts of usage by product, expenditure year-to-date
Licensing Calculation Steps Data quality diagnostics + import/calculate buttons (covered in Operations)
Licensing Position The per-product compliance grid

Most users land on the dashboard, scan the KPI tiles, and drill in from there.

What's in This Chapter

Page Covers
The Licensing Position Query The per-product grid in detail
The Licenses Query The per-license register
Running the Calculation When and how to recalculate
Recalculation Behavior What happens when you recalculate (and what to avoid)
Compliance Reports Summary and detail PDF reports for audit and management
Compliance Status Meanings What compliant / over-licensed / under-licensed actually mean

The Single Compliance Number

For each product, the Licensing Position computes one comparison:

Outstanding Requirement = max(0, Required - Allocated)

Where:

  • Required = total consumption in metric units (users, devices, cores, processors)
  • Allocated = total grants from your licenses (including downgrade allocations)

Outstanding > 0 means under-licensed. Outstanding = 0 means compliant or over-licensed (over depends on whether Seats > Required).

Everything else on the position page is detail explaining how that one number was reached.

The Position Is Point-in-Time

The position reflects what the engine calculated last. It does not auto-update on data changes. After:

  • A discovery run loads new asset data
  • Licenses are added, modified, or imported
  • An asset is disposed
  • Catalog entries change (License Type, Defining Titles)

...you need to recalculate before the position reflects the change. See Running the Calculation.