Assets Setup Guide (Beta)

Company Admins can configure naming standards and auto-generation rules so that asset names follow a consistent format across all projects. This helps avoid duplicates and supports cleaner data for reporting and handover. You can also create project specific naming conventions in the Project level Assets tool.

1. Navigate to the Company level Admin tool.

2. Under 'Tool Settings', click Assets.

3. Click the Default Fields tab.

4. Click the caret next to Naming Standard to expand the section.

5. Click Create.

6. Modify or create options for the Naming Standard as necessary:

   • Click the Add icon, and mark the checkboxes for the fields you want to add or remove from your naming standard. Click Save Changes.

   • Click the grip icon and drag the field to the correct place in the order.

   • Click the X icon to delete the Asset Field.

   • Click Configure Field Values to manage fallback values and formatting rules to ensure your Asset IDs generate consistently. Click Save Changes.

   • Select the Separator value from the dropdown list.

7. Click Configure Field Values.

   • Enter the fallback values should the fields not be available for certain asset types.

   • Select the field length for each field in the naming convention.

   • If you added single-select Custom Fields, click Edit Defined Values or Define Field Values.

     1. Enter short codes (2-4 characters) for each drop-down option.

     2. Click Save Field Values.

8. Review the preview, then click Save.