Manage Asset Type Attachments in the Project Assets Tool

Attachments allow you to store essential documents such as owner and maintenance manuals, warranty certificates, drawings, specifications, and photos directly within an asset record, ensuring teams have consistent access to the right information throughout the asset’s lifecycle while improving efficiency, collaboration, and compliance.

You can add attachments to individual assets, or to all assets with that asset type.

• Required User Permissions

  • Users with the granular permissions must access asset attachments from the asset's details page.

• Adding Attachments

  • You can add attachments from your computer or the project's Documents, Drawings, or Photos tools.

  • Adding an attachment to an Attachment Type automatically adds it to all assets with that type.

• Deleting Attachments

  • Attachments added to an Asset Type in the Project level Assets tool cannot be deleted from an individual Asset.

  • Deleting an asset from an asset type removes it from all associated assets.

• Viewing Attachments

  • Supported file types open in a viewer in a new tab. If preview is not supported, the file is downloaded automatically.

  • Attachments added from other Procore tools will always show the most recent version.

• Add Attachments to an Asset Type

• Delete Attachments from Asset Types

• Edit Attachments for Asset Types

• View and Download Attachments

1. Navigate to the Project level Assets tool.

2. Click the Asset Types tab.

3. Click the asset type name.

4. Click Add Attachments.

5. Choose the source for your file:

   • My Computer: Upload one or more files directly from your device.

   • Project Documents: Link to a file stored in the project's Documents tool.

   • Photos: Link to an image from the project's Photos tool.

   • Drawings: Link to a drawing from the project's Drawings tool.

6. Click Attach.

7. Select an Attachment Type for each document.

8. Click Save to complete the upload.

1. Navigate to the Project level Assets tool.

2. Click the Asset Types tab.

3. Click the asset type name.

4. Click the delete icon next to the attachment.

5. Click Delete to confirm.

1. Navigate to the Project level Assets tool.

2. Click the Asset Types tab.

3. Click the asset type name.

4. Next to the attachment, select a new Type.

5. Changes are automatically saved.

1. Navigate to the Project level Assets tool.

2. Click the Asset Types tab.

3. Click the asset type name.

4. Click the attachment link to view.

5. Optional: Click the download icon to download the file to your computer.