Overview

To set up the Assets tool, configure it in the Company level Admin tool.

This includes defining a clear Asset Type Hierarchy and configuring fieldsets, custom fields, and status groups to ensure data consistency and relevance for all assets tracked across your company's projects. Show / Hide Details

  • Build an Asset Type Hierarchy: Create the foundational structure used to classify every asset. You can build a nested structure up to 10 levels deep to establish granular, parent-child asset categories.

  • Configure Fieldsets: Determine exactly what information is captured for an asset. You can use Procore's Rules or create custom ones tailored to specific asset types.

  • Create Custom Fields: If standard fields do not meet the tracking requirements for a particular Asset Type or Subtype, you can design your own custom fields.

  • Define Standard Drop-down Options: Ensure data consistency across your projects by defining the exact list of options available in standard drop-down fields.

  • Manage Status Groups: Define the precise lifecycle stages for your assets. Use the Procore Default group or create custom status groups to match your company's specific operational workflows.

Next, you'll need to configure other Procore tools to integrate with the Assets tool. Lastly, add the Assets tool to your project and make any project-specific configurations.

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