Create Assets in the Company Assets Tool

Create assets to manage your company's fixed assets—such as HVAC systems, fire protection equipment, doors, and more.

• Required User Permissions

• Fields vary based on the asset type.

• Status options vary based on the asset type.

• Parent Assets must have an asset type one level up in the asset type hierarchy.

• The Asset ID must be unique, as each individual instance is a separate physical asset, typically with its own serial number, and is tracked independently.

You must configure the Assets tool before creating them. Follow the Assets Setup Guide, or configure the following settings:

• Configure Asset Types

• Configure Default Fields for Assets

• Assign Configurable Fieldsets to Asset Types

• Configure Status Groups for Assets

• Assign Status Groups to Asset Types

1. Navigate to the company's Assets tool.

2. Click Create Asset.

3. Enter the general information.

   Show/Hide Fields

   Note: Fields and their options vary based on the asset's type and status group.

   • Type: The type or subtype of asset, as configured in your Assets settings in the Company Admin tool.

   • Parent Asset: Parent Asset is available only when the asset type is is a subtype.

   • Trade: The trade associated with the asset.

   • Name: A descriptive name for the asset.

   • ID: A unique alphanumeric code for the asset. This code must be unique across the entire company.

   • Status: The asset’s current operational status, as configured in your Assets settings in the Company Admin tool.

   • Photo: A photo representative of the asset.

   • Description: Additional details or notes to describe the asset and provide further context.

   • Location: The physical location of the asset within the project’s location hierarchy.

   • Latitude: Enter the latitude coordinate for the asset to support map-based positioning.

   • Longitude: Enter the longitude coordinate for the asset to support map-based positioning.

4. Create the Assets.

   • Click Create Single to create a single asset.

   • Click Create Multiple to create records for multiple assets.

     1. Enter the quantity of assets.

     2. Update an ID if necessary.

     3. Enter the number at which to start appending the Asset ID.