Overview

Beta

The Asset Management feature is currently in open beta and is available to Procore customers by opting into the Company Level Assets and/or Project Level Assets through Procore Explore.

The features and documentation of this tool are subject to change without notice during the course of development.

The Assets tool is available at both the company and project levels and is accessible from the tool menu. Before creating assets, an Admin user must configure the fundamental settings—Asset Types, Fieldsets, and Status Groups—to ensure consistent and accurate data capture. Refer to this Assets Admin Guide for detailed setup instructions. See

The Project Level Assets provides a focused view of assets relevant to a specific project. It provides a complete, consolidated view of:

  1. Assets created within that project.

  2. Assets assigned from the company level to the project.

Prerequisite Setup at Project Level

By default, the Assets tool is not enabled on any project and must be activated individually at the project level.
Note
: Only users with Admin permissions on the Project-level Admin tool can enable it. 

To enable the Assets tool at the Project Level:

  1. Navigate to the project level Admin tool.

  2. Click on the Tool Settings page under Project Settings.

  3. Locate the Assets option in the list of available tools.

  4. Click on the toggle to activate the Assets tool for the project.

  5. The Assets tool will now be available for project users based on their assigned permissions.