Assets Setup Guide (Beta)

Use the Company level Admin tool settings to configure your organization's asset classification system. Defining a clear Asset Type Hierarchy and customizing fieldsets, custom fields, and status groups ensures data consistency and relevance for all assets tracked across your company's projects.

• 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. See Configure Asset Types.

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

• 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. See Configure 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. See Configure Default 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. See Configure Status Groups.