Assets Setup Guide (Beta)

Status Groups define the lifecycle stages for an asset. You can use the Procore Default group or create custom ones to match your specific workflows.

Statuses are grouped into three main states:

• Required User Permissions

• Assigning Status Groups

  • You can only assign Status Groups to asset types if the asset type and subtype do not yet have any asset records.

• Creating Status Groups

  • All statuses must be mapped to a standard state: New, Operating, Decommissioned.

• Deleting Status Groups

  • You cannot delete a status from a group if it is currently in use by any asset.  

  • The Delete button is disabled if the status group is assigned to any asset type or subtype. You must unassign it before you can delete it.

1. Navigate to the Company level Admin tool.

2. Under 'Tool Settings', click Assets.

3. Click the Status Groups tab.

4. Click Create Status Group.
   

   Tip

   You can also Copy the Procore Default Status Group to use it as a starting point for a new custom group.

5. Enter Name and Description for the new Status Group.

6. Enter your statuses:

   • Assign a Color to the status for easy identification.

   • Enter a Status Title. For example, 'Awaiting Installation'.

   • Select the Status State: New, Operating, or Decommissioned.

7. Click Add Status to add a new row, then repeat Step 6 for each row.

8. Create the Status Group

   • Click Assign Later to just create the status group.

   • Click Create and Assign to create the status group.

     • Select the Asset Types or Subtypes, then click Assign.