Link an Asset to an Action Plan

Linking action plans to assets connects a plan directly to specific equipment or unit records, ensuring visibility across both tools. Once linked, the asset appears directly on the action plan, and the plan is listed under Related Items on the asset's details page.

• Required Permissions

• Additional Information

  • Fieldset Availability: The Assets field is a Procore default field, but it is disabled by default. It can be enabled on newly created field sets by a Company Admin, who can also choose whether the field is optional or required.

  • Multiple Assets: You can link multiple assets to a single action plan at the same time.

  • Audit Tracking: All asset links are logged in the Action Plan’s Change History.

• Enable the Assets tool on the project and create the necessary asset records.

• A Company Admin must enable the Assets field on the assigned Action Plan field set in Company Level Settings.