Configure Asset Types
Background
In the company's Admin tool's Assets settings, you can configure your asset classification system. When you define a clear Asset Type Hierarchy and customize Fieldsets, Default Fields, and Status Groups; you can ensure data consistency and relevance for all assets across your company's projects.
The Asset Type Hierarchy is the foundational structure you will build to classify every asset. You can create a nested structure up to 10 levels deep to create granular categories.
Things to Consider
Steps
Navigate to the Company level Admin tool.
Under 'Tool Settings', click Assets.
On the Types tab, click Create Type.
Enter the asset type information.
Name: A descriptive name for the asset category. For example, 'HVAC Equipment'.
ID: A unique alphanumeric ID.
Note: It's best practice to use a separator for different hierarchy levels. For example, "HVAC.CHLR" for a chiller within the HVAC type.Description: Add more context about the asset type.
Move the toggle
ON to allow assets to be created for this type to allow assets to be created at this level.Click Create. The new type will appear in the hierarchy table.
To create a subtype, navigate back to the Types tab.
Next to the Asset type, click + Subtype.
Enter the asset subtype information.
Name: A descriptive name for the asset category. For example, 'HVAC Equipment'.
ID: A unique alphanumeric ID.
Note: It's best practice to use a separator for different hierarchy levels. For example, "HVAC.CHLR" for a chiller within the HVAC type.Description: Add more context about the asset type.
Manage Asset Types
Copy - Click the vertical ellipsis
next to the asset type and select Copy. Make your updates, then click Copy.Delete - Click the vertical ellipsis
next to the asset type and select Delete. Click Delete to confirm. Edit - Click the edit
icon next to the asset type, make your changes, then click Save.Reorder - Click the grip
icon next to any asset type and drag it to the desired location.