Link Sub Assets to a Parent Asset

Background

You can link the sub assets within a parent asset so that all parts of the asset are accounted for, along with their parent and child relationships.

Asset Type Hierarchy Example

  • HVAC (Level 1)

    • Air Handling Unit (Level 2)

      • Supply Fan (Level 3)

    • Chiller (Level 2)

    • Boiler (Level 2)

Icon Permissions Access Check You could link all Supply Fans to the parent Air Handling Unit. And all Air Handling Units, Chillers, and Boilers to the parent HVAC system.

Icon Permissions No Access X However, you can not link a Supply Fan to a HVAC parent, nor can you link the Supply Fan to a Boiler parent. You also cannot link Air Handling Units, Chillers, or Boilers as parents of each other because they are at the same level in the hierarchy.

Things to Consider

  • Company Assets Required User Permissions

  • Project Assets Required User Permissions

  • Edits made at the Project level are updated in the Company level Assets tool.

  • Sub assets can only be linked to parent asset one level above them in the asset type hierarchy. Only available parents and sub assets will display.

Steps

  • Bulk Link Sub Assets from the Parent Asset

  • Link a Parent Asset from the Sub Asset

Bulk Link Sub Assets from the Parent Asset

  1. Navigate to the Project level Assets tool.

  2. Click the asset ID of the parent asset.

  3. Click the Sub Assets tab.

  4. Click Link.

  5. Mark the checkboxes of the sub assets you want to link.

  6. Click Link.

Unlinking Sub Assets

  1. To unlink a sub asset, click the sub asset's ID to view it's details.

  2. Click Edit.

  3. In the 'Parent Asset' field, click the X to remove the association.

  4. Click Save Changes.

Link a Parent Asset from the Sub Asset

  1. Navigate to the Project level Assets tool.

  2. Click the asset ID of the sub asset.

  3. Click Edit.

  4. Select the Parent Asset.

  5. Click Save Changes.

Unlinking Sub Assets

  1. To unlink a sub asset, click the sub asset's ID to view it's details.

  2. Click Edit.

  3. In the 'Parent Asset' field, click the X to remove the association.

  4. Click Save Changes.

See Also

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