Create a Status Group

Steps

  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 Icon Duplicate 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.

Manage Status Groups

  • Copy - Click the copy Icon Duplicate icon next to the status group to duplicate it. Make your updates to the new status group, then click Assign Later or Create and Assign.

  • Delete - Click the delete Icon Delete Trash6 icon next to the status group and select Delete. Click Delete to confirm.

  • Edit - Click the edit Icon Edit2 icon next to the status group, make your changes, then click Save.

  • Reorder - Click the grip Icon Reorder Grip icon next to any status group and drag it to the desired location.

Considerations
Assign Status Groups to Asset Types