Configure Default Naming Standard for Assets

Company Admins can configure naming standards and auto-generation rules so that asset names follow a consistent format across all projects. This helps avoid duplicates and supports cleaner data for reporting and handover. You can also create project specific naming conventions in the Project level Assets tool.

• Required User Permissions

• You can add custom fields to the naming convention. You will need to select fallback values for each field should an assets not have the custom field in their fieldset.

• Reset Sequence Count Show/Hide Details

  • You can reset as many times as you would like.

  • Existing IDs are not changed or renamed when you reset the sequence.

  • Skipped numbers in between deleted assets will remain empty.

  • Resetting the sequence cannot be undone.

1. Navigate to the Company level Admin tool.

2. Under 'Tool Settings', click Assets.

3. Click the Rules tab.

4. Click the caret next to Naming Standard to expand the section.

5. Click Create.

6. Configure the Naming Standard for asset IDs:

   • Click the add icon, and mark the checkboxes for the fields you want to add or remove from your naming standard. Click Save Changes.

   • Click the grip icon and drag the field to the correct place in the order.

   • Click the X icon to remove the field.

   • Click Configure Field Values to manage fallback values and formatting rules to ensure your Asset IDs generate consistently. Click Save Changes.

   • Select the Separator value from the dropdown list.

   • Optional: If 'Parent Asset ID' is part of your naming standard, move the toggle ON to 'Remove Duplicate Child Values from the Asset ID'.
     For example, if both the parent ID and child asset ID includes Project Number, it will only be reflected once in the asset name.

7. Click Configure Field Values.

   • Enter the fallback values should the fields not be available for certain asset types.

   • Select the field length for each field in the naming convention.

   • If you added single-select Custom Fields, click Edit Defined Values or Define Field Values.

     1. Enter short codes (2-4 characters) for each drop-down option.

     2. Click Save Field Values.

   • Optional: Reset sequence count.

8. Review the preview, then click Save.