Manage Attachments for Assets in the Project Assets Tool

Attachments allow you to store essential documents such as owner and maintenance manuals, warranty certificates, drawings, specifications, and photos directly within an asset record, ensuring teams have consistent access to the right information throughout the asset’s lifecycle while improving efficiency, collaboration, and compliance.

You can add attachments to individual assets, or to all assets of that asset type.

• Required User Permissions

  • Users with the granular permissions must access asset attachments from the asset's details page.

• Adding Attachments

  • You can add attachments from your computer or the project's Documents, Drawings, or Photos tools.

• Deleting Attachments

  • Attachments added in the Company level Assets tool cannot be deleted in the Project level Assets tool.

  • Attachments added to an Asset Type in the Project level Assets tool cannot be deleted from an individual Asset.

• Viewing Attachments

  • You can view attachments added at both the company and project level.

  • Supported file types open in a viewer in a new tab. If preview is not supported, the file is downloaded automatically.

  • Attachments added from other Procore tools will always show the most recent version.

• Bulk Operation is limited to 500 items at a time.

• Configure Record Types

• Add Attachments to a Single Asset

• Bulk Add Attachments

• Delete Attachments

• Edit Attachments

• View and Download Attachments

1. Navigate to the Project level Assets tool.

2. Initiate Adding the Attachment.

   • From the Asset Register, click the Attachment icon next to the asset.

   • Click the asset ID to view the asset's details, and click the Attachments tab. Then click Add Attachments.

3. Choose the source for your file:

   • Document Management: Link to a file stored in the Document Management tool.

   • Drawings: Link to a drawing from the project's Drawings tool.

   • My Computer: Upload one or more files directly from your device.

   • Photos: Link to an image from the project's Photos tool.

   • Project Documents: Link to a file stored in the project's Documents tool.

4. Click Attach.

5. If applicable, select a type for each record.

6. Click Save to attach the record.

1. Navigate to the Project level Assets tool.

2. By default the Asset tab will open.

3. Select the view by List, Map or Model.

4. Mark the checkboxes next to the assets you want to attach files to.

5. Optional: Search and Filter Assets.

6. Click the Attachment icon in the bulk actions menu.

7. Choose the source for your file:

   • Document Management: Link to a file stored in the Document Management tool.

   • Drawings: Link to a drawing from the project's Drawings tool.

   • My Computer: Upload one or more files directly from your device.

   • Photos: Link to an image from the project's Photos tool.

   • Project Documents: Link to a file stored in the project's Documents tool.

8. Click Attach.

9. If applicable, select a type for each record.

10. Click Save to attach the record.

1. Navigate to the Project level Assets tool.

2. Click the Assets or Asset Types tab.

3. Click the asset ID or asset name to view the asset or asset type's details.

4. Click the Attachments tab.

5. Click the delete icon next to the asset.

6. Click Delete to confirm.

1. Navigate to the Company or Project level Assets tool.

2. Click the Assets or Asset Types tab.

3. Click the asset ID or asset name to view the asset or asset type's details.

4. Click the Attachments tab.

5. Select a new record type.
   Updates are automatically saved.

1. Navigate to the Company or Project level Assets tool.

2. Click the asset ID to view the asset's details.

3. Click the Attachments tab.

4. Click any of the attachment hyperlinks to open the file in a new window.

5. Optional: Click the download icon to download the file to your computer.