Assign Configurable Fieldsets to Asset Types

Background

Fieldsets determine what information is captured for an asset. You can use Procore's default fieldset or create custom ones with standard fields, custom fields, and tailored dropdown options.

Things to Consider

Prerequisites

Steps

  1. Navigate to the Company level Admin tool.

  2. Under 'Tool Settings', click Assets.

  3. Click the Fieldsets tab.

  4. Locate the configurable fieldset you want to apply to asset types.

  5. Click the link in the 'Assigned Asset Types' column.

  6. Select which asset types to assign this fieldset.

  7. Click Assign.

  8. Click Save Changes to confirm.

See Also

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