Configure Asset Types

In the company's Admin tool's Assets settings, you can configure your asset classification system. When you define a clear Asset Type Hierarchy and customize Fieldsets, Default Fields, and Status Groups; you can ensure data consistency and relevance for all assets across your company's projects.

The Asset Type Hierarchy is the foundational structure you will build to classify every asset. You can create a nested structure up to 10 levels deep to create granular categories.

• Required User Permissions

• Creating Asset Types

  • Newly created Asset Types automatically apply the Procore Default Fieldset and Status Group. You can update these settings later by creating and assigning Custom Fieldsets and Status Groups.

  • Newly created asset subtypes are assigned the Procore default Fieldset and Status Group configurations.

• Deleting Asset Types

  • Deleting an asset type also permanently deletes all of its subtypes.

  • Before you delete an asset type, all assets associated with the asset type must be deleted. When you delete an asset type, all information associated with the selected asset type will be lost.

• Reordering Asset Types

  • The order of asset types is reflected in the drop-down menus within the Assets tool.

  • Reordering is only allowed within the same level (Level 0 with Level 0, Level 1 with Level 1 under the same parent, etc.). Cross-parent movement is not permitted.

• Create a Single Asset Type

• Bulk Create Asset Types

1. Navigate to the Company level Admin tool.

2. Under 'Tool Settings', click Assets.

3. On the Types tab, click Create Type.

4. Enter the asset type information.

   • Name: A descriptive name for the asset category. For example, 'HVAC Equipment'.

   • ID: A unique alphanumeric ID.
     Note: It's best practice to use a separator for different hierarchy levels. For example, "HVAC.CHLR" for a chiller within the HVAC type.

   • Description: Add more context about the asset type.

   • Enable to Allow Assets to be Created for this Type: Move the toggle ON to allow assets to be created for this type. This supports enabling asset creation at any level within the asset type hierarchy.

5. Click Create. The new type will appear in the hierarchy table.

6. To create a subtype, navigate back to the Types tab.

   1. Next to the Asset type, click + Subtype.

   2. Enter the asset subtype information.

      • Name: A descriptive name for the asset category. For example, 'HVAC Equipment'.

      • ID: A unique alphanumeric ID.
        Note: It's best practice to use a separator for different hierarchy levels. For example, "HVAC.CHLR" for a chiller within the HVAC type.

      • Description: Add more context about the asset subtype.

      • Enable to Allow Assets to be Created for this Type: Move the toggle ON to allow assets to be created for this subtype.

   3. Click Create.

1. Navigate to the Company level Admin tool.

2. Under 'Tool Settings,' select Assets.

3. Click the Types tab.

4. Click Import.

5. Download the standard Excel template.

6. Enter in the required information into the template:

   • Level 1, Level 2..: A descriptive name for the asset type (e.g., Level 1 being the parent asset type such as "HVAC Equipment" and Level 2 being the subtype such as “Air Handling Unit”). The last filled level in the row is the asset type that will be created.

   • ID (Mandatory): A unique alphanumeric code. It's best practice to use a separator for different hierarchy levels (e.g., HVAC.CHLR for a chiller within the HVAC type).

   • Description (Optional): Add more context about the asset type.

   • Allow Assets (Optional): Defines whether assets can be created for the asset type. This supports enabling asset creation at any level within the asset type hierarchy.

7. Save the template.

8. Navigate back to the Import window.

9. Select the file.

   1. Click Attach File and select the prepared assets file.

   2. Drag and drop the prepared assets file from you computer to the upload box.

Once the file uploads, a Job Status pop-up displays the import progress. You can minimize this window.

Newly created Asset Types automatically apply the Procore Default Fieldset and Status Group. You can update these settings later by creating and assigning Custom Fieldsets and Status Groups, as detailed below.