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Procore

Apply Configurations to a Hierarchy

Once you have created your custom Status Group, the final step is to apply an asset type hierarchy to the status group. This dictates which fields are used when you create an asset of a specific type.

To assign an asset type to a Status Group:

  1. Navigate to the Company level Assets tool.

  2. On the Status Groups tab, click the value in the Assigned Asset Type column for the status group you want to modify.

  3. On the next screen, select or deselect the checkboxes for the Asset Types or Subtypes you'd like to assign to the status group.

  4. Click Assign to save the changes.