Considerations

Background

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. The hierarchy can be created manually or imported.

Things to Consider

• Required User Permissions

• Importing Asset Types

  • You can only import if you have not yet created any asset types.

• 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.

  • When a parent Asset Type is moved, all its subtypes are automatically moved with it.