Create an Asset Type

1. Navigate to the Company level Assets tool.

2. On the Types tab, click Create Type.

3. Enter the asset information. Fields marked with an asterisk are mandatory.

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

   • ID: A unique alphanumeric ID. 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.

4. Toggle the Enable to allow assets to be created for this type to allow assets to be created at this level.

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

The newly created Asset Types are automatically assigned the Procore Default for their Fieldset and Status Group. You can change this later by creating Custom Fieldsets and Status Groups.