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Procore

Overview

 In Beta

The Asset Management feature is currently in open beta and is available to Procore customers by opting into the Company Level Assets and/or Project Level Assets through Procore Explore.

The features and documentation of this tool are subject to change without notice during the course of development.

Use the Company level Asset tool settings to configure your organization's asset classification system. Defining a clear Asset Type Hierarchy and customizing fieldsets, custom fields, and status groups ensures data consistency and relevance for all assets tracked across your company's projects.

  • Build an Asset Type Hierarchy: Create the foundational structure used to classify every asset. You can build a nested structure up to 10 levels deep to establish granular, parent-child asset categories. See Configure Asset Types.

  • Configure Fieldsets: Determine exactly what information is captured for an asset. You can use Procore's default fieldset or create custom ones tailored to specific asset types. See Configure Fieldsets.

  • Create Custom Fields: If standard fields do not meet the tracking requirements for a particular Asset Type or Subtype, you can design your own custom fields. See Configure Custom Fields.

  • Define Standard Dropdown Options: Ensure data consistency across your projects by defining the exact list of options available in standard dropdown fields. See Configure Default Fields.

  • Manage Status Groups: Define the precise lifecycle stages for your assets. Use the Procore Default group or create custom status groups to match your company's specific operational workflows. See Configure Status Groups.