Assets (Company)
- Last updated
- Save as PDF
Table of Contents
Overview
The Assets tool is Procore's solution for managing the digital thread of your company's fixed assets—such as HVAC systems, fire protection equipment, doors, and more; from design and construction straight through to operations. By eliminating the friction of the traditional "data dump" handover, this tool ensures a connected, digital flow of information.
The Company Level Assets acts as the master repository for all assets within your organization. It provides a complete, consolidated view of:
-
Assets created directly at the company level, which can later be assigned to projects or remain unassigned.
-
Assets created directly within a specific project.
Administrators define asset structures, establishing a company-wide Asset Type hierarchy, and customizing data fields and statuses. This configuration creates a robust, scalable, and standardized Asset Register that aligns all teams.
Tutorials
Project Level Assets Tool
Tutorials are also available for the Project level Assets tool.
Process Guides
Configure Settings
- Assign Configurable Fieldsets to Asset Types
- Assign Status Groups to Asset Types
- Configure Asset Type Hierarchy
- Configure Attachment Types for Assets
- Configure Default Field Values for Asset Types
- Configure Default Naming Convention for Assets
- Configure Rules for Asset Status Validations
- Configure Status Groups for Assets
- Create New Configurable Fieldsets
- Create New Custom Fields
Manage Assets
- Assign Assets to Projects from the Company Assets Tool
- Create Assets in the Company Assets Tool
- Delete Assets
- Edit Asset Statuses
- Edit Assets in the Company Assets Tool
- Generate QR Codes for Assets
- Import Assets to the Company Assets Tool
- Link Sub Assets to a Parent Asset
- Manage Asset Attachments in the Company Assets Tool
- Manage Related Items for Assets
- Search and Filter Assets
360 Reporting
View Assets
FAQ/Troubleshooting
- Can I bulk enable the Assets tool across multiple projects at once?
- Can I track sub-components within a larger asset assembly?
- How many assets can I track?
- What granular permissions are available for the Company level Assets tool?
- What types of assets should I track in the Assets tool?
- What's the difference between an Asset Type and an Asset?
- Where is Assets data available for reporting?
- Why aren't my custom fields showing up when I create an asset?
Permissions
Learn which user permissions are required to take the described actions in this tool.
Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
|
Action |
None |
Read Only |
Standard |
Admin |
Notes |
|---|---|---|---|---|---|
|
Add Attachments to Assets |
|
|
|
||
|
Assign Assets to Projects |
|
|
|
||
|
Assign Configurable Fieldsets to Asset Types |
|
Users need 'Admin' level permissions to the Company level Admin tool to take this action. |
|||
|
Assign Status Groups to Asset Types |
|
Users need 'Admin' level permissions to the Company level Admin tool to take this action. |
|||
|
Configure Asset Types |
|
Users need 'Admin' level permissions to the Company level Admin tool to take this action. |
|||
|
Configure Attachment Types for Assets |
|
Users need 'Admin' level permissions to the Company level Admin tool to take this action. |
|||
|
Configure Default Field Values for Asset Types |
|
Users need 'Admin' level permissions to the Company level Admin tool to take this action. |
|||
|
Configure Naming Convention for Assets |
|
Users need 'Admin' level permissions to the Company level Admin tool to take this action. |
|||
|
Configure Status Groups for Assets |
|
Users need 'Admin' level permissions to the Company level Admin tool to take this action. |
|||
|
Configure Your View |
|
|
|
||
|
Create a Saved View |
|
|
|
||
|
Create Assets |
|
|
|
||
|
Delete a Saved View |
|
|
|
||
|
Delete Asset Attachments |
|
|
|
||
|
Delete Assets |
|
|
|
||
|
Edit a Saved View |
|
|
|
||
|
Edit Asset |
|
|
|
||
|
Edit Asset Attachments |
|
|
|
||
|
Edit Asset Statuses |
|
|
|
||
|
Generate QR Codes for Assets |
|
|
|
||
|
Import Assets |
|
|
|
||
|
Link Related Items to Assets |
|
Users must also have 'Read Only' level permissions or higher to the project level tool with the related item. |
|||
|
Search and Filter Assets |
|
|
|
||
|
Share a Saved View |
|
|
|
||
|
Unlink Related Items to Assets |
|
Users must also have 'Read Only' level permissions or higher to the project level tool with the related item. |
|||
|
Update a Saved View |
|
|
|
||
|
View Asset Attachments |
|
|
|
||
|
View Assets |
|
|
|
||
|
View Assets Change History |
|
|
|
To see details of related items in the Change History, users must also have 'Read Only' level permissions or higher to the project level tool with the related item. |
|
|
View Related Items for Assets |
|
|
|
Users must also have 'Read Only' level permissions or higher to the project level tool with the related item. |
Release Notes
Below are the notable changes to the Company level Assets tool.
Recent Changes
Asset Data Quality with Status-Based Conditional Field Validations (09/15/2026)
Procore has introduced status-based conditional field validations within the Assets tool to ensure critical data is captured at specific points in the asset lifecycle. Status-Based Conditional Field Validations allowed Company Admins to configure rules that make specific default or custom fields mandatory or recommended when an asset transitioned into a particular status. To learn more, see Configure Field Rules for Status-based Validations.
Company Level Map View (09/15/2026)
Procore added Map View to the Company level Asset tool, allowing users to visualize, pin, and manage assets spatially across the entire company. The Map View includes asset markers for spatial rendering, pinning capabilities for setting coordinates, and enabling integrated search and filtering. See View Assets on the Map.
Improved Asset Management with Inline Editing in Asset Register (09/15/2026)
Procore has introduced inline editing capabilities to the Asset Register grid, allowing users to update common asset fields directly without navigating to the Asset Details page. The Asset Register now supports in-cell editing for fields such as Name, Trade, Location, and various custom fields to streamline data management workflows. To learn more, see Edit Assets in the Company Assets Tool and Edit Assets in the Project level Assets Tool.

