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Procore

Assets (Company)

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:

  1. Assets created directly at the company level, which can later be assigned to projects or remain unassigned.

  2. 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.

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.

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The action is available on Procore's Web, iOS, and/or Android application.
 
 

Icon Mindtouch Table Check Users can take the action with this permission level.

Icon Mindtouch Table Check Gp 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
Web

 

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  • Create Attachments

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Assign Assets to Projects
Web

 

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  • Assign Assets to Projects

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  • Assign Assets to Projects

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Assign Configurable Fieldsets to Asset Types
Web

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Users need 'Admin' level permissions to the Company level Admin tool to take this action.

Assign Status Groups to Asset Types
Web

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Users need 'Admin' level permissions to the Company level Admin tool to take this action.

Configure Asset Types
Web

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Users need 'Admin' level permissions to the Company level Admin tool to take this action.

Configure Attachment Types for Assets
Web

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Users need 'Admin' level permissions to the Company level Admin tool to take this action.

Configure Default Field Values for Asset Types
Web

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Users need 'Admin' level permissions to the Company level Admin tool to take this action.

Configure Naming Convention for Assets
Web

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Users need 'Admin' level permissions to the Company level Admin tool to take this action.

Configure Status Groups for Assets
Web

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Users need 'Admin' level permissions to the Company level Admin tool to take this action.

Configure Your View
Web

 

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Create a Saved View
Web

 

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Create Assets
Web

 

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  • Create Assets

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Delete a Saved View
Web

 

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Delete Asset Attachments
Web

 

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  • Delete Attachments

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  • Delete Attachments

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Delete Assets
Web

 

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  • Delete Assets

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  • Delete Assets

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Edit a Saved View
Web

 

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Edit Asset
Web

 

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  • Edit Assets

OR
  • Create Assets

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Edit Asset Attachments
Web

 

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  • Edit Attachments

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Edit Asset Statuses
Web

 

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  • Edit Assets

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Generate QR Codes for Assets
Web

 

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Import Assets
Web

 

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  • Create Assets

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Link Related Items to Assets
Web

     

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Users must also have 'Read Only' level permissions or higher to the project level tool with the related item.

Search and Filter Assets
Web

 

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Share a Saved View
Web

 

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Unlink Related Items to Assets
Web

     

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Users must also have 'Read Only' level permissions or higher to the project level tool with the related item.

Update a Saved View
Web

 

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View Asset Attachments
Web

 

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View Assets
Web

 

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View Assets Change History
Web

 

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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
Web

 

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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.