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Edit Assets in the Company Assets Tool

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Things to Consider

  • Required User Permissions

  • Fields vary based on the asset type's assigned fieldset.

  • If you change the asset type, the fields will adjust to match the associated fieldset.

  • To bulk edit assets, assets must have the same fieldset.

  • Bulk Operation is limited to 500 items at a time.

  • Assets must have a unique ID.

  • Status options vary based on the asset type.

  • The following fields can be updated in line: Custom Fields, Location, Name, Status, and Trade.

 Tip
You can also bulk import assets to create new records or edit existing ones.

Steps

  • Edit Single Asset

  • Bulk Edit Assets

Edit Single Asset

 Tip
Some fields are editable in line.

  1. Navigate to the company's Assets tool.

  2. Click the asset ID.

  3. Click Edit.

  4. Update the asset's information.

    Show/Hide Fields

    Note: Fields and their options vary based on the asset's type and status group.

    • Type: The type or subtype of asset, as configured in your Assets settings in the Company Admin tool.

    • Parent Asset: Parent Asset is available only when the asset type is is a subtype.

    • Trade: The trade associated with the asset.

    • Name: A descriptive name for the asset.

    • ID: A unique alphanumeric code for the asset. This code must be unique across the entire company.

    • Status: The asset’s current operational status, as configured in your Assets settings in the Company Admin tool.

    • Description: Additional details or notes to describe the asset and provide further context.

    • Location: The physical location of the asset within the project’s location hierarchy. This is a read-only field.

    • Latitude: Enter the latitude coordinate for the asset to support map-based positioning.

    • Longitude: Enter the longitude coordinate for the asset to support map-based positioning.

    • Longitude: Enter the longitude coordinate for the asset to support map-based positioning.

  5. Click Save Changes.

Bulk Edit Assets

  1. Navigate to the company's Assets tool.

  2. Mark the checkbox for each asset.

  3. Click the Edit Icon Edit2 icon.

  4. Update the asset's information.

    Show/Hide Fields

    Note: When you select multiple assets, common custom fields can also be edited.

    • Trade: The trade associated with the asset.

    • Description: Additional details or notes to describe the asset and provide further context.

  5. Click Save.