Assets (Company) (Beta)

Overview

In Beta

Company Administrators can enable the Assets beta in Procore Explore.

Company Level Assets (US 2 | UK)
Project Level Assets (US 2 | UK)

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 so on; 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 are the architects of your digital foundation. They define the asset's structure, establish the company-wide Asset Type Hierarchy, and customize the fields and statuses that govern all asset data. This configuration is crucial to create a robust, scalable, and standardized Asset Register that aligns all teams.

This Admin User Guide is your strategic blueprint, providing the detailed steps necessary to configure a best-in-class asset management framework that drives data consistency and delivers a perfect, operationally-ready digital handover across your entire organization.

Tutorials

FAQ/Troubleshooting

Permissions

In Beta

Company Administrators can enable the Assets beta in Procore Explore.

Company Level Assets (US 2 | UK)
Project Level Assets (US 2 | UK)

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.

 |  | 

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

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	Read Only	Standard	Notes
Add Attachments to Assets Web	Create Attachments
Assign Assets to Projects Web	Assign Assets to Projects	Assign Assets to Projects
Assign Configurable Fieldsets to Asset Types Web			Users need 'Admin' level permissions to the Company level Admin tool to take this action.
Assign Status Groups to Asset Types Web			Users need 'Admin' level permissions to the Company level Admin tool to take this action.
Configure Asset Types Web			Users need 'Admin' level permissions to the Company level Admin tool to take this action.
Configure Attachment Types for Assets Web			Users need 'Admin' level permissions to the Company level Admin tool to take this action.
Configure Naming Standard for Assets Web			Users need 'Admin' level permissions to the Company level Admin tool to take this action.
Configure Status Groups for Assets Web			Users need 'Admin' level permissions to the Company level Admin tool to take this action.
Create Assets Web	Create Assets
Delete Asset Attachments Web	Delete Attachments	Delete Attachments
Delete Assets Web	Delete Assets	Delete Assets
Edit Asset Attachments Web	Edit Attachments
Edit Assets Web	Edit Assets
Export Assets Web	Export Assets	Export Assets
Import Assets Web
Search and Filter Assets Web
View Assets Web