Assets (iOS)
- Last updated
- Save as PDF
Table of Contents
Overview
The Assets tool is available at both the company and project levels and is accessible from the tool menu. Before creating assets, an Admin user must configure the fundamental settings—Asset Types, Fieldsets, and Status Groups—to ensure consistent and accurate data capture. Refer to this Assets Admin Guide for detailed setup instructions. See
The Project Level Assets provides a focused view of assets relevant to a specific project. It provides a complete, consolidated view of:
-
Assets created within that project.
-
Assets assigned from the company level to the project.
Adding the Assets Tool to your Project
By default, the Assets tool must be enabled for each individual project.
Note: Users with Admin permissions on the Project-level Admin tool can enable it.
To enable the Assets tool at the Project Level:
-
Navigate to the project level Admin tool.
-
Click on the Tool Settings page under Project Settings.
-
Locate the Assets option in the list of available tools.
-
Click the toggle
ON to add the Assets tool to the project. -
The Assets tool will now be available for project users based on their assigned permissions.
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.
What granular permissions are available for the Project level Assets tool?
|
Action |
None |
Read Only |
Standard |
Admin |
Notes |
|---|---|---|---|---|---|
|
Add Assets to a Project |
|
|
|
Users must also have 'Read Only' level permissions or higher to the Company Assets tool with the Assign Assets to Projects granular permission. |
|
|
Add Attachments to Assets |
|
|
|
||
|
Add Attachments to Asset Types |
|
|
|
||
|
Configure your View of the Project Assets Tool |
|
|
|
||
|
Create and Manage Saved Views (Company and Personal) |
|
|
|
||
|
Create and Manage Saved Views (Project) |
|
||||
|
Create Assets |
|
|
|
||
|
Delete Asset Attachments |
|
|
|
||
|
Delete Asset Type Attachments |
|
|
|
||
|
Delete Assets |
|
|
|
||
|
Download Asset ZIP Files |
|
|
|
||
|
Edit Asset Attachments |
|
|
|
||
|
Edit Asset Type Attachments |
|
|
|
||
|
Edit Assets |
|
|
|
||
|
Export Assets |
|
|
|
||
|
Generate QR Codes for Assets |
|
|
|
||
|
Import Assets |
|
|
|
||
|
Import Assets from a 3D BIM Model |
|
|
|
Users also need 'Read Only' level permissions or higher to the Project Documents or Document Management tool. |
|
|
|
|
|
Users must also have 'Standard' permissions or higher to the project's Photos tool. |
||
|
Search and Filter Assets |
|
|
|
||
|
View Asset 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. |
|
|
|
|
|
To see details of related items, users must also have 'Read Only' level permissions or higher to the project level tool with the related item. |
||
|
View Asset Export Logs |
|
|
|
||
|
View an Asset in a 3D Model |
|
|
|
Users also need 'Read Only' level permissions or higher to the Project Documents or Document Management tool. |

