Assets (Project) (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 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.

Prerequisite Setup at Project Level

By default, the Assets tool is not enabled on any project and must be activated individually at the project level.
Note: Only 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 on the toggle to activate the Assets tool for the project.
The Assets tool will now be available for project users based on their assigned permissions.

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
Add Attachments to Assets Web	Create Attachments
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