Assets (Project) (Beta)

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.

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

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.

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 Assets to a Project Web			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 Web	Create Attachments
Add Attachments to Asset Types Web	Create Asset Type Attachments
Configure your View of the Project Assets Tool Web
Create and Manage Saved Views (Company and Personal) Web
Create and Manage Saved Views (Project) Web
Create Assets Web	Create Assets
Delete Asset Attachments Web	Delete Attachments	Delete Attachments
Delete Asset Type Attachments Web	Delete Asset Type Attachments	Delete Asset Type Attachments
Delete Assets Web	Delete Assets	Delete Assets
Download Asset ZIP Files Web	Export Assets	Export Assets
Edit Asset Attachments Web	Edit Attachments
Edit Asset Type Attachments Web	Edit Asset Type Attachments
Edit Assets Web	Edit Assets
Export Assets Web	Export Assets	Export Assets
Generate QR Codes for Assets Web
Import Assets Web	Create Assets
Import Assets from a 3D BIM Model Web	Create Assets		Users also need 'Read Only' level permissions or higher to the Project Documents or Document Management tool.
Scan a QR Code for Assets iOS\| Android			Users must also have 'Standard' permissions or higher to the project's Photos tool.
Search and Filter Assets Web
View Asset Change History Web			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 Asset Details Web\| iOS\| Android			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 Web	Export Assets	Export Assets
View an Asset in a 3D Model Web			Users also need 'Read Only' level permissions or higher to the Project Documents or Document Management tool.

Overview

Prerequisite Setup at Project Level

Tutorials

Process Guides

Tutorials

Configure Settings

Manage Assets

360 Reporting

View Assets

View Map

FAQ/Troubleshooting

Permissions