Table of Contents
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.
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.
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.
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Action |
None |
Read Only |
Standard |
Admin |
Notes |
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Add Assets to a Project |
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Users must also have 'Read Only' level permissions or higher to the Company Assets tool with the Assign Assets to Projects granular permission. |
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Add Attachments to Assets |
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Add Attachments to Asset Types |
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Configure your View of the Project Assets Tool |
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Create and Manage Saved Views (Company and Personal) |
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Create and Manage Saved Views (Project) |
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Create Assets |
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Delete Asset Attachments |
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Delete Asset Type Attachments |
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Delete Assets |
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Download Asset ZIP Files |
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Edit Asset Attachments |
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Edit Asset Type Attachments |
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Edit Assets |
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Export Assets |
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Generate QR Codes for Assets |
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Import Assets |
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Import Assets from a 3D BIM Model |
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Users also need 'Read Only' level permissions or higher to the Project Documents or Document Management tool. |
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Users must also have 'Standard' permissions or higher to the project's Photos tool. |
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Search and Filter Assets |
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View Asset Change History |
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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. |
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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. |
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View Asset Export Logs |
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View an Asset in a 3D Model |
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Users also need 'Read Only' level permissions or higher to the Project Documents or Document Management tool. |
Below are the notable changes to the Project level Assets tool.
Procore has introduced bulk action capabilities to the project-level Map View within the Asset Register tool, providing parity with the existing List View functionality. The Bulk Actions feature allowed users to select multiple assets using individual markers or the lasso tool to perform shared updates, such as editing fields, updating statuses, adding attachments, deleting records, and printing QR codes. To learn more, see Edit Asset Statuses, Manage Attachments for Assets in the Project Assets Tool, Delete Assets in the Project level Assets Tool, and Generate QR Codes for Assets.
Procore has introduced inline editing capabilities to the Asset Register grid, allowing users to update common asset fields directly without navigating to the Asset Details page. The Asset Register now supports in-cell editing for fields such as Name, Trade, Location, and various custom fields to streamline data management workflows. To learn more, see Edit Assets in the Company Assets Tool and Edit Assets in the Project level Assets Tool.
Procore introduced new project-level Admin settings within the Assets tool to provide more granular control over asset types and subtypes. The Asset Types tab enabled Project Asset Admins to override Asset Type IDs and manage the visibility of specific asset types to ensure the right asset types along with the right IDs are available as per project requirements. To learn more, see Override an Asset Type ID for a Project and Show and Hide Asset Types and Subtypes for a Project.
When searching the main search bar in the mobile app, you can now search by Asset IDs, names, or types and navigate directly to the Asset Detail page from the search results. While there is no Assets tool listed in the mobile app, you can still view Assets through search and QR Code Scanning. To learn more, see Assets (iOS) Tutorials and Assets (Android) Tutorials.
Procore released the Assets-BIM integration as generally available to customers in the United Kingdom and Ireland, allowing users to extract asset data directly from BIM model files into the Assets tool. See Import Assets from a 3D BIM Model and View Assets in a 3D BIM Model.