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.
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.