Create Asset Types (Manual)

Manually Create Asset Type Hierarchy

  1. Navigate to the Company level Admin tool.

  2. Under 'Tool Settings', click Assets.

  3. On the Types tab, click Create Type.

  4. Enter the asset type information.

    • Name: A descriptive name for the asset category. For example, 'HVAC Equipment'.

    • ID: A unique alphanumeric ID.
      Note: It's best practice to use a separator for different hierarchy levels. For example, "HVAC.CHLR" for a chiller within the HVAC type.

    • Description: Add more context about the asset type.

    • Enable to Allow Assets to be Created for this Type: Move the toggle Icon Toggle On ON to allow assets to be created for this type. This supports enabling asset creation at any level within the asset type hierarchy.

  5. Click Create. The new type will appear in the hierarchy table.

  6. To create a subtype, navigate back to the Types tab.

    1. Next to the Asset type, click + Subtype.

    2. Enter the asset subtype information.

      • Name: A descriptive name for the asset category. For example, 'HVAC Equipment'.

      • ID: A unique alphanumeric ID.
        Note: It's best practice to use a separator for different hierarchy levels. For example, "HVAC.CHLR" for a chiller within the HVAC type.

      • Description: Add more context about the asset subtype.

      • Enable to Allow Assets to be Created for this Type: Move the toggle Icon Toggle On ON to allow assets to be created for this subtype.

      • Parent Asset Types: All parent types of the subtype. For example, a fan could belong to many types of parent assets.

        1. In the 'Parent Asset Types' section, click Link.

        2. Select a parent asset type.

        3. Repeat the previous two steps for each parent.

    3. Click Create.

Import Asset Types (Bulk)
Set Default Field Values for Asset Types