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  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  ON to allow assets to be created for this subtype.

   3. Click Create.

       manage asset types

      Copy - Click the vertical ellipsis  next to the asset type and select Copy. Make your updates, then click Copy.

      Delete - Click the vertical ellipsis  next to the asset type and select Delete. Click Delete to confirm.

      Edit - Click the edit  icon next to the asset type, make your changes, then click Save.

      Reorder - Click the grip  icon next to any asset type and drag it to the desired location.