Assets Setup Guide

Categorizing asset records into types —such as manuals or certificates— helps maintain data consistency across Procore.

You can manually create record types or add existing types from Document Management to keep document types aligned.

• Required User Permissions

• Add Record Types

• Edit Record Types

1. Navigate to the Company level Admin tool.

2. Under 'Tool Settings', click Assets.

3. Click the Rules tab.

4. Click the caret to expand Record Types.

5. Click Edit.

6. Add Record Types.

   • Click Create New to manually create a record type.

     1. Enter the record name.

     2. Select what kinds of records the record type applies to.

   • Click Add From Other Sources to add existing record types from the Document Management tool.

     1. Select the record types from the Document Management tool.

     2. Click Add.

7. Click Save.

1. Navigate to the Company level Admin tool.

2. Under 'Tool Settings', click Assets.

3. Click the Rules tab.

4. Click the caret to expand Record Types.

5. Click Edit and modify the options for the Record Type as necessary:

   • Activate or Deactivate a Record Type - Select or clear the Active checkbox.

   • Delete - Click the Delete icon.

   • Rename - Click into the Name field and make your changes.

6. Click Save.