Asset fields reference - standard attributes in the Asset module

Overview: asset fields reference

The asset fields reference in the Asset module documents every standard attribute on an asset record - identification, classification, location, status, lifecycle, and equipment-specific fields - which is used when you populate equipment data during import, nameplate capture, and handover.

Fields that do not appear here were added as custom attributes. For custom columns, see Remove custom columns in asset module.

Your role must be Viewer or higher to view fields, and Manager or higher to edit them.
You can find the menu at Asset module - Assets overview - open an asset.
This changes the values stored on the asset record and used by QR codes, CxAI matching, and checklist linking.

Viewing requires Viewer or higher. Editing requires Manager or higher.

This is also the reference to use when filling a spreadsheet, bulk import, or equipment schedule with asset code and asset tag values.

How to view and edit asset fields

Locate asset attributes

Open your project and go to the Asset module.
Click Assets overview.
Click any Asset ID or asset Name.
Use the Overview and Description tabs for most editable fields.

Edit a field value

Click the field you want to edit.
Enter or select the new value.
Click outside the field or press Enter to save.

Screenshot: Editing a field in the asset attributes panel

Results: standard asset field groups

Identification fields

Field	Description	Used for
Asset ID	Unique identifier in the project (for example AHU-001)	QR codes, checklist linking, CxAI file matching
Name	Human-readable asset name	Display in views, name-based file matching
Description	Free-text notes	Internal documentation
Barcode	Physical barcode from the equipment nameplate	On-site scanning workflows
Serial Number	Manufacturer serial number	Equipment records and warranty tracking

Barcode and Serial Number can differ on the same piece of equipment. Serial Number comes from manufacturer documentation. Barcode is the physical label scanned on site.

Classification fields

Field	Description	Example values
Work Package	Construction or commissioning work package	WP-03 Mechanical
System	Building system linked to Systems overview	HVAC, Electrical
Sub System	Subdivision within the system	Chilled Water, Supply Air
Trade	Trade responsible for the asset	Mechanical, Electrical
Category	Equipment category	Air Handling Unit, Pump
Sub Category	More specific classification	Single Duct VAV

Location fields

Field	Description	Example values
Location	Building or site location	Building A
Area	Floor or zone	Level 3, Roof
Zone	Subdivision of the area	Server Room 3B
Position Number	Specific physical position	Bay 3

Status field

Value	Meaning
Active	Visible in standard views and reports
Inactive	Hidden from standard views; linked data is kept

Lifecycle fields

Field	Description
Installation Date	Date the equipment was installed
Warranty Expiry	Manufacturer warranty end date
Last Serviced Date	Most recent service date
Expected Lifetime	Expected lifespan in years

Equipment-specific fields

These fields appear on relevant types and can be filled manually or by CxAI nameplate enrichment.

Field	Description
Motor Kw Pole	Motor power and pole configuration
Motor Pulley	Pulley size
Fan Model	Fan model number
Cfm	Airflow in cubic feet per minute

Custom attributes

Any field not listed here is a custom attribute from Types: Assets. Custom attributes appear as columns in Assets overview and support text, number, date, and dropdown types.

Troubleshooting: asset fields

Problem	Cause	Solution
Asset ID cannot be edited	Asset ID may be locked after creation to protect QR and checklist links	Ask a project Admin to change the Asset ID, and note that existing QR codes and file matches can break
System dropdown is empty	No systems exist in Systems overview	Ask a project Admin to create systems in Systems overview first
Equipment-specific fields are missing	The asset type does not include those fields	Check Types: Assets and confirm the type is configured with those attributes
Expected field is missing	Custom attribute not added, or column hidden	Add the attribute in Types: Assets, or show the column in Assets overview view settings

Updated on: 07/26/2026

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