Asset systems overview (module)
Overview: asset systems overview
The Asset Systems Overview in the Asset module lets you group assets into logical systems and read aggregate checklist progress, open tasks, and signatures at system level, which is used when commissioning work is tracked by system (for example HVAC or Fire Suppression) instead of only per asset.
This page covers system records and asset linking. Checklist assignment at system level is shown in the System checklist column after a checklist is linked to the system record.
- Your role must be Manager or higher.
- You can find the menu at Asset module - Systems overview.
- This changes system records and which assets report into each system row.
An asset can belong to only one System and one Sub System at a time. Open issues in this view are open tasks (also called punch list items) linked to assets in the system.
How to use Systems overview
Video guide
Add a system record
- Open the Asset module.
- Click Systems overview.
- Click Add system.
- Fill in Name, Type, and optional Description.
- Click Save.
Field | Description |
|---|---|
Name | System name (for example HVAC) |
Type | System type classification |
Description | Optional scope notes |
Add or remove assets from a system
- Click the system name to open the system record.
- Scroll to Assets.
- Click Add asset, select assets, and confirm.
- To remove an asset, click the remove icon next to it in the Assets list.
Removing an asset clears its System field. The asset stays in the project.
Assign System and Sub System from an asset
- Open the asset detail panel.
- Edit the System field.
- Edit the Sub System field if needed.
Results: Systems overview columns and linking
Column | What it shows |
|---|---|
Name | System name |
Type | System type classification |
Assets | Count of assets in the system |
Open issues | Open tasks linked to assets in the system |
System checklist | System-level checklist, if assigned |
% | Overall checklist completion for assets in the system |
Assets: Level 1 through Level N | Completion by commissioning level |
The Signatures column summarizes signatures on system-level checklists, including signatory name, role, date, and checklist.
- System is the primary system row the asset reports into.
- Sub System is an optional secondary classification within that system.
Troubleshooting: Systems overview
Problem | Cause | Solution |
|---|---|---|
Add system is missing or greyed out | Project role is below Manager, or Advanced features are off | Ask a project Admin to set your role to Manager or higher and enable Advanced features |
Asset does not appear in any system row | System field is empty | Set System on the asset, or add the asset from the system record Assets section |
Removing an asset from a system did not delete the asset | Expected behavior | No action needed. Reassign the asset to another system if required |
Updated on: 07/26/2026
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