Build an asset hierarchy in Assets overview

The hierarchy view in Assets overview lets you nest one asset under another using the Parent asset and Child assets fields, so equipment like a control panel can report to the compressor it belongs to instead of only to a system, used when a project's real equipment structure has more levels than System and Sub System alone can capture.

Switch Assets overview to the hierarchy view

1. Open the Asset module and click Assets overview.
2. Click View settings and switch the view from table to Hierarchy.

Switching to Hierarchy adds two columns: Parent asset and Child assets. Assets of type System sit at the top of each group, and any asset whose Parent asset points to that system, or to another asset underneath it, nests below it. The Child assets column shows how many assets are nested under that row; clicking the count opens quick links into each of those assets.

Set an asset's parent from the grid

The concept behind Parent asset is that not every piece of equipment needs it's own system record just to show where it sits in the structure, for example a compressor's control panel can report to the compressor itself.

1. In the hierarchy view, find the row for the asset that needs a parent, for example System-001.
2. Click its Parent asset cell to open the search field.
3. Type part of the parent asset's ID (for example "compressor") and select it from the list, for example Compressor-001.
4. CxPlanner saves the change immediately, and the control panel now nests under that compressor instead of directly under its system.

Assets can also be given a parent in bulk through a spreadsheet import. This guide covers the grid method shown above, which is faster for one-off changes.

Review and edit the hierarchy from an individual asset

Every asset's own page shows its position in the hierarchy under Asset hierarchy - Structure: the system or asset it reports to above it, and any assets nested under it below.

1. Open the asset from Assets overview, for example Compressor-001.
2. Under Asset hierarchy - Structure, review its parent above it and its child assets listed below it.
3. To remove a child, detach it from this view. Detaching clears that asset's Parent asset field and moves it back to being unattached. It is not deleted, and can be reattached to a parent later.
4. To nest another asset here, add it as a child directly from this Structure view, the same result as setting that asset's Parent asset from the grid.

Video guide

Updated on: 09/30/2026