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# Full guide on how to set up projects with the asset-module

## Overview: set up an Asset module project

The Asset module structures commissioning around assets and their checklists, with asset-specific attributes, files, and tasks in one place, which is used for standardized asset-centric projects. If you need a free-form workflow instead, use **System & Test view**. Checklist response data cannot move between those workflows after setup.

For Excel import details, see the Asset import articles.

* Your role must be **Manager** or higher to configure the module.
* You can find the menu in the **Assets** module of your project.
* This changes checklist types, asset types, asset records, and related task tracking.

|| Only users with the project role **Manager** or higher can configure the Asset module. All project members can view assets unless restricted by user groups.

The Asset module is especially useful on larger equipment lists. **System & Test view** is better when you need a free-form structure.

## What CxPlanner does during Asset module setup

* Creates sidebar shortcuts for checklist types after they are linked to asset types
* Attaches the relevant checklists automatically when an asset is created
* Lets template updates be re-imported to asset types
* Keeps Asset ID unique per project

## How to set up an Asset module project

### Video guides

${frame}[Asset module introduction](https://www.loom.com/embed/2f665cb802ad435c94f74bc474786e49)

Create a new project and follow the in-app guide for checklist types and assets.

### Define checklist types

Examples:
* Construction: MCC, PFC, FPT
* Data centers: Level 1 through Level 6
* Manufacturers: FAT, SAT, SIT

${frame}[Asset module introduction](https://www.loom.com/embed/167692c67a06461aace0fbf2e6267116)

### Define asset types

Examples:
* AHU
* FCU
* Compressor

${frame}[Asset module introduction](https://www.loom.com/embed/fb2538db9ce24d5cb8ec1c33ad47ed3c)

### Attach checklists to asset types

1. Open each asset type.
2. Link one or more checklist types and templates from Template Center.
3. Confirm the sidebar shows the checklist shortcuts.

### Add assets

1. Add assets manually, or import from CSV / Excel.
2. Open an asset to edit attributes, checklists, files, and tasks.

${frame}[Asset module introduction](https://www.loom.com/embed/91bf0c0af18f4e79aaf98fc5f6af6549)

### Update an Asset ID

1. Open the asset.
2. Click the **Asset ID** and enter the new value.
3. Remember that existing checklist names are not renamed automatically and may still show the old Asset ID.

## Results: Asset module after setup

* New assets receive checklists from their asset type
* Views can show or hide columns, group hierarchies, and save personal or project views
* Template Center updates can be re-imported to asset types

## Troubleshooting: Asset module setup

| Problem | Cause | Solution |
|---|---|---|
| Checklists not attached to new assets | Asset type is not linked to checklist types | Open asset type setup and re-assign the checklists |
| Imported assets missing attributes | CSV incomplete or mis-formatted | Correct the template and re-import |
| Template updates not reflected | Old template version still attached | Re-import from Template Center |