Once you have created the first level of your Asset Types Library by defining your Functional Areas, you will then need to create your Asset Categories as the next level of grouping. Think of this s your Equipment Category, this level is designed to help keep your gear structured, searchable, and ready to use across jobs, yards, or depots.


✅ Step-by-Step Instructions

You will need to follow the same 3 Steps you used in creating a new Functional Area.

Step 1: Review Asset Type list


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Step 2: Go to + “New Asset Type”

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Step 3: Select ‘edit’ in the Hierarchy section

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Step 4: Find the Functional Area you want for your new Asset Category