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Assets & Equipment

A project-scoped equipment register with custom attributes and AI auto-population from your catalogue.

Design

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Overview

Assets is the register of physical things that exist (or will exist) on the project — switches, antennas, cabinets, cables. Every asset has a type, and every type has a schema of attributes you control. That schema is what makes downstream automation possible.

The register is project-scoped, but types and their attribute schemas live at the organisation level. Once you have defined what a "Layer-3 Switch" looks like in your standards, every project on the platform speaks the same language.

You can populate assets manually, paste from a spreadsheet, drop them in via Block Diagrams, or have the AI propose entries from your equipment catalogue.

When to use it

  • Whenever a project needs an equipment list (which is most of them).
  • Standardising attributes across projects — power draw, MTBF, vendor part numbers, etc.
  • Driving auto-generated Datasheets from a single source of truth.
  • Feeding BoQ rollups without keeping a parallel quantity sheet.

How it works

1. Define your types

In your organisation settings, set up the asset types you actually use. For each one, list the attributes that matter — make/model, ports, power, weight. These show up as columns later.

2. Add assets

From the project, open Assets and add new rows. Required attributes are highlighted; missing ones surface as warnings rather than blockers.

3. Auto-populate

Click AI fill on a row to have the assistant pull values from your catalogue or vendor docs in the Knowledge Base. The AI will not invent values — anything it cannot find is left as [TBC].

4. Bulk operations

Multi-select to update tags, change locations or duplicate batches. The grid behaves like a spreadsheet for users who prefer that.

Tips

  • Resist the temptation to invent a new type for every variant — three or four well-defined types beat thirty fuzzy ones.
  • Keep attribute names short and consistent; they end up as headings on auto-generated documents.
  • Use the Location attribute religiously — many downstream views (BoQ by zone, schedule by floor) depend on it.

Want to see this in your project?

We'll walk you through Assets & Equipment on a real engagement of yours — 30 minutes, no slideware.