Overview

The Assets module in CUBE allows teams to manage and track physical or logical assets within a project. Assets are created and linked to Spaces, assigned types, and can be enriched with custom data through instance templates. The module supports structured asset registers, making it easy to track asset status, properties, and associated documentation across a project lifecycle.

Prerequisites

• You have access to the Project where assets will be created or managed.
• Asset types have been configured in Project Settings.
• If you plan to use instance templates, those must be configured in Portal Settings and added to the Project from Project Settings.

Configuring Asset Types

Before creating assets, your administrator must configure Asset Types in Project Settings. Each Asset Type defines what category of asset it represents (for example: HVAC Unit, Electrical Panel, Door, Pump). You can configure as many Asset Types as needed.

1. Go to Project Settings.
2. Navigate to the Assets section.
3. Add, edit, or remove Asset Types as required.

These types will be available as a selection when creating an Asset in the Project.

Creating an Asset

1. Open your Project and navigate to the Assets module.
2. Click + Create or + New Asset.
3. Fill in the required details:
   • Space — Select the Space this asset is associated with.
   • Asset Tag — A unique identifier for the asset (e.g., a physical tag number, serial number, or code).
   • Asset Name — A descriptive name for the asset.
   • Asset Type — Select the type that matches this asset (configured in Portal Settings).
4. Save the asset.

Using Instance Templates

Instance templates let you attach structured custom fields to an asset, capturing additional metadata specific to your project's needs (for example: manufacturer, installation date, warranty expiry, maintenance schedule).