🏢 Find any asset in your buildings by name, type, data field or warranty, see where it stands on the floor plan, and take the list with you as a spreadsheet.
Search by name
Press S or click the search icon to open Search portfolio, or Search within site when a site is open. Results are grouped, with an Assets group. Click a result to open the asset. Show all opens the Assets topic filtered on your search.
Filter the asset list
Click Assets in the side navigation. The list holds the assets in the site, building or space you have open. The Search list box at the top matches part of a name, description, type or data field value.
Use the quick chips for Category, Type and Created by, or click Filters to open Filter assets. Quick filters cover created date, category, type, who created it, whether it has Documents, Images or a Description, and Warranty (Expired or Active). Data fields lets you filter on the value of any data field.
Every filter you set has to match. Within one filter, any of the values you picked counts. Reset clears them all.
Your filters are remembered in your browser for each organization, so the list opens the way you left it.
Find it on the map
Click a row to open the asset. Show on the location banner takes the map to the asset.
Results based on the map view limits the list to what is on screen. On the outdoor map, Search this area does the same.
Right-click a space on the floor plan, or press and hold on a phone, to see N assets and list only those. Select similar on this floor and Select similar in this building select every asset of the same type.
Count the assets of one kind
Right-click an asset on the floor plan, or press and hold on a phone, and choose Select similar on this floor or Select similar in this building. Every asset of the same type is selected, and the bar at the bottom reads, for example, 70 Assets selected. For an element from the 3D model, every door or window of the same kind is selected, whether it has an asset type or not. Up to 1,000 are counted at a time.
See every field at once
On a computer, click View table. Every data field is a column, and the Type, Location, Name and Warranty valid until columns are there too. Customize chooses and orders the columns, and Export downloads the list, with your filters applied, as an Excel file. See Choose and reorder the columns and Export a list.
On a phone
The list replaces the table. Filters floats above the list, your search shows as a chip, and the search icon opens the portfolio search. There is no table or export on a phone.
If it doesn't work
An asset is missing from the list
The list only shows the site, building or space you have open. Go up a level in the selector. A filter you set earlier may still be on: click Reset.
The search finds nothing
The search looks in the name, description, type and data field values of assets, not in work orders or attached files. Part of a word is enough.
