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Create an asset type

A type is the shared kind of asset: Centrifugal Pump, Air Handling Unit, Motorised Valve. A type is shared by every asset that uses it. Maintenance tasks are set on the type, so every asset of that kind follows the same plan. See Add a maintenance task to an asset type.

Create a type

  1. Open an asset and click Edit, or start a new asset.
  2. Beside Type, click the plus button, New type.
  3. Enter the Type name.
  4. Click Create.

The new type is chosen for the asset you are editing. Click Save to keep it.

If a message appears

  • A type with that name already exists in this project.: choose that type from the Type list instead.
  • Not permitted: only Master can create types.