Asset list
The assets table displays key information for each asset. Use the search bar to filter by name or other values. Select Filters to narrow the list by category, type, area, or status. Use the column control at the right edge of the header row to show or hide columns.
Assets list with search, filters, and columns for Name, Category, Type, Model number, Area, and Status
Bulk edit assets
Update multiple assets at once from the list. Select one or more rows, then select Edit.
Select assets with checkboxes, then use Edit to open the bulk edit modal
Edit assets modal with field checkboxes and unit selectors for measurements and currency
1
Select assets
Use row checkboxes or the header checkbox to select assets in the list.
2
Open Edit assets
Select Edit in the toolbar.
3
Choose fields to update
Enable the checkbox for each field you want to change. Enter or select values only for checked fields.
4
Save changes
Select Save to apply updates to all selected assets, or Cancel to close without saving.
Bulk-editable fields
The modal supports the fields below. Dropdown fields use Select an option. Text fields use Enter. Date fields use the date picker (mm/dd/yyyy).
Classification and location
Dropdown
Asset category (for example, Equipment).
Dropdown
Asset type within the category (for example, VAV, AHU).
Dropdown
Building area where the asset is located.
Field
Specific location description within the area.
Field
Network IP address for the asset.
Field
Manufacturer model number.
Date
Date the asset was installed.
Date
Warranty expiration date.
Date
Date the asset was commissioned.
Date
Date the asset was turned over to operations.
Field
Unique identifier tag for the asset.
Field
Asset weight. Choose units: lb or Pounds.
Field
Expected useful life. Choose units: day or Days.
Dropdown
Operational status (for example, Active, Out of Service, Decommissioned).
Field
Belt dimensions. Units: in.
Field
Filter dimensions. Units: in.
Field
Cooling capacity in tons.
Field
Power rating. Choose units: hp.
Field
Electrical current draw.
Field
Operating voltage.
Field
Rotational speed.
Field
Original purchase cost. Currency: USD or USD ($).
Field
Cost of last repair. Currency: USD or USD ($).
Field
Estimated replacement cost. Currency: USD or USD ($).
Field
Device firmware version.
Field
Operating system version.
Field
Manufacturer name.
Field
Vendor that commissioned the asset.
Field
Vendor that installed the asset.
Field
Vendor that services the asset.
Bulk edit does not include every field on the asset detail page. Fields such as Serial number and MAC address are available when you edit a single asset.
View asset details
Select an asset Name from the list to open the asset detail page. Breadcrumbs show Buildings > building name > Assets > asset name. The page header displays the asset name, a back control to return to the list, and tags such as Cloud BMS Device when the asset is linked to KODE OS. Three tabs appear below the header:Details tab
Asset Details tab showing General information fields for a VAV asset
General information
The General information section lists core asset attributes in a grid. Select the icon in the section header to edit these fields on this asset.Located in
Located in shows where the asset sits in the building hierarchy (for example, floor, zone, or space). The value displays as a dash when no location hierarchy is assigned.Technical specifications
Technical specifications lists HVAC and electrical ratings separate from general information.Schedules and work orders
The Schedules and work orders section shows maintenance activity tied to the asset. Two sub-tabs organize the content:
On the Work orders sub-tab you see:
- Work orders by status — Chart of work orders grouped by status. Shows No data here when no work orders exist for the asset.
- Completed work orders — Count of completed work orders (for example,
0 of 0). - Overdue work orders — Count of overdue work orders (for example,
0 of 0). - External push work orders — Work orders pushed from external systems to this asset.
Sources tab
The Sources tab lists each data source record linked to the asset. Use this tab to verify how discovery and asset linking mapped the asset in external systems.
Sources tab table with Name, Identifier, and Data source columns
Info icons next to column headers provide additional context in the UI.
View linked source details
Select a Name link in the table to open a read-only modal for that source record.
Source detail modal with General, Identifiers, Custom Tags, and Custom Properties tabs
On the General tab you can review:
Empty values display as a dash. Select Close to return to the Sources tab.
Attachments tab
The Attachments tab stores files related to the asset, such as manuals, photos, or inspection documents.
Attachments tab with Upload button and file cards
- Select Upload to add a new file to the asset.
- Each attachment card shows the upload date, uploader name, file name, and a preview icon.
- Select the vertical ellipsis menu on a card for additional file actions.
Manage a single asset
From the asset detail page you can complete the following actions:- Select the icon on General information to edit fields for this asset only
- Use the icon in the upper right corner to delete or decommission the asset
- Review schedules and work orders in the Schedules and work orders section
- Open the Sources tab to verify linked data sources, or the Attachments tab to upload and manage files
Next steps
Onboard assets
Import and discover new assets for your building using data sources.
Link assets
Link and deduplicate assets from multiple data sources.
Asset fields
Look up every asset field, column, and technical specification.