Share an asset

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It is possible to share an asset with another company. By sharing an asset, you retain full ownership of it, while the other company can make use of its facilities in a more restricted way. A practical use case is renting out a machine, like a generator or pump, to another company.

Another reason that sharing an asset is preferred over duplicating it, is that it simplifies the management of your resources because only one instance of the asset exists.

Instructions

Sharing the asset type

Open the project to which the asset type belongs, and go to the Assets page.
Next, open the Asset Types tab, and select the asset type you want to share with the new company.

List of assets including boilers, chillers, and heat pumps for tracking purposes.

The Edit Asset Type panel opens. Click on the Options button, and select Share Asset Type.

Settings page for Tracker DM Barra, displaying data sources and activity indicators.

Activate the toggle button next to the company you wish to share the asset type with.
Optionally, you can use the search bar to quickly locate the desired company.

Editing asset type settings with data sources and sharing options displayed.

Close the Share Asset Type and Edit Asset Type panels.

Attention!

You can only share asset types from the projects of the owner company. If you don’t have access to these projects, you have to ask a user who has access to share it.

Sharing the asset

Open the project to which the asset belongs, and go to the Assets page.

Select the asset you want to share with the new company.

Editing asset details including type, key, and linked projects for generators.

The Edit Asset panel opens. Click on the Options button to open the asset menu and select Share Asset.

Editing asset details including sharing options and linked projects for asset management.

Activate the toggle button next to the company you wish to share the asset with.
Optionally, you can use the search bar to quickly locate the desired company.
Close the Share Asset and Edit Asset panels.

Creating an asset group and adding the shared asset

For an asset to be viewable as a dashboard, a new asset group has to be created in the company the asset is shared with, and the shared asset added to that asset group.

For more information on this topic, read the following article: Asset groups.