Project groups

To make it easier to keep track of assets, you can use project groups. Assets belonging to the same group appear together in the dashboard menu overview under the name of the project group. For example, you can create a project group of type Heater, for the purpose of grouping all assets of that type.

In addition, you can create a group for a mix of different asset types. This is called a mixed group. A practical example of this are all assets located in a home.

Create a project group

Click Assets in the navigation menu.
Then click Add and choose Add Asset Group.

List of assets with names, types, and keys for asset tracking management.

A panel will appear where you can fill in the basic details of the project group:

Name
The name of the project group.
Type
Asset type for the sensors.
Color
A color for this project group.

You can set the color of the asset indicator(s) using the drop icon in the Color field.

Interface for adding an asset group with fields for name, type, and indicators.

In the Asset Indicators section, you can choose to display assets on a map by activating the Show Indicators on Map toggle. This indicator is a colored dot.
Save the settings.

Customize a project group

Click Assets in the navigation menu and open the Project Groups tab.

Overview of asset tracking system displaying various asset types and project groups.

Select the project group. A panel opens where you can customize the name, color, and how asset indicators are displayed.
Please note that the asset type cannot be changed.

Editing asset group details for generators, including indicators and asset types.

Setting a default dashboard

You can set the default dashboards for a project group in the Visualization tab.

Settings for asset group management including dashboard and diagram options.

Turning on the switch will use the default detail and overview dashboards.
If you turn off the switches, you can choose which dashboard is used for the detail and overview dashboards.

Add or remove assets

In the Assets tab, you can add new assets, or remove existing assets from a project group.
To do this, toggle the corresponding switch in the Included column on or off.

List of asset groups with their names and project statuses displayed in a table.

The Options button allows you to delete the project group.

Attention!
If you want to add an asset to a project and view the dashboard, it should be added to a project group in that project.

Rename an asset in a project group

In the Assets tab of the project group, you can change the name of an asset by clicking on the pencil icon in the Asset name in project column.

List of asset groups with names and project details for generators and other equipment.

Attention!
When you use the pencil icon to change the name of an asset in a project group, the new name is used in all project groups of the current project.

Alternatively, you can change the name of an asset by clicking on the Edit Advanced Settings icon in the Included column.

Editing asset group settings for generators with options for default dashboard usage.

Attention!
When you use the Edit Advanced Settings icon to change the name of an asset in a project group, the new name is used only for this project group, and in the current project.
This way, an asset can have multiple names. Also, each asset can be assigned a specific dashboard (instead of the project group’s default dashboard).

Manage project groups from the project page

Click Projects in the navigation menu and open the project for which you want to manage the project groups.

Project management interface displaying asset tracking details and project status overview.

Go to the Asset Groups tab. Here you can create and modify asset groups in the same way as through Assets.

Project management interface displaying asset tracking and details for various equipment types.