Assets that belong to the same group are shown together in the dashboard menu under the name of that project group. For example, you can create a project group called Heaters to group all heating-related assets together.
You can also create groups that contain a combination of different asset types. These are called mixed groups. A common example is grouping all assets that belong to the same home or location.
Create a project group
Click Assets in the navigation menu.
Then click Add and choose Add Asset Group.
A panel will appear where you can fill in the basic details of the project group:
Name
The name of the project group.Type
The type of assets that you want to put in the project group.Color
A color for this project group that will be shown on the home dashboard.
You can set the color of the asset indicator(s) using the drop icon in the Color field.
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.
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.
Setting a default dashboard
You can set the default dashboards for a project group in the Visualization tab.
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.
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.
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.
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).
Setting a custom dashboard for a specific asset in a project group
It is possible to set an alternative dashboard for an asset in a project group.
Click on the Edit Advanced Settings icon in the Included column.
The Asset Group Asset Advanced Settings panel appears.
Set the Use Default Dashboard toggle switch to off, and select a dashboard in the Asset Dashboard drop-down menu.
Click Save to finalize te settings.
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.
Go to the Asset Groups tab. Here you can create and modify asset groups in the same way as through Assets.
