Overview

The Asset Linking feature allows users to establish relationships between Progress Assets and Takeoff Assets directly within the floorplan.

Previously, progress assets and takeoff assets existed independently, making it difficult to measure actual progress against planned scope. With this feature, users can now link related assets together to improve visibility, coordination, and tracking.

A single Takeoff Asset can be linked to multiple Progress Assets, while each Progress Asset can only be linked to one Takeoff Asset.

Once linked:

Both assets display linked asset identifiers in their detail panels
Users can quickly navigate between linked assets
Teams gain better visibility into planned vs. completed work

Benefits of Asset Linking

Improve visibility into progress against planned takeoffs
Simplify progress tracking workflows
Reduce manual coordination between field and office teams
Enable faster navigation between related assets
Maintain clear asset relationships across project stages
Linking and delinking assets is restricted to users with- Asset Management Permission. Users without this permission can view linked assets but cannot modify links.

Before linking assets, please note the following rules:

One Takeoff Asset can link to multiple Progress Assets
One Progress Asset can link to only one Takeoff Asset
Progress assets already linked to another takeoff cannot be linked again unless delinked first
During Link Mode. The Move Asset option is disabled, only compatible assets are visible on the floor plan

How to Link Assets from a Takeoff Asset

Navigate to the floorplan and click on the asset you would like to link this will open the desired Takeoff Asset detail panel.
Click on the Link Assets button from the asset details panel. The system enters Link Mode.

While in Link Mode:

Only Progress Assets from the same category are shown
Assets from all stages are available
The selected Takeoff Asset remains visible on the floor plan

Select one or more Progress Assets to link. Once selections are complete, exit Link Mode. The linked assets will now appear in the asset details panel and Linked Assets tab

Note: Checked assets are currently linked. Unchecking an asset automatically removes the link. Changes apply immediately without additional confirmation

Once assets are linked. Both Takeoff and Progress Assets display:

Linked asset identifiers. Navigation access to related assets
Clicking a linked asset, Opens the related asset detail panel highlights the asset on the floor plan

Using the Linked Assets Tab (Takeoff Assets)

All Progress Assets connected to the Takeoff Asset
Hover over a linked asset to highlight it on the floor plan
Remove linked assets directly from the list.Open linked asset details

Notes: Delete and Copy actions are not available in this tab. These actions are only accessible through the Details tab

The Progress Assets tab shows:

Other Progress Assets connected to the same Takeoff Asset
Clicking an asset opens its details panel
No action buttons are available
If no sibling assets exist, the tab remains empty without a message

Assets can be delinked from either:

The Takeoff Asset and The Progress Asset

Removing a link:

Only removes the selected relationship. Does not impact other linked Progress Assets connected to the same Takeoff

FAQ: What Happens When an Asset is Already Linked?

If a Progress Asset is already linked to another Takeoff Asset.The asset checkbox becomes disabled with the tooltip: "Asset is already linked to another takeoff."