Adding Assets to Floor Plans

Adding assets to floor plans is the core activity in CO2 Asset Management. This page covers everything from your first asset to advanced placement techniques.

The Primary Workflow: Drag and Drop

The simplest way to add an asset - and the one you’ll use most often:

1. Open a floor plan in the editor
2. Find the Catalogue panel (usually on the left side)
3. Browse or search for the asset type you need
4. Drag the listing from the Catalogue onto the floor plan
5. Drop it at the asset’s physical location
6. Done - the asset is created and placed in one action

Tip

Zoom in first. If you’re placing assets precisely, zoom into the area you’re working on. Use the mouse wheel or pinch on a trackpad.

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What Happens When You Place an Asset

When you drop a Listing onto a floor plan:

1. An Asset is created - a new tracked item in your database
2. Location is recorded - the exact coordinates on the floor plan
3. Specifications are inherited - all fields from the Listing template
4. Structural assignment happens - the asset is linked to the site, building, and floor

The asset immediately appears on the floor plan with its icon or marker.

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Placement Techniques

Single Placement (Most Common)

Just drag and drop. Each drag creates one asset at one location.

Multiple Assets of the Same Type

Need to place 10 fire extinguishers? You don’t need to drag 10 times:

1. After placing one, the Catalogue selection stays active
2. Click on the floor plan to place another asset of the same type
3. Keep clicking until you’re done
4. Press Escape or click elsewhere to deselect

Grid Placement

For assets arranged in a regular pattern (like ceiling lights):

1. Select the Listing from the Catalogue
2. Switch to Grid placement mode
3. Set rows, columns, and spacing
4. Click on the floor plan to place the entire grid

All assets are created at once, evenly spaced.

Line Placement

For assets along a wall or corridor:

1. Select the Listing from the Catalogue
2. Switch to Line placement mode
3. Click the start point
4. Click the end point
5. Specify how many assets to place

Assets are distributed evenly along the line.

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After Placement: Asset Details

Once an asset is placed, click on it to view and edit its details.

What You Can Edit

Field	Description
Name	Give it a meaningful identifier (e.g., “HVAC Unit #3”)
Serial Number	The manufacturer’s serial number
Asset Tag	Your organization’s internal ID
Installation Date	When it was installed
Notes	Any additional information
Custom Fields	Fields specific to this asset type

Attachments

You can attach files to any asset:

• Photos - Pictures of the actual equipment
• Documents - Manuals, certificates, warranties
• Maintenance records - Service history

Note

Attachments are specific to each Asset. Adding a photo to one fire extinguisher doesn’t add it to all fire extinguishers.

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Moving and Repositioning

Assets can be moved after placement:

1. Click on the asset to select it
2. Drag it to the new position
3. The location updates automatically

Multi-Select

To move multiple assets at once:

1. Hold Shift and click to select multiple assets
2. Or drag a selection box around them
3. Drag any selected asset to move them all together

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Deleting Assets

To remove an asset from a floor plan:

1. Select the asset
2. Press Delete or Backspace
3. Confirm the deletion

Caution

Deletion is permanent after confirmation. However, you can Undo immediately with Cmd+Z (Mac) or Ctrl+Z (Windows).

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Creating Assets Without Placing

Sometimes you need to create assets that aren’t on a floor plan yet - perhaps you’re cataloguing equipment before you have floor plans.

1. Navigate to the Assets section (not the floor plan)
2. Click New Asset or Add Asset
3. Select a Listing from the Catalogue
4. Fill in details
5. Save - the asset exists but has no floor plan location

Later, you can drag unplaced assets onto a floor plan from your asset list.

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Best Practices

Naming Conventions

Establish a consistent naming pattern:

• “HVAC Unit #1, #2, #3” (numbered)
• “Fire Extinguisher - Reception” (by location)
• “AHU-01-GF” (coded: type-number-floor)

Work Floor by Floor

For large buildings:

1. Complete one floor before moving to the next
2. This prevents missed assets and duplicates
3. Save regularly (changes sync automatically, but still)

Use the Right Catalogue

Before placing, make sure you’re using the correct Listing:

• Check the specifications match your equipment
• Use your Estate’s custom catalogue for non-standard items
• When in doubt, check with your facilities team

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Troubleshooting

Can’t find the asset type I need

1. Search with different terms (try manufacturer name, model number)
2. Browse the category tree
3. Check if your organization has custom catalogues
4. Create a custom Listing if nothing fits

Asset placed in wrong location

1. Click the asset to select it
2. Drag it to the correct position
3. Or delete and re-place if easier

Asset shows wrong specifications

The asset inherits from its Listing. If the Listing is wrong:

1. You can edit custom fields on the asset itself
2. For structural changes, the Listing needs updating (admin permission required)

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Ready to learn more?

• Understand the Catalogue system →
• Learn about floor plans →