Once you have created the first level of your Asset Types Library by defining your Functional Areas, you will then need to create your Asset Categories as the next level of grouping. Think of this s your Equipment Category, this level is designed to help keep your gear structured, searchable, and ready to use across jobs, yards, or depots.
✅ Step-by-Step Instructions
You will need to follow the same 3 Steps you used in creating a new Functional Area.
Step 1: Review Asset Type list
- Navigate to Asset Types in the main menu to review the current list of Asset Type Categories to avoid creating duplicates.
- Search for the Category you want to add to confirm that your new Category doesn’t already exist.
(e.g., ensure Power Saw isn’t already listed under another name)
Step 2: Go to + “New Asset Type”
- Navigate to the + New Asset Type menu in the G2G platform and select.
Step 3: Select ‘edit’ in the Hierarchy section
- Choose Edit in ‘Hierarchy’ in the first table option.
Step 4: Find the Functional Area you want for your new Asset Category
- Enter:
PowerToolsinto the search bar to find the Functional area you want to add to.
(or another relevant category name such as Access Equipment, Traffic Control, or Surveying Tools)
Step 5: Select Functional Area & Add Category
- Select
Power Toolsand click save.
Step 6: Enter name of new Category
- Now that you have selected
Power Toolsand clicked save.
- Navigate to the next section to enter the name of the new category
- Enter
Power Sawand before clicking save, review Display Name
Do not include brand names, serial numbers, or expiry dates in the Asset Type name.
All unique asset details are captured at the individual asset level using Custom Fields — such as:
- Brand / Model
- Serial Number
- Expiry or Inspection Due Dates
- Assigned Truck or Station
- Load Ratings, Sizes, or Specific Kit Variants
Step 7: Review Display Name and Finish Setup
- Click Edit to adjust the Display Name
- Select the format you’d like to see the name in the system, we recommend
Power Saw
- Once selected click Save, then navigate to the bottom of the page and click on Finish Setup
Step 8: Add More Categories (if needed)
- Repeat Steps 2–7 to create additional categories.
- Once done, move on to adding individual Equipment Types under each category.
⚠️ Caution Before Adding
- Use clear and consistent category names that reflect on-site usage
- Avoid duplicating categories across multiple functional areas unless necessary
💡 Tips for Efficiency
- Keep a shared naming reference sheet for your teams to follow
- Use broad categories (e.g. “Pumps & Hoses”) rather than overly specific ones
- Review and clean up your categories during shutdowns or audit cycles
A well-structured category system keeps your gear organised, your teams aligned, and your tracking data clean — no matter how complex the job site.
Overtime as your operation expands or diversifies, you may need to create additional equipment categories in your Asset Types Library — such as adding a new plant type, safety grouping, or specialist tools group.
Next Steps
Same process is applied when adding your Equipment Category Types