Add a Location or Asset Classification

If the default list of location and asset classifications does not include the classification you need, you can add one.

You can assign classifications when creating locations or assets in a project, and when creating a process in a business unit. You can also use classifications when viewing reports and searching for locations or assets.
Note: In Field View, locations and assets are also each known as "Elements."
While nearly all functions related to Locations, Drawings, and Assets must be performed in New Web, adding new classifications must be done using Classic.
  1. Confirm that the correct business unit is selected in the Current Business Is field, and that no project is selected in the Current Project Is field.
  2. Point to Business Setup > Standards And Templates, and then click Locations And Assets Classifications.
  3. In the Locations And Assets Classifications screen, use the Search pane to confirm that the classification you need does not already exist. Enter search criteria and click Search. If the classification exists, you can stop with this step.
  4. To add a classification, click .
  5. In the Add Element Classification window, enter a name in the Classification Description field.
  6. In the Type list, select either Location or Asset.
  7. Leave the Active check box selected.
  8. In the Visibility section, determine which business units will have access to this classification. If you select Business Unit and Below, you can click to select a specific business unit.
  9. The Owned By Business Unit field defaults to the current business unit. Click to select from a list of business units. 
  10. Click Save.
The classification is now available to use when creating a process in a business unit, creating locations or assets in a project, and searching for locations or assets.