Transfer assets between groups
Move existing assets into another asset group on the same property. The source and target must have the same asset group type.
Where to find it: On the web, open an asset group and choose Move Assets to another Asset Group from the ⋮ menu on the Assets card. The action appears only when the property has another group of the same type to move assets into.
Transfer assets
Choose the Target group. Only groups on this property with a matching type are listed.
Select the assets to move. Search to narrow the list, or use Select all. Selections remain selected when you change the search.
Choose Move Assets to another Asset Group to finish. Follow View target group in the confirmation to open the destination.
If a group changes before you submit, check the selection and try again. The target must have room for the selected assets under its per-type limits.
What moves
Assets keep their attributes and service completion history. They appear after the target's existing assets within each asset type.
Inspection reports stay with their original group, and submitted answers remain unchanged. Recurring service schedules on both groups stay unchanged. Transferring every asset leaves the source group empty and available.
Both groups' timelines record the transfer.
To move a whole group to a different property or customer, use Move an asset group to another property.
Related guides
Last updated
Was this helpful?

