The asset hierarchy is the visualization of how assets are organized in parent-child relationships or contained structures. It serves as the organizational model for maintenance, work management, and asset navigation.

The hierarchy view allows you to drill down from a high-level asset type (e.g. HVAC Unit) to its individual components or asset types (e.g. Fan Motor).

Here is an example of an asset hierarchy with relationships established using traditional GIS configuration.

• Parent Asset: HVAC Unit
• Child Assets: Fan Motor, Filter Bank

Using the Hierarchy panel allows you to navigate through complex, overlapping assets in cluttered environments without needing to toggle multiple map layers.

View an Asset Hierarchy

You can view an asset hierarchy by selecting an asset.

1. Select a single asset on the map via a tap or by drawing a rectangle. See View and Select Assets on the Map for more information.
2. Tap on the asset to view the asset details page.
3. Tap Hierarchy.

The Hierarchy panel opens and displays all assets associated to the hierarchy.

The following actions are available from the Hierarchy panel: 

• Check mark icon: Tap to select one or more assets. The number of selected assets updates and the Create option is available.
• Tap on an asset to view the asset details page.
• More Actions icon: Tap to open the More Actions menu.
• Zoom to Location: Tap to zoom to the asset location on the map.
• Web: Tap to open the asset in the web application.

Navigating the Asset Hierarchy

To travel further down the hierarchy, tap the Hierarchy icon beside an asset.

The Hierarchy panel header updates to display the full pathway of the relationship (e.g. City Library > HVAC Unit AHU-1A > Fan Motor).

To return to the parent asset, tap on the asset's name in the panel header.

Utility Network associations are the rules-based, technical method used to define and enforce relationships between assets in a Utility Network. The use of Utility Network associations reduces configuration complexity and improves performance when interacting with utility data. See What is a utility network? on Esri's website for more information.

The following prerequisites and configuration instructions must be met to use Utility Network in Trimble Unity Field:

PREREQUISITES: Utility Network Configuration: The Utility Network must be configured in Trimble Unity Admin. See Utility Network in the Admin Guide for Trimble Unity Maintain and Trimble Unity Permit for more information. Web Map Configuration:  Trimble Unity Field requires the Utility Network Layers to be added as published:  Visualization and selectability should be at the layer level. Include layers such as Device, Junction, Structure Junction, Structure Boundary, etc. No definition queries or filters should be applied in ArcGIS Pro before publishing.

IMPORTANT: The following limitations exist in Trimble Unity Field: Tracing Tools: Utility Network tracing tools (e.g. upstream, downstream, isolation) are not supported. Web Map Configuration: Web Map Configuration using filters or definition queries to allow visualization and selectability at the individual asset type level (e.g. vaults, pumps) is not supported.

The Utility Network is designed to model any complex, interconnected infrastructure where the flow direction is important to understanding the system.

Here are some examples of Utility Network associations.

• Electric: Tracing the flow of power, circuit paths, locating outages, etc.
• Assets: Conductors, Transformers, Substations, Switches, Fuses, Service Points.
• Gas: Tracing gas flow direction and pressure to identify repair zones.
• Assets: Pipelines, Mains, Regulators, Service Lines, Control Valves, Compressor Stations.
• Water: Tracing the flow of water and pressure zones and locate sections for repair.
• Assets: Water Mains, Service Laterals, Hydrants, Valves, Pump Stations, Storage Tanks, Flow Meters, Pressure Sensors.

View Utility Network Associations

You can view a Utility Network association by selecting an asset that contains Utility Network associations.

1. Select a single asset on the map via a tap or by drawing a rectangle that contains Utility Network associations (e.g. SanSewer Structures). See View and Select Assets on the Map for more information.
2. Tap on the asset to view the asset details page.
3. Tap Hierarchy.

The Hierarchy panel opens and displays all assets associated to the Utility Network.

The following actions are available from the Hierarchy panel: 

• Check mark icon: Tap to select one or more assets. The number of selected assets updates and the Create option is available.
• Tap on the asset to view the asset details page. When viewing asset details, fields using coded domains (such as Asset Group and Asset Type) automatically display their descriptive names instead of numeric codes.
• More Actions icon: Tap to open the More Actions menu.
• Zoom to Location: Tap to zoom to the asset location on the map.
• Web: Tap to open the asset in the web application.

Navigating the Utility Network Hierarchy

To travel further down the Utility Network, tap the Hierarchy icon beside an asset.

The Hierarchy panel header updates to display the full pathway of the Utility Network (e.g. SanSewer Structures > Sonoma Lift Station 2 > Sewer Pump - 10).

The pathway for Utility Network associations is unidirectional. To return to the parent asset, tap on the asset's name in the panel header.

Utility Network Saved Filters

You can view utility networks by downloading a saved filter from the Assets List.

1. From the Assets List, select a saved filter with Utility Network associations. See Apply a Saved Filter to Assets for more information.

The Assets List updates with any assets returned by the selected saved filter.

2. Tap on the asset to view the asset details page.
3. Tap Hierarchy.

The Hierarchy panel opens and displays all assets associated to the utility network.

Edit an Asset Belonging to a Utility Network

You can edit an asset belonging to a Utility Network.

PREREQUISITES: To edit a dataset that includes Utility Network assets, an ArcGIS Advanced Editing user type extension license is required. See ArcGIS Advanced Editing on Esri's website for more information.

1. Tap an asset that belongs to a Utility Network to view the asset details page.
2. Tap Edit.
3. Edit the asset details.
4. Tap Save.

The asset is updated.

Create a Work Activity from an Asset Belonging to a Utility Network

You can create a work activity from an asset belonging to a Utility Network.

1. Tap an asset that belongs to a Utility Network to view the asset details page.
2. Tap Create.
3. Tap the work activity type you would like to create associated to the asset.
4. Select a work activity template.
5. Enter information into the desired fields for the work activity.
6. Tap Save.

The work activity is successfully created.