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Procore

Add Tiered Locations to a Project

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Objective

To add tiered locations to a project using the project's Admin tool.

Background

Locations give you the ability to link different Procore items (e.g., RFIs, Submittals, and more) to specific locations on a job site. This helps project team members to identify the exact location(s) on a job site where a defect was observed, where materials are to be installed, or where a project change order occurred.

You can manually create locations, import locations, or Generate Locations from Drawings. In all cases, you can continue adding locations as your project changes.

Things to Consider

  • Required User Permissions:
    • 'Admin' on the project's Admin tool.
      OR
      'Read Only' or 'Standard' permissions on the project's Admin tool with the 'Manage Locations' granular permission enabled on your permission template.

Steps

Take the following steps based on how your locations were created:

Add Locations to Manually Created or Imported Locations

  1. Navigate to the project's Admin tool.
  2. In the 'Project Settings' menu, click Locations.
  3. If you generated locations from drawings and want to manually add new locations, click Edit Location Hierarchy and select Skip Drawings and Edit.
  4. Add a location as follows:
    • To add the first tier, click +Add 1st Tier. Then type a name for the location (e.g., Parking Lot A) and click the tick or press ENTER (Note: If you make a mistake, you can alternatively click the RED 'x' to remove your entry). 
    • To add a second tier, click +Add 2nd Tier. Then type a name for the sub-location (e.g., Level Three). 
    • To add a third tier, click +Add 3rd Tier. Then type a name for the sub-location (e.g., West). 
    • If you want to continue adding sub-locations, click +Add 4th Tier, +Add 5th Tier, and so on. You can create an unlimited number of tiers. 

      add-third-tier.jpg
  5. Adjust Location Settings (Optional)
    • Only allow locations to be created in the location manager above. If this box is checked, users can only create locations in the Location Manager and are not allowed to create locations from other Procore tools within the project.
    • Include Optional Code. If this box is checked, a prefix containing a code will be added to all locations for use with the naming standard for Procore's Document Management tool. This code will only be visible in the Document Management tool. If you are not using the Document Management tool, do not mark this tickbox.

Add Locations Generated from Drawings

 Limited Release

This experience is available in the United States and Canada.

  1. Navigate to the Drawings tool and click Edit Location Hierarchy.
    OR
    Navigate to the Project level Admin tool and click Locations, then click Edit Location Hierarchy.
  2. Select Add Drawings to generate locations for one (1) or more new drawings or revisions.
    OR
    Select Skip Drawings and Edit to edit existing locations.
  3. Proceed with the steps for your selection:
    • Add Drawings
      1. Mark the checkboxes next to the drawing(s) you want to submit for location extraction.
        Note: Each drawing can only have one revision selected for use with locations. Selecting a different revision of a drawing that has already been used to extract locations will replace the existing drawing with the selected revision and update the related locations.
      2. Click Submit for Extraction.
        Note: This can take several minutes. You can navigate away from this page and check back later to proceed with the next step.
      3. Once processing is complete, click Review Locations to review the suggested location hierarchy.
      4. When review is complete, click Update Locations to publish your updated location hierarchy.
         Tip
        Locations must have a unique name under a parent location. To resolve duplicates, scroll down the list to the location with the warning icon-warning-estimating.png icon. Assign each location under a common parent a unique name. If needed, delete any duplicate location. See Edit Locations and Delete Locations.
    • Skip Drawings and Edit
      1. Select a location from the list to view the associated drawing, location boundaries and heat map.
      2. Add a location in one of the following ways:
        • From the List
          1. Click the vertical ellipsisicon-ellipsis-vertical.png next to a location and select Add. Then click Sub Location.
            Note: You cannot add boundaries around sub locations.
          2. Enter the name of the location.
          3. Click the checkmark to confirm.
        • Drag and Drop
          • Click and hold the add location icon-add-location.png icon.
          • Move the pin to the location on the drawing using a drag and drop operation.
          • Enter the name of the location.
          • Under 'Sub Location of', select the parent location from the drop-down menu.
          • Click Save.

Next Steps