Add Tiered Locations to a Project

Objective

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

Background

In Procore, tiered locations give users the ability to link different Procore objects (e.g., RFIs, Submittals and more) to specific locations on a job site. This helps project team members to pinpoint the exact location(s) on a job site where a defect was observed, where equipment is to be installed or where a project variation occurred.

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.
• Additional Information:
  • If you want to add locations to a project in bulk, you have three options:
    • Request a Multi-tiered Locations Import: Choose this method to send a CSV file of your locations to Procore Support or your Procore point of contact to be imported to your project.
    • Perform a Multi-tiered Locations Import: Choose this method if you have the Procore Imports App and want to expedite the process by self-importing your locations to your project.
    • Import Locations Using the Procore Plug-In for Revit®: Choose this method if you have Revit® on your computer and want to export locations from the program. The Procore plug-in for Revit® allows you to quickly and easily import locations from Revit® to your Procore project at any time.

Steps

1. Navigate to the project's Admin tool.
2. In the 'Project Settings' menu, click Locations.
3. 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. 
     
     

Next Steps

• Allow or Disallow Users to Create Locations within a Tool
• Edit Multi-tiered locations
• Generate a QR Code for a Location
• Scan Location QR Code in the Locations Tool (iOS) or Android
• How do I add a multi-tiered location to an item?
• How do I filter by multi-tiered locations?