Configure Locations Settings (Beta)

Background

Locations Tool (web) - Beta Access and Feedback

The Locations (Beta) tool is available on Procore Explore. The features and documentation of this tool are subject to change without notice during the course of development.

To access the beta and provide feedback Show/Hide Details

  • How to access:  

    • Join the web-based Locations Beta program using Procore Explore.

    • Ensure the new Locations (Beta) tool is active on your project.

    • Ensure you have the required user permissions. To learn more, see Permissions.

    • Navigate to your project's Locations tool.
      Note: You can switch between the new Locations tool (web) and the legacy Locations page. Click the vertical ellipses Icon Vertical Ellipsis icon located at the top right corner of the new Locations tool and select the Manage Locations (Legacy) option. The legacy Locations page appears in a new tab.

  • How to provide feedback during beta: Click the vertical ellipses Icon Vertical Ellipsis icon located at the top right corner of the new Locations tool and select the Share Feedback option. Use this option to report bugs or suggest improvements. Your feedback is critical to the final development of this tool.

  • Support: To report issues, contact your Procore point of contact, Beta program lead, or submit a ticket to Procore Customer Support.

Using the Locations Settings page in the Locations tool, you can perform the following tasks:

  • Configure advanced location settings.

  • View permissions for the Locations tool users.

Note: To configure advanced settings, you require Admin-level permissions enabled on the project's Locations tool.

Things to Consider

Steps

Configure Advanced Location Settings

  1. Navigate to the project's Locations tool.
    The Locations page appears with the List View and Map panes.

  2. Click the gearIcons Settings Gearicon located at the top left side of the Locations page.
    The Locations Settings page appears. The Settings tab is selected by default.

  3. In the Locations Settings section, configure the following setting options:

    • Allow Locations to be created outside of the Locations tool and Locations Manager: This setting is mandatory. When this option is selected, you are able to create locations from any location field within the app without having to use the Locations tool or Locations Manager.

    • Include optional code: This setting is optional. When this option is selected, the optional code is used by Document Manager (available in select, non-US regions) to tag and name documents with a location. In addition, the Locations page displays the Code column in the Tree view or List view table.

  4. Click Back to navigate to the Locations page.

View Permissions

  1. Select the Permissions tab on the Locations Settings page.
    The Permissions table appears, displaying the user account names and their assigned permission rights.
    Note: You cannot edit any user details directly on the Locations Settings page.

  2. After viewing the user account details in the Permissions table, click Back to navigate to the Locations page.

  3. To edit any user details, click on the desired user account name under the Name column.
    The Project Directory page appears, allowing you to edit the selected user account details.
    Note: You can directly add new users and assign permissions in the Project Directory tool. See Create a User Account in the Project Directory.

See Also

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