Edit Locations (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.

You can quickly edit or update the locations or sub locations in the Locations tool. You can edit locations as needed.

Things to Consider

  • Required User Permissions

  • Limitations:
    Important! Any changes to the locations in your project are updated in every place that references that location. For example, if your project has an existing single-tier location called “East Wing Men’s Bathroom” and you want to rename the first tier “East Wing” and create a second-tier within the East Wing named, “Men’s Bathroom,” any items in Procore that had been tied to the single-tier location will be automatically set to use the new "East Wing" first-tier location. If you want your items to point to the second tier location, you will need to manually edit that information in one of the supported tools. For a list of supported tools, see What are multi-tiered locations?

Steps

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

  2. Hover over a location in the List or Tree view table.

  3. Click theVertical Ellipsisicon in the corresponding row under the Actions column.

  4. Select Edit and update the name directly in the table.

  5. Click theIcon Save Cnvsicon in the corresponding row to save the changes.

See Also

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