How do I Configure Locations Table and Details View? (Beta)

Answer

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 icon-configure-split-viewConfigure icon on the Locations page, you can configure the following view settings:

  • Locations table view (List or Tree view)

  • Visibility of column names in the Locations table

  • Visibility of associated tool items in the Locations Details View pane (tool items such as Action Plans, Coordination Issues, Incidents, Inspections, Observations, Punch List, RFIs, or Submittals)

To configure the table and details view settings, do the following:

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

  2. Click the icon-configure-split-viewConfigure icon.
    The Configure screen appears.

  3. To set the table view, choose one of the following options:

    • Tree

    • Flat List
      For more information on the List or Tree view, see View Locations.

  4. To set the visibility of column names in the Locations table, use the toggle to hide or show the following fields:

    • Location Name (disabled by default): You cannot set this field.

    • Code

    • Type

  5. To set the visibility of associated tool items in the Details View, use the toggle to hide or show the required tool items.
    For example, Action Plans, Incidents, and RFIs. See View Location Details and Associated Tool Items.

See Also

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