Create and Manage Custom Location Types (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 create custom location types to categorize locations in a way that matches how your project is built. On the Locations Settings page, you can add, view, edit, and delete custom location types.

Note: You can create up to 100 custom location types per project. Each type name can have up to 255 characters.

Things to Consider

  • Required User Permissions:

    • Admin permissions on the project's Location tool for creating, editing, and deleting custom type values.

    • Read-only permissions required to view the Type column only in the Locations table.

    • Standard permissions required to filter the Locations table by type.

Steps

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

  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. To create a custom location type, do the following:

    1. On the Location Settings page, scroll to the Location Types section.

    2. Click Create Type.
      The Type field appears.

    3. In the Type field, enter a unique value or name for your custom location type. For example, Parking Space.
      Note: You can create up to 100 custom location types per project. Each type name can have up to 255 characters.

    4. Click the This icon is used to check or confirm the action in the Locations (Web) tool. icon, under the Actions column in the corresponding row, to confirm the action.
      The Type dropdown menu on the List or Tree view table in the Locations page reflects your newly added custom location type.

  4. To search for a custom location type, use the search box located above the Type column.

  5. To edit a custom location type, do the following:

    1. Click Edit in the corresponding row of a custom location type you want to modify.
      The Type field is enabled.

    2. Modify the custom location value.

    3. Click the This icon is used to check or confirm the action in the Locations (Web) tool. icon in the corresponding row to save the changes.

  6. To delete a custom location type, do the following:

    1. Click the Icon Delete Trash6 icon in the corresponding row of a custom location type you want to delete.
      A confirmation message appears, asking you to confirm the deletion.

    2. Click Delete.

See Also

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