Create Locations Manually (Beta)

Background

You can create one or more locations manually for a project directly in the Locations tool. Locations give you the ability to link different Procore items (RFIs, Submittals, and more) to specific locations on a job site. This helps project team members to identify the exact location on a job site where a defect was observed, where materials are to be installed, or where a project change order occurred.

Locations are generally tiered in a hierarchy to associate parent and sub locations. You can add Tier 1 location (s), or add a sub location to a Tier 1 location. For example, Let's say your project includes the construction of a parking lot. You may use a location structure as follows:
Parking Lot A > Ground Floor > EastParking Lot A > Ground Floor > WestParking Lot A > Level Two > EastParking Lot A > Level Two > West

Note: You can create locations in bulk using one of the following Import options in the Locations tool:

Things to Consider

Steps

  • Create a Location Using the Create Button

  • Create a Sub Location Using Inline Creation

Create a Location Using the Create Button

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

  2. Click the Create button located at the top right side of the Locations page.
    The New Location screen appears.

  3. Add information to the following fields:

    Location Fields Show/Hide

    • Location Name: Enter an appropriate name for the a location you want to add (for example, Demo Area). This is a mandatory field.

    • Parent: Leave the field blank to create a Tier 1 location, or search for an existing location to make your entry a sub-location (child).
      Note: If you have already created a Tier location, this dropdown menu displays that location name.

    • Code (optional): To use this field, you must first enable Include optional code setting in the Locations Settings page. See Configure Location Settings.
      Note: When this option is selected, the optional code is used by Document Manager (available for select, non-US regions) to tag and name documents with a location.

  4. Click Save.

Create a Sub Location Using the Inline Creation

  1. On the Locations page, hover over an existing location name in the Tree or List View table.

  2. Click the More Actions Vertical Ellipsisicon.

  3. Select New Sub Location.
    A blank field appears under the Location Name column.

  4. Type the name of sub location and hit Enter.

See Also

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