View Location Details and Associated Tool Items (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.

View the location details and associated items using the Locations tool. The Location Details View provides a comprehensive view of location information, including associated tool items. Using the Location Details View, you can:

  • Select a location to view its name, code, and hierarchy path alongside associated project data.

  • View tagged images associated to the selected location.

  • View associated tool items for the following tools with key metadata including due date, assignee, status, and name:

    • Action Plans

    • Coordination Issues

    • Incidents

    • Inspections

    • Observations

    • Punch List

    • RFIs

    • Submittals

Note: You can configure which tool items you want to see in the Location Details View pane. See How do I Configure Locations Table and Details View? for information on how to set the Details View in the Locations tool.

Things to Consider

  • 'Admin' level permissions on the project's Locations tool.

  • 'Read only' or higher permissions on the project's Locations tool. See Required User Permissions.

Steps

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

  2. Select a location from the List view or Tree view table.
    The Location Details View pane appears with the following tabs on the right side:

    1. Items: By default, the Items tab is selected. This tab shows the count of associated items and a list of items under each tool with key fields for the selected location.

    2. Photos. When clicked, this tab shows photos associated with the selected location.

  3. Click theIcon Arrow Expandicon to view associated items for the following tools with key metadata including due date, assignee, status, and name:
    Action Plans, Coordination Issues, Incidents, Inspections, Observations, Punch List, RFIs, and Submittals.
    Note: You can filter associated items by status and assignee for faster navigation.

  4. Click the Photos tab to to browse and see associated photos to the location.
    The photos are sorted by most recent date in a Timeline view. You can click on the desired photo to view its information.

  5. To view Location Details in full screen for the selected location, click the Icon Go To Details icon on the top right of the pane.

  6. To edit the selected location details, use theIcon Edit2icon on the right pane. See Edit Locations.

  7. To print a QR code of the selected location, click the Icon Qr Mobile icon on the right pane. See Print a Location QR Code.

See Also

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