To Add Locations to a Project

You can associate a location with an issue, checklist, or task. Locations, such as floors and rooms, describe an area in the project.

Locations allow the team to organize the project hierarchically. You can use as many levels as the job requires (for example, buildings, wings, floors, and rooms). In the planning stage, the project team discusses and agrees on hierarchy and workflow before setting up locations.

One at a Time

1. Click Profile menu > Project Admin.
2. Click Locations .
3. Click (+) Add.
4. Specify whether the area is at the top level of the hierarchy (has no parent) or whether it has a parent in the hierarchy. If so, click in the Parent property.
5. Fill in the fields in the location profile.
6. Click Add Location.

From an Excel File

1. Click Profile menu > Project Admin.
2. Click Locations .
3. Click Import.
4. In the Import Locations dialog, do one of the following:
   • If you don’t have a properly formatted spreadsheet, click Download A Sample and enter your information in the spreadsheet. Rename and save the file. Then click Browse to navigate to the saved spreadsheet.
   • If you have a properly formatted spreadsheet, click Browse and select it.
5. Click Start Import.