Add, Import, and Export Locations

Locations are set up in tiers to create a hierarchy of physical locations in your project. You can manually add or bulk import locations using the template spreadsheet to create a location breakdown structure. It is faster to import your locations than manually adding them.

See Visual Workflow: Locations for a visual overview of the basic steps taken while working with locations.

In this topic, you'll learn:

• How to access locations
• About importing locations:
  • How to import locations using a spreadsheet template
  • How to import locations from Revit
  • Known limitations for importing Revit files
• How to export and reimport locations
• How to add locations manually

Access Locations

To access locations:

1. Select Project Admin from the product picker.
2. Click Settings.
3. Select the Locations tab.

By default, the top tier is Project and this will be the only tier visible in a new project before you start adding or importing locations.

Import Locations

Locations must be correctly formatted to import correctly. In a new project, a typical process is to download the spreadsheet template, enter your locations in line with the guidance, and import the completed spreadsheet. You can then add, remove, or move locations manually as desired or export your current location breakdown structure, make any changes, then import the spreadsheet again.

Import Locations Using a Spreadsheet Template

To import locations using a default spreadsheet template:

1. Click Download template.

   

2. Open the downloaded XLSX file from your local downloads folder.

   Read the formatting guidance provided in the second sheet onwards.

3. Enter your locations data in the first sheet in accordance with the guidance.

   Note: Only the first sheet of the template will be imported.

4. Save the completed template.

5. Click Import and select the saved file

   Review the Import locations screen to check that the locations which have been added, modified, or deleted are correct.

6. Click Import.

   

7. Click Continue to verify that the existing location breakdown structure will be overwritten.

   

   Note: An import overwrites existing locations in the project. Once overwritten, locations can't be recovered.

You can import locations from an XLS file any time, as needed. To do so:

1. Click Import > Import from XLS at the top right of the Locations page.

   

2. Select an XLS file from your computer.

3. Complete steps 5-7 in Import Locations Using a Spreadsheet Template.

Import Locations From Revit

You can either import an entire location breakdown structure from a Revit file and overwrite all existing project locations, or you can import locations to a node, and only overwrite locations in this node.

See Visual Workflow: Locations for an overview of the basic steps taken while working with locations.

To import locations from a Revit file:

1. Click Import > Import from Revit at the top right of the Locations page.

   

2. Navigate to the Revit file that you want to upload.

3. Click Select file.

4. Click Import.

   Review the Import locations screen to check that the locations which have been added, modified, or deleted are correct.

5. Click Continue to verify that the existing location breakdown structure will be overwritten.

   

Import Locations to a Node

In addition to importing an entire location structure as described in steps 1-5 above, you can import locations only to a node. In this way, only the branch structure is overwritten, not the entire existing location breakdown.

1. Click the More menu next to the node to which you want to import locations.

2. Click Import from Revit.

3. Follow steps 2-5 above.

   

Known Limitations for Importing Revit Files

• The import of your Revit file will fail if the file was saved in the UI using a language other than English. To prevent this problem from occurring, make sure you change the language into English before saving your Revit file. See Use Revit in Your Preferred Language to learn how to change language settings in Revit.

Export and Reimport Locations

Once your location breakdown structure has been created, you may want to export all your locations and make bulk changes instead of making individual changes using the settings menu.

1. Click Export.

2. Open the downloaded XLSX file of your current locations from your local downloads folder.

3. Make any changes in the first sheet in accordance with the guidance:

   • Insert new rows
   • Change location names
   • Add new locations
   • Move rows to change the order of locations (only supported within the same parent location)
   • Delete a row to remove a location
   Important:

   The software generates the location ID.

   • The location ID must remain in the same row as the location data.
   • Do not create location IDs for new items.
   • You can't move an existing location to a new parent location.

4. Save the completed spreadsheet

5. Complete steps 5 - 7 above in Import Locations

Location Menu Options

You can manually manage your project locations using:

.

• Add Sublocation: Add a location below the selected location
• Remove location: Removes the selected location
• ↑ : Moves up the selected location
• ↓ : Moves the selected location down

The More menu has three options in addition to the ones explained previously:

• Add Before: Adds a location before the selected location at the same level
• Add After: Adds a location after the selected location at the same level
• Import from Revit: Imports a Revit file from Files