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Procore

Add, Edit, or Delete Locations

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Objective

To add, edit, or delete locations for your project's locations list.

Background

Once you've generated your tiered list of project locations from your drawings, you can view them in the Locations screen. The Locations screen allows you to add new locations, edit locations themselves, modify boundaries for locations overlaid on drawings, and also view a heat map to see how many items in Procore are associated to each location. The Locations screen is accessible from both the Project level Admin tool, and the Drawings tool.

Things to Consider

  • Required User Permissions:
  • Additional Information:
    • Locations must be published to be visible to users with 'Read Only' or 'Standard' level permissions. Draft locations are only visible to users with 'Admin' level permissions.

Steps

  1. Navigate to the Drawings tool and click Edit Location Hierarchy.
    OR
    Navigate to the Project level Admin tool and click Locations, then click Edit Location Hierarchy.
  2. Select Add Drawings to generate locations for one (1) or more new drawings or revisions.
    OR
    Select Skip Drawings and Edit to edit existing locations.
  3. Proceed with the steps for your selection:

Add Drawings

  1. Mark the checkboxes next to the drawing(s) you want to submit for location extraction.
    Note: Each drawing can only have one revision selected for use with locations. Selecting a different revision of a drawing that has already been used to extract locations will replace the existing drawing with the selected revision and update the related locations.
  2. Click Submit for Extraction.
  3. Once processing is complete, click Review Locations to review the suggested location hierarchy.
  4. When review is complete, click Update Locations to publish your updated location hierarchy.

Skip Drawings and Edit

  1. Select a location from the list to view the associated drawing, location boundaries, and heat map.
  2. Click the vertical ellipses next to a location and select the option to:
    • Edit a location.
      • Edit Location. Allows you to rename the location.
      • Edit Boundary. Allows you to edit the boundary around the location on the drawing by dragging the dots at the corners of the location shape.
    • Add a sub location.
      Note: You cannot add boundaries around sub locations.
    • Delete a location.
      Note: Deletion of a location is permanent. Deleted locations cannot be recovered. Deleting a location also deletes all of its sub locations.