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Procore

Add, Edit, or Delete Locations (Open Beta)

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 edit locations themselves, 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.
  2. Select a location from the list to view the associated drawing, location boundaries, and heat map.
  3. 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.