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Procore

What are multi-tiered locations?

Answer

Multi-tiered locations allow users to more accurately define the location of an item and more precisely communicate that location to members of the project team. It allows users to easily filter and sort items that belong to a common location at any level of granularity. For example, a user could filter for items located in Building 6305 (Tier 1), items located on Floor 3 of Building 6305 (Tier 2), or items located in Room 301 (Tier 3).  

Multi-tier locations can be created from the multi-tier location manager in the Project Admin tool under the Locations page of Project Settings. See Add Tiered Locations to a Project. By default, multi-tier locations can also be created 'on-the-fly' in location fields of many tools in Procore. However, the project Admin will have the ability to lock location creation so that users can only select from a predefined list of locations and sub-locations to add to an item. See Allow or Disallow Users to Create Locations within a Tool. If this setting is turned on, it will disable 'on-the-fly' location creation. In the list of locations, each tier will be delimited using the '>' symbol.  For example, a multi-tier location could be Building 6305 > Floor 3 > Room 301. 

Which Procore tools support multi-tiered locations?

This list details the Procore tools and tasks that include a 'Locations' drop-down list that interacts with the project Admin tool's Locations Manager:

Procore Tool To create a location, see this tutorial...
Client Contracts 1
Commitments
Correspondence
Custom Tools (custom)
Daily Log
Funding 2
Inspections
Observations
Photos
Prime Contracts
Punch List
RFIs
Submittals
Timesheets

1 The Client Contracts tool is only available to Procore users in the United States who have implemented the Procore for Specialty Contractors point-of-view dictionary. See What dictionaries and languages are available in the Procore web application?

The Funding tool is only available to Procore users in the United States who have implemented the Procore for Owners point-of-view dictionary. See What dictionaries and languages are available in the Procore web application?

See Also