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Procore

Add Tiered Locations to a Project

Objective

To add tiered locations to a project using the project's Admin tool.

Background

In Procore, tiered locations give users the ability to link different Procore objects (e.g., Drawings, Documents, RFIs, Submittals, and more) to be linked to specific locations on a job site. This helps project team members to pinpoint the exact location(s) on a job site where a defect was observed, where equipment is to be installed, or where a project change order occurred. 

EXAMPLES
Let's say your project includes the construction of a parking lot, you might want to set up tiered locations as follows: Parking Lot A > Ground Floor > East
Parking Lot A > Ground Floor > West
Parking Lot A > Level Two > East
Parking Lot A > Level Two > West

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the project's Admin tool.
      OR
    • 'Read-Only' or 'Standard' level permission on the project's Admin tool and the user must be granted the 'Manage Locations' granular permission. See Grant Granular Permissions in a Permission Template.

Steps

  1. Navigate to the project's Admin tool.
    This reveals the General Project Information page. 
  2. In the 'Project Settings' menu, click Locations.
    This reveals the Locations page. 
  3. Add a location as follows:
    • To add the first tier, click +Add 1st Tier. Then type a name for the location (e.g., Parking Lot A) and click the checkmark or press ENTER (Note: If you make a mistake, you can alternatively click the RED 'x' to remove your entry). 
    • To add a second tier, click +Add 2nd Tier. Then type a name for the sub-location (e.g., Level Three). 
    • To add a third tier, click +Add 3rd Tier. Then type a name for the sub-location (e.g., West). 
    • If you want to continue adding sub-locations, click +Add 4th Tier, +Add 5th Tier, and so on. You can create an unlimited number of tiers. 

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