Filter Locations
Objective
To search and filter locations in the Location Manager.
Things to Consider
- Required User Permissions
- Users will not be able to see items associated to a location if they don't have permission to view that item in its source tool.
- You can only filter the heat map if your project generated locations from drawings.
- The heat map and legend updated based on the filters you select.
Steps
Take the following steps based on how your locations were created:
Filter Items for Manually Created or Imported Locations
- Navigate to the Project level Admin tool and click Locations.
OR
Navigate to the Project level Drawings tool. - Click View Location Status.
- Click the filters icon.
- Select to filter by the following fields:
- Last Updated Date
- Project Item
- Punch List
- Photos
- Daily Logs
- RFIs
- Observations
- Inspections
- To clear filters, click the 'x' on the individual filter or click Clear All to clear all your filters.
Note: Your view is automatically saved for the next time you view the Location Manager.
Filter Items for Locations Generated from Drawings
- Navigate to the Project level Admin tool and click Locations.
- Click View Location Status.
- Click the filters icon.
- Select to filter by the following fields:
- Date Range based on the item's updated date, due date, upload date for Photos, or entry date for Daily Log.
- Project Item
- Punch List
- Photos
- Daily Logs
- RFIs
- Observations
- Inspections
- Boundary Heat Map
- Select Total Count to see all items in a location, filtered by their updated date..
- Select By Open Status to see all open items in a location, filtered by their due date.
Note: This option is not available if Photos or Daily Log are selected in Project Items, as they do not have an 'Open' status.
- To clear filters, click the 'x' on the individual filter or click Clear All to clear all your filters.