Generate Locations From Drawings

Objective

Use Procore's enhanced AI-powered Locations feature to automatically generate a tiered list of locations from your project's architectural drawings.

Background

Often, a list of locations for a project is tiered. Tiered locations give users the ability to link different Procore objects (e.g., RFIs, Submittals, and more) 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 will be installed, or where a project change order occurred.

Procore's Locations feature allows you to automatically generate this list from your project's architectural drawings.

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the project's Admin tool.
    OR
  • 'Read Only' or 'Standard' level permissions with the 'Manage Locations' granular permission enabled on the project Admin tool. See Grant Granular Permissions in a Permission Template.
• Additional Information: 
  • Locations must be published to be visible to users with 'Read Only' or 'Standard' level permissions who do not also have the 'Manage Locations' granular permission. Draft locations are only visible to users with 'Admin' level permissions.
  • You can generate locations only from drawings where the discipline is set to 'Architectural'. See Configure Default Drawing Disciplines.

Prerequisites

1. Upload Drawings
2. Review Drawings
3. Publish Drawings

Steps

1. Navigate to the Drawings tool.
2. Click Create Location Hierarchy.
3. Select the drawings you want to use to create your list of locations.
4. Click Submit for Extraction.
   A tile appears in the side menu panel to show the progress of your location extraction.
5. If prompted, click Review Drawings.
   Note: Procore recommends only extracting locations from Architectural drawings. This message appears if you are trying to extract locations from non Architectural drawings.
6. Deselect the drawings you wish to not extract locations from.
7. Click Continue Location Extraction.
8. Once processing is complete, click Review Locations.
   Locations are listed alongside an image of the associated drawing. Check the boundaries shown in the overlay on top of your drawings. Modify the boundaries if needed by clicking the vertical ellipsis  . Click Edit, and select Boundary. Click and drag the points around the boundary to reconfigure it.
   
9. After review, click Save as Draft or Publish Locations.

See Also

• View Locations
• Add Locations
• Edit Locations
• Delete Locations