View Locations

PHASED RELEASE - From Open Beta to GENERAL AVAILABILITY (GA)

This documentation describes the GA version of the new Locations feature. Users will not have access to all of the features described in this documentation until the GA version of the Locations feature is released to their company. Three versions of Locations are currently available:

GA. This is the latest version of Locations, and is being gradually released to all accounts over the next several weeks.
Open Beta. This is the earlier version of Locations, and does not contain all features described in this documentation. Users with the Open Beta experience will see a 'Beta' label on the Locations screen in the application.
Legacy. This is the oldest version of Locations. It will soon be replaced for all users by the new GA experience. See Project Admin Documentation for legacy Locations documentation.

Features that become available when the GA experience is enabled are:

The ability to leverage the new locations screen with pre-existing lists of locations.
The ability to add new locations and swap drawing revisions for existing locations.

Objective

To view your project's locations and associated items.

Background

Once you've generated a tiered list of project locations from your drawings, you can view them using the Locations feature. The Locations feature 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 feature is accessible from both the Project level Admin tool, and the Drawings tool.

Things to Consider

Required User Permissions:
- To view published locations:
  - 'Read Only' or higher level permissions on the project's Admin tool.
- To view draft locations:
  - '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.
- To view a heat map of items associated to locations:
  - '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:
- 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.

Prerequisites

Generate Locations From Drawings (Open Beta)

Steps

Navigate to the Drawings tool and click View Location Hierarchy.
OR
Navigate to the Project level Admin tool and click Locations.
Select a location from the list to view the associated drawing, location boundaries, and heat map.
Tip: When viewing a location, click Location Items to view items in Procore that are associated with that location.
To view locations in a tree structure instead of in a list view next to their associated drawings, select Tree View from the dropdown menu.