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Procore Support (en-au)

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., RFIs, Submittals and more) to specific locations on a worksite. This helps project team members to pinpoint the exact location(s) on a worksite where a defect was observed, where equipment is to be installed or where a project variation 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 Permissions:
    • 'Admin' on the project's Admin tool.
      OR
      'Read Only' or 'Standard' permissions on the project's Admin tool with the 'Manage Locations' granular permission enabled on your permission template.
  • Additional Information:
    • If you want to add locations to a project in bulk, you have three options:
      • Request a Multi-tiered Locations Import: Choose this method to send a CSV file of your locations to Procore Support or your Procore point of contact to be imported to your project.
      • Perform a Multi-tiered Locations Import: Choose this method if you have the Procore Imports App and want to expedite the process by self-importing your locations to your project.
      • Import Locations Using the Procore Plug-In for Revit®: Choose this method if you have Revit® on your computer and want to export locations from the program. The Procore plug-in for Revit® allows you to quickly and easily import locations from Revit® to your Procore project at any time.

Steps

  1. Navigate to the project's Admin tool.
  2. In the 'Project Settings' menu, click Locations.
  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. 

      add-third-tier.jpg

Next Steps