Allow or Disallow Users to Create Locations within a Tool

Objective

To allow or to restrict users from creating new locations from the tools in a Procore project. 

Background

Depending upon how you configure the 'Location Settings' in the project's Admin tool, there are two (2) ways locations can be created in a Procore project: 

• Allow Users to Create Locations From Project Tools: This option gives users the ability to click the 'Add New Location' button in any Location drop-down list in a supported Procore tool. For example, if a user is creating a submittal and wants to associate a location to a submittal, the user can click 'Add New Location' in the drop-down list to add the location to Procore.  See How do I add a multi-tiered location to an item?
  OR
• Restrict Users from Creating Locations From Project Tools: This option limits the creation of locations to users with 'Admin' level permission on the project's Admin tool. Locations can only be created with the Location Manager. See Add Tiered Locations to a Project. 

Things to Consider

• Required User Permissions:
  • 'Admin' on the project's Admin tool.
• Additional Information:
  • These settings are only available if your original locations were created manually or imported. 
  • If locations were Generated from Drawings, locations can only be added in the Drawings or the Admin tool. See Add Tiered Locations to a Project.

  • This list details the Procore tools and tasks that include a 'Locations' drop-down list that interacts with the project Admin tool's Locations Manager:

    Procore Tool	To create a location, see this tutorial...
    Action Plans	Create an Action Plan
    Client Contracts 1	Create a Potential Variation for a Client Contract
    Commitments	Create RFQs Create a Commitment Variation
    Correspondence	Create a Correspondence Item
    Custom Tools	(custom)
    Site Diary	Create a Site Diary Item Create Equipment Register Entries Create Inspection Register Entries Create Notes Register Entries Create Working hours Register Entries Create Quality Register Entries
    Funding 2	Create a Potential Variation for a Funding
    Incidents	Create an Incident
    Inspections	Create a Project Level Inspection
    Observations	Create an Observation
    Photos	Add Tiered Locations to a Project
    Head Contracts	Create a Potential Variation for a Head Contract
    Defect List	Create a Defect List Item
    RFIs	Create an RFI
    Submittals	Create a Submittal Perform Bulk Actions on Submittals
    Timesheets	Create a Timesheet

    ¹ The Client Contracts tool is only available to Procore users in the United States who have implemented the Procore for Speciality Contractors point-of-view dictionary. See What tool names and terms are different in Procore for head contractors, owners and speciality contractors?

    ² The Funding tool is only available to Procore users in the United States who have implemented the Procore for Owners point-of-view dictionary. See What tool names and terms are different in Procore for head contractors, owners and speciality contractors?

Steps

1. Navigate to the project's Admin tool.
2. In the 'Project Settings' menu, click Locations. 
   
   
    
3. Under 'Location Settings', select or clear the Only Allow Locations to be Created in the Location Manager Above box:
   • To allow users to create locations from other Procore tools, remove the mark from the checkbox. 
     OR
   • To restrict users from creating locations from other Procore tools, mark the checkbox. This means that users with 'Admin' level permission on the project's Admin tool must use the Location Manager to create locations.
     Note: Any change to this setting is saved automatically. 

Next Steps

1. Add a Multi-tiered Location to an Item
2. Edit Multi-tiered locations
3. Filter by multi-tiered locations

See Also

• Add Multi-tiered Locations