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Procore

Search and Filter Locations

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Objective

To search and filter locations in the Location Manager.

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: 
    • To view a heat map of items associated to locations: 
  • 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.
    • You can only filter locations if your project generated locations from drawings.

Steps

Search Locations

  1. Navigate to the Project level Admin tool and click Locations.
  2. If you generated locations from drawings, click View Location Hierarchy.
  3. Enter your keyword in the search bar.
  4. Select the location from the results.

Filter Locations

 Limited Release

This experience is available in the United States and Canada.

  1. Navigate to the Project level Admin tool and click Locations.
  2. Click View Location Hierarchy.
  3. Click the filters icon-filter2.png icon.
  4. Select to filter by the following fields:
    • Last Updated Date
    • Project Item
      • Defect List
      • Photos
      • Daily Logs
      • RFIs
      • Observations
      • Inspections
  5. 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.