Add Multi-Tiered Locations to a Project

Linarc supports importing a list of locations in a project site from an Excel or CSV file. You can download the template file for the import from the location tree module and create the list by hierarchically breaking down the project site into granular regions, areas, and spots. Once done, you can Import the same into the project to add the nested list of locations for use in various modules like the punch list item, RFI, submittals, etc.    

Adding locations to a project involves the following steps:

• Step 1 - Download a template as an Excel file from the Locations module
• Step 2 - Create the list using the template
• Step 3 - Upload the Excel file to the project
• Step 4 - Add plan markups to identify the location (Optional)

Step 1 - Download a template File

• Open the project management console

The Project Information screen opens by default. Return to the project information if you are already on a different screen.  

• Click the app launcher icon at the top-right
• Choose 'Project' 
• Click 'Project Information' on the top

• Select 'Location Tree' on the left

• Click 'Upload' on the top-right

The 'Upload Locations' pop-up appears:

• Click 'Download' to obtain a blank Excel file containing the required field headers. 

Step 2 - Create the list of locations

• Open the Excel file
• Enter the details of the locations one by one in each row.

Requirements of the CSV or the Excel file:

There are three mandatory fields for each entry in the list:

• Number - The serial number of the location. The numbering is made with the outline numbering system, following the hierarchical tree structure of how the project site is broken down into individual locations
• Location - The label of the location
• Barcode - A unique identifier of the location. This is used to generate the QR code for the location.

• Make sure that the entries are not duplicated
• Save the file in CSV or Excel format. 

An example is shown below:

Step 3 - Upload the Excel file to the project

• Return to the Project Locations screen and click 'Upload'
• Click 'Browse' in the 'Upload Locations' pop-up and navigate to the file
• Alternatively, drag and drop the CSV or the Excel file to box

The system processes the file and adds the locations as a nested list following the hierarchy of the locations:

• Click the right arrow beside a parent-level item to expand a level.

Step 4 - Add plan markups to identify the locations (Optional)

You can point the spot identified by the location on the relevant plan sheet and attch it to the location for reference. This makes the location entries error free and easy to identify, when used in project documents and items. You can link plan drawings with or without markups, or already existing markups to the location.

• Select a location entry to view its details on the right pane
• Click 'Link Item' beside 'Linked Plans'

To select a plan and create a new markup

• Choose 'Plans' in the link items drop-down menu
• The plan drawings added for the project are shown:

• To add a plan sheet, select the plan you want to use by clicking the check box on its left and click the 'Add' button
• To create a new markup to specify the location click 'Add markup' on the left. See Markups for guidance on creating different types of markups on the plan drawing.
• Enter a name for the markup and save it.
• Repeat the process to add more plan drawings.

Plan markups

• Choose 'Plan Markups' in the link items drop-down menu

The list of plan markups added to various plan drawings for the project is shown

• Select the markup and click the 'Add button'
• Repeat the process to attach plans/markups for more locations.

You can update the locations list of the project to add new locations at any time, following the same procedure.