Update Locations List of a project

The multi-tiered location list for a project can be updated at any stage of its lifecycle, allowing you to add new locations as the project evolves and expands. The process is similar to adding a new locations list for the first time.

To add new locations to a project

• 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. 

• To return to the Project management console from any other part of the platform
  • Click the App Launcher buttonin the top-right corner and select "Project" from the dropdown.
• Click 'Project' on top and 'Location tree' on the left

The existing locations are shown as a nested tree structure.

• Click 'Upload' at the top right to download the template file, create a new locations list and uplaod it to the project. See Add Multi-Tiered Locations to a Project for guidance on this.
• Once done, the new locations will be available for selection when creating document items like RFI, punchlist item, etc., along with the existing location entries.
• Click the icon on the top right to download the location list as an Excel sheet. This is useful if you want to clone the list for use in other similar projects. See Download List Views and Logs in Excel Format for more.