How to Add Locations in Procore

Adding locations in Procore allows for detailed tracking and management within your projects. Here’s a comprehensive guide on how to add multi-tiered locations using Procore’s tools:

Adding Multi-Tiered Locations

1. Navigate to a Supported Tool: Access a Procore tool that supports location creation, such as Daily Log, RFIs, Submittals, or Commitments.
2. Edit or Create an Item: To add a location, select the ‘Edit’ button next to an existing item or start a new item.
3. Add a New Location: In the location drop-down menu, enter the name of your first-tier location. If it doesn’t exist, select ‘+ Add [location name]’ to create it.
4. Add Sub Locations: After setting your first-tier location, enter the name for a second-tier (sub-location) and select ‘+ Add [location name]’. Repeat this step for additional sub-locations as needed.
5. Finalize the Location: After adding all required locations, click ‘Create’ to save the multi-tiered location structure. Confirm your changes by clicking ‘Update’ or ‘Create’ at the bottom of the page.

Managing Location Permissions

• User Permissions: If you need to manage locations extensively, verify that you have ‘Admin’ permissions. Project settings may restrict your ability to create or edit locations.
• Project Settings: Adjust location settings in the project’s Admin tool to control user permissions for creating new locations directly from project tools.

Importing Locations

For adding multiple locations simultaneously, Procore’s Imports tool can be utilized:

1. Prepare Your Locations: Organize your locations in an Excel or CSV file according to Procore’s format specifications.
2. Import Locations: Use the Procore Imports app to upload your file. Select your company and project, then choose ‘Add New Locations’ and follow the prompts to complete the import.

Additional Considerations

• Avoid location duplication to ensure each name is unique.
• Locations can be edited or deleted as project requirements change.

This structured approach to adding locations in Procore enhances organization and efficiency within your construction projects. 

For comprehensive project management, integrating tools like automated time trackers can further enhance productivity. Additionally, for specialized needs, consider using roofing software for tailored functionalities in roofing projects. 

Also, explore the best apps for tracking work hours to optimize time tracking across your projects.

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