Managing Locations/Sub Locations

Adding and managing Locations and Sub Locations for projects in Punch List, RFIs, Change Orders

Marjorie Galit avatar
Written by Marjorie Galit
Updated over a week ago

Dashboard > Project


Locations and Sub Locations can be added to a Project in its Punch List, RFIs, Change Orders and Potential Change Orders.

Creating Project Location/Sub Location

In either Punch List, RFIs, Change Orders and Potential Change Orders, you can add a Location/Sub Location for these entries. To do this, navigate to any of these modules and click the +Add button in the upper left corner.

When you find the Location/Sub Location dropdown field, you can create a new location option by clicking on the (+) button.

The Manage Locations page will appear and you will see your list of project-specific locations. To add a new Location, click the +Add Location button and then hit Save.

To add a Sub Location, click the dropdown button of your desired location and click +Add Sub Location. Simply type the sub location's name and click Save when finished.


Editing Location/Sub Location

To rename a Location or Sub Location, click the Edit button on the right-hand side of the location's name and click into the location's Name. Once edited, hit the Save button.

To delete a Location or Sub Location, click the Edit button on the right-hand side of the location's name and click on the Delete button. Continue by confirming the deletion.

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