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About Locations

124 viewsUpdated 18/09/20262 min read

Locations is the project broken into places: buildings, levels, areas and rooms. Issues, photographs and assets are filed against a location, and that is what makes questions about a place answerable.

This topic includes:

The breakdown structure

The project is the root. Beneath it sit buildings, and beneath those levels, areas and rooms — as deep as the job needs.

The location breakdown structure Tower A, its levels, and the rooms on each.

Every node has a path — Tower A > Level 02 — Offices > Open plan north — which is what pickers elsewhere display, so Level 02 is unambiguous when three buildings each have one.

Build it by hand

  1. Open Project Admin → Locations.
  2. Click Add location for a top-level node, or the + on a row to add one inside it.
  3. Rename or remove a node with the pencil and bin on its row.

Removing a node removes everything inside it. Records filed against those nodes keep their data but lose their location, so they will no longer appear in a search by place.

Import it from a spreadsheet

For anything larger than a few rooms, import instead. The spreadsheet needs one column, Path, holding the full path of each location:

Path
Tower A > Level 01 — Lobby > Reception
Tower A > Level 02 — Offices > Open plan north
Podium > Ground — Retail > Unit R1

Every level named in a path is created if it is missing, so one row can introduce a building, a level and a room at once. Rows that share a parent do not duplicate it.

Optional columns: Address, Latitude, Longitude, applied to the last node in the path.

Tip: importing the same file twice changes nothing. That is what makes it safe to correct a spreadsheet and import it again.

Export gives you the structure in the same shape, so exporting, editing and re-importing is a supported way to restructure in bulk.

The map

The Map tab is a different question — where the project is, geographically — and keeps the pins and addresses for that.

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