Locations

What is it?

Hierarchical management of project locations: buildings, floors, zones, areas, and spaces. Locations are used as reference in Punch List, Completion Walks, and other operational modules.

When to use it

When configuring the project. Defining locations before starting to record incidents and walks allows classifying and filtering information by geographic area.

Hierarchical structure

Locations are organized as an expandable tree that mirrors the physical layout of the project. A typical hierarchy might go from a building down to a single room — for example, Building A → Floor 2 → North Zone → Meeting Room 201. There is no limit on how many levels deep you can go, so you can be as detailed as the project requires. To keep the tree fast even on large projects, only the first two levels load up front; the deeper sub-levels load on demand as you expand each branch.

Creating a location

When you create a location, the only thing it really needs is a name. Everything else is optional and helps you organize and locate it more precisely. You can place it under a parent location to position it within the hierarchy, give it a reference code, and set its status (active, inactive, or archived). For locations you want to pinpoint on a map, you can also add a GPS point with its coordinates or draw its geometry as a geographic perimeter for the zone.

What you can do

The Locations module lets you build and maintain the full geographic structure of the project. You can create a location as a new area or zone in the tree, or create a sub-location nested inside an existing one. Existing locations can be edited to change their name, code, or data, moved to a different level in the hierarchy, or deleted when they have no items associated. You can browse the whole structure in the expandable tree view, and for projects already running on Procore, you can import the location structure straight from a Procore project instead of building it by hand.

How to use it

1. Go to the Project Admin Center → Locations.
2. The tree shows the current location structure of the project.
3. Click "New Location" to create a root location, or select an existing one to create sub-locations.
4. Fill in the name and optionally the code and GPS coordinates.
5. Active locations will be available as selectors in Punch List and Completion Walks.