You can access the Locations setting in the Control Panel to add and manage the default list of locations used in projects.

Locations help you organize your items and show where they will be installed at the work site. Building a list of locations will save you time, as you will not have to create locations for every project.

To access the Locations setting, click the following icon.

This will open the following form.

You can add as many new locations as you would like to.

To add a new location:

1/ Click New.

2/ On the form, do the following:

a/ Add a name for the location.

b/ Add an abbreviation for the location.

The abbreviation defaults to the first five characters of the location name but can be changed.

c/ Select a location group if needed.

Check out this section in this article for more information about location groups.

d/ Add a description for the location.

The Description field will likely not be filled out here in the Control Panel, but it can be used to add a mini "Scope of Work" for locations within a project if desired. This field prints on most client reports when grouped "By Location."

3/ Click Save.

If you wish to have a list of more than one "level" or "type" of location, use location groups to stay organized.

For example, you might like to have a list of floors and rooms in your location list and want to keep them organized.

Clicking the Location Groups button will open the Manage Location Groups form, where you can add, edit, and delete your location groups.

In the Project Editor, you have the following additional functions to set up the locations in the project.

After the project is created, you can manage a project's locations via the Settings button in the Project Editor.

You can have up to five levels of locations using sublocations. These levels will be displayed as a hierarchy and should make sense from top to bottom. You do not have to use all five levels. Many users only use one level to identify just "rooms" for a project.

You can use the Add dropdown to add locations and sublocations from your global list or the New button to add locations not in your global list.

Shown below is an example with two levels of locations.

You can use the Move Up button, Move Down button, Promote button, and the Demote button to change a location's position in the hierarchy.

You can also use the Import Configuration and Export Configuration functionality to reuse the locations and sublocations across projects.

If you want to reuse a locations list in a project, go to the Manage Project Locations form, export the configuration, and assign it a name. 

Then, return to the project where you want to reuse the list and import the configuration.

Exporting and importing configurations will save you time as it is often quicker to add a baseline location list and modify it vs. creating one from scratch.

The Clone with Options feature allows you to create a quick list of sequentially numbered rooms.

For example, you have a project with ten classrooms, all numbered sequentially, starting at 100.

Below, I have created a room named "Classroom" and then clicked the Clone with Options button.

The following form opens where you can choose your options.

In this example, I want nine more locations, starting with 101 and a space before the number.

Below are the results. You can then add the number "100" to the first location name.

If you add a new location to a project that is not in your global list, or if you have changed any of the fields for a location and would like to add it to or update your global list, select the location and click the Save as Default button.

Locations within projects have two additional fields.

The Number field allows you to add a location number, primarily for use with rooms to identify the room number. The location number will display throughout SI wherever locations are displayed, in front of the location name followed by a dash.

There is a Report Setting for whether or not to display the location number on reports.

There is also a Notes field for adding internal notes.