Adding Locations

1. In Reporting and Analytics, click Admin, click Portal, click Organizational Structure, and then click Locations.
2. Click Add.
3. In the Name field, type a unique name for the location.

   For example, type Columbia for a restaurant location in Columbia, Maryland.

4. In the Location Reference field, type a value to indicate the location position within the organizational hierarchy.

   You can use a number to indicate the position. For example, if the location is the fourth location in a district level, you can use a value of 4. You can also use text to indicate the position. For example, you can use East for a location on the Eastern side of a district level.

5. If the location uses a financial calendar different than the parent level or the organization, select it from the Financial Calendar drop-down list.
6. Specify values for the remaining settings on the form and then click Save.