Assign a Location to a Project

You can assign locations to projects to produce reports based on geographical location, and to group and filter projects by a variety of location details. Locations are also used in the spatial search feature and required to configure companies. Locations can be chosen from an existing entry in the Locations dictionary at the workspace level or created and stored directly at the object level. When creating a new location at the object level, you can optionally save it to the Locations dictionary for future use.

To assign a location to a project:

  1. Navigate to the project Details page
  2. In the Location section, complete the following fields:
  3. Choose an existing location, or enter a new location.
  4. To choose an existing location:
    1. In the Name field, select Select.
    2. In the Select Location dialog box, choose a location, and select OK.
  5. To add a new location:
    1. In the Name field, enter a name for the new location.
    2. Enter the address, and select Locate. Alternatively, you can enter the Latitude and Longitude and select Locate.

      Notes:

      • Input longitude and latitude in the format that is appropriate for your geolocation service. Enter longitude and latitude in decimal degrees or directional designators.
      • Select a country when locating using longitude and latitude to improve results.
    3. To save this location to the Locations dictionary at the workspace level, select Save location for future use.
  6. (Optional) In the Description field, enter a description of the location. The location must be saved for future use to enter a description.
  7. Save your changes:
    1. Select Save.
    2. In the Summary & Settings panel, select Close.