All resources and projects must have a location specified. This is required when planning. They may be geographical locations or anything you wish.

 

When you select the view, records are listed automatically. Change the search to find different locations. Refer to Searching and Filters for information about processing the search.

You can also select:

•    Add to create a record

•    Create Data Template to add a record with spreadsheet format that defines the data to be used to import data

•    Import Data to import and load data from a spreadsheet template file.

For a listed location, click   then:

Edit

to change displayed details.

Open

to access the record and edit it.

Clone

creates a record with the same general details as the selected one. You must specify a code for this entry and can change other details.

Code Converter

to change the code of the location if it is incorrect. All affected records will be updated.

Delete

to delete the record, after confirmation.


For each location, enter:

 

 

 

 

 

Name

 

Code

 

provides a title for the location.

 

is the unique identifier for the location. You will enter an unused code when adding a record and then cannot change the code once it is saved.

 

Active

 

 

 

 

 

 

 

 

 

Audit                      

 

 

 

 

 

 

 

              

is checked for those locations that are in use. You can uncheck the box if you want to make a location unavailable without deleting it (you will not be able to delete it if it is referenced by other records). It is also possible to set up locations in advance of them being needed and so make them inactive initially.

You should set all non-current records to inactive status to prevent them being used. This removes these locations from pick lists so that users only see those that are genuinely available.

 

This entity has an audit screen to track any changes made to the configuration of the entity.