Create a new location in a project

How to create a new location in your project

Once you have created a new project, the next step is to create a location within the project to begin the inventorying process. The location represents the building you will be conducting the inventory in, and you can add as many locations as you need within a project. For example, if there are three different buildings in a project that need to be inventoried, you would create a separate location for each building within the same project.

Once you are inside your location, you will proceed to create the structure for that location. The structure typically reflects how different parts of the location are referenced, such as room names or floor levels. You have two options: either upload a floor plan and conduct the inventory directly on the floor plan, or organize the floors and rooms of the location using a folder system.

1. Navigate  to projects in the left menu and select the project you want to work on. 
2. Choose an existing location if available or click on add location.
3. Upload an image of your location and fill in the name, address, and any additional location information.
4. Scroll down to structure and build the structure according to either of the two options below.

Structure using floor plan

1. Click on "Add Level" to create different floor levels of the location.
2. For each level, click on "Add Room" to define the individual rooms or areas within that level.
3. Name each room or area accordingly to reflect the layout of the location as shown on the floor plan.
4. Repeat steps 2 and 3 for each additional level or room within the location.

Folder-based structure

1. Click on "Add Folder" to create a folder for organizing different sections or categories within the location.
2. Name each folder based on the specific sections or categories you want to define (e.g., "Ground Floor," "First Floor," "Office Area," "Storage Area," etc.).
3. Within each folder, click on "Add Subfolder" to further organize the sections or categories if needed.
4. Repeat steps 2 and 3 to create additional folders or subfolders as required to represent the structure of the location.
5. Done!