Adding a Location

Modified on Tue, 23 Apr at 10:48 AM

To add a location into Projectal, follow these steps:


  1. Go to the Management screen by clicking Management on the left sidebar.
  2. Click the Locations button to display the Locations screen.
  3. Click the Add button on the Locations screen toolbar.
  4. This will display the New Location screen.




Name

Enter the name of the location.


ID

Enter an optional identifier of the location.  It could be the short code for the office.


Street Address

Enter the street address of the location.


Color

Click the color swatch to set or clear the color for the location.  The color can used in other screens to highlight items by location.


City / Town

Enter the city or town of the location.


State / Privince / Region

Enter the state, province or region of the location.


Zip / Postal Code

Enter the zip code or postal code of the location.


Country

Select the country of the location.


Rebates

Click the Add Rebate button to add rebates that are related to this location.  Projectal will use this rebate information and prompt you to use these rebates in projects when staff from this location are assigned to tasks.


Calendar

Click the Calendar button to define the working week and non-working days for the location. 


Tip: You can only add a calendar for a new location after saving your new location.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article