To add a location into Projectal, follow these steps:
- Go to the Management screen by clicking Management on the left sidebar.
- Click the Locations button to display the Locations screen.
- Click the Add button on the Locations screen toolbar.
- 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.
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