To edit a location in 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 Edit button on the Locations screen toolbar.
4. This will display the Edit Location screen.

Lock

Turn on the Lock switch to stop any editing by users.  Turn off the Lock switch to allow editing by users.

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.

Tags

Select tags or type in tags to help categorize or classify the location.   There are two ways to add tags:

• Click the Add Tag button to display the Tags screen.  Select tags from your existing collection of tags and they will be associated with the location.
• Or, click inside the Tags editor and a new empty tag will be displayed.  Type in the name of the tag you want and press Enter to save the new tag. As you type your tag name, a list of existing tags that partially match the typed text will be displayed and you can choose one of them for faster tag entry.

Notes

Click the Add Note button to add a note about the location.  You can add as many notes as you like.  They are listed chronologically.

Calendar

Click the Calendar button to define the working week and non-working days for the location.  This will display the Edit Calendar screen.

Working Week

The working week defines the typical starting time, finishing time and number of hours worked by staff at this location.

Use base calendar working week

Click this button to revert back to the base calendar's working week that has been configured for your Projectal.  The base calendar is set when your Projectal was installed.  It can be changed by contacting Projectal Support staff.

Monday - Sunday

Enter the starting time and finishing time for each day at the location.  For example, on Monday to Friday, the starting time is 9AM and the finishing time is 5PM.

Click the Add button to add more time periods for each day.  For example, on Monday, the working day is 9AM to 12PM and 1PM to 5PM.

Click the Delete button to remove a time period from a day. 

Exceptions

Exceptions are the non-working days (and sometimes working days) particular to that location.  For example, non-working days are typically the city holidays, state holidays, federal holidays, national holidays, public holidays or bank holidays for that location.

Show base calendar exceptions

Click this checkbox to display any non-working or working day exceptions that are contained in the base calendar.

Add

Click the Add button to add a non-working day or working day exception.

Edit

Click the Edit button to edit the selected non-working day or working day exception.

Delete

Click the Delete button to remove the selected non-working day or working day exception.

Import

Click the Import menu item to import a set of calendar exceptions that have been stored as a XLS, ODS or CSV file on your computer. 

Export

Click the Export menu item to export the set of calendar exceptions to your your computer as an XLS file. 

Search By Country

Country

Select the country that you want to search for holidays.

Region

Select the region (state or province) from the selected country.

Year

Enter the starting year and ending year to search for.

Search

Click the Search button to find all the holidays for the selected country, region and years.  The list of holidays will be updated. If they match your calendar requirements, then click the OK button to save them into your calendar.

Edit Exception

Name

Enter a name for the exception.

ID

Enter an optional identifier for the exception.

Start Date

Enter the start date for the exception.  It can be the same date as the End Date if the exception is 1 day.

End Date

Enter the end date for the exception.  It can be the same date as the Start Date if the exception is 1 day.

Non working / Working

Select whether the exception is a non-working exception (e.g. a holiday) or a working exception (e.g. working on a weekend).  If a working exception, then you can set the starting time (From) and finishing time (To).

From

Enter the starting time for a working exception.

To

Enter the finishing time for a working exception.

View Staff

Click the View Staff button to display all staff working at this location.