Managing Locations

Modified on Thu, 22 Aug at 2:50 PM

The Locations screen is where you can add, edit, duplicate, remove, import and export locations in Projectal.


Getting to the Locations screen

  1. Go to the Management screen by clicking Management on the left sidebar.
  2. Click the Locations button to display the Locations screen.



Locations screen toolbar


The Locations screen toolbar has the following buttons:

  • Add - to add a new location
  • Edit - to edit the selected location
  • Delete - to delete the selected locations
  • Duplicate - to make a copy of the selected location
  • Import - to import a list of locations from a spreadsheet or PDF file
  • Export - to export the list of locations to an Excel spreadsheet (XLS) file
  • Quick Search - to search and filter the list of locations using some text
  • Filter - to search and filter the list of locations using fields
  • User Views - to save and recall your favorite user views on this screen
  • Color By - to color the list of locations by the designated color of a selected data attribute


Editing Locations


Double-click on a cell to edit a value for the location.


Select a cell and copy (Ctrl+C) and paste (Ctrl+V) the values into another cell. 


Select a cell and drag the right side corner of the cell to fill down  the value into other cells.


Select a cell and press the DEL key to delete the value from the cell.


Tip: Enter text into the Filter edit box and click the Search button to find specific locations.


Tip: Click on the Options menu in the column headers to choose which columns you wish to hide or show in the list. 


Tip: Click on a column header to sort the list ascending or descending.


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