Account > Location (Used in Resources and Projects modules) Locations are used to create location profiles of your resources. A location can be a physical location, such as the city or region where the user works or could work if called upon to do so. It could also be a designation such as "Willingness to Travel" or "Telecommuting." Note: Once you have created locations, you can select particular locations for projects on the "New/Edit Project" dialog box. This will affect the search results when you are looking for resources to assign to particular tasks within projects. To create a new Location: 1. Click on the Account tab. 2. Click on the "Create..." drop-down menu and select "Location." 3. Enter the name of the location you want to add. 4. The "Active location" box should remain checked unless you do not want this location to be used in profiles at this time. 5. Click on "Save." To modify a Location: 1. Click on the Account tab. 2. Click on the "Locations" link. 3. Click on the name of the location you want to change. 4. Make your changes in the "Edit - [Name of location]" dialog. 5. Click on "Save." To delete a Location: 1. Click on the Account tab. 2. Click on the "Locations" link. 3. Click on the name of the location you want to delete. 4. Click on the "Delete" button in the "Edit - [Name of location]" dialog. Note: You cannot delete a location has been used for a location profile (and the "Delete" button will not show up on the bottom of the "Edit - [Name of location]" dialog). | ||