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Account > Location
(Used in Resources and Projects modules only)
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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."
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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.
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To create a new Location:
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1. Click on the Account tab.
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2. Click on the "Create..." drop-down menu and select "Location."
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3. Enter the name of the location you want to add.
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4. Click on "Save."
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To modify a Location:
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1. Click on the Account tab.
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2. Click on the "Locations" link.
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3. Click on the name of the location you want to change.
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4. Make your changes in the "Edit - [Name of location]" dialog.
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5. Click on "Save."
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To delete a Location:
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1. Click on the Account tab.
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2. Click on the "Locations" link.
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3. Click on the name of the location you want to delete.
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4. Click on the "Delete" button in the "Edit - [Name of location]" dialog.
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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).
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