Generate Locations Hierarchy from Drawings Test

Often, a list of locations for a project is tiered. Tiered locations give users the ability to link different Procore objects (e.g., RFIs, Submittals, and more) to specific locations on a job site. This helps project team members to pinpoint the exact location(s) on a job site where a defect was observed, where equipment will be installed, or where a project change order occurred.

Procore's Locations feature allows you to automatically generate this list from your project's architectural drawings.

• Required User Permissions

• Additional Information:

  • If you initially manually created your locations in the Admin tool, you would need to delete them to instead generate your locations from Drawings.

  • You can only generate locations from drawings where the drawing discipline is set to 'Architectural'. See Configure Default Drawing Disciplines

  • The colors next to the locations indicate the confidence level in creating the location from the drawing. Green indicates the highest level of confidence.

  • Tiers are named based on the following information:

    • Tier 0 is the name of the project.

    • Tier 1 is the drawing name.

    • Tier 2 is the location on the drawing.

• Limitations

  • This feature does not currently support projects that have a single drawing sheet that represents multiple floors on the project. If a project has typical floors, do NOT generate locations from drawings.

• Generate from the Admin Tool

• Generate from the Drawings Tool

Generate Drawings Hierarchy from the Admin Tool

1. Navigate to the project's Admin tool.

2. Under the 'Project Settings' menu, click Locations.

3. Click Create Location Hierarchy.

4. Select the drawings you want to use to create your list of locations.

5. Click Submit for Extraction.
   A tile appears in the side menu panel to show the progress of your location extraction.

6. If prompted, click Review Drawings.
   Note: This feature was built to extract locations for Architectural floor plans. If you want to create locations for Architectural drawings without a floor plan, keep the checkbox marked for the drawing, and Procore will generate a placeholder parent location for you to manually manage locations and boundaries.

   1. Clear the checkbox for drawings you wish to NOT extract locations.

   2. Click Continue Location Extraction.

7. Once processing is complete, click Review Locations.

   Locations are listed alongside an image of the associated drawing.

8. Optional: Modify the boundaries if needed.

   1. by clicking the vertical ellipsis.

   2. Click Edit, and select Boundary.

   3. Click and drag the points around the boundary to reconfigure it.

9. After review, click Save as Draft or Publish Locations.

Generate Drawings Hierarchy from the Drawings Tool

1. Navigate to the project's

2. Drawings tool.

3. Click Create Locations.

4. Select the drawings you want to use to create your list of locations.

5. Click Submit for Extraction.
   A tile appears in the side menu panel to show the progress of your location extraction.

6. If prompted, click Review Drawings.
   Note: This feature was built to extract locations for Architectural floor plans. If you want to create locations for Architectural drawings without a floor plan, keep the checkbox marked for the drawing, and Procore will generate a placeholder parent location for you to manually manage locations and boundaries.

   1. Clear the checkbox for drawings you wish to NOT extract locations.

   2. Click Continue Location Extraction.

7. Once processing is complete, click Review Locations.
   Locations are listed alongside an image of the associated drawing.

8. Optional: Modify the boundaries if needed.

   1. Click the vertical ellipsis.

   2. Click Edit, and select Boundary.

   3. Click and drag the points around the boundary to reconfigure it.

9. After review, click Save as Draft or Publish Locations.