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Assigning Locations to Item IDs
Assigning Locations to Item IDs

Topics covered: Adding locations to selections, Organizing item locations.

Updated over 8 months ago
  • An Item ID is a container that holds the Item and the Location.

  • An Item is a product selection for the project, and will always have an accompanying Item ID to better identify it.

  • A Location is a defined area that is connected to an Item ID (and its associated Item).

To assign a Location to an Item ID, follow the steps below.


โ€‹Step 1: Navigate to the Schedules tab, and choose the Item IDs view.

Step 2: Choose the Item ID you'll be adding a Location to, and click the Add Location button at the right.

Note: If adding a Location to a Finish, you will first select from the drop down that appears.

Step 3: A new Location will appear under the Item ID. Select the Location by clicking on the Location name.

Step 4: Select the Room first, by clicking into the drop-down in the upper left corner.

Step 5: Selecting the Room will populate a drop-down for the Space as well. Select and click Save.

The Location details will now appear beneath that Item ID on the Schedule.

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