Admin Setup - Locations

Overview

This screen can be used to create and maintain the set of Locations that will be available in your system.  

Roles

This screen is available to users having the Administrator role.

License

This screen is available with the Project Time, Project Tracking and Project Portfolio family of Unanet licenses.

 

Topics covered on this help page include:

 

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Example Locations maintenance screen:

Field Descriptions (click on a link below for additional information):

 

 


Location Setup Considerations

Here are a few considerations as you setup Locations:


Location Defaulting

The rules for determining which Location will be selected by default are as follows, moving down the list until a Location is selected:

Note: the rules are the same whether or not you have the Location field displayed on the timesheet (via the Hide Location on Timesheet Edit (unatime.timesheet.hide.location) property).  The only difference is:
 -- Location Field Displayed --        The above logic will select an entry from the Location drop down list which is then subject to a user manually picking any available value.
 -- Location Field Not Displayed -- The above logic will determine which Location will be recorded with the time entry.


Timesheet values for Location Drop down

The values that will be included in the drop down list of Locations on a user's timesheet will include:

 

Note that modifying the Location settings (either the Location on an Assignment, the Project's Default Location, the Project Location list, activating or inactivating master Locations, etc.) may result in the system updating non-extracted / non-locked timesheets via re-rating..

This note does not apply to Historical Time Entries as they do not participate in any re-rating activities.

 

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