Filter Locations

To search and filter locations in the Location Manager.

• Required User Permissions

• Users will not be able to see items associated to a location if they don't have permission to view that item in its source tool.

• You can only filter the heat map if your project generated your locations hierarchy from drawings.

• The heat map and legend updated based on the filters you select.

Take the following steps based on how your locations hierarchy was created:

• Manually Created or Imported

• Generated from Drawings

Filter Items for Manually Created or Imported Locations

1. Navigate to the Project level Admin tool.

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

3. Click the filters icon.

4. Select to filter by the following fields:

   • Last Updated Date

   • Project Item* Punch List* Photos* Daily Logs* RFIs* Observations* Inspections

5. To clear filters, click the 'x' on the individual filter or click Clear All to clear all your filters.
   Note: Your view is automatically saved for the next time you view the Location Manager.

Filter Items for Locations Generated from Drawings

1. Navigate to the Project level Admin tool.
   OR
   Navigate to the Project level Drawings tool.

2. Click Locations.

3. Click View Location Status.

4. Click the filters icon.

5. Select to filter by the following fields:

   • Date Range based on the item's updated date, due date, upload date for Photos, or entry date for Daily Log.

   • Project Item* Punch List* Photos* Daily Logs* RFIs* Observations* Inspections

   • Boundary Heat Map* Select Total Count to see all items in a location, filtered by their updated date..* Select By Open Status to see all open items in a location, filtered by their due date.
     Note: This option is not available if Photos or Daily Log are selected in Project Items, as they do not have an 'Open' status.

6. To clear filters, click the 'x' on the individual filter or click Clear All to clear all your filters.