Set up Projects Locations

Admin & Setup

Set up your location hierarchy so your team can consistently reference project areas when creating project records and logging defects.

Where: Portfolio settings (gear icon) → Project settings → Locations

→ View video walkthrough

📍	Understand the Level system Level 1 = Building/Block (Building A, Building B) Level 2 = Unit/Apartment (Apt 101, Unit 5) Level 3 = Room/Space, optional (Living Room, Kitchen)
📥	Export the template Click the export button (top right) to download the Excel template. This file is ready for you to fill in.
✏️	Fill in your locations Enter one item per row. Use the Level system: Building | Unit | Room. Note: This can take 1–2 hours for multi-unit projects. We suggest using an AI tool to help speed this up if possible.
💾	Save and import Save your file. Return to ProjectSight and click the import button to upload the file back to your portfolio.
✅	You're done Your locations are now available when your team creates project records or logs defects. They can select from the hierarchy you've built.

Example: Building A | Apartment 101 | Living Room