Location - Main

The Summary section groups pertinent information from the other sections on the page. All information shown here are for display only.

• Name: The name of the location. You edit the display name in the General section.
• Primary Location: A mark indicates that this location is the primary location of the company (for example, the headquarters). You can set the primary location from the Locations tab in the Organization work area.
• Company: The company that this location belongs to. You can change the company in the General section.
• Phone Number: The phone number of the location. The phone number marked as the 'Default' in the Phone Numbers section is shown here.

The Project section displays a simplified version of the information available on the Projects tab. Use this section to quickly view a list of projects currently linked to the document, and to create, read and delete project links in edit mode. Information displayed in the project section is also available on the Projects tab, and any changes you make in the Project section is synchronized with the Projects tab.

Note: Like all other project-related user interface elements, the Projects section is hidden if no projects currently exist in the workspace.

Using the Project section, you can set the current document's project linking status to:

• None: Select to remove all project links for the current document. You can only remove project links if you have the appropriate role security permissions, and your contact document has a link to the same projects.
• One: Select to display a box where you can enter a single project link for the current document. Click the Magnifying Glass icon to display a list of available projects from which you can choose.
• Multiple: Select to display a box where you can enter multiple project links for the current document. Click the Magnifying Glass icon to display a list of available projects from which you can choose.
• All: Select to link the current document to all projects within the current workspace.

The current status of project linking is displayed in the section header so that you can quickly scan project status with all the sections on the Main page collapsed. The document must be in edit mode before you can update information in the Project section.

• Company: Click the Magnifying Glass icon to select the company to which the locations belong.
• Current State: Indicates the current state of the location.
• Description:Type a brief description of the location.
• Type: Select the type of location being described. The options are: General, Mailing Address, PO Box, Shipping Address.
• Max. Contract Value: Enter the maximum preferred contract value that this location will accept.
• Min. Contract Value: Enter the minimum preferred contract value that this location will accept.
• Name: Type the name of the location for display purposes. The name is required.
• Number: Type a string of characters that uniquely identifies this location, or leave it blank if Proliance is configured to supply one.  You can configure the format of this number by using Proliance Local Admin. For details, refer to "Editing the Number Format" in the Proliance Local Admin on-line help.
• Priority:

  Depending on your Proliance configuration, you can optionally specify a priority for the Location document. This priority is simply a categorization for your company's purposes—it does not affect how Proliance handles the document.

  This setting is available only for locations belonging to  companies. This setting is not available for locations belonging to org companies or business units.

This section lists the telephone numbers that can be used to reach the location. To add a telephone number, click Add Line and then complete the information below. To delete a telephone number, select its check box and then click Delete Line(s).

• Country Code: Enter the country code for the phone number, if applicable.
• Area Code: Enter the area code of the phone number.
• Phone: Enter the telephone number.
• Extension: Enter the local extension, if applicable.
• Type: Select the type of telephone number. Examples of telephone number types include main, home, fax, and mobile.
• Default: Select this radio button to indicate the default telephone number that Proliance will use. Only one number can be the default.

This section lists the email addresses for the location. You can either define one general address for the entire location, or you can enter the addresses of all contacts working from that location.

To add an email address, click Add Line and then complete the information below. To delete an email address, select its check box and then click Remove Line(s).

• Email: Type an email address in the correct format.
• Description: Type a description of the email address. For example, the description could indicate whether the address is a work address, personal address, or how often the email account is checked.
• Default:Select this radio button to indicate the default email address that Proliance will use. Only one address can be designated the default.

This section lists the addresses for the location. An address is required for all locations.

To add an address, click Add Line and then complete the information below. To delete an address, select its check box and then click Delete Line(s).

• Primary:Select this radio button if the address is the primary address for the location. Only one address can be designated the primary.
• Type:Select the type of address; for example: Headquarters or Sales Office.
• Street Address:Type the street address lines can contain the street address, P.O. Box number, or mail drop number.
• City/Town: Type the location's city or town.
• County: Type the location's county, if applicable.
• State/Prov: Type the location's state or province.
• Country: Type the location's country.
• Zip/Postal Code: Type the location's zip or postal code.

This section lists categories that describe the work classifications for the location. A work classification code describes the location's area of work. An example of work classification codes is the North American CSI system.

Enter edit mode to do the following:

• To add a category, click Add Line and then select a category from the dialog box.
• To delete a category, select its check box and then click Delete Line(s).

This section lists categories that describe the minority ownership of the company. This may be required for state reporting purposes.

Enter edit mode to do the following:

• To add a category, click Add Line and then select a category from the dialog box. Optionally specify the minority ownership percentage.
• To delete a category, select its check box and then click Delete Line(s).

This section is available only for companies.

This section lists categories that describe the labor classifications for the location. For example: Union, Non-union, Prevailing Wage.

Enter edit mode to do the following:

• To add a category, click Add Line and then select a category from the dialog box.
• To delete a category, select its check box and then click Delete Line(s).

This section lists categories that describe the construction divisions for the location. For example: Steel, Painting, Plumbing.

Enter edit mode to do the following:

• To add a category, click Add Line and then select a category from the dialog box.
• To delete a category, select its check box and then click Delete Line(s).

This section lists the geographical regions that the location is responsible for. To add a region, click Add Line while in edit mode and then complete the information below. To delete an region, select its check box while in edit mode and then click Delete Line(s).

• City: Type the city that the location services. You can enter either a city name, or a more descriptive text. For example, the city can be "Los Angeles" or "L.A. West Side" if that is more appropriate.
• Country: Type either the country for the city specified above. This field can also be a standalone entry if the location services the entire country. For example, country can be either "Canada" or "U.S.A." if the city is "Vancouver".
• County: Type the county that the location serves, if applicable.
• State: Type either the state or province for the city specified above. This field can be a standalone entry if the location services the entire state or province. You can either the full state name or its abbreviation.

It is up to your organization to decide how to classify the regions of work for a location. Proliance does not enforce any rules on their use.

This section is available only for companies defined in the Organization work area.

This section lists categories that describe the professional classifications for the location. Examples of professional classifications include "American Institute of Architects" and "State Engineering License".

Enter edit mode to do the following:

• To add a category, click Add Line and then select a category from the dialog box.
• To delete a category, select its check box and then click Delete Line(s).