About Locations

Proliance can record comprehensive information about the locations of a company. Locations may indicate departments or subsidiaries of an organization. Every company should have at least one location defined, but it is best to include all locations of a company in order to assist the users who are responsible for assigning companies to workspaces.

Note: The Locations document is only available for companies in the Organization and Workspaces work area.

Information in a location document is organized over the following pages:

Additional location information is also available on the following tabs:

Scope of Location Documents in Proliance

The guidelines for using location documents differ for each work area:

ClosedFrom the Organization work area

Locations defined in the Companies, Org Companies, or Business Units register in the Organization work area can be used in any workspace. However, a location will not appear in any workspace—even on workspaces in which the location's company is already involved—unless you manually add the location document.

Adding ensures that a link is maintained between location information in the Organization work area and the workspace. If you need to update information for that location later on, you need only enter it once in the Organization work area, and then synchronize it to all workspaces in which the location has been added.

ClosedFrom the Workspaces work area

Locations in the Workspaces work area have been added to the workspace from companies in the Organization work area.

Location documents only exist in workspaces for information and reference purposes. From the Workspaces work area, new locations cannot be created and no information can be edited. All information is defined in the Organization work area and then synchronized to the workspaces.