How Can I Represent Locations in Plannerly?

Whether you’re managing a multi-building campus or coordinating floor-by-floor handovers, representing locations in your Plannerly project is a key part of organizing your data and improving clarity across your team.

How to Represent Locations in Plannerly

The good news? There is no one-size-fits-all approach. You can choose the method that fits your project structure best.

Common Ways to Represent Locations in Plannerly

1. Milestone Names or Groups

Use the milestone hierarchy in your Scope module to define project phases by location.

  • For example:

    • Milestone: Building 1 - Foundation
    • Milestone: Building 2 - Foundation
  • You can also group milestones by location, such as a phase per floor or zone.
This approach works well for high-level scheduling and tracking progress over time in different parts of the project.

2. Folder Naming and Duplication

Create folders named by location, then duplicate them to maintain consistent task structures across each area.

  • For example:

    • Folder: Architectural - Building 1
    • Folder: Architectural - Building 2
Each folder can contain the same tasks, duplicated and renamed to reflect the new building or zone.

3. Status Tags in the Verify Module

Use status tags in the Verify module to filter or flag data by location.

  • For example:

    • Level 01 - North Wing
    • Level 02 - South Wing
This is useful for QA/QC and tracking data readiness by area.

4. Custom Fields - The Most Flexible Option

The most powerful and flexible method is using Custom Fields.

Here is how to set it up:

  1. Go to the Scope module.
  2. Click the cog icon to manage custom fields.
  3. Add a new field and choose a Pick List or another field type.
  4. Enter your locations (for example, Building 1, Building 2, Level 1, Level 2).
  5. Select the correct location from the dropdown on each task.
Custom fields are applied by folder, so you can decide exactly which folders and tasks include location tagging.

Bonus Tip

Using custom fields for location improves filtering, reporting, and exports. It allows you to structure your data cleanly while maintaining flexibility.

If you are unsure which method is best for your setup, feel free to contact us via chat. We are happy to help you design a location strategy that fits your workflow.