The good news? There’s no one-size-fits-all. You can choose the method that fits your project best!
âś… 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, like a phase per floor or zone.
This is great 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 structure 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, tag models or data checks as:
Level 01 – North Wing
Level 02 – South Wing
This is useful for QA/QC and tracking data readiness by area.
4.
✨ Custom Fields – the Flexible Favorite
The most powerful (and flexible) way is using Custom Fields.
Here’s how:
Head to the Scope module.
Click the ⚙️ cog icon to manage custom fields.
Add a new field – choose a Pick List or any other field type.
List out your locations (e.g., Building 1, Building 2, Level 1, Level 2).
On each task, select the correct location from the dropdown.
Custom fields are applied by folder, so you can decide exactly which folders (and tasks inside them) include location tagging.
🧠Bonus Tip:
Using custom fields for location not only improves filtering and visibility — it also integrates beautifully into exports and reports! 🎯
If you’re unsure which method is best for your setup, feel free to chat with us. We’re happy to help you design a location strategy that fits your workflow!