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Locations

In this article:

Overview

Location is a base data feature defined for Resource Management that is not assigned to a specific subsidiary. All defined locations can be used by resources throughout KanBo.

A location is a place to which a resource is officially assigned. Each resource has a specific location and cannot be in more than one place at the same time. The locations are assigned to the official holidays that are applicable in the region.

Example: A location can also have a description that identifies the entity that is situated there.

This is a great convenience when planning work. When using the Resource Picker, we can filter the results by location.

Default location

In the beginning, we have only one default location. All resources are assigned to it.

We can create more locations and divide resources among them. However, we must remember that each resource can only be assigned to one location.

Each resource can be assigned to only one location.

After the creation of additional locations, we can transfer resources to them that were previously part of another location.

Adding locations

You need the Enterprise/Strategic KanBo license and the Resource Admin role to create a location.

To add a location:

  1. On the Sidebar, select Resource Management.
  2. Go to Basedata settings.
  3. From the menu on the left, select Locations.
  4. Select + Add new location.
  5. Enter the name.
  6. Enter the description and select specific official holidays (optional).
  7. Confirm using the Add location button.

Editing locations

You need the Enterprise/Strategic KanBo license and the Resource Admin role to edit a location.

You can edit the locations at any time.

To edit a location:

  1. On the Sidebar, select Resource Management.
  2. Go to Basedata settings.
  3. From the menu on the left, select Locations.
  4. On the selected location, go to Details.
  5. Make changes.
  6. Confirm using the Save button.

Deleting locations

You need the Enterprise/Strategic KanBo license and the Resource Admin role to delete a location.

To delete a location:

  1. On the Sidebar, select Resource Management.
  2. Go to Basedata settings.
  3. From the menu on the left, select Locations.
  4. On the selected location, go to Delete.

FAQ

First, you need the Resource Admin role.

To change the official holiday for a location:

  1. On the Sidebar, select  Resource Management.
  2. Go to Basedata settings.
  3. From the menu on the left, select Locations.
  4. On the selected subsidiary, go to  Details.
  5. Go to the Official holidays, and then select a specific position.
  6. Confirm with the Save button.

To change the location of a resource:

  1. On the Sidebar, select  Resource Management.
  2. Go to Basedata settings.
  3. From the menu on the left, select Resources.
  4. On the resource, select  Details.
  5. Select another location from the dropdown menu.
  6. Select Save.

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