This tutorial from Tactplan demonstrates how to set up a location breakdown structure within the platform, a crucial step for organizing and managing projects based on different geographical or logical segments.
Key points include:
- Accessing Location Levels: The process begins by clicking the "location levels" button, where users can define their location hierarchy. This includes naming various sub-locations according to the project’s needs.
- Defining Sub-Locations: The tutorial uses an example with location levels named "project", "phase", "staircase", and "levels". Users can add specific locations to these levels to tailor the structure to the project’s scope.
- Adding Sub-Locations: By using the "add sub-location" button, new locations can be added at the desired hierarchy level. This feature allows for detailed and nested structuring of project locations.
- Completing the Structure: After setting up the locations, it's important to fast forward to view the complete location breakdown structure. This helps ensure that all necessary levels and locations are correctly placed and named.
- Saving Changes: Finally, it is crucial to save the location structure by pressing the "save" button to ensure all changes are retained and the project structure is updated accordingly.
This feature is invaluable for project managers and planners needing to manage complex projects with multiple location-based tasks, allowing for efficient organization and clearer project oversight.
