Adding Locations to Projects

ScopeStack lets you manage locations for your projects. As a best practice, list the company’s legal address as the first location. Additional locations where labor will be performed and revenue should be allocated can be added for tracking relevant financial information.

On this screen: The Project Locations page shows a card titled “Project Locations.” In the card header, an “Add Location” button (teal/green) and an “Import Locations” button (white outline) appear on the right side when the project is in building status. The card body contains a two-column data table with “Location” and “Address” columns. Location names are rendered as clickable edit links with a pencil icon. When no locations exist, a placeholder row reads “Add locations to get started.”

You can add a location to a project from the Project Overview screen. At least one location is required on every project.

The Project Overview screen has a Manage Service Locations button that navigates to the locations list, where you can add, delete, or import locations.

Once you have navigated to the locations list within your project, you can also add locations directly from there:

• Clicking Add Location to add another single location
• Clicking Import Locations to import a list of locations via spreadsheet

Adding Locations to a Service

When a project has more than one service location, you can assign different locations to individual services.

In the Add Services flow, you can define locations before adding services to the project.

On this screen: During the Add Services flow, a location selector appears before you confirm adding services. A dropdown or selection control lets you choose which of the project’s service locations to assign to the services being added.

You can also edit service locations freely on the Services page after services have been added.

On this screen: On the project Services page, each service row includes a location field displaying the assigned service location. For projects with more than one location, this field is editable inline and shows the available locations as selectable options.

Note: The service location option does not appear if your project has only one location.

Duplicate for all locations

For multi-site projects, you can quickly duplicate a service across all project locations at once. When working with a service, open its context menu and select Duplicate for all locations.

On this screen: A context menu (right-click or actions menu) is open on a service row. Among the options listed is “Duplicate for all locations,” which triggers a bulk duplication of that service across every service location on the project.

This saves significant time when configuring large projects where the same service needs to apply at every site.

Importing Locations

From the Project Overview screen, click Manage Service Locations to navigate to the locations list. From there, click Import Locations to open the import panel and upload a spreadsheet of locations.

On this screen: A slide-out panel titled “Import Service Locations” contains a file selector for uploading a spreadsheet of locations in bulk. An Import button submits the file.

To import a service location spreadsheet, provide the following columns (required fields marked with *):

• Service Location Name*
• Street Address*
• Address Line 2
• City*
• State*
• Postal Code*
• Country: Use the ISO 3166-1 Alpha-2 Code format 

Product Shipping Locations

For multi-site projects, you can associate products with specific project locations — designating which location each product is shipped to or allocated for.

You can set the shipping location when adding a product or when editing an existing product’s details. The product list can be sorted by Project Location so you can quickly review and confirm all products are assigned correctly.

Product location information is included in merge data, allowing you to create location-specific product lists in your documents.

For projects with only one location, products default to that location automatically.

Permissions

The Locations (projects.locations) permission under Settings > Roles controls access:

• View: See service locations on the project but cannot add or edit them.
• Create: Add new service locations to a project.
• Manage: Full access — add, edit, and remove service locations.