Locations can also be stored in the base data. This way, they can be directly integrated into projects and every employee can see exactly where the project or their job takes place.
To do this, click on “Create Location” or, if you are already in the list of locations, click the plus sign in the top right corner. A separate window will open.
Enter all relevant information about the location here and add notes if necessary. If you are missing data fields, you can add more under Administration > Clients & Locations > Additional data > Locations. By clicking on “Show map” you will get a direct display of the location via MapQuest. Our “Statistics” section allows you to click on the respective jobs per year to display them.
Here you can create the individual rooms of a location with various information—for example, the maximum possible number of people. Additional information fields can be created under Administration > Clients & Locations > Additional data. You can assign a category to the room to filter better by it later during job planning. You can add room categories under Administration > Clients & Locations > Rooms > Categories. Furthermore, documents can be uploaded per room. Rooms can then be requested, entered, or booked in a job, analogous to an employee or vehicle. By default, only the rooms of the selected location are shown when requesting & booking in the job. If no location is stored in the job, all available rooms of all locations are shown.
Click on “Add further contact person” to specify the contact person(s) you are in contact with.
Upload here all documents that are relevant in relation to the location.
If the Task management module is used, it is possible to create tasks for the respective location.
In projects and main jobs, you have a map view of all locations within the project or main job via this tab. This way, a quick overview of the local distribution of the individual event days can be generated for tours.