Articles on: Locations

Creating and managing locations

A location in Proplanum is the basic unit around which you plan the schedule, assign employees and settle work time. Depending on how your company works, a location can mean a separate site (for example a shop in another town), a department (for example within a large facility) or a production line (for example in a factory). The number of locations is not limited and adding them carries no extra cost.

You will find the list of locations on the "Locations" tab in the top bar. Besides the "Locations" tab you also have the "Regions", "Sectors" and "Structure" tabs, which arrange locations into a hierarchy — we describe them in a separate article: Regions, sectors and the location structure.

Remember: New locations can be added and deleted only by the Organisation Administrator and the Advisor. A Location Manager can edit only the locations they have been assigned to.

Adding a location

You create a new location in a wizard of three steps: basic details, positions and tags, employees. Only the first step is required — you can skip the next two and fill them in later.

Go to the "Locations" tab and click "Add location" in the top right corner.

The Add location button above the location list

Step 1 — basic details. Enter the location's "Name", an optional "Location code" and the address details: "Country", "Street", "Postcode", "City" and an optional "Description". Click "Next".

The basic details form of a location in step 1

Step 2 — "Add positions and tags". Turn on "Use defaults" to bring over the positions configured in the company settings, or add your own with the "Add position" (with a colour choice) and "Add tag" buttons. Click "Next".
Step 3 — "Add employees". You can enter employees' details straight away with the "Add employee" button (first name, last name, phone, email) or skip this step and add them later. Finally click "Save".

The new location will appear in the list.

You set company positions (the ones brought over with the "defaults" option) in Assigning positions and tags, and a larger number of employees is conveniently loaded through an import.

Remember: We describe configuring positions and tags in a location in more detail in Managing positions and tags in locations.

Managing locations

You manage each row in the list with the actions on its right-hand side. Quick editing is at hand, and the full set of operations opens from the three-dot menu (⋮).

The pencil icon ("Edit location") — opens the editor for all the location's settings (basic details, positions, planning, work hours and so on). We describe configuring the basic details in Basic location details settings.
The ⋮ menu → "Duplicate location" — creates a copy of the location together with its settings, positions and shift templates; the details are in Duplicating a location.
The ⋮ menu → "Employees" — shows the employees assigned to the location.
The ⋮ menu → "Delete permanently" — permanently deletes the location; see Deleting a location.

A location row with the pencil icon and the three-dot menu open

Caution: "Delete permanently" is irreversible — it erases the location together with all its data (schedules, time entries, settings, assigned positions and tags). It has to be confirmed by holding down the "Hold to delete" button. You cannot delete a location that is the main location of any employees — assign them to another one first.

Updated on: 10/08/2026

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