The Map feature has its own dedicated tab in the main navigation bar for the desktop site.
The Project Location Map provides a visualization of where your projects are located on a map. Project filters can be used to help manage project data that is displayed.
Note: Only addresses in the USA, Canada, UK, Australia, and New Zealand will populate on the Project Location Map at this time.
Table of Contents
- Project Address
- Filtering Projects in the Map View
- Project List in the Map
- People on the Map
- Filters & Search
For a project to appear on the map, it must have a resolvable address entered into the Address field of the project under the Details tab.
Filtering Projects in the Map View
Project Filters can be applied to narrow the number of jobs that appear. Filters applied under the Projects List or Gantt will carry over to the Project Location Map.
Project List in the Map
Within the Map view, you will find a list that is sorted by project name. The list updates based on the projects that are in view.
Hovering over a project name on the list highlights the project marker on the map. Selecting a project will launch the Project Details window.
People on the Map
The "People" toggle displays the number of people in view, as well as the number of people who cannot be displayed due to a lack of a resolvable address associated with their profile.
Note: The entry in the Home Address field in the Details tab of a person's profile is what is used to determine a person's location on the Map. If an account has marked the Home Address field as Private, only users with permission to view private fields will have the ability to view People on the Map.
Selecting a cluster that includes 20 people or less, launches a window that displays the projects/people within that cluster.
Filters & Search
When the People toggle is ON in the side panel:
Any filters applied to the Map will be remembered per user, however, will not carry over to the Project & People tabs.
When Search is used, it will be looking at both People and Projects
When the People toggle is OFF in the side panel:
Search functionality will only include Projects when used
- Any previously applied People Filters will automatically be re-applied when the People toggle is ON again.