Assign Multiple Processes to a Location

You can assign multiple processes to a location.

  1. Confirm that the correct business unit is selected, and that the correct project is selected in the Project field.
  2. Select the menu icon in the upper left corner, then choose Project Setup. Select Project Processes.
  3. Select the Geometry Assignments tab.
    Field View opens the list of locations and the Currently Assigned Processes and the Assign a New Process panes.
  4. Select a geometry from the list of locations to see what processes are currently assigned.
  5. Select the checkbox for each geometry you want to assign to the same processes.
  6. In the Assign a New Process pane, select the processes to assign to the locations.
  7. Select Assign to Locations from the Actions menu.
    The Assign to Geometry window displays.
  8. Select the radio button next to the assignment option that best suits your need.
    • Select Locations and Assets - provides a complete list of Locations and Assets to choose from; best when precision is key.

    • Bulk Geometry Options - provides options to assign the processes to geometries based on type and level.

    • Assign By Classification - provides options to assign the processes to geometries based on associated classification.

  9. Select Next.
  10. If there are additional options, continue selecting the best option for your needs.
  11. Select Assign.
Field View assigns the processes to the geometries. A clipboard will be displayed next to geometries that have assigned processes.