Assign a Process to a Location

You have to assign a process to a location to use the process on that location in the project. 

You can assign a process to any level location. For example, you can assign a process to an individual room, such as a bathroom, and you can assign a process to a higher level location, such as a floor.
Note: Project locations are often referred to as geometries in Field View.
Tip: To see the processes currently assigned to a location, click on the location in the left pane. The processes are listed in the Currently Assigned Processes pane (on the upper right).
Fastpath: Project Setup > Process Manager Setup > Assign Process to Geometry
  1. Confirm that the correct business unit is selected in the Current Business Is field, and that the correct project is selected in the Current Project Is field.
  2. Select Project Setup > Process Manager Setup > Assign Process to Geometry.
  3. If you want to assign the process to specific locations on the project, select the check boxes for the locations in the left pane.
    If needed, click the Select top level check box does not select children button to ensure that you only select the specific locations you want. 
  4. In the Assign a New Process pane (on the lower right), select the check box next to the process you want to assign to a locations and click .
  5. In the Choose Classification window, select the check boxes to indicate which locations you want to assign the selected process.
    If you selected specific locations earlier, be sure to select the All Selected Locations and Assets check box.
  6. Click Assign.
  7. When the assignment is complete, click the Close button to close the message window, and then click Close on the Choose Classification window.
The process tasks can now be used on locations where you have assigned them.