Adding locations to a group

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Add multiple locations to an existing group or to a new group.

Before you begin

On the main menu, click Manage > Locations to open the Locations grid.

About this task

When you add locations to a group, the following restrictions apply:
  • The number of locations in a group must not exceed the reporting percentage.
  • You can add locations only to the lowest group in a group hierarchy.
  • You can create a group under another group that does not have any locations assigned.

If you are adding locations to a new group, specify the details of the group to create, such as the group name.

Procedure

  • Add locations to an existing group.
    1. Select one or more locations and click Actions > Add to an existing Group.
    2. Select the group type. Select Classification or Portfolio.
    3. Set Belongs To to your organization node.
    4. Optional: Select the group to add the locations to.
    5. Optional: Specify the list of locations to add to the group.
    6. Optional: Select the membership reporting percentage.
    7. Optional: Set the effective dates.
    8. Optional: Add a description.
    9. Click Save.
  • Add locations to a new group.
    1. Select the group type. Select Classification or Portfolio.
    2. Set the Belongs To field to your organization node.
    3. In the Part Of field, set the parent node of the group in the organization hierarchy or select NA if the group does not have a parent.
    4. Assign a name to the group.
    5. Optional: Add a description.
    6. Optional: Set the reporting percentage for the group.
    7. Optional: Specify the list of locations to add to the group.
    8. Select the membership reporting percentage.
    9. Optional: Set the effective dates.
    10. Optional: Add a description.
    11. Click Save.