Locations in Shape allow you to organise your project by physical areas — such as buildings, levels, and zones. Setting up a clear location hierarchy helps keep data structured and makes it easier to report, plan, and track work on-site.
Locations can be assigned to documents and records throughout Shape.
Each project has a location tree, where parent locations can have multiple child locations underneath.
How to Access the Location Builder
To start setting up your project’s location structure, go to Admin > Locations.
How to Build the Location Tree
In Shape, your locations are visualised as a hierarchy. You can break down the project into logical areas — for example:
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Project
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Building A
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Level 1
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Level 2
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Building B
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Each new location sits underneath another, forming a structure that matches your site layout.
Adding a Location
To add a new location:
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Click the + icon next to the project node or any location node.
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Enter:
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Location Name (e.g. "Level 1")
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Short Code (e.g. "L1") – a quick reference used across the platform
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Pro Tip: We suggest setting up broader overview locations first, then adding more specific levels or rooms as your project progresses.
How to Edit and Organise Locations
Each location has a three-dot menu (⋯) with options to:
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Edit the name or short code
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Move Up / Move Down to change order in the list
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Duplicate the location setup
- Delete the location - Note this only deletes that line item, to remove an entire branch, select the check-box and click “Delete selected”.
You can also drag and drop locations using the handle on 
the left side of the row. This allows you to:
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Move a location to a different parent node
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Nest locations to reflect structural changes on-site
Deleting Locations
Locations can be deleted at any time as long as there are no records linked to them.
- Select the location’s three-dot menu (⋯) and click “delete”.
- To delete a parent-location and all its sub-locations, select the parent location’s check box and click “Delete selected”.
Note: A location cannot be deleted while records are still linked to it. They must be unlinked first.
Updating Locations During the Project
You can update your location tree at any time:
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Add or rename locations if the site layout changes
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Drag and drop to restructure the hierarchy
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Changes are applied automatically wherever locations are used — keeping your data consistent and up to date
Summary of Key Features
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Create a hierarchical location tree to match your project layout
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Use names and short codes to clearly define each location
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Manage structure using drag-and-drop and the three-dot menu
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Update, edit and remove locations at any time as your project evolves
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Locations are referenced across Shape tools to provide project context
For help setting up your location structure or adjusting it during the project, contact the support team at any time.