Video Tutorial:

Locations within Insight represent the geographical locations where the Organisation is based. They are managed from within an Organisation in Insight.

Locations are created using a ‘tree structure’ within Insight, to represent different levels of locations.

Care should be taken when deleting Locations as they will typically be connected to a number of Stakeholders, Programmes, Projects and Impacts.

Within Locations you can:

  • create top level and sub locations

  • change the name of locations - you can do this using the Edit (Pencil) button next to the location you wish to change.

  • delete locations - you can do this using the Bin button next to the location you wish to delete.

Create a new location

  1. From the Organisation screen, select MANAGE ORGANISATION

  2. Select Locations

  3. Select the + button

  4. Enter the name of the Location

  5. Select

Note: Locations in Insight are created using a ‘tree structure’

This step will create the top-level Locations using the blue + button

Create a Sub-location

If you want to create a grouping of locations based on your top level organisation, you can do so using the + button in any existing location.

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