Edit Tags for a Work Location

Designer XI is integrated with your company’s Work Management System (WMS). Tags provide an additional (and optional) method to communicate information to your WMS. For example, a Work Location might be in a particular zone or designated area that affects cost calculations for CUs grouped at that location. Tags are sent to the WMS along with the CUs so that it understands how to calculate them appropriately.

In the Project pane, find the Work Location you want to tag.
Hover over the options icon for that Work Location, then click the Edit Tags tool.

TIP: Alternatively, right-click the Work Location in the map, then choose Edit tags.
On the left-hand side of the dialog, click the Tag Category.
On the right-hand side, add the appropriate tags. Tags vary by company, and your tags differ from the images below.
- If the Tag Category is “constrained,” that means the tag values are provided for you. Click the tag you require.
- If the Tag Category is “unconstrained,” that means pre-determined tags are not provided, and you should type the value you require.
TIP:
- If the list is long, you can type a filter to shorten the list.
- Some categories allow multiple tags, and some do not. The ability to add multiple tags within the same category is set at a company-wide level. Talk to you administrator if you need to be able to add multiple tags within the same category. Adding multiple tags from different categories is always allowed.
When finished, click Apply.

TIP: Do you not see the Apply or Cancel buttons? When you clicked the Edit Tags tool, your Designer XI application screen size was likely quite small on the monitor. Now, it is cutting off those buttons. Click Esc to close the dialog, maximize the Designer XI application, and try again.

Tags are visible when hovering over the options icon for that Work Location. They are also displayed as color-coded dots beneath the Work Location.