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Company Settings: Projects - Areas

This feature offers a streamlined way to organize and filter your projects without overlapping with locations like cities or states.

Kayti Dees avatar
Written by Kayti Dees
Updated over 2 weeks ago

Navigating to Project Areas

To begin working with project areas:

  1. Click the hamburger menu in the top left corner of your ProLine dashboard.

  2. Select Company Settings.

  3. Click the Projects tab.

  4. Scroll down to the Project Areas section.

This is where you’ll define and manage your project areas.

What Are Project Areas?

Project Areas let you group projects under customized labels that represent:

  • Neighborhoods

  • Developments

  • Communities

These aren’t meant to be full cities or geographic regions. Instead, they offer an internal layer of organization within those broader areas.

Note: If you need to categorize by actual geographic locations (like Atlanta or New York City), use the Locations feature instead.

Setting Up Project Areas

Here’s how to create new project areas:

  1. In the Project Areas section of your settings, type the name of your desired area (e.g., “Walnut Grove”) and click Create.

  2. Add as many areas as needed (e.g., “Tuxedo Park”).

Once created, these options become available within individual project records.

Assigning Areas to Projects

To assign a project area:

  1. Open any project and click Project Details.

  2. Below the Location field, you’ll find the Area dropdown.

  3. Select your newly created area (e.g., “Tuxedo Park”).

This links the project to that area, helping with internal tracking and reporting.

Using Areas in Reports

Project Areas also integrate with your reporting tools. For example, in the Marketing Report:

  1. Open a dashboard report.

  2. Alongside filters for Zip Codes and Locations, you’ll see a new filter: Areas.

  3. Select an area (e.g., “Tuxedo Park”) to filter the report accordingly.

Only areas defined at the Company Level will be available in filters and projects. If an area is deleted, it will immediately disappear from the dropdown and filters.

Best Practices

  • Do use Project Areas for organizing internal regions, communities, or developments.

  • Do NOT use them for cities, states, or broader geographic zones—those belong under the Locations feature.

  • Keep naming consistent and clear for ease of filtering across users and teams.

By properly using Project Areas, your team can better organize and analyze projects at a granular level—perfect for builders, contractors, or marketers working in multiple subdivisions or developments.

See our step-by-step guide HERE.

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