Add locations to a contract

Add locations to a contract by entering location details in the user interface or by copying and pasting location details from a spreadsheet.

Touchstone identifies required fields with a red asterisk *.

Procedure

  1. Open a contract.
    The Contract Details pane appears.
  2. To add a location manually in the user interface:
    1. Select the Locations tab.
    2. In the highlighted empty row at the top of the grid, click in the Location ID cell.
      A red box appears around the cell.
    3. Enter a unique location ID, other required information, and any other location information .
    4. Press Enter.
  3. To add locations by copying and pasting from a spreadsheet:
    1. In the spreadsheet, copy the rows that contain the locations that you want to copy.
    2. In Touchstone, open the contract that you want to modify.
      The Contract Details pane appears.
    3. Right-click in the Locations area, and then click Paste on the shortcut menu.
      The copied locations appear at the bottom of the grid.
  4. Click (Save).
    If you do not want to save the changes, click and then click No in the Save project dialog box.