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How to Add and Edit Site Types

Set and update the Site Type field to classify your sites across projects.

Overview

Site Type is a classification field that lets you label each site — for example, Streetworks, Greenfield, or Rooftop. Once set, it appears in your project's site table and can be used for filtering and reporting, making it easier to manage large programmes with different site categories.

Setting Site Type During Upload

The most efficient way to apply site types to a large batch of sites is to include a Site Type column in your site upload CSV. The value you enter for each row will be applied automatically when the sites are imported. Ensure you use the same naming convention across all sites.

Editing Site Type Manually

If a site type needs to be added or corrected after the site has been created:

  1. Go to Main Menu → Search site and use the search filters to open the site
  2. Select the relevant project on the left-hand side
  3. Locate the Site Type field and enter or update the value (e.g., "Streetworks")
  4. Click Save Details

The updated site type appears immediately in any reports that include that column.

Editing from a Live Report

If you're reviewing sites in a Live Report, you can navigate to the site page quickly without leaving the report:

  1. Right-click on the Site ID or site reference in the report
  2. Select Open — this opens the site page in a new tab
  3. Select the relevant project, update the Site Type field and save

This is useful when you need to update site types for several sites while reviewing a report.

Next Steps

Once site types are populated, you can filter your Live Reports by site type to focus on specific categories of work across your projects.