Permissions
Always remember to ensure the correct people have the appropriate permissions to access Project and Company data. This can be done per individual or by applying Permission Templates.
In order to Edit or Archive Materials, users will need either Edit or Manage permissions for Materials
Whether using either the Company or Project Inventory workflows, you can manage your Materials using your Actions menu.
Company Inventory Workflow
Company Inventory Workflow
Enable the Company Inventory workflow in your Company Settings under the Modules in Materials
Check Company Inventory under Material Workflows
You can use your Actions both in your Company Materials and your Project Materials.
Company Materials
Company Materials
Your Company Materials are materials available for your company. Open your Materials module on the main dashboard.
Export
Export
Export your entire Materials list to CSV, or just a selected few, with the Export to CSV Actions.
If you just want to export a partial Materials list, select the materials by clicking in the boxes beside the materials, and select "Export Selected"
If you want a full list of all of your Materials, don't select anything and click on "Export CSV"
Once selected, your export will be emailed to you
Tip: Utilize your Filters to generate a specific list of material logs.
Add Log to Project
Add Log to Project
Add a Material log to a project by selecting the material and clicking "Add Log to Project"
A screen will appear in which you can select the project, and tags you wish and the quantity of the material you want to add to your project log.
Click "Save" to save your Materials Log
Archive/Unarchive
Archive/Unarchive
Remove any material no longer in use from your Materials list by archiving. This will not completely delete the material, as you may still need the material information for your records. Conversely, you can unarchive previously archived materials.
Archive
Select the material you wish to archive and select "Archive" from your Actions Dropdown
Click "OK" to confirm
Unarchive
In order to unarchive your materials you will first need to locate your archived materials.
Using your Filters, select "Archived" under the Status field
Click "Apply" to apply your filters, and your list of archived materials will be displayed
Select the Materials you wish to unarchive by checking the boxes beside their names, and under your Actions dropdown, select "Unarchive"
Click "OK" to confirm
Bulk Edit
Bulk Edit
If you need to update Cost Codes, Value, Classification, Tags, etc. to a group of Materials at one time, use the Bulk Edit feature in the Actions.
Select the materials you wish to edit by clicking on the boxes beside them
A new screen will appear and you will be able to make any of the adjustments needed.
Unit of Measure
Value
Quantity
Cost Code
Classification
Tags
Check the box beside the edit(s) you wish to make and enter the change in the field(s) provided
Click "Save" to save your edits
Note: Any edits you make in the Bulk Edit will affect all materials selected. Use this feature when the update applies to all items
Project Materials
Project Materials
Your Project Materials are materials being used in project. Open your Materials module within your selected project.
Export
Export
Export your entire Materials list to a CSV or a PDF file, or just a selected few, with the Export Actions.
If you just want to export a partial Materials list, select the materials by clicking in the boxes beside the materials, and select "Export Selected to CSV" or "Export Selected to PDF"
If you want a full list of all your Materials in a CSV file, don't select any materials and select "Export to CSV"
If you want a PDF list of all your Materials, click on the box at the top of the list (beside the Materials column) to select all your materials and select "Export Selected to PDF"
Once selected, your Export will be emailed to you
Tip: Utilize your Filters to generate a specific list of material logs.
Move to Company Inventory
Move to Company Inventory
If you have materials in your Project inventory that you want to move back into your company's inventory.
Select the Materials you want to move back into your company inventory by clicking the boxes beside them.
Under the Actions menu, select "Move to Company Inventory"
Click "OK" to confirm
Project Inventory Workflow
Project Inventory Workflow
Enable your Project Inventory workflow in the Company Settings, under the Modules tab in Materials
Select "Project Inventory" under Material Workflows
Company Materials
Company Materials
These are all the materials in your company. Find them in the Materials module on the main dashboard.
Export
Export
Export your entire Materials list to CSV, or just a selected few, with the Export to CSV Actions.
If you just want to export a partial Materials list, select the materials by clicking in the boxes beside the materials, and select "Export Selected"
If you want a full list of all of your Materials, don't select anything and click on "Export CSV"
Once selected, your export will be emailed to you
Tip: Utilize your Filters to generate a specific list of material logs.
Add Material to Project
Add Material to Project
Move some of your company's material inventory to a project
Select the materials you want to move by clicking in the boxes beside the names and select "Add Material to Project"
A new screen will appear where you can select to which project you want to move your chosen materials, along with the quantities you want moved.
Click "Save" to finalize the move.
Archive/Unarchive
Archive/Unarchive
Remove any material no longer in use from your Materials list by archiving. This will not completely delete the material, as you may still need the material information for your records. Conversely, you can unarchive already archive materials.
Archive
Select the material you wish to archive and select "Archive" from your Actions Dropdown
Click "OK" to confirm
Unarchive
You can also Unarchive any Materials that have been archived, bringing them back into your inventory.
To start, you will need to locate your archived materials using your Filters. Select "Archived" under the Status field
Click "Apply" to apply your filters
a full list of your archived materials will now appear.
Select the ones you want to unarchive by checking the boxes beside each one
Under your Actions dropdown, select "Unarchive"
Click "OK" to finalize the Unarchiving
Bulk Edit
Bulk Edit
If you need to update Cost Codes, Value, Classification, Tags, etc. to a group of Materials at one time, use the Bulk Edit feature in the Actions.
Select the materials you wish to edit by clicking on the boxes beside them
Under the Actions dropdown, select "Bulk Edit"
A new screen will appear, allowing you to select the edit(s) you wish to make by checking the box beside each one, and entering the changes in the fields provided
Unit of Measure
Value
Quantity
Cost Code
Classifications
Tags
Click "Save" to save your edits
Note: Any edits you make in the Bulk Edit will affect all materials selected. Use this feature when the update applies to all items
Project Materials
Project Materials
When viewing your Materials module within a selected project, you will see all the materials assigned to that project.
Export
Export
Export selected materials to a CSV file by clicking on the boxes beside the materials you would like a CSV list for and selecting "Export CSV" under the Actions menu
Your CSV file will be emailed to you
Tip: Utilize your Filters to generate a specific list of material logs.
Move to Company Inventory
Move to Company Inventory
Move selected material back to the Company Inventory by clicking on the boxes beside the materials you wish to move and selecting "Move to Company Inventory" under the Actions dropdown
Click "OK" to confirm
