Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to export files within Company Settings, users will need Create permissions for Settings
In order to export files within the Materials module, users will need Edit permissions for Materials
In order to export files at the project level, users will need Edit permissions for Materials and View permissions for Projects
A Material CSV file can be exported from these 3 areas:
Company Level: Material List Export CSV
To access the company list of all materials, first, click on the Materials sidebar menu from the dashboard.
Select the materials you desire, then use the "Actions" dropdown menu and click "Export CSV" to export a bulk list of all materials.
CSV files will be exported and emailed to you in a zip file. It may take several minutes to arrive, depending on the file size.
Tip: Filter your material list by date and tags by clicking on "Filters" to generate a specific list of material logs.
Settings - Material List Export CSV
To access the company list of all materials, first, click on the "Settings" sidebar menu from the dashboard.
From the Settings page, go to the Import/Export Data tab, then click on 'export data' under Import Materials to get a CSV file of all materials including programmatic id by email.
Under the "Import Materials" section, click on 'export data' to get a CSV file of all materials, including the programmatic ID, by email.
Tip: Use this list to re-upload and update existing inventory. Any line with an ID in the first column will trigger our system to update the corresponding entry.
Project Level: Material List Export CSV
The project-level material list will show you the logs of materials that have been tracked on that project.
To access your project material logs:
From the dashboard, navigate to the project and click on the Materials sidebar menu from the dashboard.
Select the materials you desire, then use the "Actions" dropdown menu and click "Export CSV" to export a bulk list of all materials.
CSV files will be exported and emailed to you in a zip file. It may take several minutes to arrive, depending on the file size.
Tip: Filter your project material list by date and tags by clicking on "Filters" to generate a specific list of project material logs.
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