Permissions
Always remember to ensure the correct people have the appropriate permissions to access Punch Items and Lists. This can be done per individual or by applying Permission Templates.
In order to Edit or Achive Materials, users will need either Edit or Manage permissions for Materials
Below are the actions that can be performed within the Company Inventory workflow is active. For Company Inventory workflow go to
Dashboard > Settings > Modules > Materials
Select "Company Inventory" under Material Workflows
Company Materials
Exporting
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"
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.
Archive
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.
Select the material you wish to archive and select "Archive" from your Actions Dropdown
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.
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
Exporting
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"
Move to Company Inventory
If you have materials in your Project inventory that you want to move back into your company's inventory, click the boxes beside the materials you wish to move, and select "Move to Company Inventory"
Learn about Actions within the Project Workflow