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Materials - Tracking (Project Workflow)
Materials - Tracking (Project Workflow)

Track materials with time. Time tracking and materials tracking. LEM reporting on material with labour and equipment cost.

Kelly Shee avatar
Written by Kelly Shee
Updated over 8 months ago

Dashboard > Project > Timecards > Material

or

Dashboard > Project > Materials > Material Logs


Permissions

Always remember to ensure the correct people have the appropriate permissions to access your company and project materials. This can be done per individual or by applying Permission Templates.

To add Material Logs in the Project workflow, users will need Create permissions for Project Materials.


Timecards module

Our time center is designed to track the duration of labour and equipment. We give the ability to add materials logs, track and report on Labour (People), Equipment and Materials in the same interface.

The difference for materials is that we track the quantity and look at the value instead of the hourly rate, whereas for labour and equipment, we track the duration.

In the Timecards module you are also able to view the material logs and which materials were assigned to which user within a selected time period.

When tracking time, you can let your users add materials with their time tracking. This allows you to attribute materials usage both to the user and the project.

Select a Project on the main dashboard, click on the Timecards module and select the Material tab. You can then add a material log to track in your project.

Click on "+ Add a Material" to add multiple materials

Click on the Reports tab in the Time Centre to create materials reports or combine them with labour and equipment reports.


Materials module

In the Materials module, you can also add material logs by selecting the Material Logs tab.

You can also view all the Materials logs in that project in the Materials tab. This will show you which materials were assigned to which user, and when throughout the life of the project.

Select a Project on the main dashboard, click on the Materials module, select the Materials Log tab.

Note: This article explains Materials Tracking using the Project Workflow found in your Company Settings:

Dashboard > Settings > Materials

For details on Materials tracking using the Company Workflow, please see this article: Materials - Tracking (Company Workflow)

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