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 Project Inventory workflow is active. For Company Inventory workflow go to
Dashboard > Settings > Modules > Materials
Select "Project 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 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
Here, you can select the project and the quantity of the materials you want to move
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 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"
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"
Learn about Actions within the Company Workflow