How to enter materials

In this module, learn how to enter materials against a project.

Step 1

Head to Materials under Time, Materials & Expenses to create a material entry.

Step 2

We've got two options here:

New Material and New Planned Materials.

Click on New Planned Materials and select a project.

Step 3

As we planned these two materials in the initial quote for this project, they appear here. Select them to create a material entry and enter the dimensions if applicable.

Tick "Items require purchasing" to add them to the order queue.

Step 4

You can also enter a New Material that wasn’t planned.

Choose your project, search for the material used, add the quantity and dimensions (if relevant.

Click Purchase Order Required, and save.


Posted: Sun 04 Jun 2023