Materials User Guide (with Financials)

Materials are managed by project. You can use the Materials tool in a new project or an existing project. After your project is created, you need to create locations for your project, including where your materials will be stored.

1. Create your project:

   • Create a New Project

2. Enable the Materials tool:

   • Add and Remove Project Tools
     Note: If you do not see the Materials tool, please reach out to your Procore Point of Contact.

3. Create locations in one of the following ways:

   • Generate Locations Hierarchy from Drawings

   • Manually Create Locations Hierarchy

   • Import Locations Using the Procore Plug-In for Revit®

   • Perform a Multi-tiered Locations Import (Procore Imports)

   • Request a Multi-tiered Locations Import

4. Manually create storage locations, such as warehouses, by following these steps:

   • Add Tiered Locations to a Project

5. Add your project team to the Project level Directory

   • Add Users to the Project Directory.

6. Configure Permissions for the Materials Tool

   • Materials Required User Permissions
     Note: Most users will need 'Standard' level permissions.

   • Create a Project Permissions Template

   • Assign Users a Project Permissions Template