Finalize Materials Requirements

When managing your materials, you can import a list of the required materials to the Materials tool.

After you import your materials, a requirements document is automatically created. After its finalized, required inventory quantities are updated, and you can create shipments and receipts to track orders placed outside of Procore.

To update an existing requirements document, upload a new version with the same 'Materials Requirements Document Name' column. The Requirements document will be updated to match your latest upload.

• Required User Permissions

• The 'Quantity' in your imported file automatically updates the 'Quantity Required' field in the Inventory tab.

• If the same materials are added with a different Unit of Measure (UOM), it will create a separate line item.

• You can import a maximum of 20,000 rows per import.

• Most errors cause the entire import to fail, requiring you to fix the errors and import again. However, if a document is in a 'Final' state, only items for that specific requirements document will fail, while the rest will import.

• Inventory quantities are updated when a requirements document is finalized.

• Creating a New Requirements Document

  • A new requirements document will be created when the 'Material Requirement Document Name' is unique.

• Updating a Requirements Document

  • To update an existing requirements document, ensure the 'Material Requirement Document Name' for your new upload exactly matches the original.

  • All line items and required 'Quantities' are updated to match the new upload.

  • If line items are removed from the upload:

    • The items will be deleted from the Requirements document.

    • The items stay in your inventory, but the removed quantities are deducted from the 'Required Quantities' column.

1. Navigate to the project's Materials tool.

2. Click the Requirements tab.

3. Click the 'Ready for Review' requirements document.

4. Click Finish Review and select Mark as Final.