Materials User Guide (with Financials)

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 Import.

4. Click Download Excel Template.

5. Open the template in your spreadsheet software.

6. Fill out the template with the materials you want to import. 显示/隐藏字段

   Important

   If the same materials are added with a different Unit of Measure (UOM) it will create a separate line item in your inventory.
   
   For example, if you create a line item for sheet metal with a UOM of cubic feet, and another line item for sheet metal with a UOM of each, it will create two separate line items for sheet metal in your inventory.

   • Material Needs Document Name. The name of your needs document.

   • Required On Site Date. Must be in the format of MM/DD/YYYY.

   • Item Name. The name of the material.

   • Item Description (Optional). The description of the material.

   • Quantity. The quantity of the material required.

   • UOM. The unit of measurement for the quantity.

   • Custom Field (Optional). Custom fields that you want to add to the materials. Rename any 'Custom Field' column headers to your preferred labels before importing. Columns with unchanged headers will not be imported.

   Note

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

7. Save the file.

1. Navigate to the project's Materials tool.

2. Click the Requirements tab.

3. Click Import.

4. Attach the file.

   • Click Attach Files and select the prepared Materials import template. Then click Open.

   • Drag and drop the prepared Materials import template from your desktop to the 'Drag and Drop' section.

5. Click Upload.

1. Navigate to the project's Materials tool.

2. Click the Requirements tab.

3. Click the 'Draft' requirements document you imported.

4. Review the requirements document.

5. Click Submit.