Add Materials to List

The Materials List in Procore's Materials tool acts like a 'shopping cart' when building a list of materials. You can add materials to your active list from almost anywhere in the Materials tool, such as an existing needs list, order, or receipt. After you add items to your list, you can create requests for materials, transfer materials, or adjust your inventory.

• Required User Permissions

You can add and materials from the following places:

• Inventory

• Individual Order, Shipment, or Receipt

• Orders, Shipments, Receipts, Defect/UOSDs, Transfers, Requests, or Issuing Dashboard

Inventory

1. Navigate to the project's Materials tool.

2. Click the Control tab.

3. Click the Inventory sub tab.

4. Mark the checkboxes for the materials you want to add.

5. Click Add to List.
   
   To view items on the list, click the List tab.

Individual Order, Shipment, or Receipt

1. Navigate to the project's Materials tool.

2. Click the Control tab.

3. Click the Orders, Shipments, or Receipts sub tab.

4. Click the order, shipment, or receipt number.

5. Under 'Document Line Items', click the caret icon for the line item and select Add to List.
   
   To view items on the list, click the List tab.

Orders, Shipments, Receipts, Defect/UOSDs, Transfers, Requests, Issuing

1. Navigate to the project's Materials tool.

2. Click the Control tab.

3. Click the Orders, Shipments, Receipts, Defect/UOSDs, Transfers, Requests, or Issuing sub tab.

4. Mark the checkbox to Show Line Items. Then click Apply.
   Note: To revert your view, clear the checkbox, then click Apply.

5. Mark the checkboxes for the materials you want to add.

6. Click Add to List.
   
   To view items on the list, click the List tab.

After materials are in your list, you can take any of the following actions:

• View Materials List

• Create a Materials Request

• Create a Materials Transfer

• Create a Materials Adjustment