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