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How to enter materials

This guide explains how to enter materials for a project.

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Step 1.

Go to Materials under Time, materials & expenses.

In the Materials screen, the display will default to a weekly view. You can change the timeframe to display a single day or enter custom dates for a time you choose.

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Step 2.

To submit materials for a project, you can either start with a New Material or New Planned Materials.

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Step 3.

To add a material, begin typing in the Project that you will submit materials for. A drop down will display enabling you to select the project. If you want to search all projects, click the Search icon.

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Step 4.

Once you have selected the project, you can now add the materials you have used. When you select a material and quantity you have used, the Cost and Charge of the material item will automatically populate relative to what is set within the material item screen.

You can choose whether this material is charged onto the customer, and whether a Purchase Order is required for the material that has been used.

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Step 5.

You can manually change the cost and charge if these are different to what is set.

Choose the Location of the material item within the drop-down bar. Then, if there are additional notes that are required, you can add these within the text-entry Notes box, which is optional. Once you have filled in the relevant fields, click Save. Or, if you have additional materials to enter, click Save and Add Another.

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Step 6.

The material you have entered will then display as an un-submitted material entry.

Once the material has been entered, you can edit your existing material entry by clicking the edit icon or delete your material entry by clicking the bin icon.

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Step 7.

To enter a new planned material, click on New Planned Materials.

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Step 8.

Search for the project, then you will see a list of planned materials and quantities that have already been planned for the corresponding project.

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Step 9.

Clicking the tick icon will enable the material item to be submitted and edited. If the quantity, cost, charge, or dimensions (if applicable) are different to what is planned, then you can change them. Otherwise, click Submit.

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Step 10.

If you want to wait to submit all your material entries for the end of the week, click on Submit Week.

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Setup

Set up your account in the global settings of Tidy

Set up my console

The my console screen allows you to create reports on time, material, and expense entries.

Set up resource dashboard

This tab is visible to Resource administrators. The resource dashboard allows you to track your resources in one place.

Set up Microsoft project integration

This add-in is only available on Project plans 3 and 5, and Project Professional 2019. This add-in enables you to easily import resources from Tidy into Microsoft Project and export your projects and resources from Microsoft Project into Tidy.

Set up manager dashboard

This tab is visible to Project managers. The manager dashboard allows you to track your business performance in one place.

How to subscribe to TidyWork

This guide explains how to subscribe to TidyWork.

Setup Xero payroll (only Australia)

Currently only Xero Payroll Australia is supported. Ensure that Xero has the Payroll feature enabled as part of your subscription.

Set up Xero

TidyWork can connect with specific materials/freight accounts in Xero to help you better manage your business.

Set up users actions on behalf

This can be used to get a complete view of the project, even if not all resources are using TidyWork to enter their time and materials.

Set up users

this guide explains how to add or users, and explains the information found under each tab in the users section.

Set up suppliers

This is where you can add, edit, and view your suppliers. Once created they will be available for selection when completing a purchase order.

Set up your material items

This is where you can add material items. Materials are essentially your stock.

Set up a customer portal

The Customer Portal is where your customers can view the details of projects in which they are the selected customer. Only charge, not cost, information will show up and they will not be able to edit any details. Visibility of each project can also be set on an individual project basis.

Set up customers

This guide shows you how to set up your customers. If you integrate with Xero, you can import all your customers straight from Xero. If you don’t integrate with Xero, this guide also explains how to add customers without Xero.

Set up departments

Departments are used to populate a drop down list screen in the Add/edit new user screen to enable you to select a department for each TidyWork user.

Set up activities

A Task is typically a small goal of your organisation. It is achieved by performing activities. Project Managers are responsible for deciding on the tasks that must be achieved to complete a project. Project administrators can add to the pool of activities.

Set up charge rates

Global charge rates are available for selection as a default external charge rate for a particular user or for an alternate charge rate on a project when allocating resource. These rates enable variable charge rates for any particular resource on a project.

Set up alerts

Alerts can be set to notify you when profitability, milestones, budget, earned value, time, utilisation, etc. exceed or fail to meet the set threshold

Set up countries

The countries tab is an easy way to add or remove countries relevant to your business (e.g. the country a customer or supplier is located). Once added, they are available via a drop-down list when creating or adding customers or suppliers.

Set up currencies

Here you can set up the currencies for your company. To enable multiple currencies you need the Jet plan.

Set up your company settings

The company tab allows you to fill out all necessary information about your company, including employment contracts, sales and purchases, quotes/ proposals, etc.

Set up your expenses

Expense categories and expense types are used to populate drop down lists within Expense entry. They are required information and must be selected when entering an expense against a project.

Set up your project groups

Project groups are used to populate a drop-down list available when creating and editing a new project. This is required information. These groups are then used to group your projects when they are displayed on the heat map and dashboards.

Set up your sales tax

The Sales tax tab allows you to add any sales tax options relevant to your business. You can add as many as you need. These values can also be mapped back to Xero.

Set up your custom templates

Under the templates tab can customise templates for proposals, quotes, orders, etc. and set a default option for each.

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How to receive a purchase order

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How to view the purchase order history

This guide explains how to view purchase order histories.

How to view the invoice queue

This guide explains how the invoice queue feature in TidyWork works and what it does.

How to view invoice history

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How to edit a purchase order

This guide explains how to make any edits to your purchase orders. You can only edit purchase orders when they are drafts.

How to create a purchase order

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How to assign a purchase order to a project

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How to run a report

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How to export data

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How to approve expenses

To Approve expenses, you need to have the user role of Expense Approver and be assigned to the project you are approving materials for.

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How to clone a project

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How to use the project calendar

This guide explains how the project calendar works.

How to schedule resources and book time

If the Resource Scheduling feature is enabled for your organisation, Project Managers will be able to write future booked time against resources, and will be able to see the allocations when adding time entries. This time will be visible to your Time Writers when they add time entries.

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This guide explains how to add project adjustments to a project, this allows you to make any changes that weren’t accounted for when the project was originally created.

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