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Procore

Materials

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Table of Contents

Overview

The Materials tool brings powerful, industry-leading materials management capabilities to the Procore platform for current and future Procore customers.

Materials includes core material management flows, including the following:

  • Gives customers insights into the supply chain;
  • Allows customers to receive and manage material inventory;
  • Enables issuing and tracking of materials as they are being moved or installed on the job site.

Tutorials

 

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Process Guides

Tutorials

FAQ

    Diagrams

    • Order and Receive with Commitments

    • Order and Receive with Commitments

    • Manage Defects

    Order and Receive with Commitments

    Materials - Ordering and Receiving with Commitments

    Order and Receive without Commitments

    Diagram - Materials - Order and Receive without Commitments

    Manage Defects

    Materials - Manage Defects

    Permissions

    Learn which user permissions are required to take the described actions in this tool.

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    The action is available on Procore's Web, iOS, and/or Android application.

    Icon Mindtouch Table Check Users can take the action with this permission level.

    Icon Mindtouch Table Check Gp Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

    Action

    None

    Read Only

    Standard

    Admin

    Notes

    Add Labels to Materials
    Web

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    Attach Files in the Materials Tool
    Web

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    Close or Reopen a Requirements Document
    Web

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    Configure View for Materials Tool

    Web

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    Configure View for Materials Details Pages

    Web

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    Consolidate Materials to One Location

    Web

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    Create Adjustment
    Web

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    Create Inter Project Transfer
    Web

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    Users must be a Company Admin with 'Admin' level permissions to the Company Directory tool.

    Create Receipt
    Web | iOS | Android

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    Create Requirements
    Web

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    Create Shipment
    Web

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    Create Transfer
    Web

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    Delete Adjustment
    Web

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    Delete Materials from Inventory
    Web

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    Delete Receipt
    Web

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    Delete Shipment
    Web

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    Edit Adjustment
    Web

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    Edit Direct Issue Document
    Web

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    Edit Inter Project Transfer
    Web

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    Users must be a Company Admin with 'Admin' level permissions to the Company Directory tool.

    Edit Materials Details

    Web

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    Edit Receipt
    Web | iOS | Android

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    Edit Shipment
    Web

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    Edit Transfer
    Web

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    Finalize Adjustment
    Web

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    Finalize Inter Project Transfer
    Web

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    Users must be a Company Admin with 'Admin' level permissions to the Company Directory tool.

    Finalize a Receipt (With Project Financials)
    Web | iOS | Android

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    • To finalize a receipt, you must also have 'Standard' level permissions or higher to project's Commitments tool:

      • 'Standard' users can only finalize receipts during an open billing period because the system automatically generates an invoice.

      • 'Admin' users can finalize receipts in any existing billing period, whether it is open or closed.

    Finalize a Receipt (Without Project Financials)

    Web | iOS | Android

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    Import Materials
    Web

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    Issue Materials for Use
    Web

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    Resolve a Defect
    Web

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    Search and Filter the Materials Tool
    Web | iOS | Android

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    Set Stock Limits
    Web

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    Submit Materials Requirements
    Web

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    View Adjustment Details
    Web

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    View Defect Details
    Web

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    View Direct Issue Details
    Web

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    View Inter Project Transfer Details
    Web

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    View Inventory
    Web | iOS | Android

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    View Materials Parts Details
    Web | iOS | Android

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    View Materials Order Details
    Web

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    View Materials Recycle Bin
    Web

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    View Receipt Details
    Web | iOS | Android

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    View Requirements Details
    Web

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    View Shipment Details
    Web

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    View Transfer Details
    Web

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    Void a Receipt
    Web

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    Void a Requirement
    Web

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    Void a Shipment
    Web

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    Release Notes

    Below are the notable changes to the project's Materials tool.

    Recent Changes

    Orders Updates (10/15/2026)

    Procore enhanced the Materials tool by adding 'Over Received' and 'Over Shipped' purchase-order statuses.

    Voiding for Receipts, Requirements, and Shipments (10/15/2026)

    Procore enhanced the Materials tool with the ability for Admin users to void a finalized receipt, requirement, or shipment, at the document or line level, to reverse errors while keeping inventory, purchase orders, and defects accurate. See Void a Receipt, Void Requirements, and Void a Shipment.

    Purchase Order Import, Defect Unresolve, and List Enhancements (09/15/2026)

    Procore enhanced the Materials tool with the ability for customers without Procore Financials to import purchase orders for receipt-to-invoice matching, a new admin action to unresolve a defect when it was closed in error, and list-view improvements including date-created columns, delivery-date visibility, and document state filters. See Import Purchase Orders to Materials and Unresolve Defects.

    IMPROVED TOOL IMPORTING AND USABILITY (08/18/2026)

    Procore enhanced the Materials tool with several updates to improve list-view usability, detail-page visibility, and import workflows. The Materials tool now features persistent filters and column orders, filtered URLs that can be bookmarked, and the ability to import requirements documents directly into a final state. See Import Materials and other Tutorials for more information.