Materials - Reuse

Materials Tool Beta

Order Visibility Prerequisites

• The Commitments tool was used to create a purchase order or change order for materials, and includes the following information:
  • The status is 'Approved'
  • The Schedule of Values (SOV) includes the following for each line item:
    • Description
    • Unit of Measure (UOM)

Materials Overview

The Materials tool brings the powerful, industry-leading materials management capabilities of SiteSense to the Procore platform for Procore customers. The Materials tool supports core material management flows including:

• Receiving and managing material inventory.
• Issuing and tracking of materials as they are being moved or installed on the jobsite.
• Insights into the supply chain.

Materials Considerations

• Permissions for the Materials tool are set up and managed by Procore. For changes, please reach out to your Procore point of contact.

Materials Project Setup

Materials are managed by project. You can use the Materials tool in a new project or an existing project. After your project is created, you need to create locations for your project, including where your materials will be stored. 

1. Create your Project
2. Create locations in one of the following ways:
   • Generate Locations Hierarchy from Drawings
   • Manually Create Locations Hierarchy
   • Import Locations Using the Procore BIM Plugin with Revit®
   • Perform a Multi-tiered Locations Import (Procore Imports)
   • Request a Multi-tiered Locations Import
3. Manually create storage locations, such as warehouses, by following these steps:
   • Add Tiered Locations to a Project

Request and Issue Overview

You can request materials to be used on your job site. Materials may already be in inventory, or may need to be ordered to fulfill the request. When materials are available in your inventory, your request can be approved and issued for handover.

Adjustment Overview

If the available inventory quantities in the Materials tool are inaccurate, you can make a manual correction by creating an adjustment. 

Transfer Overview

If you need to move materials to a new storage location, you can create a materials transfer. If the status of materials changes during the transfer, inventory counts may be impacted.

UOSD Overview

When you receive a shipment that has unacceptable, damaged, over, or short materials (UOSD), you can create a UOSD defect and manage the resolution in Procore.

Ordering Overview

Materials works with the Commitments tool to automatically pull in purchase orders and commitment change orders. Materials listed in the purchase or change order's schedule of values (SOV) are available for receiving and inventory management in the Materials tool. For purchase orders and change orders to appear in the Materials tool, the following information must be reflected in the purchase order or chance order:

• An 'Approved' status.
• A completed schedule of values (SOV) including the following information for each line item:
  • Description
  • Unit of Measure (UOM)

Once in the Materials tool, the following information about the order is available:

• Order name
• Description
• Vendor
• Estimated Delivery Date
• Line Items and their Quantities

Receiving Overview

After your orders have been placed in the Commitments tool, materials listed in the Schedule of Values (SOV) are available for receiving and inventory management in the Materials tool. When receiving materials, you can immediately issue them for use at a job site, or you can store materials in your inventory to be issued at a later date.

Invoicing Overview

After a receipt is posted, a draft subcontractor invoice is automatically created in Procore's Invoicing tool. Complete the invoice by following these steps:

1. Navigate to the Commitments tool.
2. Click the commitment number to locate the invoice.
3. Click the Invoices tab.
4. Click the invoice number.
5. Click Edit for any section you want to edit. For a list of all available fields and to complete the invoicing process, start at step 2 of Create a Subcontractor Invoice on Behalf of an Invoice Contact.

Materials Importing and Receiving

When managing your materials for a project, you can import a list of the required materials to the Materials tool.

After you import your materials, a needs document is automatically created, and you can create shipments and receipts to track orders placed outside of Procore. When receiving materials, you can immediately issue them for use at a job site, or you can store materials in your inventory to be issued at a later date.

Alternatively, you can create an adjustment to add quantities of the imported materials to your inventory. After materials are in inventory, they can be issued for use on your job site.