Create a Materials Needs Document

 In Beta
This feature is currently in beta for select Procore customers.

Objective

To create a list of materials required for a project.

Background

When working on a project, you can create a needs document to indicate the materials required for a project. You may have different lists for different parts of your project.

After a needs document is created, the 'Quantity Required' for each material is updated in your inventory.

You can request or issue materials based on your needs documents.

 

 

Things to Consider

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)

Steps

  1. Navigate to the project's Materials tool.
  2. Add materials that need to be adjusted to your list. See Add Materials to List.
     Tip
    You can use the Storage sub tab to see items in a certain location to add to your list. See Search and Filter Materials Storage.
  3. Click Create and select Needs.
  4. Select the type of needs document for filtering later.
    • Requisition
    • BOM (Bill of Materials)
    • MTO/WP/WO (Material Take Off/Work Package/Work Order)
    • Drawing
  5. Enter the 'Required By Date'.
  6. Optional: Add any notes.
  7. Under 'Line Items', click the quantity field for each line item and enter the required quantity for the material.
    list-quantity.png
  8. Click Build Document.
  9. Optional: To lock the document so that no additional changes can be made, navigate to the 'Status' section. Click Open and select Lock.
    materials-status.png
     Note

    To unlock the needs document, click Locked and select Re-Open. 

Next Steps