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Procore

Prepare Materials for Import

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

Objective

To prepare materials to be imported to the Materials tool.

Background

When managing your materials, 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. Alternatively, you can create an adjustment to add quantities of imported materials to your inventory.

Lastly, you can create materials requests and issue materials directly from your needs document.

Things to Consider

Steps

  1. Navigate to the project's Materials tool.
  2. Click the Import Data tab.
  3. Click Download Needs Document Import Template.
  4. Open the template in your spreadsheet software.
  5. Fill out the template with the materials you want to import. The following fields are required or require specific formats or values:
    • Material Needs Document Name. The name of your needs document.
    • Required On Site Date. Must be in the format of MM/DD/YYYY.
    • Item Name. The name of the material.
    • Item Type (not required)
      • Aggregate
      • Asset
      • Cable
      • Casing
      • Civil
      • Consumables
      • Ductwork
      • Electrical
      • Instrumentation
      • Mechanical
      • Miscellaneous
      • Pipe Support
      • Piping
      • Pressure Vessels
      • PV Module
      • Racking/Piles
      • Raw Material
      • Spares
      • Structural
      • Surplus
      • Valve
    • Quantity. The quantity of the material required.
    • UOM. The unit of measurement for the quantity.
  6. Save the file.

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