Materials

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.

Process Guides

Tutorials

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

 |  | 

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

Users can take the action with this permission level.

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
Attach Files in the Materials Tool Web
Close or Reopen a Requirements Document Web
Create Adjustment Web
Create Inter Project Transfer Web					Users must be a Company Admin with 'Admin' level permissions to the Company Directory tool.
Create Receipt Web\| iOS\| Android
Create Requirements Web
Create Shipment Web
Create Transfer Web
Delete Adjustment Web
Delete Materials from Inventory Web
Delete Receipt Web
Delete Shipment Web
Edit Adjustment Web
Edit Direct Issue Document Web
Edit Inter Project Transfer Web					Users must be a Company Admin with 'Admin' level permissions to the Company Directory tool.
Edit Receipt Web\| iOS\| Android
Edit Shipment Web
Edit Transfer Web
Finalize Adjustment Web
Finalize Inter Project Transfer Web					Users must be a Company Admin with 'Admin' level permissions to the Company Directory tool.
Finalize a Receipt (With Project Financials) Web\| iOS\| Android					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
Finalize Materials Requirements Web
Import Materials Web
Issue Materials for Use Web
Resolve a Defect Web
Search and Filter the Materials Tool Web\| iOS\| Android
Set Stock Limits Web
Submit Materials Requirements Web
View Adjustment Details Web
View Defect Details Web
View Direct Issue Details Web
View Inter Project Transfer Details Web
View Inventory Web\| iOS\| Android
View Materials Parts Details Web\| iOS\| Android
View Materials Order Details Web
View Materials Recycle Bin Web
View Receipt Details Web\| iOS\| Android
View Requirements Details Web
View Shipment Details Web
View Transfer Details Web

Process Guides

Tutorials

Order and Receive with Commitments

Order and Receive without Commitments

Manage Defects

Recent Changes