Finalize Materials Requirements

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

After you import your materials, a requirements document is automatically created. After its finalized, required inventory quantities are updated, and you can create shipments and receipts to track orders placed outside of Procore.

To update an existing requirements document, upload a new version with the same 'Materials Requirements Document Name' column. The Requirements document will be updated to match your latest upload.

'Closing' a requirements document indicates that the scope of work is complete. The Materials tool automatically removes those 'Required' quantities from your inventory to ensure your stock levels accurately reflect the current and remaining needs of the project.

• Required User Permissions

• Requirements with 'Final' status:

  • You can only attach files, add notes, or add custom fields to finalized requirements.

  • 'Required' quantities are added to your inventory.

• Requirements with 'Closed' status.

  • 'Required' quantities are removed from your inventory to ensure your stock requirements accurately reflect the current and remaining needs of the project.

1. Navigate to the project's Materials tool.

2. Click the Requirements tab.

3. Click the 'Ready for Review' requirements document.

4. Click Finish Review and select Mark as Final.