View Materials Inventory

The Inventory tab tracks project materials and their specific locations in real time. Use it to monitor quantities throughout the lifecycle—from currently required and ordered to received, issued, and available. To streamline your distribution process, you can group inventory by location to see exactly what is on hand where you need it.

• Required User Permissions

• When a Requirements document is closed, 'Required' quantities are removed from your inventory view 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 Inventory tab.

3. View Materials.

   • View by Item or Location
     

     • Click Items to see a total for each unique item.

     • Click Locations to see materials broken out by the location.

   • View Quantities (available in 'Items' view)

     • Quantity Required. How much material is currently required, based on 'Final' Requirements documents.

     • Quantity Ordered. How much has been ordered using the Commitments tool.

     • Quantity Received. How much has been received using receipts.

     • Quantity Issued. How much has been issued for use.
       Note: Issuing functionality is not yet available in the open beta.

     • Quantity Available. How much has been received, but not yet issued.