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Materials that are needed for a project begin their procurement process in a Material Request (MR).
Think of the MR as a ‘shopping cart’ that will be submitted for procurement once you’ve added all the items you are requesting.
Once submitted, the person(s) responsible for purchasing can triage the list of items in the MR and determine whether they need to be placed on a Purchase Order, or whether the needed materials are already on-hand and available (i.e., not already allocated to another project/job).
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In smaller organizations, one person may be responsible for many different roles. In larger organizations, it may be the responsibility of a Project Manager to make Material Requests that get submitted to and fulfilled by a Purchasing Agent. |
Create a material request (MR)
From scratch: Click Add New MR in left panel and enter a description.
For a Project Phase : Click Add New MR for Phase and select a phase from the list.
To add from an existing MR template, click Add New MR from Template and choose from the list of MR templates.
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In smaller organizations, one person may be responsible for many different roles. In larger organizations, it may be the responsibility of a Project Manager to make Material Requests that get submitted to and fulfilled by a Purchasing Agent. |
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Project form > Material/Purchasing tab > MR sub-tab |
Create a material request (MR)
From scratch: Click Add New MR in left panel and enter a description.
For a Project Phase : Click Add New MR for Phase and select a phase from the list.
To add from an existing MR template, click Add New MR from Template and choose from the list of MR templates.
To create a new MR template: go to Settings->MR Template
Create an MR template
Open the “MR Templates” form:
Project form > Materials/Purchasing tab > MR sub-tab
left-click Add New MR from Template
right-click MR template list, select “Edit”
Menu bar > Settings > Edit Templates > MR
Right-click in the “Select a Template” panel on the left and select “Add.”
Enter a description and click OK. Select the new template from the list.
In the “Edit Selected Template”:
Add an item: right-click in the gray panel and select “Add.”
Edit from a list: click on the blue underlined label.
Edit a blank field: select a white field (active = yellow) and enter date or text.
All changes are stored automatically and will appear in MR template lists.
Add an existing part
Click the “Add Item” button and select from the parts list.
Go to > Add MR Item.
Add a new part
Click the “Add Item” button, right-click the parts list and select “Add New.”
“Select a Category” form
Assign existing category: select a parts category from the list, or
Create new category: right-click the category list and select “Add.”
“Add/Edit Part” window
Enter description and edit part attributes as appropriate. Click OK.
Go to > Add MR Item.
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Parts can also be created and managed in the “Edit Parts” form
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Add MR Item
In the “Add MR Item” form, click the blue links to change them, and right-click a color to remove it.
Click OK to save the MR Item and add it to your MR.
You can edit most of the columns as desired. If a part is needed by a certain date, enter that in the “Needed” field.
Submit MR to purchasing
Check the “Sub.” box to submit the material request and change its status to “Submitted.”
