Adding materials during your project setup is essential for effective project management and resource tracking. By doing so, you ensure that all materials that are needed for the project are accounted for and monitored.
Adding your materials is the first step in making sure you'll be able to access real-time visibility on the status and location of each material on your project.
In this article, we'll explore:
How to add new materials to your project:
Select the “Add Records” tab in the left hand sidebar menu of the page.
Choose the type of material that you want to add to the project from the dropdown.
Enter in the details of the material, making sure that every column has information added. If you have this information in a separate Excel or Google Doc, you can simply copy and paste this information into the table.
Once you are happy with the information, select the 'Create Records' button.
How to add large quantities of materials to your project
You can use the quantity column in your 'Add Records' page table to batch upload large quantities of the same material.
In Matrak, every material has its own associated unique ID which makes it possible to track and hold important information against. These unique ID’s also make it easy to access or update any material.
We know that for some projects, generic materials like joinery, lighting, or other loose items are a dime a dozen - and no one has time to enter unique ID’s for large quantities of materials.
To avoid the headache, you can use the quantity column in your table to batch upload large quantities of the same material without having to deal with the hassle of entering unique ID’s for each item.
Step-by-step instructions on how to upload large quantities of the same material:
Navigate to the 'Add Records' page in the left hand sidebar
Enter your material ID and the relevant information in the table, or copy and paste from your packing lists or excel.
For any materials with quantities larger than one, you can easily create multiple unique ids by entering in the desired amount of materials under the quantity column
Hit the 'Create Records' button to auto-generate unique ID’s for every material uploaded in from the table