Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project materials. This can be done per individual or by applying Permission Templates.
To access Material Inventory in the Project Workflow, users will need Manage permissions for Project Materials
If using the Project Inventory Workflow, users can manage and keep track of the Materials in a Project's Inventory. Add Materials to your Project, and see how much inventory you have available at any time.
On the main dashboard, select your project, click on the Materials module, and select the Project Inventory tab.
Here you will find the +Add Material to Project Inventory button which will allow you to move material from the Company Inventory to the Project's Inventory. Any material added will have its quantity updated in the Company Inventory.
Use the Materials search field to find the Material needed and enter the quantity for the move.
In this tab, you can also perform actions, like moving the available materials back into your Company Inventory or exporting your Project Inventory list.
