Close or Reopen Materials Requirements

Al gestionar los materiales, puede importar una lista de los materiales necesarios a la herramienta Materiales.

After you import your materials, a requirements document is automatically created for the scope of that work. 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.

• Permisos de usuario necesarios

• 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 'Final' or 'Closed' requirements document.

4. Close or Reopen the requirements document.

   • Click Close Out, then click Close Out to confirm.

   • Click Reopen.