Administration of Materials

Users can manage a basic database of materials, organized by categories.

Categories are containers to which specific materials and other categories can be assigned. They are stored in a hierarchical tree structure, as materials can belong to leaf categories or intermediary categories.

To manage categories, users must follow these steps:

• Go to the "Administration -> Materials" option.
• The program displays a tree of categories.
• Enter a category name in the text box and then click "Add."
• The program adds the category to the tree.

To insert a category into the category tree, users must first select the parent category in the tree and then click "Add."

To manage materials, users must follow these steps:

• Select the category to which materials are to be added and click "Add" to the right of "Materials."
• The program adds a new empty row with fields to enter details about the material:
  • Code: Material type code (this can be the external code from an ERP).
  • Description: Description of the material.
  • Unit Price: Unit price of each piece of material.
  • Unit: Unit used to measure each unit of material.
  • Category: Category to which the material belongs.
  • Availability: Indicates whether or not the material is active.
• Users complete the fields and click "Save."

The assignment of materials to project elements is explained in the chapter on "Projects."