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Materials

Updated 2026-05-27

Material Catalog

The Material Catalog is your organization's shared library of materials — stucco, paint, caulk, etc. Once added, a material can be tracked across any project.

Steps

1. Go to the Material Catalog

Click Material Catalog in the main navigation.

2. Click Add Material

Click Add Material in the top-right corner.

3. Fill in the fields

Field Notes
Name Required. Unique within your org.
Unit How it's counted in inventory (bag, gallon, roll, etc.)
Manufacturer Yield How many work units one material unit covers (e.g. 45 SF/bag). Used for forecasting.
Performance Unit The work unit for the yield (SF, LF, etc.)
Description / Notes Optional

Leave yield blank if unknown — forecasts show "No forecast" until it's set.

4. Save

Click Save. The material is now available to log on any project.

Uploading a Data Sheet

Open any material from the catalog and click Upload Data Sheet to attach the manufacturer's PDF. The data sheet is included in Material Submittals.

Further Reading

Material Catalog — full reference including depth-aware yield, spec dimensions, and data sheets