The final feature of the Products & Materials Add-On Package is automated job costing of Materials. Once the Installed Quantities of Materials on the Project have been entered, improveit 360 will auto-create a Project Cost record with a Type of Materials. This allows your Production team to get a jump start on calculating Profit on each and every job!
See also: Creating Materials on each Product
See also: Assigning Sale Items to Projects
See also: Troubleshooting Materials on a Project
If you do not see the "Change Installed Quantity" button from the Materials related list on the Project page, follow the instructions below to add this button to your Project page.
NOTE: This feature is only available in the Products and Materials Add-On Package, or the Supportworks package.
Navigate to Setup
Choose the Create > Objects menu
Select the Project object
Hover over the Page Layout related list and click Page Layout Assignments
This will show you which page layout is being used be each of your User's Profiles.
Click on the Page Layout used by all your Users, in this example "Project 14"
Scroll down to the Materials related list and click the wrench icon to Edit the Related List properties
Here you can choose which Fields are visible in the Related List, and select which Buttons appear on the Related List. Click the + to expand the Buttons menu:
Here you will use the Add arrow to move the "Change Installed Quantity" button to the Selected Buttons column. Then click OK
Next, Save the changes to the Page Layout:
You're all done! Now, look up a Project with Materials and test the new button!
You should see a new page, allowing your users to enter the Installed Quantity of each Material used on the job.
