Set Up Materials Details

You can define what materials are needed/required to complete the project in the project quote.
Note: You can click to save your configuration and complete later before you submit the quote.
Note: You can only create a maximum of 300 materials for a quote.
  1. Complete steps 1-7 as defined in Define a Quote for a Project.
  2. In the Quote Summary section, toggle the switch to expand the Materials section.
  3. Click Add Material.
  4. In the Materials section, populate the following fields:
    • Material Name - Enter text that describes the materials. A maximum of 50 characters is supported.
    • Cost - Enter the unit cost amount for the materials. You can enter whole and decimal amounts. A maximum of 10 characters is supported.
    • Quantity - Enter the number of material units. A maximum of 10 characters is supported.

    The Amount field automatically calculates the total cost.

  5. If you need to add additional materials, click Add Material.
    Note: You can remove materials by clicking the X in the material row.
  6. Click ..