This page provides a consolidated, material-level view across SubBase, allowing teams to review quantities, costs, vendors, and status without opening individual orders. It is designed for visibility, analysis, and reporting rather than action.
Purpose
The Materials tab plays a central role in SubBase by providing a single source of truth for material visibility across projects, vendors, and order statuses, supporting accurate tracking, reporting, and cost control.
Overview
The Materials tab is where users go when they want a consolidated view of materials instead of individual orders. Rather than managing actions, this page is designed for review, analysis, and oversight. It pulls material-level data from across SubBase and presents it in a structured table that can be filtered, customized, and exported. This makes it easier to answer questions like what has been ordered, what is still outstanding, and how material costs are tracking across projects.
Who Can Do This
Access to this page depends on your role and company configuration. What you can see or export may vary based on permissions.
Before You Start
Before using the Materials tab effectively, materials must already exist through requests or orders in SubBase. What you see here reflects activity created elsewhere in the system, such as Orders and RFQs.
What You Can See and Do in the Materials Tab
When you open this page, you see a table that lists material line items across all projects or a selected project. This view focuses on materials at the order level, giving you more detailed visibility than the Orders page.
You can visually scan and interact with:
A project selector to view materials for all projects or narrow the view to a single project
A searchable table to quickly find materials by description, vendor, code, or tag
Status indicators that show where each material is in the workflow, such as requested, ordered, or delivered
Quantity and cost fields showing ordered versus delivered amounts, unit costs, and extended costs
Vendor, project, and budget code details to support tracking and reconciliation
The table functions as a live bill of materials that updates automatically as orders move through their lifecycle.
Each row represents a single material line item within a specific order. Materials are not combined or totaled across orders. If the same material appears on multiple orders, it will appear as multiple rows.
When you search for a specific material, the table shows every order where that material exists, making it easy to understand how and where it is being used across projects.
Filters, Views, and Table Controls
The Materials tab includes a filter panel that lets you narrow what you see without changing the underlying data. From here, you can:
Filter materials by project, vendor, cost code, phase code, class, tags, date ranges, and other attributes
Show or hide columns so the table aligns with your workflow and reporting needs
Sort columns to quickly compare quantities, costs, vendors, or statuses
These controls make it easy to focus on the materials that matter most for a specific review, reconciliation, or report.
Exporting and Reporting
The Materials tab supports exporting the currently displayed data. This allows teams to:
Download a structured file for reporting or analysis
Share material data with accounting, project managers, or external stakeholders
Reconcile quantities and costs outside of SubBase when needed
Exports always reflect the filters and columns currently applied to your view.
Relationship to Other Areas in SubBase
The Materials tab is closely tied to Orders, RFQs, and Invoices. It does not replace those workflows but instead complements them by offering a material-first perspective. Changes to orders or deliveries elsewhere in SubBase are reflected automatically here, ensuring consistency across the platform.
Troubleshooting
I do not see expected materials
I do not see expected materials
If materials are missing, they may not have been requested or ordered yet, or you may be filtered to a specific project or status that excludes them.
I cannot export data
I cannot export data
Export access depends on role permissions. If the export option is not available, an Admin may need to adjust your access.
FAQs
Can I edit materials from this page
Can I edit materials from this page
No. The Materials tab is designed for visibility and analysis. Materials are edited through requests, orders, or the Material Database, depending on context.
Best Practices
Use filters to avoid reviewing unnecessary data
Customize columns to match how your team tracks costs and quantities
Export data for periodic reviews or audits instead of relying on screenshots
Treat the Materials tab as your go-to reference for material-level visibility rather than opening individual orders