2. Click on + New Project
3. Name your new project
4. Type the address of your new project and click on Next
5. Choose your pricing structure and sales tax.
6. Invite the necessary teammates to work with you on the project by clicking 'People'>'Invite'.
✅Tip: If you haven't added them to your Materio account yet, check out this article
7. Upload a plan, create a board, or add items to your scope
We encourage uploading a visual first, but you can always skip and get started without one.
When you click the 'Add scope item' button, you'll fill in your first item. Your scope of work can be organized two ways — by Category (e.g., General Requirements, Framing, Electrical) or by Location(e.g., Kitchen, Basement).
When you add your first item, just type it into the "Add item" field and use the dropdowns to choose:
Where it belongs (the Category or Location)
What type it is (Material, Labor, etc.)
In the example shown, the scope is set to "Plan by location," and the dropdowns let you select the category (General Requirements in this case). The type will default to Material, but you can change that as needed. Once you save your first item, it'll appear organized under that destination! 🎉
✅Tip: If you do not want to give your clients options to choose from for a line item, or the line item represents something that is not optional, like dumpster rental, you can click the green "Selection" button to disable decision making.
You can then click the orange button to add more locations. Choose from the suggested locations, or create a custom one at the top:
8. If you click the 'Plan by location' button, you can switch into Category view, and use the orange button to add more categories
Again, here you can choose from stock categories or create your own.
9. As you add line items to your scope, you can fill in estimated amounts for them by clicking the yellow $0 and entering in the unit cost (the estimated amount paid by your firm)
✅Tip: you can click the gear icon at the top of your scope and choose "Edit default rates" to set your markup and taxes across all line items at the beginning, and then manually adjust them on individual line items if needed:
10. If you'd like, you can set budgets for each location and category by hovering over the donut-shaped icon in your grand total, and clicking "Edit budget"
Don't forget to hit "Save" once you've filled in the budget fields!
11. You can also add a project level fee if needed by expanding the grand total details and clicking "Edit fees"
✅ Tip: If you're getting started with building out your first project in Materio, you may want to check out our video series on taking a project all the way through the program!