Objective
To create a Project in your Trimble Materials instance.
Background
In Trimble Materials, a project record should be created for any project you are ordering materials, equipment, or supplies to. This record will hold critical information about the project like the project name and project address. Once a project is added into your project database, the project will be available for reference against Material Requests, Purchase Orders, Rental Orders, Service Orders, Return Orders, Labor Logs and Invoices.
Things to Consider
Required Permissions:
Note that only ‘System Admins’ and 'Project Admins' can add Projects to the database. This is a permission setting that can be found in the Users and Permissions settings.
If Integrating with Procore:
Projects can be added to Trimble Materials through an integration with Procore. Please speak to your Trimble Materials Account Manager if this will be the best option for your team.
Import Capability:
If you intend to add multiple Projects into Trimble Materials you can leverage our import template.
Steps:
Add a Single Project into Trimble Materials
Import a List of Project into Trimble Materials
Sync Projects with Trimble Materials from your Procore Account
Add a Single Project into Trimble Materials
From your ‘Home’ screen in Trimble Materials, click Trimble Materials logo to open up the menu bar.
Click on the 'Projects' screen
You can add a new project by clicking on the + sign
Input the relevant data:
Project Details
Project Address
Project Name
Default Division
Default Delivery Contact
Jobsite Information
Delivery Hours
Special Notes
Project Setup
Require 2-Step Approval
Auto-calculate the budget from the BoM
Mark Project as Tax Exempt
Job Number
PO Counting
Project Phases
Click ‘Create Project’.
Import a List of Projects into Trimble Materials
Project_Import_Template.xlsx (Click to download)
From your ‘Home’ screen in Trimble Materials, click Trimble Materials logo to open up the menu bar.
Click on the 'Projects' screen
You can upload a new project by selecting the upload arrow on the right hand side
Choose the file you wish to load into Trimble Materials.
Adjust the columns if necessary
Note: If the first row in your import document contains column headers, please select ‘Ignore first row’.
Finish up by clicking ‘Insert Rows’.
Sync Projects with Trimble Materials from your Procore Account
We recommend reaching out to your Account Manager to assist with this setup
From your ‘Home’ screen in Trimble Materials, click Trimble Materials logo to open up the menu bar.
Click on 'Settings'.
Click on ‘Procore Settings’.
Log in to your Procore instance with your credentials.
Once the system has been synced with Trimble Materials, you can click ‘Start Import’.
Here, you will need to select the company, standard cost code list, and the projects you wish to sync. Note that you can ‘Skip to next step` and `Select All’.
Questions?
Contact Support:
Live Chat with Support through Trimble Materials:
Click on ‘Talk to Support’ on the left side of your screen.
Email Support:
Call Support:
(512) 222-3716