Add Material to a Work Order Template

Material or contractor material can be added to the work order template so that it is automatically included on any work order created from the template. The material costs are listed on the work order as an Estimated cost, which, if accurate, can be moved to the Actual cost.

PREREQUISITES: Material must be added under General > Material. See Add or Edit Material for more information. Contractors must be added under General > Contractors. See Add or Edit a Contractor for more information.

1. Select the Group and Type on the Templates panel to display work order templates associated with the selected asset type.
2. Select a work order template.

3. Click the Material tab on the Details panel.

Existing materials display under Estimated Material Costs.

4. Click Add to add material.

The Material and Contractors lists can be filtered by typing the first few letters or numbers of the material or contractor name in the search boxes.

5. Select the material from the Material section.

TIP: You can use <Shift + click> or <Ctrl + click> to select multiple materials.

6. If desired, select a contractor from the Contractors section to add material cost related to a specific contractor.
7. Click Add.

The materials display in the Estimated Material Costs section. If you selected a contractor, the material description is blank and the cost listed as $0.00 because you have not yet added its details.

8. Select the material to finish entering the Material Cost Details.
9. If you select a piece of material unrelated to a contractor, enter the number of Units Required for the template in the Material Cost Details section.

10. If you select a piece of material associated to a specific contractor, enter the number of Units Required and the Total Cost of the material for the template.

NOTE: Designer automatically saves the changes you make. A notification that says Data Saved appears in the top-right corner when you make changes to the page.