Create a dynamic Materials List that can be filtered by Resource, Category, or Classification.
In an open estimate, go to Reports > Report Wizard.
Select Vendor Reports and click Next.
Select Order Materials or Services from Vendors and click Finish.
You can also create a Materials List by going to Reports > Vendors > Create Materials List.
The Materials List Options will open.
Choose filters for your report
Filter Report by Category/Sheet enables you to designate which categories you want to include in your report. Use the Add and Clear buttons to add and remove categories from the list. Select all categories by clicking Add and checking the box next to Select All at the top of the form that opens.
Filter Report by Resource enables you to specify which vendors you would like to include in the report. Use the drop-down menu to select all or a single resource. If you select all resources, you must choose to either create a single report that includes all resources or a separate report for each resource.
Filter Report by Classification enables you to use designated classifications (Material, Labor, Subcontractor, Equipment, and Other) to limit the scope of the report. Use the drop-down menu to select a classification.
Finalize the report by selecting your preferences.
Include in Total Cost: Select whether you would like to include Estimate Costs, Sales Tax, and Line Item Markup in the report.
Display: Select which information you want to include in the report: Quantity and Unit Cost, Sales Tax, Line Item Markup, and/or Resources.
Options: Select if you would like to include Items with no estimated value, Items marked as Option, and/or Line Item Notes.
Color: Select your category and subcategory colors.
Type any Custom Notes.
Click OK. The report will open in UDA OnPoint Documents.
Go to File > Save to save the document.
each section of the document for accuracy. Revise, add, and delete information
UDA identifies information specific to each project by formatting the text in blue. Revise this text to meet your project needs and then change all blue text to black by clicking the change all text to black button on the Document Management toolbar.
Take advantage of the features and functions in UDA Document Management to customize and organize your report information.
& NOTE: You can also create a Materials List directly from ConstructionSuite by going to Reports > Estimating > Vendor Reports > Materials List in the interface.