LupinusBuildContact
← All guides
Guide 09 · Materials

Tracking project materials

Project materials connect purchasing, supplier information, quantities, delivery status, installation progress, and actual project cost.

Project materials

Materials are stored against a project and company workspace. Each record can track the item, quantity, unit, supplier, purchasing status, and cost information.

The Project Materials section summarizes the number of items and how many are Ordered, Received, or Installed.

Add a material

From the Project Materials section, choose Add Material.

Material name
Required name used to identify the material.
Category
Optional classification for organizing materials.
Quantity
Required quantity greater than zero.
Unit
Unit of measure such as each, bags, yards, or another applicable unit.
Unit cost
Per-unit internal cost when the user has cost access.
Supplier / vendor
Optional supplier or vendor reference.
Status
Needed, Ordered, Received, or Installed.
Validation rules

Material name is required. Quantity must be greater than zero, and unit cost cannot be negative.

If no unit is entered, LupinusBuild stores the material using each as the default unit.

Category and supplier are optional. An item without a category is displayed as UNCATEGORIZED.

Material costs

When cost access is available, the material form includes Unit cost and a calculated total.

Cost calculation
Quantity × Unit Cost = Total Cost

LupinusBuild recalculates and stores total material cost whenever a material is created or updated.

Material status workflow

Needed→
Ordered→
Received→
Installed
Needed
The material has been identified but has not yet been ordered.
Ordered
The material has been ordered.
Received
The material has been received.
Installed
The material has been installed and is treated as complete.

Authorized users can move materials forward using quick actions such as Mark Ordered, Mark Received, and Mark Installed.

A full status control is also available for authorized users.

Material permissions and cost visibility

Material access is divided into separate capabilities instead of treating every material action as one permission.

Create materials

Controls whether a user can add material records.

Edit materials

Controls whether a user can edit an existing material.

Delete materials

Controls whether a user can delete a material.

Update status

Controls whether a user can change material status.

View material costs

Controls visibility of unit cost, total cost, and aggregate material cost.

Edit material costs

Controls whether the unit-cost value can be changed.

Cost visibility

Users without material-cost access can still see operational information such as material name, category, quantity, supplier, and status without seeing unit cost or total cost.

Materials and project actual cost

Project material totals contribute to the project's actual cost. As material costs are recorded, they become part of the financial picture used to calculate actual project profitability.

This keeps operational purchasing records connected to the financial results of the project rather than maintaining material spending as an isolated list.

Review project financial tracking →
Continue with project documentation
Files & Documentation →