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QB - 02.07 The Materials Tab - Overview of Viewing and Adjusting the Materials used in a Project

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The Materials Tab displays a list of every Material used in the current Bid and is useful for fine-tuning pricing and Waste Factor.  

You access Material eQuotes from the Materials Tab, see Related articles for more information on using eQuotes to request pricing from vendors.

Quick Bid Materials Tab - default view

Each column can be sorted by clicking once on a column header, then again to toggle between ascending (arrow up) and descending (arrow down).

If an Item is part of a Mixture, the Item Code is formatted in Pink. Items, Mixtures, and other Master information are covered in Related Articles.

Use the Section, Area, Cost Code, Condition Type, and Supplier filters located directly below the Tab to filter the view.  When you filter the Materials Tab by Section or Area, only the quantities assigned to the selected Area are displayed in the grid, however if you then open the Condition Detail from the bottom panel, the total Quantities (for all Bid Areas) and all Item are displayed in the Condition Detail dialog box, not just the Quantities for the selected Area (as when filtering on the Conditions Tab) or the Items associated with the filtered Section.

Check the box next to "View eQuotes" to display the Material eQuotes panel. (See Related Articles for detailed information about eQuotes.)

Quick Bid Materials Tab showing the eQuotes panel

Check the box next to "View conditions in use" to display a list of every Condition in which the selected Material Code(s) is used (shown above).  You can open the Condition Detail for a Condition for review or editing by double-clicking a row.

Quick Bid Materials Tab showing Conditions in Use

You can adjust the Material Pricing, Waste Factor, Sizing, Rounding, and Supplier within the Grid.  You can also adjust Material Item details by double-clicking on the Item Code or right-clicking and selecting "Modify Item".

There is only one Material Price and one Waste Factor for any Material in a Bid.  Even if the Material Tab is filtered, changing the Material Price or Waste Factor changes is throughout the Bid and all Alternates.  Change Orders, however, maintain their own Material Pricing and Waste Factors.

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Product documentation (user guides) describes functionality in the latest version of each major release and may not match the functionality in the version you are using. Please check the Product Information and Downloads pages by clicking one of the product buttons above.

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