Approved Materials — Overview
The two Approved Materials screens — the read-only register the whole project sees, and the admin view where approvals are created and removed.
Approved Materials exists twice in the sidebar, and the difference matters. Approved Materials in the main navigation is the register — everyone on the project can read it, nobody can change it. Admin → Approved Materials is the working copy where approvals are created and removed.
The Project Register
This is the page to send a site engineer to when the question is "which cement are we on?" or "who's allowed to supply this?". It's a flat list — no editing, no row menu, nothing to click into.
| Column | What It Shows |
|---|---|
| Submittal | The record's number on this project — MS-001, MS-002 |
| Material | The catalogue name — hover it to see the specification |
| CSI code | The catalogue code, e.g. 03.30.002 |
| Category | The CSI category the item belongs to |
| Manufacturer | The approved maker |
| Suppliers | The approved vendors |
| Unit | The material's default unit — m³, ton, bags, kg, nos, m², linear_m or litres |
| Approved | The date the material was approved |
Spec and Brand are columns too, hidden to start with — bring them back from the Display menu.
Finding Something
One search box. It matches the material name, the submittal number, the manufacturer, the CSI code, the specification, the brand and the approved supplier names — so typing a vendor's name finds the materials that vendor is approved for.
The register opens grouped by Category; switch Group to Manufacturer to see each maker's approvals together.
On a Phone
At phone width the table becomes stacked cards, each built from the same columns — submittal number, material, CSI code, manufacturer, suppliers and the rest.
Nothing Listed Yet
An empty register reads "No approved materials yet" — "Your project admin will add approved materials here. Check back soon." That's the normal state on a brand-new project: someone with material permissions has to approve the first item before anything shows up.
The Admin Register
Same columns, with two differences: Unit is replaced by a Status badge — an approval created here starts out Approved — and each row carries a … action column. Above the table sits Add Approved Material, and tabs split the list into All, Pending and Approved.
Narrowing the List
The Filter control above the table offers Category and Manufacturer, each a multi-select built from the values actually present in the list — so on a steel-heavy project the Manufacturer filter shows the steel makers you've approved and nothing else. Tick as many as you need; each active filter shows as a removable chip with a Clear control beside it, and a filtered-empty list reads "No approved materials match current filters."
The search box works as it does on the project register — material name, submittal number, manufacturer, CSI code, spec, brand and supplier names. The list opens grouped by Category; Group also offers Status and Manufacturer.
What You Can Do From a Row
Select rows with the checkboxes and a bar appears with the count and Delete. The … menu on a single row offers Delete. Either way you're asked to confirm before anything is removed.
An approval can't be edited
There's no edit action. A wrong manufacturer or a missing supplier is fixed by removing the approval and creating it again — which gives the material a new submittal number and disconnects any inventory already opened against the old one. Get the manufacturer right at approval time.
Reference — Submittal Numbers
Numbers are per project and zero-padded to three digits: MS-001, MS-002, MS-003. The next number is one past the highest currently on the project, so removing the most recent approval frees its number for the next one you create.
Related
- Approving a material — the Add dialog, field by field
- Removing an approval — the confirmations and the consequences
- The materials catalogue — where the items come from
- Adding Materials — turning an approval into tracked stock