Procurement and Materials

Procurement workflows help the builder keep schedules honest by connecting materials, purchase orders, vendors, delivery dates, price books, catalog data, and inventory to real jobs.

Procurement is the operating view for material risk, active POs, vendor status, and supply readiness.

Procurement watch

Use Procurement when you need to know whether materials can support the schedule.

Daily procurement process:

1. Review active purchase orders across jobs.
2. Check delivery dates against the build calendar.
3. Identify vendor calls, late materials, and missing confirmations.
4. Escalate blockers before the affected phase arrives.
5. Update related job or schedule context when a material change affects execution.

PO Lifecycle shows where a purchase order is in the path from cart to approval, in-transit, delivered, and variance review.

PO lifecycle

Use PO Lifecycle when a purchase order needs review. The tabs separate work by state:

• Cart for draft purchase orders and items not yet approved.
• Approval for human review before submission.
• In Transit for delivery tracking and date risk.
• Delivered for received materials.
• Variance for mismatches, cost variance, or delivery issues.

Do not approve a PO if the job, vendor, scope, delivery timing, or line items are unclear.

Vendors is the supplier directory. Clean vendor data makes procurement and financial review easier.

Vendors

Use Vendors to manage supplier records. Keep vendor category, contact details, material categories, lead time, default status, terms, and notes accurate.

Vendor records should answer:

• Who do we contact?
• What materials or services does this vendor supply?
• Are they the default supplier for any category?
• What delivery lead time should schedule planning assume?
• What terms or finance notes matter?

The price book and catalog workflows keep material pricing and supplier intelligence usable for quotes and procurement.

Price book, catalog, and inventory

Use Material Price Book and catalog tools to manage material definitions, pricing, vendor linking, and upload/review workflows.

Use Inventory to understand stock, reorder risk, and staged materials.

Inventory is the supply visibility layer for stock, staged materials, and reorder risk.

Procurement route coverage

Portal area	Use it for
Procurement	Active PO and material readiness overview.
PO Lifecycle	PO state review from cart through delivery and variance.
Vendors	Supplier directory and vendor defaults.
Inventory	Stock, staged materials, and reorder risk.
Material Price Book	Material pricing and supplier intelligence.
Catalog Review	Review uploaded or imported catalog data.
Catalog Upload	Upload catalog files.
CSV Catalog Upload	Import catalog data from CSV.
Add Material	Create a material manually.
Vendor Linking	Connect catalog items to vendor records.
CQA Calculation Methods	Premium calculation configuration.
CQA Manual Pricing	Premium manual pricing controls.

Procurement operating habits

• Treat late materials as schedule risk, not just purchasing noise.
• Keep vendor defaults current so new jobs start with sane supplier assumptions.
• Use PO lifecycle state instead of notes to track purchase order progress.
• Review price book assumptions before relying on quote margins.
• Escalate delivery changes to CascadeIQ when the schedule is affected.