Adding a Material List to a Project

Module and user group

Module: Projects / Lists

For whom: Purchasers and project managers within BarTrack

What does adding a material list to a project mean?

A material list is a predefined list of articles needed for a specific job or project.

By adding a list to a project:

• You directly link the correct materials to the project

• You can easily place orders from within the project

• You maintain a clear overview of which materials belong to which project

• You work in a structured way and prevent missing items

When do you use this?

You add a list to a project when:

• You work with standard job lists

• You have recurring projects with fixed materials

• You want to quickly start ordering for a new project

• You want to maintain clear insight into project-related materials

How to add a list to a project (step-by-step)

Step 1: Go to Lists

1. Log in to order.bartrack.com

2. In the menu, go to Lists

3. You will now see an overview of all created lists

Step 2: Open the correct list

1. Find the list you want to add to a project

2. Click the list icon in the row of that list

You will now open the detail view of the list.

Step 3: Add the list to a project

1. You will see an overview of projects

2. Find the project to which you want to link the list

3. Click the + button next to the correct project

The material list is now added to the project.

What happens next?

After adding the list:

• The articles become visible within the project

• You can immediately start ordering from the project

• You have a clear overview of all linked materials

• You work in a structured, project-based way

With this method, you can quickly and easily link a material list to a project and ensure that all required materials are directly available within the project environment.