# Task Wise Material
Task Wise Material shows material requirements per project task — required, requested, and received quantities compared to current stock — and lets you create a Material Request for shortages.
Overview
Go to Project → Reports → Task Wise Material. Report title: Task Wise Material Report.
What it shows. One row per task-material combination with quantities required from the task BOM, quantities already requested and received, shortage, and available stock.
Use Cases
- Procurement planning — Filter to Active Tasks on a project and identify items with shortage > 0.
- Site material check — Before starting a task, confirm stock covers Required Qty.
- Material request creation — Select rows with shortages and click Create Material Request.
Filters
| **Filter** | **Description** |
|------------|-----------------|
| Project | Project to analyse (required). |
| Task status | Active Tasks, All Tasks, Not Started, Ongoing, or Completed. |
| Search item | Free-text search on item name or code. |
| Consolidated | When on, rolls up quantities across tasks (hides Assigned To column). |
| Advanced filter | Item, Task, Category, Item Type (via filter modal). |
Columns
| **Column** | **Description** |
|------------|-----------------|
| (checkbox) | Select rows for Material Request creation. |
| Task # | Task reference number. |
| Task Name | Task name. |
| Status | Task status. |
| Due Date | Task due date. |
| Category | Project category. |
| Assigned To | Employee in charge (hidden when Consolidated is on). |
| Item Code | Inventory item code. |
| Item Name | Item description. |
| Type | Item type. |
| UOM | Unit of measure. |
| Required Qty | Quantity from task materials / BOM. |
| Requested Qty | Quantity on material requests. |
| Received Qty | Quantity received against requests. |
| Shortage | Required minus received (and requested where applicable). |
| Stock | Current available stock. |
Actions
- Generate — run the report.
- Consolidated — toggle consolidated vs per-task view.
- Filter — open advanced filter modal.
- clear — remove advanced filters.
- Create Material Request — create a Material Request for selected rows with shortage (requires inventory permission).
- Export — download to Excel.
- Print — print the report.
FAQ
Where do Required Qty values come from?
From the Materials / BOM lines on each Project Task.
Why is Assigned To hidden?
Consolidated mode aggregates the same item across all tasks, so per-task assignee is not shown.
How is Shortage calculated?
Required quantity minus received quantity (and quantities already on material requests where applicable). A positive shortage means more stock is needed.
Why is Create Material Request disabled?
Select one or more rows with shortage and ensure your user has inventory permission. Rows with zero shortage cannot generate requests.
Does Stock show reserved quantity?
Stock reflects current available stock company-wide (or per your inventory setup), not reserved for this project alone.
Why does a task show Required Qty but no material request yet?
Material lines on the task are planning only. Raise a Material Request from selected shortage rows to start procurement.
Can I filter to one category?
Yes. Use the advanced filter modal to filter by Category, Task, Item, or Item Type after selecting the project.