--- title: "Inventory Management: How to Track Inventory in ProjectManager" description: Use custom columns, assign tasks to users, collaborate on the task card and create recurring tasks to track inventory throughout your project. --- [Skip to content](https://learn.projectmanager.com/inventory-management#main-content) English Show submenu for translations [Ask a Question](https://learn.projectmanager.com/kb-tickets/new) ![](https://learn.projectmanager.com/hs-fs/hubfs/2022-PM-Logo-01.png?width=40&height=31&name=2022-PM-Logo-01.png) - [ProjectManager Knowledge Base](https://learn.projectmanager.com/) Open main navigation Close main navigation - [ProjectManager Knowledge Base](https://learn.projectmanager.com/) - English Show submenu for translations - [Ask a Question](https://learn.projectmanager.com/kb-tickets/new) How can we help you today? - There are no suggestions because the search field is empty. 1. [ProjectManager Knowledge Base](https://learn.projectmanager.com/) 2. [Resource management](https://learn.projectmanager.com/resource-management) 3. [Resource Availability](https://learn.projectmanager.com/resource-management#resource-availability) # Inventory Management: How to Track Inventory in ProjectManager ## Use custom columns, assign tasks to users, collaborate on the task card and create recurring tasks to track inventory throughout your project. While there are multiple ways to track inventory, we recommend setting up a new project dedicated to inventory tracking. Creating a separate project keeps the data clean and improves organization. Here are a couple of examples.   ### Use Custom Columns to Get the Data You Need Once you've created a new project, use any of our pre-built columns on views like the Gantt and sheet, such as planned vs. actual costs. Depending on your needs, you can also add custom column names like "current count of inventory" or "order threshold." ![Hide and customize Gantt columns](https://learn.projectmanager.com/hs-fs/hubfs/Hide%20and%20customize%20Gantt%20columns.png?width=670&height=409&name=Hide%20and%20customize%20Gantt%20columns.png) Use the "create custom column" feature, where you can name the column and determine how to categorize the data. ![Custom column options](https://learn.projectmanager.com/hs-fs/hubfs/Custom%20column%20options.png?width=470&height=502&name=Custom%20column%20options.png) Once the columns are to your liking, you can add specific parent and subtasks. For example, you can categorize parts, break down the time of year they're needed or add specific action items. ![Inventory Management Sheet](https://learn.projectmanager.com/hs-fs/hubfs/Inventory%20Management%20Sheet.png?width=670&height=447&name=Inventory%20Management%20Sheet.png) You can also add color coding to simplify organization. ![Inventory management](https://learn.projectmanager.com/hs-fs/hubfs/Inventory%20management.png?width=670&height=329&name=Inventory%20management.png) ### Assign Items to Users & Collaborate The [kanban board](https://learn.projectmanager.com/project-board) is a great view to use for collaborating on inventory. Create custom board columns to make it easy to understand what action items are the most important. ![inventory management kanban](https://learn.projectmanager.com/hs-fs/hubfs/inventory%20management%20kanban.png?width=670&height=325&name=inventory%20management%20kanban.png) Open the task card and add an assignee to each task. You can also collaborate on inventory in real time using comments, progress updates, due dates, attachments, tags and [task recurrence.](https://learn.projectmanager.com/recurring-tasks) ![Kanban inventory management](https://learn.projectmanager.com/hs-fs/hubfs/Kanban%20inventory%20management.png?width=670&height=366&name=Kanban%20inventory%20management.png) ### Create Recurring Tasks Make a [recurring task](https://learn.projectmanager.com/recurring-tasks) to order more inventory based on specific timeframes rather than stock levels. Set recurrence on a daily, weekly, monthly or annual basis. You may need to order fiberglass every three months, for example. ![Recurring task inventory management](https://learn.projectmanager.com/hs-fs/hubfs/Recurring%20task%20inventory%20management.png?width=470&height=485&name=Recurring%20task%20inventory%20management.png) ### Add Materials as "None" Roles If needed, you can add materials as resources if you need to assign them to a task. This way, your team knows what resources are needed to execute tasks. You can do so using a ["none" role.](https://learn.projectmanager.com/non-human-resource) ![Invite people popup none role](https://learn.projectmanager.com/hs-fs/hubfs/Invite%20people%20popup%20none%20role.png?width=670&height=264&name=Invite%20people%20popup%20none%20role.png) See [step-by-step instructions](https://app.storylane.io/share/jcgtsfooaha4) on how to add a "none" role. ### Add Risks Toggle to the risk view to add inventory-specific risks to the [RAID log.](https://learn.projectmanager.com/raid-log) Add an assignee, due date, mitigation plan, description, tags and a resolution. The risk matrix will automatically update based on the impact and likelihood. ![Risk management inventory management](https://learn.projectmanager.com/hs-fs/hubfs/Risk%20management%20inventory%20management.png?width=470&height=325&name=Risk%20management%20inventory%20management.png) ### Import External Data From Excel If you're already using an Excel spreadsheet to track inventory, simply [import it into ProjectManager.](https://learn.projectmanager.com/export-and-import) You can add this data to an existing project or create a new project with it. ![Import a project improved](https://learn.projectmanager.com/hs-fs/hubfs/Import%20a%20project%20improved.png?width=470&height=311&name=Import%20a%20project%20improved.png) ### Leverage AI Project Insights [AI Project Insights](https://learn.projectmanager.com/ai-project-insights) can act as a safeguard, spotting potential inventory-related risks before they become large issues that derail your project. ![Ai-insights-lightmode-gantt-gpt5](https://learn.projectmanager.com/hs-fs/hubfs/Ai-insights-lightmode-gantt-gpt5.png?width=670&height=353&name=Ai-insights-lightmode-gantt-gpt5.png) Please email support@projectmanager.com with any questions on inventory management. - 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