Create an Inter Project Materials Transfer

To move materials to a new project, create an inter project materials transfer.

Once the inter project transfer finalized, Procore automatically creates a shipment for the receiving project. When the receiving project finalizes a receipt with the associated shipment, the transfer status is updated to 'Transfer Complete' or 'Transfer Received' in the relevant project.

• Required User Permissions

1. Navigate to the project's Materials tool.

2. Click the Inventory tab.

3. Mark the checkbox next to the materials you want to transfer.

4. Click Add to New Document and select Transfer.

5. Select Inter Project Transfer.

6. Enter the general transfer information.

   Show/Hide Fields

   • Transfer Name. The name of the transfer.

   • Transfer to Project. The project where you want to transfer the materials.

   • Estimated Delivery Date. When the materials are estimated to be delivered.

   • Delivery Instructions. Instructions for delivering the materials.

   • Notes. Notes about the transfer.

   • Attachments. Upload any attachments related to the transfer.

     1. Click Attach File.

     2. Select the file and click Open to attach it.

7. Enter the transfer for each line item.

   Show/Hide Fields

   1. Select the From Location where you are transferring the materials from.

   2. Select the Pre-Transfer Condition.

      • Acceptable

      • Damaged

      • Unacceptable

   3. Enter the Quantity of items to transfer.

   4. Enter any Notes.

8. Save or submit the transfer.

   1. Click Save as Draft to save the adjustment as a draft.

   2. Click Submit to submit the adjustment as final.