Edit 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

• After you finalize a transfer and the status is 'Final', you can only edit the following fields:

  • Attach files

  • Custom Fields

  • Notes

• 'Quantity Available' counts are updated when the transfer is finalized and the status is 'Final'.

  • Quantities of Pre-Transfer 'Acceptable' materials that were transferred from your project are removed from the 'Quantity Available' in your inventory.

  • Quantities of 'Unacceptable' and 'Damaged' Materials are already excluded from the 'Quantity Available' in your inventory.

1. Navigate to the project's Materials tool.

2. Click the Transfers tab.

3. Click the transfer number.

4. Edit the transfer information.

   1. Click Edit in the 'Transfer Information' header.

   2. Update the 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.

   3. Click Save.

5. For each line item, enter the transfer information.

   1. Click Edit in the 'Items' header.

   2. Click the 'Add Items' search bar to add items from your inventory.

   3. For each item, update the transfer.

      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.

   4. Click Close.

6. Save or submit the transfer.

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

   2. Click Submit to submit the transfer for approval.