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Procore

Finalize an Inter Project Materials Transfer

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Background

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.

Things to Consider

  • Required User Permissions

  • A transfer must be submitted before it can be finalized.

  • 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.

Steps

  1. Navigate to the project's Materials tool.

  2. Click the Inter Project Transfers tab.

  3. Click the inter project transfer number.

  4. Click Finish Review.

    1. Select Move back to Draft if there changes that need to be made to the receipt.

    2. Select Mark as Final to finalize the receipt.

See Also