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Procore

View Materials Transfer Details

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 In Beta
This feature is currently in beta for select Procore customers.

Objective

To view the details of a transfer in the Materials tool.

Things to Consider

  • Required User Permissions
  • The 'Transfers' sub tab shows both materials transfers and adjustments. Under the 'Transfer Name' column, transfers start with the letters 'TRN' and adjustments start with the letters 'ADJ'.

Steps

  1. Navigate to the project's Materials tool.
  2. Click the Control tab.
  3. Click the Transfers sub tab.
  4. Optional: Search and Filter Material Adjustments and Transfers
  5. Click the transfer name.
  6. Review the transfer details in the following sections:
    • Transfer Properties
    • Status
    • Document Line Items
    • Activity
    • Attachments