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T&M Tickets: Configure 'Performed On Date' and 'Employee' Fields

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This announcement represents a single point in time. Future releases may impact the information below.
Feature Announced: July 1, 2021  /  Feature Released: July 8, 2021  

T&M Tickets: Configure the 'Performed On Date' and 'Employee' Fields

Procore has enhanced the Project level T&M Tickets tool to provide users with the ability to configure the following fields:

  • Performed On Date. If your client agreements don't require daily ticket verification, you can now customize your T&M Tickets with a 'Start Date' and 'End Date'. Instead of being required to capture data of each individual day, this enhancement provides your field team(s) with greater flexibility to capture data over multiple days for all Labor, Materials, Equipment, and Subcontractor(s) performing additional work on your project. 
  • Employee. To simplify data entry for your Foremen in the field and to ensure an exact match with the classification information required by your client, Procore users now have the option to hide the 'Employee' field from the user interface.
     Note
    If your team chooses to hide the 'Employee' field, the Procore mobile app adjusts the user interface to show the 'Classification' field in its place. This makes it easier for your field teams and clients to quickly review tickets, verify data, and obtain signatures using mobile devices. 

Preview

The following examples illustrate how your T&M Ticket fieldsets can be configured for your project's T&M Tickets tool. Your settings affect the T&M Tickets tool in both the web and mobile app. 

Examples

How to Simplify Data Entry for Formen in the Field

The image on the left shows you an example Labor fieldset settings in the Procore web application. Note how the 'Employee' field grayed out to indicate that it is turned OFF. In the image on the right, note how the settings are reflected in the Procore mobile app. As seen on the left, the 'Classification', 'Hours', and 'Time Type' fields are turned ON. There is also a mark in the 'Required' checkbox for the 'Hours' field, to make it required. On the right, the fields are avaialable and the 'Required' label is noted under the 'Hours' field in the user interface. Your foreman can now skip having to find an employee's name and simply create a ticket for the appropriate classification. 

cfs-remove-employee-field.png

How to Capture Data Over Multiple Days

The image on the left shows you an example T&M Tickets fieldset named 'Simplified Multiple Day Entry'. Note that since the 'Performed On Date' field is turned OFF, it does not appear in the app on the right. To create a ticket for multiple days, we have turned ON the 'Start Date' and 'End Date' fields on the left. On the right, users creating T&M Tickets can now select the start and end date to specify the date range for the work performed. 

cfs-simplified-multiple-day-entry.png