T&M Tickets: New Connected Change Management Workflows
This announcement represents a single point in time. Future releases may impact the information below.
Feature Announced: Wednesday, March 10, 2021 / Feature Released: Monday, March 15, 2021
T&M Tickets: New Connected Change Management Workflows
Procore has added two (2) new options to the Bulk Actions menu in the Project level T&M Tickets tool. To use these new menu options, you must be granted 'Standard' or 'Admin' level permission on both the project's Change Events tool and the T&M Tickets tool:
- Create a Change Event from a T&M Ticket. This option lets you choose the T&M ticket(s) that you want to transfer to a new change event. When you use this option, Procore creates a new change event and then automatically lists the T&M Tickets that you selected in the 'Description' field in the new change event. In addition, the line item entries from each T&M ticket are added to the change event. For details, see Create a Change Event from a T&M Ticket.
- Add to an Existing Change Event. This option lets you add one or more existing T&M tickets to an existing change event. When you use this option, Procore adds the T&M Tickets you selected to the 'Description' field an existing change event. In addition, the line item entries from each T&M ticket are added to the change event. For details, see Add a T&M Ticket to a Change Event.
Ready to learn more?
Join Procore's Strategic Product Consultants on Thursday, April 1, 2021 at 11:00 a.m. Pacific Time for a Field Productivity Workshop where we review how to set up and use this new functionality. To register, click here.
See Also
- Add a T&M Ticket to a Change Event
- Create a Change Event from a T&M Ticket
- Configure Advanced Settings: T&M Tickets
- Which Procore tools can I use to create a change event?
If you would like to ask questions or share any feedback, please contact support@procore.com.