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Procore

T&M Tickets - User Permissions

T&M Tickets 

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

To view a T&M ticket linked to a change event, you can use the Project Level Change Events tool.

Permissions

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes

Add a T&M Ticket to a Change Event 

 Web

    icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png Users also need 'Standard' or 'Admin' level permissions on the project's Change Events tool.

Add Equipment Entries on a T&M Ticket

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished.
 

Best Practices for Configuring T&M Tickets

 Web

      icon-mindtouch-table-check.png  

Create a T&M Ticket 

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished.

Close or Reopen a T&M Ticket You Created

 Web 

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Standard' permission are only permitted to modify the tickets they create.

Close or Reopen Any T&M Ticket

 Web 

      icon-mindtouch-table-check.png  

Configure Advanced Settings: T&M Tickets

 Web

 

      icon-mindtouch-table-check.png  

Create a Change Event from a T&M Ticket 

 Web

    icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png Users also need 'Standard' or 'Admin' level permissions on the project's Change Events tool.

Create Equipment from a T&M Ticket You Created

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Create Equipment from Any T&M Ticket 

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Delete a T&M Ticket You Created

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Delete Any T&M Ticket 

 Web

      icon-mindtouch-table-check.png  

Edit a T&M Ticket You Created

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png

On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished.
 

Edit Any T&M Ticket 

 Web     iOS     Android

      icon-mindtouch-table-check.png

On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished.

Export a T&M Ticket as a PDF

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Request a Signature on a T&M Ticket 

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Retrieve a T&M Ticket You Created

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Retrieve Any T&M Ticket 

 Web

      icon-mindtouch-table-check.png  

Search and Filter T&M Tickets 

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed offline when using a mobile device.
 

Sign a T&M Ticket 

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished.
 

View a T&M Ticket 

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed offline when using a mobile device.