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.

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.

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.
 

 

Add Worker and Employee Entries on a T&M Ticket

 Web

 

   

Icon Mindtouch Table Check Gp

Icon Mindtouch Table Check Gp

Users must also have one of the following permissions to the project's Directory tool:

  • 'Read Only' or 'Standard' level permissions with the 'Create Contacts' granular permission.

  • 'Admin'

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  

Configure Hours and Rates for T&M Tickets

Web

      Icon Mindtouch Table Check  

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.