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Best Practices for Configuring T&M Tickets

With the T&M Tickets tool, you can ensure that everyone on your team is informed of the status of extra work without filling out paper tickets or tags.
For instructions on how to add the T&M Tickets tool to your projects, see Add and Remove Project Tools.

1. Start by configuring your Company level information so you can enable your users and ensure information is consistent across your projects.
Do you want to create a new configurable fieldset and/or new custom fields to use with the T&M Tickets tool? Have you set up Company Classifications and assigned them to your team so that it will automatically be assigned on Timesheets or a T&M ticket? Have you decided which users should be able to create and manage T&M Tickets?

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Create New Configurable Fieldsets and Create New Custom Fields.

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Add a classification and assign it to your employees or workers.

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Update and apply permission templates in the Company Permissions tool.

 
2. Configure your project to make it easier for the team on-site to select Employees, Equipment, and Signees.
Have all employees and workers been added to the project? Has all the equipment on the project that is currently on-site been set up? Have you added who will verify tickets or who can authorize extra work?

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Add workers to Crews or add employees to the Directory.

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Add Equipment to your project with the Admin tool.

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Add them to the project Directory with 'Read Only' or higher permissions to the T&M Tickets tool.

 
3. Streamline communication between your office, the field teams, and your customer. 
Do you want notifications for when a T&M ticket is created or verified on-site by your customer so you can take action?

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Configure the T&M Tickets tool settings to select who should receive email notifications when T&M tickets are created or verified on-site.

 
Need to get a better understanding of the status of T&M work across your projects? Need to export Labor, Material, or Equipment information into a spreadsheet? Need to download your T&M ticket for backup documentation?


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Create a 'T&M Ticket' report in the Reports tool and set up a distribution snapshot.
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Update and export your custom reports from the Reports tool.
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Download and export the T&M ticket as a PDF online or from your email.

 

Set Up T&M Tickets

Configure Permissions
Set Up a Labor Force
  • For users to appear in the T&M Tickets tool:
    • Add Employees on an individual project basis.
      • Go to the Directory, add or edit each employee's user profile and under 'Personal Information', scroll down to mark the checkbox that says 'Is Employee of [Company Name]?’. The employee will need to be added to each Project Directory that you want to track their time for. See Edit a User Account in the Project Directory for more information.
      • Add a "worker" to the Crews tool. An email address is NOT required to create a "worker" nor do they need to be added to the Directory. See Add a Worker to learn more.
    • Select Employees from the Company Directory (only if the configuration "can be tracked on all projects" is marked).
    • Select a crew (a group of employees).
      • A crew must first be created in the Crews tool. For more information, see Create a Crew.
Set Up Equipment
Configure Notifications
Set Up Reports