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Create a Change Event from a T&M Ticket

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Background

When a T&M ticket involves a change in scope, you can add it directly to a change event. Doing so automatically links the ticket and its attachments to the change event's description while transferring all line items.

Things to Consider

 In Beta

Company Administrators can enable the Resource Management: Rate Tables - Company & Project Rate Management beta in Procore Explore. (US 2 | UK)

Rate tables centralize and standardize your labor and equipment rates across all projects.

When you create rate tables, you define cost and billable rates for labor and equipment. You can also define which rates can be overridden at the project level.

Rate tables are then applied to projects and referenced by different Procore tools such as Timesheets and Equipment. They can be viewed in 360 Reporting, Analytics, and within some Procore tools.

Rates are configured in T&M Tickets and applied to Labor and Equipment entries. When a Change Event is created from a T&M Ticket, the revenue unit cost in each change event line item is pre-populated based on the rates from the T&M entries.

These cost rates are visible in the Change Event in the Change Events tool.

 

Prerequisites

Steps

  1. Navigate to the project's T&M Tickets tool.

  2. Mark the checkboxes next to the T&M tickets you want to associate with a change event.

  3. Add to a change event.

    • Add to Existing Change Event

      1. Click the Bulk Actions menu and select Add to an Existing Change Event.

      2. Select the change event from the drop-down menu.

      3. Click Add to Change Event.

      4. Click Save.

    • Add to a New Change Event

      1. Click the Bulk Actions menu and select Create Change Event.

      2. Click Create Change Event.

      3. Enter Change Event information. See Create Change Events.

      4. Click Save.

Next Steps

See Also