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Procore

Create a T&M Ticket

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Objective

To create a T&M ticket.

Background

You can create a new T&M ticket to quickly document out-of-scope work when it’s requested in the field using the steps below or your mobile device. Your ticket is immediately visible to your office. You can also request stakeholder signatures and log the labor,  equipment, and materials used. 

Things to Consider

  • Required User Permissions:
    • 'Standard' level permissions or higher on the T&M Tickets tool.

Steps

  1. Navigate to the project's T&M Tickets tool.
  2. Click Create.
  3. In the 'Create a T&M Ticket' window, enter the appropriate information in the following fields:
     Note
    Required fields are marked with an asterisk (*).
    tm-create-general-information.png
    • Ordered By: Select the user who made the request from the drop-down list. You can select one (1) name from the list. To appear in the list, the person must have a user account in the project's Directory tool. See Add a User Account to the Project Directory.
    • Location: Select the location where the work associated with the T&M ticket will be performed. Users granted the appropriate permissions will have the option to click Create New Location button. See Add Tiered Locations to a Project.
    • Reference #: Enter a reference number (such as a change order number) to associate with the T&M ticket.
    • Performed On*: This field defaults to the current day. Click on the field and select a date from the calendar to change it.
    • Status: T&M Tickets are automatically set to the 'In Progress' status when created, but will update to the 'Ready for Review' status when the ticket has been signed by the Company Signee. When the Customer Signee has signed and verified the ticket, the status will update to 'Field Verified'.
    • Description of Work*: Enter a short description of the work for the T&M Ticket.
  4. In the 'Labor' section, click the following fields to enter information as needed:
    tm-labor-line-items.png
  5. Click Add
  6. In the 'Materials' section, click the following fields to enter information as needed:
    tm-ticket-materials.png
    • Material*: Enter the type of material used. 
    • Description: Enter a description of the material or the invoice number for material delivery.
    • Unit*: Select a unit of measurement from the dropdown menu.
    • Quantity*: Enter the number of materials needed.
  7. Click Add.
  8. In the 'Equipment' section, click the following fields to enter information as needed:
    tm-ticket-equipment.png
    • Equipment*: Select the equipment used from the dropdown menu.
      NoteUsers with 'Standard' or higher permissions to the T&M Tickets tool can add additional equipment.
    • Description: Type any relevant information about the equipment item such as the type, equipment ID number, or delivery ID number.
    • Quantity*: Enter the number of hours the equipment was used.
  9. In the 'Subcontractors' section, click the following fields to enter information as needed:|

    tm-tickets-subcontractor-section.png
     
    • Company*. Select the name of the company performing the work. To appear as a selection in this drop-down list, the company must have a record in the Project Directory. See Add a Company to the Project Directory
    • Description. Enter a description of the work performed. 
  10. Click Add.
  11. In the 'Approvals' section, follow these steps:
    tm-ticket-approvals.png
    • Company Signature
      Select a name from the Signee drop-down list. You can select one (1) person as a signee. 
    • Customer Signature
      Select a name from the Signee drop-down list. You can select one (1) signee as a signee. 
       Notes
    • In the Notes box, type any additional notes you want to add to the ticket.
    • In the Attachments area, you can attach photos or any important documents, emails, or forms associated with the ticket.
  12. Click Save.
    Procore creates your ticket. An 'In Progress' banner appears to indicate the ticket is being actively worked on.