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
- To appear in the list for the 'Ordered by' and 'Signee' fields, the person must have a user account in the project's Directory tool. See Add a User Account to the Project Directory.
- To appear in the list for 'Employee' field, users must be listed as employees or workers. See How do I add someone as an employee of my company? or Add a Worker.
- To appear in list for the 'Company' field, the company must have a record in the Project Directory. See Add a Company to the Project Directory.
- 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'.
Steps
- Navigate to the project's T&M Tickets tool.
- Click Create.
- Fill out the 'General Information' section of the form.
- In the 'Labor' section, enter labor information. Then click Add.
- In the 'Materials' section, enter information for the installed materials. Then click Add.
- In the 'Equipment' section, enter information for the equipment used. Then click Add.
- In the 'Subcontractors' section, enter the relevant information. Then click Add.
- In the 'Approvals' section, select the Signees from the drop-down list.
- Company Signee. A company signee is a person with signature authority for the company performing the work requested in the ticket.
- Customer Signee. A customer signee is a person with signature authority for the entity that requested the labor, materials, or equipment being requested in the T&M ticket.
- Optional: In the Notes box, type any additional notes you want to add to the ticket.
- Optional: In the Attachments area, you can attach photos or any important documents, emails, or forms associated with the ticket.
- Click Save.
Procore creates your ticket. An 'In Progress' banner appears to indicate the ticket is being actively worked on.