Create a T&M Ticket

Objective

To create a T&M ticket.

Background

Things to Consider

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

Prerequisites

• Configure Advanced Settings: T&M Tickets
• Turn T&M Ticket Sections ON and OFF

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 (*).
   
   • 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:
   
   • Employee*: Search for or select an employee or worker name from the drop-down list.

      Notes

     • To add an employee to the list, see How do I add someone as an employee of my company?
     • To add a worker to the list, see Add a Worker. For information about contacts, see What is a 'contact' in Procore and which project tools support the concept?
   • Classification: Select a classification from the drop-down list. To learn which Procore tools interact with classifications, see Which Procore tools support 'Classifications'?
   • Time Type: Select the time type for the work. To add time types, see Configure Advanced Settings: Timecard.
   • Hours*: Enter the number of hours the employee performed work on the ticket. 
5. Click Add. 
6. In the 'Materials' section, click the following fields to enter information as needed:
   
   • 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:
   
   • Equipment*: Select the equipment used from the dropdown menu.
     Note: Users 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:|
   
   
    
   • 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:
    
    • 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

      • For a name to appear in the Signee drop-down lists, the person must have a user record in the project's Directory tool. See Add a User Account to the Project Directory.
      • After you save the ticket, you can request a signature by following the steps in Request a Signature on a T&M Ticket.
    • 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. 

Next Step

• Request a Signature on a T&M Ticket

See Also

• Edit a T&M Ticket
• Manage T&M Tickets
• Delete or Restore a T&M Ticket