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Create a T&M Ticket

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Objective

To create a Time & Materials ticket.

Things to Consider

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

Steps

  1. Navigate to the project's T&M Tickets tool.
  2. Click Create.
  3. Enter the appropriate information in the following fields:
    Note: Fields with an asterisk (*) are required.
    • Ordered by: Select the users who ordered the ticket.
      Note: A user must be recorded in the Project level Directory tool to be selected from this list. To add someone to the project directory, see Add a User Account to the Project Directory.
    • Location: Tap to select the location where the work is being performed.
      Note: Users with 'Admin' permissions or users who have the "Manage Locations" granular permission enabled on the Admin tool can add a location. See Add Tiered Locations to a Project.
    • Reference #: Enter the Change Order number that will be associated 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 on the following fields to enter information as needed:
  5. Click Add.
  6. In the 'Materials' section, click on 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 the material delivery.
    • Unit*: Select a unit of measurement from the dropdown menu.
    • Quantity*: Enter the quantity of materials needed.
  7. Click Add.
  8. In the 'Equipment' section, click on 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 'Approvals' section, under 'Company Signature', click on the Signee / Signature drop-down menu and select the appropriate person from your Project level Directory who will sign on behalf of your company to verify the Ticket information.
    Notes: 
    • Signatures can be created on any mobile device. See Sign a T&M Ticket (iOS) or Sign a T&M Ticket (Android) for more information.
    • The date is applied when the signature has been signed, and cannot be entered on the web application when creating a ticket.
  10. In the 'Approvals' section, under 'Customer Signature', click on the Signee / Signature drop-down menu and select the appropriate person from your Project level Directory who will sign on behalf of the customer to verify the Ticket information.
  11. In the Notes text field, type any additional notes you would like to see on the ticket.
  12. In the Attachments area, you can attach photos or any important documents, emails, or forms associated with the ticket.
  13. Click Save.