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Procore

Export a T&M Ticket as a PDF

Objective

To export a Time & Materials Ticket created in the T&M Tickets tool as a PDF.

Background

The T&M Tickets tool's export function lets you export a list of all the tickets on the project or you can also export an individual ticket. 

Things to Consider

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

Prerequisites

Steps

There are two ways to export T&M Tickets as PDFs:

Export a T&M Ticket from the List View

  1. Navigate to the project's T&M Tickets tool.
  2. To export a T&M Ticket from the list view, click the export PDF  icon under the 'PDF' column of the ticket you want to export.
    The ticket will download in a new browser tab.

Export a T&M Ticket from the Details View

  1. Navigate to the project's T&M Tickets tool.
  2. To export a T&M Ticket from the details view, click View next to the ticket you want to export a PDF for.
  3. Select 'PDF' from the Export drop-down menu.
    The ticket will download in a new browser tab.