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Procore

Manage T&M Tickets

Objective

To manage time and material tickets in the project's T&M Tickets tool.

Background

Procore's Project level T&M Tickets tool prevents you from having to track down, email, scan, and manually enter lost paper tickets and carbon copy forms. Instead, your field personnel can create a digital T&M ticket to document out-of-scope work at the time of the request. It also collects stakeholder signatures, labor, equipment, and materials used. Tickets are immediately available in Procore and status can be tracked by your team at the office, so no one carries the burden of proceeding at risk.

Workflow


Request a Signature on a T&M Ticket
Request a Signature o...


Create a T&M Ticket
Create a T&M Ticket


START
START
Status updated to 'In Progress'
Status updated to...
Are you ready to collect signatures from the company and customer signees?
Are you ready to collect signatures fr...


Edit a T&M Ticket
Edit a T&M Ticket
Signature Requested
Signature Requested


Sign a T&M Ticket 
Sign a T&M Ticket 


Request a Signature on a T&M Ticket
Request a Signature o...
Status Updated to
'Field Verified'
Status Updated to...


Sign a T&M Ticket
Sign a T&M Ticket
Signature Requested
Signature Requested
Status Updated to 'Ready for Review'
Status Updated to 'Ready for Review'
Send a copy of the signed ticket to your customer?
Send a copy of the signed...


Email a T&M Ticket
Email a T&M Ticket
Associate this ticket with a change event?
Associate this ticket wit...


Create a Change Event from a T&M Ticket
Create a Change Event...
NEW
NEW
EXISTING
EXISTING
Associate ticket with a new change event or an existing change event?
Associate ticket with a n...


Add a T&M Ticket to an Existing Change Event
Add a T&M Ticket to a...
Export to PDF?
Export to PDF?
Status Updated to 'Closed'
Status Updated to 'Closed'


Close T&M Ticket
Close T&M Ticket


END
END


Reopen a T&M Ticket
Reopen a T&M Ticket
LEGEND
LEGEND
Optional Step
Optional Step
Available on Web
Available on Web
'Standard' level permissions or higher on T&M Tickets
'Standard' level permissions or higher on T&M T...
Company Signee
Company Signee
Customer Signee
Customer Signee
'Standard' level permissions or higher on Change Events and T&M Tickets
'Standard' level permissions or higher on Change Events and T&M T...
Available on Mobile
Available on Mobi...


Export a T&M Ticket to PDF
Export a T&M Ticket t...

Tasks

The following list shows all the tasks you can perform with the T&M Tickets tool:

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