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Procore

T&M Tickets - User Permissions

T&M Tickets 

 Important

To view a T&M ticket linked to a change event, you can use the Project Level Change Events tool.

Permissions

Action None Read Only Standard Admin Notes

Add a T&M Ticket to a Change Event 

 Web

    icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png Users also need 'Standard' or 'Admin' level permissions on the project's Change Events tool.

Add Equipment Entries on a T&M Ticket

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished.
 

Best Practices for Configuring T&M Tickets

 Web

      icon-mindtouch-table-check.png  

Create a T&M Ticket 

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished.

Close or Reopen a T&M Ticket You Created

 Web 

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Standard' permission are only permitted to modify the tickets they create.

Close or Reopen Any T&M Ticket

 Web 

      icon-mindtouch-table-check.png  

Configure Advanced Settings: T&M Tickets

 Web

 

      icon-mindtouch-table-check.png  

Create a Change Event from a T&M Ticket 

 Web

    icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png Users also need 'Standard' or 'Admin' level permissions on the project's Change Events tool.

Create Equipment from a T&M Ticket You Created

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Create Equipment from Any T&M Ticket 

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Delete a T&M Ticket You Created

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Delete Any T&M Ticket 

 Web

      icon-mindtouch-table-check.png  

Edit a T&M Ticket You Created

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png

On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished.
 

Edit Any T&M Ticket 

 Web     iOS     Android

      icon-mindtouch-table-check.png

On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished.

Export a T&M Ticket as a PDF

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Request a Signature on a T&M Ticket 

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Retrieve a T&M Ticket You Created

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Retrieve Any T&M Ticket 

 Web

      icon-mindtouch-table-check.png  

Search and Filter T&M Tickets 

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed offline when using a mobile device.
 

Sign a T&M Ticket 

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline and will be synced with Procore once a network connection has been reestablished.
 

View a T&M Ticket 

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be performed offline when using a mobile device.
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