Rates User Guide

Quickly document out-of-scope work from the field by creating a T&M ticket. Use this tool to log labor, equipment, and materials, and to capture required stakeholder signatures on-site.

• Required User Permissions

• To appear in the list for the 'Ordered by' and 'Signee' fields, the person must have a user account in the project's Directory tool. See Add a User Account to the Project Directory.

• To appear in Labor category, people must be listed as employees or workers for your company. See Add Someone as an Employee of Your Company or Add a Worker.

• To appear in list for the 'Company' field, the company must have a record in the Project Directory. See Add a Company to the Project Directory.

• Statuses Show/Hide Details

  • The status is set to 'In Progress' status when created.

  • The status is updated to 'Ready for Review' when the ticket has been signed by the Company Signee.

  • The status is updated to 'Field Verified' when the the ticket has been signed by the Customer Signee.

• Configure Advanced Settings: T&M Tickets

• Turn T&M Ticket Sections ON and OFF

1. Navigate to the project's T&M Tickets tool.

2. Click Create.

3. Fill out the 'General Information' section of the form.

   Show/Hide Fields

   • Ordered By. The person in your project directory that ordered the work.

   • Location. The location the work was performed.

   • Reference Number. A reference number for the work.

   • Performed On. The date the work was performed.

   • Description of Work. A description of the work that was performed.

4. In the 'Labor' section, enter labor information. Then click Add.

   Show/Hide Fields

   • Employee. The person in your project directory that performed the work.

   • Classification. The person's classification.

   • Time Type. The kind of time to be billed.

   • Hours. The quantity of hours worked.

5. In the 'Materials' section, enter information for the installed materials. Then click Add.

   Show/Hide Fields

   • Material. The materials used to perform the work.

   • Description. A description of the materials.

   • Unit. The unit of measure for the materials.

   • Quantity. The quantity of materials used.

6. In the 'Equipment' section, enter information for the equipment used. Then click Add.

   Show/Hide Fields

   • Equipment. The equipment in your project's equipment tool used to perform the work.

   • Description. A description of the equipment.

   • Quantity. The quantity of hours the equipment was used.

7. In the 'Subcontractors' section, enter the relevant information. Then click Add.

   Show/Hide Fields

   • Company. The company listed in your project's directory.

   • Description. A description of the company.

8. In the 'Approvals' section, select the Signees from the drop-down list.

   • Company Signee. A company signee is a person with signature authority for the company performing the work requested in the ticket.

   • Customer Signee. A customer signee is a person with signature authority for the entity that requested the labor, materials, or equipment being requested in the T&M ticket.

9. Optional: In the Notes box, type any additional notes you want to add to the ticket.

10. Optional: In the Attachments area, you can attach photos or any important documents, emails, or forms associated with the ticket.

11. Click Save to create a T&M ticket is 'In Progress' and actively being worked on.