Which fields in the T&M Tickets tool can be configured as required, optional, or hidden?

Answer

Certain fields in the Project level T&M Tickets tool can be configured as required, optional, or hidden. For example, if you want to make a field required, or hide a section that is not relevant to you and your team, you can configure these preferences in the Company level Admin tool and then apply them to one or more projects. See Create New Configurable Fieldsets.

In the table below:

  • A GREEN checkmark (Icon Green Checkmark) indicates the field can be configured to this setting.

  • A RED 'x' (Icon X Red) indicates the field cannot be configured to this setting.

  • A field name in GRAY italics indicates the field cannot be configured from its default setting.

Section

Field Name

Required

Optional

Hidden

General Information

Description

Icon Green Checkmark

Icon Permissions No Access X

Icon Permissions No Access X

Status

Icon Green Checkmark

Icon Permissions No Access X

Icon Permissions No Access X

Performed On

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

Location

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

Ordered By

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

Reference #

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

Company Signee

Icon Green Checkmark

Icon Green Checkmark

Icon Permissions No Access X

Customer Signee

Icon Green Checkmark

Icon Green Checkmark

Icon Permissions No Access X

Notes

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

Labor

Time Type

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

Hours

Icon Green Checkmark

Icon Permissions No Access X

Icon Permissions No Access X

Employees

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

Classification

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

Material

Material Name

Icon Green Checkmark

Icon Green Checkmark

Icon Permissions No Access X

Material Description

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

Unit

Icon Green Checkmark

Icon Permissions No Access X

Icon Permissions No Access X

Quantity

Icon Green Checkmark

Icon Permissions No Access X

Icon Permissions No Access X

Equipment

Equipment Name

Icon Green Checkmark

Icon Green Checkmark

Icon Permissions No Access X

Equipment Description

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

Unit

Icon Green Checkmark

Icon Permissions No Access X

Icon Permissions No Access X

Quantity

Icon Green Checkmark

Icon Permissions No Access X

Icon Permissions No Access X

Subcontractors

Company

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

Description

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

See Also

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