Best Practices for Configuring T&M Tickets

T&M Tickets ensures that everyone on your team is informed of the status of extra work without filling out paper tickets or tags.

Configure Company Information For Consistent Data Entry

1. Create configurable fieldsets and custom fields to capture required data across projects.

2. Set up Classifications to help you categorize employees on a project and enter that information on T&M Tickets.

3. Set project permissions for T&M Tickets so that the right people have the required access to the tool.

Configure your Project

1. Add Employees to the Project Directory to set up your workforce so they can have access to the tool and be selected within the tool.

   • From the Company Directory

   • From the Project Directory

2. Assign Project Permissionsto your users to ensure they have the correct access to the tool.

3. Add Workersto be selected in T&M Tickets.

4. Add Equipment to your Project to be selected in T&M Tickets.

   1. From the Company Equipment Tool

   2. From the Project Equipment Tool

Configure Notifications

1. Configure T&M Ticket settings to designate who receives notifications about T&M tickets.

Set Up Reports

1. Create a custom project report to gain real-time insights.