Create a T&M Ticket (Web)
Things to Consider
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.
T&M Tickets are automatically set to the 'In Progress' status when created, but will update to the 'Ready for Review' status when the ticket has been signed by the Company Signee. When the Customer Signee has signed and verified the ticket, the status will update to 'Field Verified'.
Steps
Navigate to the project's T&M Tickets tool.
Click Create.
Fill out the 'General Information' section of the form.
In the 'Labor' section, enter labor information. Then click Add.
In the 'Materials' section, enter information for the installed materials. Then click Add.
In the 'Equipment' section, enter information for the equipment used. Then click Add.
In the 'Subcontractors' section, enter the relevant information. Then click Add.
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.
Optional: In the Notes box, type any additional notes you want to add to the ticket.
Optional: In the Attachments area, you can attach photos or any important documents, emails, or forms associated with the ticket.
Click Save to create a T&M ticket is 'In Progress' and actively being worked on.