Create a T&M Ticket (Web)

Things to Consider

Beta

Company Administrators can enable the Resource Management: Rate Tables - Company & Project Rate Management beta in Procore Explore. (US 2 | UK)

Rate tables centralize and standardize your labor and equipment rates across all projects.

When you create rate tables, you define cost and billable rates for labor and equipment. You can also define which rates can be overridden at the project level.

Rate tables are then applied to projects and referenced by different Procore tools such as Timesheets and Equipment. They can be viewed in 360 Reporting, Analytics, and within some Procore tools.


Rates are configured in T&M Tickets and applied to Labor and Equipment entries. When a Change Event is created from a T&M Ticket, the revenue unit cost in each change event line item is pre-populated based on the rates from the T&M entries.

These cost rates are visible in the Change Event in the Change Events tool.

Note: To protect historical data from accidental changes, rates created in the table will be applied the next day.

Steps

  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. Fill out the relevant T&M sections.

    • Labor

      1. In the 'Labor' section, enter the relevant 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.

    • Materials

      1. 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.

    • Equipment

      1. In the 'Equipment' section, select the equipment.

        Show / Hide Steps

        • Select Existing Equipment

          1. Click the Equipment or Equipment Name drop-down menu select the equipment.

        • Add Existing Equipment from the Company Equipment Tool

          1. Click the Equipment or Equipment Name drop-down menu and search for the equipment.

          2. When no results appear, click Search Company Register.

          3. Search and select the equipment from the Company level Equipment tool.

          4. Click Add to Project.

        • Create New Equipment Record
          Note: Use this to track equipment you own or are renting longterm. These records are also added to the company's Equipment tool.

          1. Click the Equipment or Equipment Name drop-down menu and search for the equipment.

          2. If it has yet to be created, select Create Equipment.

          3. Click Add to Register.

          4. Enter the equipment information. Show/Hide Fields

            • Equipment Photo

              1. Click the image.

              2. Select a file from your computer.

              3. Click Open to upload the photo.

            • Specification Information

              • Category. The equipment category.

              • Type. The equipment type.

              • Make. The equipment make.

              • Model. The equipment model.

              • Serial Number. The serial number.

              • Year. The year the equipment was built.

            • General Information

              • Equipment ID. The equipment ID.

              • Equipment Name. The name of the equipment.

              • Rate per hour. The cost of the equipment per hour.

              • Status. The status of the equipment.

              • Ownership. Indicates if equipment is owned, rented, or subcontracted. If not owned, the following fields are available:

                • Vendor Name. The name of the equipment vendor.

                • Rental Start Date. The start date for the equipment rental.

                • Rental End Date. The start date for the equipment rental.

              • Assignee. The equipment's assignee.
                Note: Assignees must be listed as a user in the Company Directory.

              • Onsite. Indicates if the equipment is at the project site.

              • Groups. The group for the equipment.
                Note: This is configured in the Resource Planning tool.

              • Notes. Notes about the equipment

            • Additional Information

              • Any additional information about the equipment.

            • Attachments

              1. Click Attach File and select the file from your computer.
                OR
                Drag and drop one or more files into the 'Drag and Drop' box.

          5. Click Create.

        • Create Unmanaged Project-Only Equipment
          Note: Use this to track temporary equipment, such as a rented generator. These records are not added to the company's Equipment tool.

          1. Click the Equipment or Equipment Name drop-down menu and search for the equipment.

          2. If it has yet to be created, select Create Equipment.

          3. Enter the equipment ID.

          4. Click Create to add it to the item and the 'Project-Only Equipment' tab in the project's Equipment tool.

      2. Enter information for the equipment used.

        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.

      3. Click Add.

    • Subcontractors

      1. 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.

  5. 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.

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

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

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

Create Equipment Entry (Android)
Create a T&M Ticket (iOS)