Edit a T&M Ticket (iOS)
Objective
To edit a Time and Material ticket created in the T&M Tickets tool using the Procore app on an iOS mobile device.
Things to Consider
Prerequisites
Steps
- Navigate to the T&M Tickets tool using the Procore app an iOS mobile device.
- Tap on the T&M ticket you want to edit.
- Tap into the following fields to enter or edit the appropriate information:
Note: An asterisk (*) indicates that the field is required.- Description*: Enter a short description of the work for the T&M Ticket.
- Performed On*: This field defaults to the current day.
- Locations: Tap to select the location where the work is being performed.
Note: Users with 'Admin' permissions or users who have the "Manage Locations" granular permission enabled on the Admin tool can add a location. See Add Tiered Locations to a Project. - Ordered by: Select the users who ordered the ticket.
Note: A user must be recorded in the Project level Directory tool to be selected from this list. To add someone to the project directory, see Add a Person to the Project Level Directory (iOS). - Reference #: Enter the Change Order number that will be associated with the T&M ticket.
- Tap Camera to take a picture.
OR
Tap Library to upload a picture from your mobile device.
OR
Tap + Attachment to add an attachment. - In the 'Labor' section, under 'Employees', tap on the following fields to enter information as needed:
- Employee*: Select the employee from the Workers list.
Note: To add a worker to the list, see Add a Worker (iOS). - Classification: Select the employee’s classification
Link to existing classification article - Hours*: Enter the number of working hours the employee performed.
- Time Type: Select the time type for the work.
- Employee*: Select the employee from the Workers list.
- Tap Apply.
- In the 'Materials' section, under 'Quantities', tap on the following fields to enter information as needed:
- Material*: Enter the type of material used.
- Material Description: Enter a description of the material.
- Unit*: Select a unit of measurement from the list.
- Quantity*: Enter the quantity of materials needed.
- Tap Apply.
- In the 'Equipment' section, under 'Quantities', tap on the following fields to enter information as needed:
- Equipment Name*: Select the equipment used from the list.
- Equipment Description: Type any relevant information about the equipment item.
- Hours*
- Tap Apply.
- In the 'Approvals' section, under 'Company Signee', select the user from the list.
- Under 'Customer Signee', select the customer name from the list.
- Optional: In the 'Notes' section, under 'More Information', type in any additional information as needed.
- Tap Save.
A modal will appear to confirm if the ticket has been verified and the signatures have been applied.