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Procore (en-CA)

Create Equipment from a T&M Ticket

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Objective

To create an Equipment entry from a T&M ticket.

Things to Consider

  • Required User Permissions:
    • 'Standard' or higher permissions on the T&M Tickets tool.
  • Additional Information:
    • T&M Tickets in the 'Closed' status cannot be edited. To add equipment to a closed ticket, you will need to re-open it. See Close or Reopen a T&M Ticket.

Steps

  1. Navigate to the T&M Tickets tool.
  2. Click Create to add Equipment to a new T&M Ticket.
    OR
    Click Edit next to the T&M Ticket you want to add Equipment to.
    Note: Editing the Equipment section on a T&M ticket that has been approved will remove the approval signature and the ticket will need to be approved again.
  3. Click Select Equipment.
  4. Click the + Add Equipment button at the bottom of the drop-down list.
  5. Under 'Equipment name', type the name of the equipment you're adding.
  6. Under the text box, click Add.
  7. Complete the Equipment entry by completing the following fields:
    • Description (optional): Type any relevant information about the equipment item such as the type, equipment ID number or delivery ID number.
    • Quantity: Enter the number of hours the equipment was used.
  8. Click Add to complete the equipment item entry.