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Procore

Remove a Change Event Associated with a T&M Ticket

Objective

To remove a Change event associated with T&M Ticket.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions on the project's Change Events tool
      AND
    • 'Standard' or 'Admin' level permissions on the project's T&M Tickets tool. 
  • Additional Information:
    • To successfully remove any associated line items created for Labor, Material, Equipment, Subcontractors and Descriptions navigate to the Project's Change Event tool and delete all related items.

Steps

  1. Navigate to the project's T&M Tickets tool.  
  2. Under the All Tickets tab, do the following:
    • Locate the T&M tickets associated with the change event you want to remove.  
  3. Click Edit next to the T&M Ticket. 
    tm-tickets-list.png
  4. Under the General tab in the General Information section located the Change Events field.
    change-events-field.png
  5. Click the icon-x-remove-pfcp.png remove button next to the Change Event you want to remove.
  6. In the Remove link to Change Event window, do the following:
    • Click Confirm and go to Change Event to remove the associated change event from the ticket and navigate to the Project's Change event tool to remove associated line items. 
      OR
    • Click Confirm to remove the Change Event if you have already removed the transferred values for Labor, Material, Equipment, Subcontractors, and Description from the associated Change Event.
      remove-change-event-window.png

Notes:

  • The Change Event appears as a hyperlink when viewing or editing a T&M Ticket so you can quickly navigate to the associated Change Event.
  • If you delete a Change Event associated with a T&M Ticket the association will be automatically removed so that you can add or create a new change event.