Configure T&M Limits for a Project - General Contractor

Linarc streamlines the approval process for Time & Materials (T&M) tickets by automating authorization based on the cost estimates provided by subcontractors at the time of ticket creation. Only those tickets with estimates that exceed predefined thresholds are routed to the general contractor for manual approval. These thresholds can be customized individually for each subcontractor.

There are two types of configurable limits:

• Per-ticket limit – the maximum allowed amount for a single T&M ticket.
• Project-level limit – the total cumulative amount allowed for all T&M tickets across the project.

This setup allows tickets that fall within the established estimate limits to proceed automatically, eliminating the need for additional review by the general contractor. However, approval is required under the following conditions:

• The estimate exceeds the subcontractor’s per-ticket limit.
• The total project allotment is nearing depletion, and the current ticket estimate surpasses the remaining balance.
• The total project allotment has already been exhausted.

These thresholds can be configured by the general contractor’s project managers via the T&M setup screen.

To configure T & M ticket limits

• Ensure you are on the T&M screen within the T&M module of the project. If not:
  • Open the project, click the App Launcher icon, and select Finance.
  • Click T&M at the top, then select T&M Setup from the left-hand menu.

The list displays all stakeholders involved in the project. For each subcontractor, configure the following fields:

• Reviewer – Select the designated member of your project management team who will be responsible for reviewing, authorizing, and approving T&M tickets submitted by that subcontractor. Click within the cell and choose the appropriate team member from the drop-down menu.
• Ticket Value – Enter the maximum permissible amount (in USD) for an individual T&M ticket from the subcontractor that can be automatically authorized without additional approval.
• T&M Value – Specify the total allowable T&M amount (in USD) for the subcontractor. Once this threshold is exceeded, all further T&M work must receive prior authorization from the general contractor.

Tip: To streamline data entry, the values you enter in the first row will automatically populate all subsequent rows. You can modify the values individually for each subcontractor as needed.

Search and filter options:
Use the 'Search' box located at the top left to find a change order using any value from the table as search criteria 
Right-click the column header and customize the display and order of the columns as you wish 
The options at the top right allow you to filter the entries, create nested groups of entries, and manage personalized and customized views of the table. Use the links below to learn more about these:		
Customize Columns in List Views
Filter Options in List Views
Group and Organize Items in a List View
Manage Custom List Views
Download List in Excel Format:
Click the icon to save a copy of the list in Excel format on your device or in the project repository for record-keeping and sharing. See Download List Views and Logs in Excel Format to learn more