View and Download Completed T&M Tickets

Contractors can view the complete details of closed T&M tickets and download the PDF version of it with full details in two ways:

• From the 'Boards' screen
• From the 'Completed' screen 

The 'Boards' screen

• Ensure that you are in the T & M 'Boards' screen of the project. If not,
  • Open the project management console
  • Click the app launcherand select 'Finance'
  • Click 'T & M' on the top. The 'Boards' screen opens by default.
  • Click 'Boards' on the left to return to the 'Boards' screen, if you are on a different screen.

The 'Closed' column shows all approved tickets:

• Open the ticket by clicking it. The ticket details screen opens.

The 'Completed' screen

• Ensure that you are in the T & M 'Boards' screen of the project. If not,
  • Open the project management console
  • Click the app launcherand select 'Finance'
  • Click 'T & M' on the top. The 'Boards' screen opens by default.
  • Click 'Completed' on the left.

The 'Completed' screen shows the list of all closed T&M tickets with their details:

Tip: Please see the page View T & M Tickets if you need more expalantion on the details shown in the table.

• Click the title of the ticket to open it

Ticket Details:

The ‘Details’ tab displays the essential information for the T&M work, including the ticket number, cost and time estimates, description, and an activity log. Any attached files are conveniently shown as clickable thumbnails for quick access.

• Click on a thumbnail to access the attachment

The 'Cost Details' tab shows the actual cost as reported by the responsible contractor:

The summary table on the left displays the total costs incurred for materials, equipment, and labor associated with the work.

• To view a detailed breakdown of any category, simply click the serial number of the corresponding item in the summary table — the detailed information will appear in the right pane.

Search and filter options:
Use the 'Search' box located at the top left to find any project 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, 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
Manage Custom List Views				
View Groups and Subtotals
You can get totals and subtotals of numerical data for any selected set of records by grouping and applying nested grouping. Use the  icon at the top right to organize the data by column headers.
The system automatically aggregates relevant numerical values, giving a structured breakdown and a clear view of the grand total distribution. See Group and Organize Items in a List View for more details
Download as Excel Sheet
Click the button at the top right to save a local copy of the list in Excel format for sharing and record-keeping. See Download List Views and Logs in Excel Format for more details.

Download the PDF version of the ticket

• Click the iconto generate and download the PDF version of the ticket with the details

The 'Downloads' pane displays a list of any previously generated PDF files for the ticket item, if any, providing quick access to past versions for reference or review. 

Follow the steps below:

• Step 1: Initiate the PDF generation process.
• Step 2: Download the generated PDF file to your device or Linarc Drive.

Step 1: Initiate the PDF generation process

• Click 'Generate'

The system compiles the PDF version of the document. The process takes around 30 seconds. You can view/download the PDF from the same pane.

• The PDF features a table of contents with clickable links to respective sections.

Step 2: Download the generated PDF file to your device or Linarc Drive

• Reopen the 'Downloads' pane by clicking the 'PDF' button.

The recently created PDF file is shown at the top of the list, if there are multiple items.

• Click  to open the file in a new browser tab.
• Click  to download it.

• File Name - The filename is automatically set to the title of the ticket. Enter your preferred name in the text box to override the default.
• Click the 'Direct Download' button to save the file directly to your device.

You can also save the file on Linarc's cloud-based project file repository. This allows you to share it with other team members. The folder's access permissions determine which team members can view or edit the file.

• Company Drive- Share with the project team members from your organization:
  • Select the folder that corresponds to your company name
  • Navigate to the desired folder and click 'Save.'
• Project Drive- Share with the construction team members from any stakeholder organization: 
  • Select 'Project Drive'.
  • Navigate to the appropriate folder and click 'Save.'

You can use the PDF for sharing with others, should the ticket needs inputs from them, and record keeping.