Review a T&M Ticket - Contractor

All T&M tickets created from the field must be reviewed and approved by the designated project manager from the contractor company before execution. The project manager has the following options:

• Review the scope and details of the work
• Adjust the quoted estimates as needed
• Confirm the ticket if the total estimate is within the permissible T&M limit—this automatically releases it to the field
• Submit for GC authorization if the estimate exceeds the allowed limit—once authorized, the ticket is pushed to the field
• Reject the ticket if it is deemed invalid

To review a T&M ticket

• Ensure that you are in the T & M management module 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. The tickets pending your review are listed under 'Open'

• Open the ticket from the 'Open' category.

Alternatively, if you are in the 'Logs' view, click the name of the ticket to open it.

• Review the details
• Edit the cost estimate values, if required
• Mark whether the ticket is billable or non-billable
• Enter your comments, if any, in the 'Comments' box
• Link plan sheets or any other document items like RFIs, Submittals etc., to the ticket for references 

Tip: Click the iconto generate and download the PDF version of the ticket with the details of the progress so far. You can use the PDF for sharing with others, should the ticket needs inputs from them, and record keeping. See Generate and Download PDF Versions of Documents to learn more

To add Links to other project documents (Optional)

• Click '+Link Item' to attach links to items like Submittals, RFIs, plan sheets, plan markups, scheduled tasks, punchlist items, etc., to the question.
• Choose the type of the item from the drop-down at the top.

• Select the item to link.
• Click 'Add'.
• Repeat the process to link more items as required.

Notes on Plan drawings and plan markups:

You can link plan drawings with or without markups or already existing markups to your response. The linked plan drawings are also added as image attachments to the question automatically. 

Plan drawings with or without markups:

• Choose 'Plans' in the link items drop-down menu.
• The plan drawings added for the project are shown:

• To add a plan sheet, select the plan you want to use by clicking the check box on its left and clicking the 'Add' button.
• To create a new markup to illustrate your change order, click 'Add markup' on the left. See Markups for guidance on creating different types of markups on the plan drawing.
• Enter a name for the markup and click 'Ok' to add the newly created markup to the ticket.
• Repeat the process to add more plan drawings.

Plan markups

• Choose 'Plan Markups' in the link items drop-down menu.
• The list of plan markups added to various plan drawings for the project is shown.
• Select the markup and click the 'Add button'.
• Repeat the process to add more markups.

Approve the ticket

The available approval option depends on the total estimated cost:

• Estimate within the allowed limit – Click ‘Confirm’ to approve the ticket and release it to the field for execution.
• Estimate exceeds the allowed limit – Click ‘Submit’ to forward the ticket to the GC for authorization. It will be sent to the field automatically upon approval.

 Reject the ticket

• Click 'Delete' to reject and enter the reason, to decline the ticket. The rejected ticket moves to the Completed with the status 'Deleted.'