Create a Change Event from a T&M Ticket

Background

If one or more T&M Tickets results in a change to a contract's scope of work, you can create a new change event.

To perform this action, you will need to have the appropriate permissions on the project's Change Events tool and the T&M Tickets tool.

When you use this option, Procore creates a new change event and then automatically lists the T&M Tickets that you selected in the 'Description' field in the new change event. In addition, any attachments are also linked in the Description and the line item entries on each ticket are added to the change event.

Things to Consider

Beta

Company Administrators can enable the Resource Management: Rate Tables - Company & Project Rate Management beta in Procore Explore. (US 2 | UK)

Rate tables centralize and standardize your labor and equipment rates across all projects.

When you create rate tables, you define cost and billable rates for labor and equipment. You can also define which rates can be overridden at the project level.

Rate tables are then applied to projects and referenced by different Procore tools such as Timesheets and Equipment. They can be viewed in 360 Reporting, Analytics, and within some Procore tools.


Rates are configured in T&M Tickets and applied to Labor and Equipment entries. When a Change Event is created from a T&M Ticket, the revenue unit cost in each change event line item is pre-populated based on the rates from the T&M entries.

These cost rates are visible in the Change Event in the Change Events tool.

Prerequisites

Steps

  1. Navigate to the project's T&M Tickets tool.

  2. Under the All Tickets tab, do the following:

    • Locate the tickets T&M tickets that you want to associate with a new change event.

    • Mark the checkbox(es) for those T&M Ticket(s).

  3. Click the Bulk Actions menu and choose Create a Change Event from the drop-down list.
    Bulk Actions Create Change Event

     Notes

    • This creates a new change event and takes you to the change events page.

    • The T&M ticket(s) appear as hyperlinks in the 'Description' field.

    • Any attachments in the T&M Ticket are included as a link in the Description as shown below.

  4. Optional: To open the T&M Ticket from the change event, click a link in the Description field.

  5. Optional: If the change event is associated with a T&M Ticket, click one of these options:

    • Download PDF. This opens a PDF copy of the T&M Ticket.

    • View Ticket. This opens the T&M Ticket in the T&M tickets tool.

  6. Optional: If there are any attachments on the T&M ticket, click an attachment link in the Description field.

    Change Event Download Pdf

     Caution

    • If you delete the 'Description' field in the change event, all T&M ticket hyperlinks are also deleted.

    • If you decide to add the T&M ticket hyperlinks back, you can manually add them back by copying the Change Event hyperlink in the All Tickets tab of the T&M Tickets window and then paste it into the Description field.

  7. Continue with the steps in Create a Change Event.

Create a T&M Ticket
View Change Events