Sign a T&M Ticket

Background

If you are designated as a 'Signee' on a T&M Ticket, you can use the steps below to sign off on the T&M ticket. This is an important step required to verify the ticket. There are two (2) types of signees on a T&M Ticket.

  • Company Signee. A company signee is a person with signature authority for the company performing the work requested in the ticket.

  • Customer Signee. A customer signee is a person with signature authority for the entity that requested the labor, materials, or equipment being requested in the T&M ticket.

Things to Consider

  • Required User Permissions

  • Signatures cannot be undone after submission.

  • If you are a 'Customer Signee', an email of the signed ticket will be sent to the email address associated with your record in the Project Directory.

Prerequisites

Steps

  • Sign from an Email

  • Sign from Procore

Sign from an Email

  1. Open the 'Signature Requested' email.

  2. Click the View in Procore button. This opens the T&M ticket in a browser window.

     Notes
    • If you are not currently logged into Procore, you will be required to login before you can sign.

    • Awaiting signature requests from the T&M Tickets tool do not currently appear in My Open Items.

  3. Scroll down to the 'Approvals' section.

  4. Click the Provide Signature link.
    Tm Provide Signature

  5. Use your computer's touchpad or touch screen to draw your signature with your finger.

  6. Click Sign.

Sign from Procore

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

  2. Click View next to the ticket.

  3. Scroll down to the 'Approvals section.

  4. Depending on your role, click the Provide Signature link.
    Tm Provide Signature

  5. Use your computer's touchpad or touch screen to draw your signature with your finger.

  6. Click Sign.

See Also

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