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Procore

Close or Reopen a T&M Ticket

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Objective

To close or reopen a Daywork Sheet.

Background

You can close or reopen a Daywork Sheet when your user account has been granted the appropriate permissions. 

Things to Consider

  • Required User Permissions:
    • To close or reopen a sheet you created, 'Standard' level permissions or higher permissions on the project's Daywork Sheets tool.
    • To close or reopen any sheet, 'Admin' level permissions on the project's Daywork Sheets tool.

Prerequisites

Steps

  1. Navigate to the Daywork Sheets tool.
  2. Click View next to the ticket you want to close.
  3. In the banner at the top of the page, click one of the following options:
    • Close Ticket: This option will appear if a ticket is still open.
    • Reopen Ticket: This option will appear if the ticket has been closed.
  4. Optional: To close or reopen multiple tickets, do the following:
    1. Mark the checkbox next to the tickets you want to close or reopen.
      OR
      Mark the checkbox in the top column to select all tickets on the list.
    2. Click Bulk Actions.
    3. In the drop-down menu, click Close or Reopen.