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Procore

Manage Daywork Sheets

Objective

To manage daywork sheets in the project's Daywork Sheets tool.

Background

Procore's Project level T&M Tickets tool prevents you from having to track down, email, scan, and manually enter lost paper tickets and carbon copy forms. Instead, your field personnel can create a digital T&M ticket to document out-of-scope work at the time of the request. It also collects stakeholder signatures, labor, equipment, and materials used. Tickets are immediately available in Procore and status can be tracked by your team at the office, so no one carries the burden of proceeding at risk.

Workflow


Request a Signature on a Daywork Sheet
Request a Signature o...


Create a Daywork Sheet
Create a Daywork Sheet


START
START
Status updated to 'In Progress'
Status updated to...
Are you ready to collect signatures from the company and customer signees?
Are you ready to collect signatures fr...


Edit a Daywork Sheet
Edit a Daywork Sheet
Signature Requested
Signature Requested


Sign a Daywork Sheet 
Sign a Daywork Sheet 


Request a Signature on a Daywork Sheet
Request a Signature o...
Status Updated to
'Field Verified'
Status Updated to...


Sign a Daywork Sheet
Sign a Daywork Sheet
Signature Requested
Signature Requested
Status Updated to 'Ready for Review'
Status Updated to 'Ready for Review'
Send a copy of the signed sheet to your customer?
Send a copy of the signed...


Email a Daywork Sheet
Email a Daywork Sheet
Associate this sheet with a change event?
Associate this sheet wit...


Create a Change Event from a Daywork Sheet
Create a Change Event...
NEW
NEW
EXISTING
EXISTING
Associate sheet with a new change event or an existing change event?
Associate sheet with a n...


Add a Daywork Sheet to an Existing Change Event
Add a Daywork Sheet to a...
Export to PDF?
Export to PDF?
Status Updated to 'Closed'
Status Updated to 'Closed'


Close Daywork Sheet
Close Daywork Sheet


END
END


Reopen a Daywork Sheet
Reopen a Daywork Sheet
LEGEND
LEGEND
Optional Step
Optional Step
Available on Web
Available on Web
'Standard' level permissions or higher on Daywork Sheets
'Standard' level permissions or higher on Daywork T...
Company Signee
Company Signee
Customer Signee
Customer Signee
'Standard' level permissions or higher on Change Events and Daywork Sheets
'Standard' level permissions or higher on Change Events and Daywork T...
Available on Mobile
Available on Mobi...


Export a Daywork Sheet to PDF
Export a Daywork Sheet t...

Tasks

The following list shows all the tasks you can perform with the T&M Tickets tool:

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