Which fields in the T&M Tickets tool can be configured as required, optional, or hidden?

Answer

Certain fields in the Project level T&M Tickets tool can be configured as required, optional, or hidden. For example, if you want to make a field required, or hide a section that is not relevant to you and your team, you can configure these preferences in the Company level Admin tool and then apply them to one or more projects. See Create New Configurable Fieldsets.

In the table below:

  • A GREEN checkmark (icon-green-checkmark.png) indicates the field can be configured to this setting.

  • A RED 'x' (icon-x-red.png) indicates the field cannot be configured to this setting.

  • A field name in GRAY italics indicates the field cannot be configured from its default setting.

Section

Field Name

Required

Optional

Hidden

General Information

Description

icon-green-checkmark.png

icon-permissions-no-access-x.png

icon-permissions-no-access-x.png

Status

icon-green-checkmark.png

icon-permissions-no-access-x.png

icon-permissions-no-access-x.png

Performed On

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Location

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Ordered By

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Reference #

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Company Signee

icon-green-checkmark.png

icon-green-checkmark.png

icon-permissions-no-access-x.png

Customer Signee

icon-green-checkmark.png

icon-green-checkmark.png

icon-permissions-no-access-x.png

Notes

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Labor

Time Type

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Hours

icon-green-checkmark.png

icon-permissions-no-access-x.png

icon-permissions-no-access-x.png

Employees

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Classification

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Material

Material Name

icon-green-checkmark.png

icon-green-checkmark.png

icon-permissions-no-access-x.png

Material Description

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Unit

icon-green-checkmark.png

icon-permissions-no-access-x.png

icon-permissions-no-access-x.png

Quantity

icon-green-checkmark.png

icon-permissions-no-access-x.png

icon-permissions-no-access-x.png

Equipment

Equipment Name

icon-green-checkmark.png

icon-green-checkmark.png

icon-permissions-no-access-x.png

Equipment Description

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Unit

icon-green-checkmark.png

icon-permissions-no-access-x.png

icon-permissions-no-access-x.png

Quantity

icon-green-checkmark.png

icon-permissions-no-access-x.png

icon-permissions-no-access-x.png

Subcontractors

Company

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Description

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png