The T&M Reports screen offers a comprehensive view of the consolidated cost details for Time and Material (T&M) work carried out by contractors on the project so far.
- General Contractors can access and review the cost details for T&M work performed by all subcontractors involved in the project.
- Subcontractors can view only the cost details related to their own T&M work.
To view the T&M Reports
- Ensure that you are on the T&M Reports screen. If not:,
- Open the project management console
- Click the app launcher
and select 'Finance'
- Click 'T & M' on the top.
- Select 'Reports' from the left
The 'Default View' shows all the standard columns. However, you can customize the table by removing the columns you don't want to see, by right-clicking on the column header and deselecting the columns, and re-arranging the columns in the order you want to view. See Customize Columns in List Views for more details. Following is the list of all possible columns:
- Contractor - Displays the name of the general contractor or subcontractor company.
- Total Tickets - The total number of T&M tickets associated with the contractor that have been completed, closed, and approved.
- Est. Total Value - The combined estimated value of all closed T&M tickets submitted by the contractor.
- Estimated - Provides a detailed breakdown of the estimated costs for labor, material, and equipment across all approved tickets.
- Actual - Displays the consolidated actual costs incurred for labor, material, and equipment based on all approved tickets submitted by the contractor.
Search and filter options:
- Use the 'Search' box located at the top left to find RFI using any value from the table as search criteria
- The options at the top right allow you to filter the entries, create nested groups of entries, and manage personalized and customized views of the table. Use the links below to learn more about these:
Download as Excel Sheet
- Click the 'Download' button at the top-right to save a local copy of the list in Excel format for sharing and record-keeping
- File Name - The filename is automatically set to the date on which you download the data. Enter your preferred name in the text box to override the default.
- Click the 'Direct Download' button to save the file directly to your device.
You can also save the file on the Linarc's cloud-based project file repository. This allows you to share it with other team members. The folder's access permissions determine which team members can view or edit the file.
- Company Drive - Share with the project team members from your organization:
- Select the folder that corresponds to your company name
- Navigate to the desired folder and click 'Save.'
- Project Drive - Share with the construction team members from any stakeholder organization:
- Select 'Project Drive'.
- Navigate to the appropriate folder and click 'Save.'
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