View Monthly T&M Summaries

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 launcherand 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 any project using any value from the table as search criteria 
Right-click the column header and customize the display and order of the columns as you wish 
The options at the top right allow you to filter the entries, and manage personalized and customized views of the table. Use the links below to learn more about these:
Customize Columns in List Views
Filter Options in List Views
Manage Custom List Views				
View Groups and Subtotals
You can get totals and subtotals of numerical data for any selected set of records by grouping and applying nested grouping. Use the  icon at the top right to organize the data by column headers.
The system automatically aggregates relevant numerical values, giving a structured breakdown and a clear view of the grand total distribution. See Group and Organize Items in a List View for more details
Download as Excel Sheet
Click the button at the top right to save a local copy of the list in Excel format for sharing and record-keeping. See Download List Views and Logs in Excel Format for more details.