Allocation Reports

Allocation Reports

Allocation Reports


Allocation Example -  Need to capture data for each Building Number and Unit Number - See proper set up below
  1. Creating Field Sheets and T&M Pro Reports for Allocations
  2. Be sure to save your file with the name of the allocation. 
  3. Example: File Name for Labor Report - Labor110718-Bldg100Unit100

Running Allocation Reports


    • Related Articles

    • Allocation Reports

      Allocation Reports Click on the Custom Reports Menu to Expand to Sub-menus - Click On Allocation Reports (see image below) To Create Specific Allocation Reports User MUST have entered Allocation Reference during the Bill Input  Choose the Allocation ...
    • Menu Item - Custom Reports

      Menu Item - Custom Reports Allocation Reports Date Specific Reports Allocation Reports Click on the Custom Reports Menu to Expand to Sub-menus - Click On Allocation Reports (see image below) To Create Specific Allocation Reports User MUST have ...
    • Allocation Examples

      Allocation Examples This is where you set up bill to allow you the ability to run billing reports that are related directly to the specific allocation. In the example below we have set up this T&M Bill for (3) Allocations. (Structure | Contents | ...
    • Menu Item - Secondary Reports

      Menu Item - Secondary Reports Daily Labor Totals Daily Burn Rates Labor / Manager Ratio Allocation Summary Vehicle Summary Item Billed Summary Phase Code Reports Export Phase Code Reports Daily Labor Totals  Click on the Secondary Menu to Expand the ...
    • Allocation Settings

      Project Settings - Allocations Allocations appear the same on ALL Input Dialog. What is set up on the Allocations Settings will appear in the drop-downs. You can also type an Allocation here, and it will be added to the Allocation Table. Below is ...