Generating Daily T&M Pro Reports

Generating Daily T&M Pro Reports

Generating Daily T&M Go Reports for Import into T&M Pro

These MUST be generated DAILY. You can only create reports for One Date at a time.
  1. These are the reports that are designed to be imported into T&M Pro via the button found on the Input Page for Labor, Material, Equipment and Special Materials.
  2. To Generate the Reports go to Top Menu Item "File" then you will find the menu items for each report. (see image below)
IMPORTANT - After you generate the T&M Pro reports go back to verify the items are present on the Exports Excel® spreadsheets. If they are not, repeat the process and if needed close the T&M Go file and reopen then Generate T&M Reports again. You must give the program time to export the items as it has to write these to Excel®.

You can select One or More Reports to Create 
  1. If the box is checked a T&M Go Report for T&M Pro will be generated

  1. It is best to save the T&M Go and close the file
  2. Then open the file and then generate the reports.
  3. This is a best practice recommendation and will make sure all data is saved and included in each report. 
Labor Report 
  1. The program automatically generates the report in the correct format needed for the T&M Pro Upload.
  2. Do not modify this report after it is generated
  3. All modifications should be completed in T&M Go or T&M Pro.  
  4. Verify that Sort Values are present if Not ADD any value greater than "0". 
 

Materials Report 
  1. The program automatically generates the report in the correct format needed for the T&M Pro Upload.
  2. Do not modify this report after it is generated.
  3. All modifications should be completed in T&M Go or T&M Pro

Equipment Report 
  1. The program automatically generates the report in the correct format needed for the T&M Pro Upload
  2. Do not modify this report after it is generated.
  3. All modifications should be completed in T&M Go or T&M Pro

Special Materials Report 
  1. The program automatically generates the report in the correct format needed for the T&M Pro Upload.
  2. Do not modify this report after it is generated.
  3. All modifications should be completed in T&M Go or T&M Pro


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