Labor Input

Labor Input

Labor and Associated Fees Input

Labor and Associated Fees - Add Entry
  1. To Open Labor and Associated Fee Input Page - Click on Tab located on the top of the page "Labor and Associated Fees" - See image below
  2. Once you have several labor class inputs - to navigate from input page to input page - Click on Buttons (First Page, Previous Page, Next Page, Last Page) - See image below
  3. To View Entire Input Page - Use the Scroll Bars Located on the Side and Bottom of Input Page

To Enter Labor - Click ADD to open Labor Input Dialog (see image below)

Labor Dialog Components
  1. Labor Class - You MUST manually choose / select the Labor Class from the drop down the for EACH day you Input or Change Labor Class
  2. Sort Value - You can assign Sort Values for each labor class. This will allow you to sort labor in the labor class order you want.  Set Sort Values on  
  3. Total Per Day: Enter the total amount of laborers estimated for that labor class on the day you are inputting
  4. Associated Labor Fee - These Fees are set up on the Project Setting Dialog - Default Rates and Markups. To Bill Associated Labor Fees - Check the Box next to the item
  5. Lodging (Allowance) this is set up on the price data file under Labor -  See Labor Price Data **Lodging - if you are billing Hotels for this input then the Lodging will be disabled 
  6. Need to Modify Per Diem Rate for this input only - Un-check the box next to Per Diem Rate - Enter New Rate in Box
  7. Assigned Vehicles - The drop down is populated from the Vehicles set up on the Project Settings - Vehicles and Mileage Set up. Then add the number of vehicles for that day for the labor class you are entering
  8. Enter Mileage - If estimating Mileage Enter it Here - The Rate Per Mile is set up on the Project Settings - Vehicles and Mileage Set up 
  9. Labor Company - The names you enter in the project cost dialog will appear in this drop down. Enter Labor Company For Cost - If you are using the Project Cost Function - Then you set up labor company on the project settings - Project Cost Setup
  10. Start Date / End Date - Enter the Date for this input - Should match the Crew Sheets
  11. Time In | Time Out | Lunch- Enter Time as shown on Crew Sheets
  12. Lunch Start | Lunch End -  Only time you are required to use these is if you have AFTER HOURS OT RULES set on OT Settings - See Overtime Settings
  13. Total Hours Billed - If you use Time In | Time Out | Lunch - Program will auto fill this - If you do not use these then Enter Total Time less lunch
  14. Hotel Information - If billing Hotels choose hotel from drop down.  See Hotel Set up
  15. Choose Daily Rate - when you set up hotels you have an option to enter up to 3 daily rates - choose the rate to bill here
  16. Daily Rate Factor - 100% = One Per Room | 50% = Two Per Room (remember this is tool only for billing hotels before they can be reconciled
  17. Bill Reg Hours Only - Check the box to override all OT Rules - This will bill this input at REGULAR HOURS ONLY
  18. Bill as Holiday - Check box to bill this input at the HOLIDAY RATE - see Holiday Factor Setup
  19. Bill as Travel - Check box to bill this input for TRAVEL RATE - see Travel Rate Setup
  20. Apply Special OT Rule - This must be enabled on the Project Settings or this will be grayed out.  See Special OT Rule
  21. Tax Values MUST be set up on the Project Settings - see Tax Setup
    1. Input Item is Taxable - Check box to bill Tax (Even if this box is checked it will not bill a Tax if no values were entered in the Tax Setup
    2. Input Item is NOT Taxable  - Do Not Check the Box
  22. Allocations - there are two options to entering Allocations - Set up Allocation on the Project Settings Dialog - see Allocations Setup OR Enter Directly from the Input Dialog - If you do this it will be saved in drop down and on Allocation Setup Table
Time Entry Format

Labor and Associated Fees - Modify an Entry
Modification TIP: Modifications of an existing entry changes the original entry and will change the original billable total - To best protect your original data, it is recommended that you save the bill file with a new file name before you modify.  Once modifications are complete, and you are satisfied, then you can save with the original file name.   This is the best practice and a way to protect the original input data.
  1. To Modify an Existing Labor Entry - Click On the Labor Class you want to Modify - This entire line will highlight (see image below)
  2. Click the button MODIFY - This will open the Labor Modification Dialog (see image below)

Labor Modification Dialog
  1. IMPORTANT this is for single modifications - If you choose more than one entry at a time use the Global Modification function.
  2. MODIFICATIONS are basically a new input of the item.  If you make a modification be sure to validate all items on Input Dialog before you click ENTER button.  Items can change due to last input of the same ID # may have been different. 
  3. Once dialog is open - Make your changes to this labor class input and then click ENTER to apply the changes
  4. REFRESH - You MUST refresh the bill after a modification - Click on the Button below the Global Modification Button to Recalculate Bill

Labor and Associated Fees - Remove an Entry
  1. To Remove an Existing Labor Class Entry - Click On the Labor you want to Remove - This entire line will highlight (see image below)
  2. Click the button REMOVE - A message will appear to confirm remove of the labor item

Labor and Associated Fees - Sort
To Sort Labor  - Click On the SORT Button to open the sort dialog

Items in Sort Drop Downs
Items in the drop down represents the headers found on the labor input page 

Labor and Associated Fees - Copy / Paste
To Copy and Paste One or More Labor Input
  1. Click on the Labor Item you want to Copy and Paste
  2. If more than One and Scattered  - Hold Down the CTRL and Then Click on the Labor Items to Highlight (see image below)
  3. If more than One and ALL are together - Hold Down the SHIFT key and Click on First Labor then Go Click on Last Labor to highlight all (see image below)


Copy and Paste Dialog
Two options on Copy and Paste
  1. Change Date - You can change the date for the item(s)
  2. Keep Same Date - You can keep the same date for the items - remember the duplication rule

Labor and Associated Fees - Global Modification
Modification TIP: Modifications of an existing entry changes the original entry and will change the original billable total - To best protect your original data, it is recommended that you save the bill file with a new file name before you modify.  Once modifications are complete, and you are satisfied, then you can save with the original file name.   This is the best practice and a way to protect the original input data.
Global Modification Dialog
  1. This Dialog MUST be used to Modify more than One Labor Entry at the same time
  2. To ADD/MODIFY an Item - You must either enter the Item to ADD and/or Modify
  3. To ADD an Item in place of another Entry - Remove the Item First then Add New Item
  4. To REMOVE an Item - Select The Item then click REMOVE -  Example you want to remove Per Diem - Check the Box next to Per Diem the Click REMOVE
  5. Time In | Time Out | Lunch -  You MUST DO ALL THREE -  You cannot just change one -  If you need to change only one TIME you must CHANGE ALL TIMES including LUNCH if it is present.  Then after you MUST click on the Recalculate Now button located on the right side of the Input Page.  This will set the new Total Hours.  If you fail to do this the Total Hours will not be correct.  

To Modify more than One Labor Entry - 
  1. Modify more than One and Scattered  - Hold Down the CTRL and Then Click on the Labor Items to Highlight (see image below)
  2. Modify more than One and ALL are together - Hold Down the SHIFT key and Click on First Labor then Go Click on Last Labor to highlight all (see image below)
Labor Input - Selected Labor - Use CTRL key as explained above

Labor Input - All Together - Use SHIFT key as explained above

Labor and Associated Fees - Category Notes
  1. To Open Category Notepad - Click on Category Note button
  2. This is related to the Billing Category only - Internal Notepad
  3. To Print Note - Use Tool Bar Located at the bottom of Notepad


Copyright © 2020. All rights reserved - T&M Pro Suite - www.timeandmaterial.com - Setting the Standard for T&M Billing 

    • Related Articles

    • Labor Input - Labor Notes

      Labor Input Optional Notes  Enter Labor Notes in the Labor Note Combo Box as shown below. The notes entered here will print with the bill. It will print on the Labor Notes Page. **You do not have to enter notes on every input. The Labor Notes Bill ...

    • Input Labor - Remove

      Labor and Associated Fees - Remove an Entry To Remove an Existing Labor Entry - Click On the Labor you want to Remove - This entire line will highlight (see image below) Click the button REMOVE - A message will appear to confirm removal of the labor ...

    • Input Multiple Labors

      Input Multiple Labors This function is the same for ALL versions of T&M Pro IMPORTANT NOTE: The new function is an option for Adding Multiple Labor in one input. The original function remains the same if entering one labor for the input. Labor Input ...

    • Labor Input - Sort

      Labor and Associated Fees - Sort To Sort Labor - Click On the SORT Button to open the sort dialog Items in Drop Downs  Items in the drop down represent the headers found on the labor input page  Copyright © 2022. All rights reserved - T&M Pro Suite - ...

    • Labor Input - Copy/ Paste

      Labor and Associated Fees - Copy / Paste To Copy and Paste One or More Labor Input Click on the Labor Item you want to Copy and Paste  If more than One and Scattered - Hold Down the CTRL and Then Click on the Labor Items to Highlight (see image ...