Work Descriptions

Work Descriptions

Project Settings - Work Descriptions

Work Description identifies the labor class you're billing for during Labor Input. (see example dialog below)
 


Keyboard Shortcut: Begin typing and the box will pre-populate with stored data that begins similarly.
Work Description Setup is found on the Project Settings File Interface (see below)



 To Add Work Description Data:
  1. Open Work Descriptions Table, then click the ADD button to open the Input Dialog
  2. Enter the new Work Description details, click ENTER to record it, then click CLOSE



To Modify an Existing Work Description Entry:

  1. Click to highlight the Work Description you want to modify

  2. Click the MODIFY button to open Input Dialog

  3. Enter the Modification(s), click ENTER to record it, then click CLOSE




To Remove an Existing Work Description:

  1. Click to highlight the Work Description you want to remove

  2. Click on the REMOVE button

  3. Click Yes to confirm when prompted




To Import a Work Description List:

  1. You can Import a List of Work Descriptions from an Excel® spreadsheet. 

  2. You can also create and/or update a Work Description List from an Excel spreadsheet and import it into the Program. 

  3. The Spreadsheet must meet the format requirements in order to import

  4. If needed, you can create a Blank Template in the next step 




To Export Work Descriptions | Create a Blank Template:

  1. You can Export a Work Description List to an Excel® spreadsheet

  2. You can ADD | MODIFY | REMOVE data in the spreadsheet, then import back into program without importing duplicates

  3. To create a blank spreadsheet template, click on the EXPORT button

  4. This will export a Blank Template with the properly formatted headers.




Excel® Export Examples:
Below is an example of an exported Work Description List to Excel®. You can ADD / MODIFY / REMOVE data, then import it back into the program as shown in the examples above.
T&M Pro automatically detects duplicates so you can add to this list anytime and import any time.



Blank Work Description List Template:
Below is an example of a Blank Work Description List created with the Export function. You now have a pre-formatted template that can be imported with or without data.
Note the headers cannot be modified.
Be sure to save a copy of this template to your machine for future bill files.





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