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Setting Up JB T&M Templates

JB T&M Template Setup defines how cost detail on time and material invoices is grouped and summarized (labor, material, equipment, and related).

Before you start​

  • Know how you want cost lines grouped (for example labor by employee or by date).
  • Review any preloaded standard templates as examples.

Steps​

  1. Open JB T&M Template Setup (TNM Template Setup).
  2. Review standard templates if present.
  3. Create or edit a template and set sum and sort level options for each cost type.
  4. Press F1 on fields for Vista help on available grouping options.
  5. Save the template.
  6. Assign the template on the contract (JB Contract Info or JC/PM).

Notes​

  • Rate tables (labor, material, equipment) and labor categories attach to the template—set those next.
  • To clone an existing template, use JB T&M Template Copy.