Before getting started with your T&M Form Tracking Projects, ensure that you have your projects, team members, equipment, and materials added to your Rhumbix account. For more information, links are provided below.
Once you have your account set up, you will have all of the necessary components to begin creating T&M Forms!
You can create T&M Forms via the Rhumbix Dashboard or Rhumbix App. Click here to see instructions on how to create T&M Forms via Rhumbix App.
To create a T&M Form through the Rhumbix Dashboard, follow these steps below,
Log onto your Rhumbix Dashboard.
Click on T&M Tracking under Field Forms.
Select your project in the project selector at the top.
If you set the selector to "All Projects," you will be prompted to select a project that you'd like to create a T&M Form for.
On the action bar at the top, click "Create." This will open a new page and populate a blank T&M Form.
In the new page, fill out the fields with your T&M information.
Please note: Location and Description work are mandatory fields and require an entry.
You can now add attachments to T&M Forms through Rhumbix Dashboard! Supported file formats include .doc, .pdf, .csv, .xls, .png, .jpg, .bmp, .gif, .tif, and .jpeg.
Scroll further down to add your labor, equipment, materials, images, and signatures.
In these sections, click on Add Row, which will subsequently create a new row in that section.
Double click on the red box to populate a dropdown menu to search and select a new addition to the form.
After selecting the new addition, fill out the remaining information in that row. Information added to the row will automatically be saved.
When complete, click the X in the orange bar.
When you've completed entering in all information, click save on the top right.
Once the T&M form is saved, it will populate in your Rhumbix Dashboard for the next steps. Please see the respective links for next steps and more information on the Subcontractors Standalone Workflow, GC Share Workflow and Owner Share Workflow instructions.
You can always find more information on T&M Forms here on our Support Center.