Introduction​

Trade partners will receive daily task reports from TPTM for all the active tasks they have. These reports will be sent to the email address associated with the trade partner's account and via text if a phone number is provided.

Report Types​

There are multiple types of reports that can be sent to trade partners. Each report type is designed to provide the most relevant information to the trade partner based on the task type. Tasks listed in the report are always up to date.

• Task Report: The task report provides a summary of all tasks and organizes them by community then lot. This report is like the overall report but only includes tasks.

• Task List: An alternative to the task report, the task list provides a list of all tasks sorted by due date. The list is not grouped by community or lot, making it easy to focus on timeline. Each task listed includes the lot number.

• Schedule Report: The schedule report provides a summary of all schedule items and organizes them by community then lot. This report is like the overall report but only includes schedule items.

• Schedule Calendar: The schedule calendar shows a visual representation of when tasks are scheduled across all lots. This view will only show the lots you're working on and sort lots by the start date of the next schedule task you have on that lot. Use this view to identify schedule or resource conflicts.

• Schedule List: An alternative to the schedule report, the schedule list provides a list of all schedule items sorted by due date. The list is not grouped by community or lot, making it easy to focus on timeline. Each schedule item listed includes the lot number.