Back to basics – Project Status

Abtrac’s Project Management suite has plenty of fields available to build a detailed, real-time analysis of your projects progress and profitability. It’s something that sets us apart from our competitors.

But before you get carried away with Milestones, Scheduling, Tasks and Budgets…spare some time for the humble Project Status.

It crops up in quite a few reports, and you’ll probably find it pretty handy.

Keep it simple when using project status, between 3 – 6 options are usually plenty. Something basic like “Approved, In Progress, On Hold, Completed” is often useful. Rather than micro-managing the status; you can add more detail in the Tasks(Stages) screen if needed.

AbtracOnline

Administrators can create project status list from the Administration > Maintenance screen

Create Project Status – AbtracOnLine

Create Project Status – AbtracOnLine

Project Managers can review the status of their current projects from the Clients, Contacts and Projects > Search screen.

Search/Browse Project Status – AbtracOnLine

Search/Browse Project Status – AbtracOnLine

*When using the online search screen it’s always a good idea to check the search criteria first, to filter out any non-billable and/or non-current projects.


Abtrac5

From System Management > Administrator you can create a project status list.

Create Project Status – Abtrac5

Create Project Status – Abtrac5

(In Abtrac5 you can also update this list from the Projects screen, by double clicking in the project status field.)

Create Project Status – Abtrac5

Create Project Status – Abtrac5

Project Managers can review and update the status projects in bulk using Browse Projects. From Clients, Projects and Contacts > choose the Browse Projects Option.

Browse Projects – Abtrac5

Browse Projects – Abtrac5

Abtrac KB# 2043