Back to basics – Job/Project Status

Abtrac’s Job/Project Management suite has plenty of fields available to build a detailed, real-time analysis of your job/project progress and profitability. It is 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 Job/Project Status.

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

Keep it simple when using job status, between 3 – 6 options are usually plenty. Something basic like “Not Confirmed, In Progress, Started, 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 job status list from the Administration >> Maintenance >> Job Status screen.

Job/Project Managers can review the status of their current jobs/projects from the Clients, Contacts & Jobs >> Search Clients and Jobs screen.

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


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