In Abtrac, you can enable timesheet threshold warnings at the job and task levels.
If you have assigned a fee estimate to your job or task, then you can enable Timesheet Threshold Warnings.
Timesheet threshold warnings are budget notifications that pop up within the timesheet entries screen when the threshold value specified is reached or exceeded.
These warnings can be applied to the entire fee budget for the job, or at the task level.
At any stage, a user can still enter time against the task and job.
Because of this, when you enable timesheet warnings, it is a good idea to let the staff know about them, and ask them to contact you if they receive a warning when entering time.
Job budget Warnings
The threshold is calculated as a percentage of the Job Billing Details >> Fee value (detailed here), and a pop up message is displayed when the threshold value is reached or exceeded.
In the example below, when the total value of time and cost entered for the job is 75% of $196,906, a warning will be activated.
There are two stages of warning when a threshold is set for a job.
When the threshold limit is reached, timesheet users will receive a message like the warning below. The warning details the percentage of time and cost already allocated and the percentage remaining.
And when the time and cost for a job has exceeded its expected fee value, the following message is displayed.
Task budget warnings
You can also enter a threshold percentage warning for individual tasks within a job.
To do so, you will need to enable the Threshold column from User Control Settings >> Tasks. Once enabled, you can enter a percentage of the task fee estimate as the threshold value.
A pop up message is displayed within a users timesheet when the threshold value is reached or exceeded.
In the example below when the total value of time and cost entered for the task is 60% of the expected fee value of $9,225, a warning will be activated.
The warning details the percentage of time and cost already allocated to the task and the percentage remaining.
Job and task threshold warnings also work together, so users may also see notifications like the one below: in this instance, both the task threshold and job threshold have been exceeded.
Abtrac KB# 2152