The Job Management widget on the Abtrac Home Page provides a quick way to search and review current billable projects without opening the Clients and Jobs Search page. View job managers, job details, estimated and actual hours, estimated and actual values, variance, earned value and invoiced-to-date amounts. Search, filter and sort projects using the available columns, and click a Job Code to open the full Job Details page.
The Time and Date Widget on the Abtrac Home Page provides a calendar view of scheduled work, planned time and diary items. Use it to see upcoming work, identify dates with scheduled activity using the coloured dots beneath calendar dates, and view a daily summary of planned work and comments. The widget shows Due or Complete status based on Planned Time and links to Work Scheduling and Planned Time for more detailed scheduling information.
The Billable Project Delivery widget provides a year-to-date overview of billable project delivery, showing jobs started, jobs completed, and the average and median time taken to complete projects. Use these metrics to monitor project throughput, delivery times and changes in project performance throughout the year.
The Current Jobs widget provides a quick overview of your active work in Abtrac, showing the total number of current jobs alongside billable jobs, proposal jobs and non-billable jobs. Use these figures to monitor your current workload and see how work is distributed between revenue-generating projects, potential work and internal activities.
Abtrac’s new navigation experience moves the main menu to the left-hand side of the screen, creating more room for the project, financial and operational information you work with every day. This change brings Abtrac in line with modern SaaS applications and provides a foundation for the future of Abtrac, designed around AI features, side panels and on-demand workspaces. This guide explains the new navigation and why we’re making the change.
The Abtrac API allows external applications, reporting tools and integrations to retrieve selected data from Abtrac. It is most commonly used with Microsoft Power BI and other business intelligence platforms to create custom reports, dashboards and analysis. The API can also be used to develop custom integrations with other applications, automation platforms and AI tools that support REST APIs. API access is available separately from your standard Abtrac subscription and requires a one-time setup fee.
A common question we receive is whether you can create your own custom reports within Abtrac. This article explains what reporting options are available, what can and can’t be customised, and the alternatives if you need a report that isn’t currently included.
Learn what’s coming to Abtrac over the next 6–12 months, including a refreshed user interface, new navigation, work scheduling enhancements, and other planned improvements. This roadmap explains what’s available now, what’s coming soon, and what won’t be changing.
The Timesheet Entries with Activities report provides a chronological listing of time and disbursement entries for a selected period, with the activity shown as a dedicated column on every line. Filter by office, client, project, owner or employee, choose charge or cost rates, optionally show billable WIP and invoice history, and review detailed timesheet comments when checking work completed or preparing invoices.
Learn how to get the most out of Abtrac tables (data grids). This guide explains how to sort, filter, search and group records, resize and rearrange columns, save Grid Layouts and Manage Layouts, adjust the number of rows displayed, and customise default table layouts using User Control Settings.