• Quick start guide: Everyday users

    Getting started: everyday use This article contains a guide forpeople using Abtrac from day to day. If you need instructions on everyday use for administrators try here instead: Getting started: for administrators. 1 Signing in to Abtrac You’ll be invited to Abtrac and given a password from one of the administrators…

  • How to track and manage variations to projects

    It’s not unusual for a client to come back with a variation to the original quote after work is underway. There are a few methods for tracking variations and their budgets. You could simply overrun the original task estimate, but it will show up as large scope creep in your…

  • Abtrac Newsletters: Whitelist information

    We regularly send Tips & Tricks emails to Abtrac clients. These emails detail new, relevant or topical features in Abtrac. The monthly Abtrac newsletters are sent via our email service provider (ESP): Hubspot Whilst we do our best to ensure the mail gets through, private email domains tend to have more…

  • Search and Track Projects with Google Maps

    The Google Maps integration allows you to link and track your jobs spatially. It lets you pinpoint the longitude & latitude of a project, you can save these locations to your Abtrac datafile and then search for other pinned jobs within a radius of the selected project. The Google Maps…

  • Managing Project Numbers

    Project Numbers in Abtrac can be as complex or as simple as your company requires.

    Project Numbers are managed in two locations from the Administration Settings screens.

  • Adding a Percentage to Disbursements

    One of the ways to apply a margin to disbursements in Abtrac is to apply the mark up percentage based on disbursement types. Under Administration >> Maintenance >> Disbursement, you can add an ‘adjustment’ to a disbursement type. For this mark up to take effect you also need to confirm…

  • Actual vs Budget Reports

    There are seven Actual vs Budget reports in Abtrac.

    Each of them analyses time and cost data entered against tasks(stages) for a project and compares it to budgeted amounts (hours or amounts).

    These reports are useful for quoting and budgeting, for project managers and staff reviews and planning.

    They are a good place to start to quickly find out where you are, and how you are going on a project.

  • Scaled Cost Rates

    Scaled Cost Rates are a modified version of the cost rate. They effectively scale back the cost rate across an excessive number of hours instead of using the default required units per timesheet. The value of work will be spread over more hours, which in turn changes how you look at…

  • Bulk Edit Timesheets

    This screen is useful when you need to update timesheet details in bulk, it eliminates the need to open and edit the individual users’ timesheets. This timesheet maintenance screen is most typically used in the following situations: Are there any Limitations? While this screen is handy for editing information, the…