How to create and manage tasks in Abtrac, by building project stage budgets and organising tasks effectively. This article covers setting up tasks, estimating fees, managing subtasks, and tracking progress. Key features include grouping tasks, handling variations, and customising templates for streamlined project stage management
There are two main timesheet layouts In both timesheet layouts you have the choice of entering time through either the form view or grid view. With all views, you can show, hide and change how you see the columns, in the user control settings pages. How to switch your timesheet…
You can use sub-consultants in Abtrac if you outsource work to third parties, and need to manage them over the duration of one or more projects. They may submit invoices for you to authorise and pass on directly to your client for payment. Alternately they may submit invoices to you…
A purchase order can only be created for an entity we call a Sub-Consultant. Sub-consultants and contractors are managed and linked to jobs (projects) in Abtrac through the tasks module. Before creating purchase orders, you will need to have created Sub consultants within Abtrac. For more information on Sub consultants…
In the Abtrac Home page, we have a small number of dashboard items called ‘widgets’, which you can control for each user group in your office. Home page preview Your home page looks like this by default, with the widgets open: Closing the widgets will highlight the widget buttons as…
A step by step guide to creating Progress Claim invoices in Abtrac — from setting up project budgets to generating invoices that clearly show budgets, previous claims, and what remains to be billed. Including choosing display options for claim details, managing purchase orders and stage groups, and tips for handling both straightforward and complex billing scenarios
In AbtracOnLine you can create invoices automatically from your job/project task and timesheet data. The Auto Generate by ‘Invoice by Fee total with Narration’ option creates an invoice with a pre-filled narration paragraph and then inserts the total time fee onto a single line. You can choose to itemise disbursements,…
Generating a Process Claim Number Progress Claim Numbers can be automatically generated for each job (project) and invoice in Abtrac. Setting Claim numbers as required for all Jobs From Administration >> Settings >> System Settings >> Clients and Jobs tab, you can set ‘as required’, progress claim number for all…
In Abtrac, users can receive notifications regarding a job or any system changes. When there is a new notification, you will see a red alert next to your login name, which will remain until the message has been read (or the message has expired). The notifications may be Abtrac System…
Learn how to transfer projects between clients in Abtrac, whether to assign a newly cloned template job to the correct client or to relocate an in-progress or partially completed job. The process ensures all related data and history are preserved for accurate records and continuity.