• 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…

  • Creating and Managing Tasks (How to build project stage budgets)

    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

  • Timesheet Entry: Setting up How your Timesheets Look and Work

    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…

  • Managing Sub-Consultants

    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…

  • Creating a Purchase Order (Sub-Consultant)

    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…

  • Using Home page reports (Home page widgets)

    Learn how to use and manage the widgets on the Abtrac Home page. The Home page dashboard includes widgets for Time Tracking, Scheduling, Proposal and Project Management. Administrators can control which widgets are available to each user group, while users can show, close and rearrange widgets on their Home page.

  • Progress Claim by Amount Invoices – Auto Generating Invoice Lines

    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

  • Auto Generate Invoice – Fee total with narration

    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,…