In Abtrac, you can enable timesheet threshold warnings at the job and/or 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…
The Timesheet Entries report shows all time and cost for the chosen criteria. There are quite a few variations on the ‘basic’ timesheet entries report with options for lots of different filters, groups and sub-groupings. It is often used in conjunction with the Manage WIP Screen, or the Unbilled Work…
The Unbilled Work Quick Summary page shows all unbilled time and cost from all time up to a chosen date. It’s used to quickly see where you are at on a job (project), and what you need to bill. From this screen you can access further reports, or start invoicing…
The Job Feedback Report gives a list of Job Feedback information for jobs within the selected date criteria. How to generate a Job Feedback Report Go to Reports >> Performance Reports >> Clients and Jobs >> click on Job Feedback >> select the filter criteria from the right. You can…
The Clients by Client Office report gives a list of clients by each client office. Generating the Clients by Client Office Report Go to Reports >> Performance Reports >> Clients and Jobs >> click on Clients by Client Office >> select from the filters on the right. You can optionally…
The Jobs to Make Non-Current feature helps users filter and identify jobs that are no longer active based on the last invoice or timesheet date. You can make jobs non-current, and reviewing key job details for better job tracking. Using the Projects to Make Non-Current report ensures that your project reporting is up to date, you can also use this feature in conjunction with system settings to make clients non-current.
The Subconsultant Reports By Job report option gives a selection of summaries of all subconsultant work for a selected job. From one menu choice in the reports screen three types of reports can be produced – Subconsultant Fees and Costs by Job, Subconsultant Fees and Costs by Job Detail and…
The Clients and Jobs Not Billable report gives a list of clients and their jobs which are not billable. This report is only available for current clients and current projects. How to generate the Clients and Jobs Not Billable Report Go to Reports >> Performance Reports >> Clients and Jobs…
The New Clients Between Dates report gives a simple list of jobs (projects) created between two dates, optionally filtered and/or grouped by Client Owner. How to generate the New Clients Between Dates Report This report gives a list and a count of new clients within a selected date range. Go to…
The Unbilled Work Quick Summary on Proposals report gives a list of ‘unbilled’ work on proposals within a selected date range. It’s useful to check the value of time and cost spent on proposals. This report includes many of the same filters and features used for managing billable WIP, and…