Category Archives: Transfer Project (Job)

Cloning Jobs/Projects

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If you find that you work on the same types of jobs/projects and some of the information is the replicated from one job to another, then you can use the Clone Job/Project feature in AbtracOnline. This will simply duplicate the job and selected details and save the job to the existing jobs client.

You can setup template jobs/projects for the different types of work you do and then clone these jobs when you have a real job of the same type.

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Transfer Jobs (Projects)

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In Abtrac you can transfer a job from one client to another using the job transfer function.

This feature is most commonly used where:

  • a job has been assigned to an incorrect or duplicate client or
  • where a job managed via a referral/intermediary client can now be managed directly.

It is not possible to merge two jobs (projects) belonging to the same client.

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