Cloning Tasks/Stages/Phases

A Job/Project Task is the bit of the job you are working on – and can budget against. Sometimes they are called Stages or Phases.

What if I use the same tasks all the time?

When you set up Abtrac we recommend you create a non-billable client for your own company, and within that client you can setup some template jobs and assign the tasks which are structured with the details of the most common types of jobs you undertake.

Once you have template job and tasks created, each time you create a new client job you can choose to Copy Tasks from the template job to the new job.

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Cloning Jobs/Projects

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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Job/Project Forecast

This feature enables you to forecast fees and resources (hours) for a period estimated in the Tasks/Stages/Phases screen. When you provide the estimated Start date and End date of a Task, Job Forecast will disperse the estimated fees and hours within the given period on a monthly basis. You can then edit them and forecast the resources in a way that suits your cash flow.  You can even forecast the Subtask resources for each Task.

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