Open Job (or project, depending on your Abtrac naming convention) is simply, a tick box in the Job Details page which can be used to keep a job open or closed to some employees.Continue reading
In Abtrac, users can commit and/or uncommit timesheets depending on their user group privileges.Continue reading
In Abtrac you can set up a third party sign off for a job if required. This feature comes useful if the job involves work at a third party site and requires a sign off/acknowledgement from someone at that site.Continue reading
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.Continue reading
One of the ways to apply a margin to disbursements in Abtrac is to apply the mark up percentage based on disbursement types.
Under Administration >> Maintenance >> Disbursement, you can add an ‘adjustment’ to a disbursement type.
For this mark up to take effect you also need to confirm Disbursement Margin rules from Administration >> Settings >> System Settings >> Timesheets & Disbursements.Continue reading
If you are within a mobile coverage area, or on Wifi, you can access and use AbtracOnline on your mobile device, IPad, tablet or laptop.
This is useful for managing timesheets, looking up contact details and addresses in particular while away from your desk.Continue reading
If you find that you work on the same clients and projects from one week to the next you can use a previous timesheet as a template and save some data entry. Here’s how to clone all the clients, projects, and tasks from one week to the next.
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:
- Updating Employee rates
- Editing Stage/Task or Activities that have been incorrectly assigned
- Changing the job code an employee is assigning time to
- To check if/when timesheets have been billed and
- To check which invoice the WIP has been assigned to
- To obtain data not available in performance reports for specific employees, in particular, to view timesheet data for employees who are no longer current.
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)
Tasks are the most efficient and effective way to measure and manage your jobs.
Generally, your job tasks will match those items detailed on your original fee proposal letter.
If you’re not sure whether you should be using tasks or activities, then this article is a good place to start.
There are quite a few key details to get your tasks set up and working the way you need them.
If you are new to tasks and budgeting in Abtrac, then it’s a good idea to read through this article from start to finish, but we have also summarised the key components below for quick reference:
Where to enter job/project budgets, as fee estimates, percentages or building the scope with detailed estimates by employee
How to set up templates and clone frequently used tasks when creating new jobs/projects
Scope Creep Notifications. How to enable a warning on timesheets when task budgets are exceeded
For job/project management and billing estimates
And reporting on variations by using the Actual vs Budget by Job/Project, Task and Additional Values report
Click on the links above, or read on for detailsContinue reading
Each Abtrac user can choose how their timesheet looks like.
Linear Timesheets are line by line, with dates on the left.
Cross Tab Timesheets group similar entries together, and have dates in a table on the right.
In both types of views, you have the choice of entry 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.