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.
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/Projectfeature 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.
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.
Getting started with your invoicing normally starts with a few reports to see who you are invoicing and for how much. This can then be checked with job (project) managers to confirm they are ready to invoice the clients and if they are happy with the amounts.
There are two basic reports that can get you going. Unbilled Work Quick Summary and Timesheet Entries.
Simple, fewer pieces of information to load means you will have a faster system.
Screens such as the searches, timesheet entries, invoices, and some reports all load with the current data that is available in the system, so it’s pretty straightforward to think that making items non-current will give you a quicker response for all these pages.
Modern browsers are getting smarter (or scarier) and can remember the information you have put into forms on websites and this is not just AbtracOnline but any form you fill out.
Sometimes this information will be automatically put into AbtracOnline if the browser thinks that it’s saving you time by adding the information for you.
Here are the instructions on how to turn that off if you find it more of a hindrance than helpful. (n.b. these instructions are accurate as at September 2020 and may change as the browsers change. Feel free to call us for assistance if they don’t make sense.)
Work Items are a list of things to do on a job. They are lower than tasks, (aka stages or phases). They are small steps of work that can be ‘ticked off’ as they are completed. If you already have a QA Check List of some sort for each job/project, then Abtrac Work Items are quite possibly the exact same concept. Examples of a work item might be a day-long site visit, or a 4 hour piece of work in the office to write a report. Each of these and more may all be under a task (aka stage or phase) of ‘Feasibility Planning’.
Most offices start the week and look ahead several weeks when sketching out work to be done and spreading it around the office for people to do. Using Abtrac work items, the benefit is that everyone knows what is being done and how long it is expected to take.
We recommend you run AbtracOnLine with Google Chrome where possible. When doing so, you can take advantage of the Chrome language settings, and the customisable dictionaries within the Google Chrome browser.
Before you start using Actual vs Budget reports it’s useful to understand where the data they display comes from. We’ve included a definition for the relevant columns, (including an example calculation where applicable) in this article, to be read side by side with Creating and managing tasks, and Actual vs Budget Reports.