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 2018 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 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 be all under a task (aka stage or phase) of “Feasibility Planning”.
Most offices start the week and look ahead several weeks sketching out work to be done and spreading it around the office for people to do. Using Abtrac work items the benefit is 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.
You can export any data from Abtrac to Microsoft Excel for analysis via the reports screen.
In some instances, for commonly exported screens and reports the data is ‘pre-cleaned’ and will export in a similar format to the report preview.
In other instances the export may result in ‘messy’ data, where the formatting is not as expected. This export format depends on the report data, your version of Abtrac, and your version of Microsoft.
You may need to ‘clean up’ the exported file in order to remove blanks and groupings from the original report. Read on for tips on using excel to tidy your exported information, and how to export data from reports and other screens in both AbtracOnLine and Abtrac5.
There’s a difference between how to do things, and how things work.
If you are new to AbtracOnLine, be it coming to Abtrac from our desktop version or another system we have a few pointers to ensure you get off to the best possible start.
This article contains a lot of our tips and tricks about the Abtrac interface. When you are getting started it’s worth a read to learn all the little tweaks and tricks to ensure you have Abtrac looking, feeling and working in a way that suits you.
Read on to learn how to use AbtracOnLine, and how to…
In the desktop version of Abtrac, Abtrac 5 there are three options for finding Client and Project details.
Find Contact is a quick and simple pop-up, useful when you know what you are looking for.
The Search screen allows you to preview a wide selection of Clients, Contacts and Projects data. It also links to the Projects Snapshot Summary which is a handy quick view of the latest timesheets, invoices, notes and work planning for a project.
Browse Projects is focused more at the project than the client level and includes current WIP details and Project Listing reports.
We talk timesheets every day with our clients and we understand there’s often a bit of resistance to that dreaded daily data entry.
Some companies use incentives, and some use penalties to ensure that accurate timesheets are entered. But another technique for getting comprehensive timesheets – is just to make it really easy to enter the data.
We’re preaching to the converted a little bit here – if you’re reading this email then you’re already using a pretty flexible and simple timesheet entry system 🙂 But have you tailored your timesheet layout specifically for your staff and jobs? Or are you still using the ‘off-the-shelf’ layout?
Take time to adjust your Timesheet Control Settings in Abtrac and make your daily data entry just that little bit simpler. Continue reading →