If you often work on similar types of jobs or projects and find that some information is repeated from one to another, you can take advantage of the Clone Job/Project feature in AbtracOnline.
This feature allows you to duplicate the original job details (along with option additional details) saving the copied job directly to the existing client’s job list. Once you have a copy of the original job you can move the new project to the new client.
You can also create template jobs or projects for the various types of work you handle. When a real job of the same type arises, you can simply clone the relevant template.
How to copy jobs (duplicate or clone jobs)
Open the job you want to copy
To clone a job, find the original job you want to clone from and view job details. From the job details menu click the Clone Job Button.
Select the job features you wish to duplicate
Select any appropriate additional items to clone, and choose the “Clone Job” button from the pop up.
Move the cloned job to the required client using job transfer
When you clone or duplicate a Job it will add the new job to the parent client where you started this process.
From the Client Details screen choose >> Projects to view both the original and cloned job.
The new job has the same name (job description) as the original job. The new job has a unique job number that follows your project number rules.
To move this job to another client you can use the transfer job feature.
What is copied when cloning a job?
When cloning a job the information from the Job details page is copied by default.
You can also optionally choose to duplicate the following details:
- Job Billing details
- Job People
- Job Specific Rates
- Job Activity Rates
- Tasks (Stages/Phases)
- Stage Activities
- Sub Stages
- Stage GL Codes
- Work Items
- User Defined Fields (Job User Defined)
How to move a cloned job to another client
Add a new client before transferring a template job/cloned job.
Before transferring a cloned job you may need to add a new client (contact) in Abtrac that the job will belong to.
From Clients, Contacts & Jobs >> select Add Client or Contact. The ‘System Code’ and ‘Creation Date’ are auto generated, add the Client name and other details and save in the usual way.
How to use the transfer job menu
From the Clients, Contacts and Jobs Menu >> select Job Transfer (Project Transfer).
When transferring a newly cloned job there likely won’t be any additional information outside of the jobs screen to move and you’ll choose the “Move Everything” option.
Read more details on the transfer job process here
How to find a duplicate job
In AbtracOnLine you can search and quickly access a range of job(project) related data from Clients, Contacts & Jobs >> Search Clients and Jobs.
By default this screen shows information for current clients, and current jobs. Change your search options to “All” if you are unable to find a job that you’ve previously used.
Creating template jobs for cloning
We recommend you set up a Client in Abtrac with your own company name, and track all administration, training and leave time as Abtrac projects.
You can also set up a client in Abtrac with your own company name to store template jobs or projects for the various types of work you handle, this is particularly useful when job information is often repeated.
When a real job of the same type arises, you can simply clone the relevant template, streamlining your workflow even further.
More Cloning options in Abtrac
Abtrac KB# 2113