Your Abtrac trial includes a quick set up module on the homepage, near the footer menu.
Here, you can choose the naming convention for your jobs/projects and their components and also choose how you want your timesheets to appear.
To add a Job/Project to your Abtrac trial, you need to add a client or contact first.
Adding a Client or Contact
From Clients, Contacts & Jobs >> select Add Client or Contact.
You can choose to add just the contact name & save, and add the other details later.
The ‘System Code’ and ‘Creation Date’ are auto generated.
Fill in any other required fields and click on the ‘Save Contact Details’ button to save the contact.
Adding a Job to a Client
Jobs and Projects must belong to a Client(Contact) in Abtrac. From the ‘Contact Details’ page >> click on the Jobs tab >> then click on the ‘Add Job for this Contact’ button.
This takes you to the ‘Job Details’ page.
The Job Code is auto-generated based on rules determined from system settings.
Enter a Job Description and Click on the ‘Save Job Details’ button to save.
The ‘Job Details’ page will be updated with the Job description as above.
You can fill in the other details as and when required.
Abtrac KB# 2172
When evaluating a trial, it is good to include other members of the team.
You can add people to your trial from Administration >> Employees >> Employee Details.
Click on the ‘+’ (add) button to add a new employee.
The below screen will open.
Enter data into the mandatory fields (with asterisks beside them) and any other fields as required.
Save the record by clicking on the ‘Update’ button as indicated.
Once the employee is added, they will need their own unique credentials to log into Abtrac.
From Administration >> Employees >> Login Management, click on the ‘+’ (add) sign to open a screen to add the new record.
Every field is mandatory. Choose the employee name from the drop down selector.
Enter their email address and assign them to a ‘User Group’, ‘Admin’ in this case.
See more on User Groups here.
Choose their default timesheet view and create a password for them.
Save the record by clicking on the ‘Save’ button at the top right of the above screenshot as indicated. Now you have successfully added a new employee into Abtrac.
You can also add/edit the individual employee login by clicking on the pencil edit button near the employee name.
We recommend that you log out and test if the new user can successfully log into Abtrac trial as expected.
See the article Adding a New Employee and Creating a Login
You can also watch Abtrac Quick Tutorial:- Adding Employees and a Login
Abtrac KB# 2171
Abtrac | Knowledge Base 