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:
About Tasks, Sub Tasks
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
Configuring the layout of the Tasks screen
Making Tasks Mandatory in Timesheets
Renaming Tasks to Stages – Phases – or something else
Task Threshold Warnings
Scope Creep Notifications. How to enable a warning on timesheets when task budgets are exceeded
Entering Progress Assessments
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 details