Back to basics – Project Status

Abtrac’s Project Management suite has plenty of fields available to build a detailed, real-time analysis of your projects progress and profitability. It’s something that sets us apart from our competitors.

But before you get carried away with Milestones, Scheduling, Tasks and Budgets…spare some time for the humble Project Status.

It crops up in quite a few reports, and you’ll probably find it pretty handy.

Keep it simple when using project status, between 3 – 6 options are usually plenty. Something basic like “Approved, In Progress, On Hold, Completed” is often useful. Rather than micro-managing the status; you can add more detail in the Tasks(Stages) screen if needed.

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Write Off Reporting

As well as looking at how much was billed each month end we recommend you look at your write off percentages. Use one of the WIP reports from Performance Reports > Management Analysis:

  • WIP Write-offs and Write-ons by Invoice
  • WIP Write-offs and Write-ons by Project, or
  • Write-offs and Write-ons by Project and Invoice are all good places to start.

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