Adding Jobs/Projects to your Abtrac Trial

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.

‘Details for’ page – click to enlarge

Fill in any other required fields and click on the ‘Save Contact Details’ button to save the contact.

‘Details for’ page – click to enlarge

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.

Add Jobs for contact – click to enlarge

This takes you to the ‘Job Details’ page.

‘Job Details’ page – click to enlarge

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.

‘Job Details’ page – click to enlarge

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

Adding Users to your Abtrac Trial

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.

Employee Details screen – click to enlarge

Click on the ‘+’ (add) button to add a new employee.

The below screen will open.

Add Employee Details – click to enlarge

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.

Setting up the Employee to Log into Abtrac

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.

Login Management – click to enlarge

Every field is mandatory. Choose the employee name from the drop down selector.

Add Employee Login – click to enlarge

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.

Login Management- click to enlarge

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 Quick Tutorial:- Adding Employees and a Login (Video)

Abtrac KB# 2171