AbaKast online training: Workflow

Did you know that Abak can let you know when a project is about to run over budget? Or when an employee’s timesheet is ready to approval? Did you know Abak can tell your employees that they needs to fill out last week’s timesheet?

Abak’s workflow module makes your system proactive and helps you manage your projects, your business and your employees better.

Register for this new AbaKast training session and discover the possibilities of the module!

AbaKast 206: Workflow

September 27th, 2012, 1h30 – 3h30pm, Eastern Time

Only 99$

Register here!

AbaKast online training: Understanding how to use Abak efficiently

Do you feel lost in Abak? Do you feel like things should be simpler and easier? They are! You just need to learn the tricks!

AbaKast 101:Understanding how to use Abak efficiently

Thursday, June 28, 2012
1h30 – 3h30pm, Eastern Time

Learn all the time-saving tips and tricks in Abak:

  • Configuring Abak and understanding how all modules work together
  • Ergonomics: using the interface, column properties, filters, server requests, active windows,  etc.
  • Time sheet tips and tricks

Only 69$

Register Now!

* We recommend having Abak version 7.2 or more recent to get the maximum out of this AbaKast.

FREE AbaKast Online Training: Be the Security Ninja!

We noticed we often had questions on security settings in Abak. Our clients, after implementation was complete, needed to change security settings and they did not feel comfortable doing it without the help of a trainer.

We are happy to debut a new AbaKast training session in May: Security!

  • Learn how to setup security groups
  • Understand how to control access to specific information, for example cost information
  • See real-life examples – you can even submit your own before the session

May 31st, 2012, 1:30pm Eastern Time
Only 99$
15th anniversary special – FREE

Register now!

Supercharge Abak: Pivot Reports

Last month’s AbaKast online training session was a resounding success! We sold out our basic reporting training session.

In April, our AbaKast online training session is all about supercharging Abak with Pivot reports. Pivot reports let you slice and dice Abak’s data any which way you like. If you want to move beyond our transactions list report, this is the training for you!

AbaKast 202: Pivot Reports

April 26th, 2012, 1h30 – 3h30pm, Eastern Time

Only 99$

Register here.

Online training: Reports

Data is great. Information is better!

Abak is a gold mine of data, do you know how to leverage that data to better manage your business? Would you like to transform Abak into a decision-making tool?

Then this online training session is for you!
AbaKast 102: Efficient reporting

March 22nd, 2012, 1h30 – 3h30pm, Eastern Time

Become a master of reporting:

  • Standard reports
  • Custom reports
  • Parameters

Only 99$

Don’t wait, register here!

Back to school with efficient Abak!

AbaKast training sessionsDo you feel lost in Abak? Do you feel like things should be simpler and easier? They are! You just need to learn the tricks!

AbaKast 101:Understanding how to use Abak efficiently

September 29th, 2011
1h30 – 3h30pm, Eastern Time

Learn all the time-saving tips and tricks in Abak:

  • Configuring Abak and understanding how all modules work together
  • Ergonomics: using the interface, column properties, filters, server requests, active windows,  etc.
  • Time sheet tips and tricks

Only 69$

Register now!

* We recommend being up-to-date with Abak 7.2 to get the maximum out of this AbaKast.

Also, check out the full training schedule here

Create a Configurable Resource Productivity Report in Abak

Our clients love our Resource Productivity Report because it shows the proportion of billable time VS non-billable time worked for each employee and contractor. However, some of our clients need to exclude some data from the calculations. For example, excluding vacation, sick days and other paid leave from the report might give a more accurate representation of the proportion of billable time.

While the standard Resource Productivity Report is not configurable, we can use the Pivot Reports to produce the same information, while being able to exclude pay codes, activities or projects. The genius behind Abak’s pivot reports is that we can save and share report templates, for use by other users or with a different data set later on. Moreover, since the templates contain no data, there is no risk to the business’ confidentiality of data.

Here’s how to use the Resource Productivity Pivot Report Template.

  1. Download the template files here. Unzip the files and save them on your computer.
  2. In Abak, go to the report section and create a pivot report for the dates you want.
    Abak Report
    1. Choose only timesheets
    2. Add the pay code data to your pivot report data set.
  3. Open the report in Abak. Now, we’ll apply the template. To do so, open the Template menu and browser to the files you saved on your computer earlier.
    Abak Report
  4. Your report should now display billable VS non-billable hours and percentages, per employee, pay code and task. You can click on the + sign next to the employee name to see more detail.Abak Report
  5. To exclude a pay code or an activity from your report, click on the configuration button on the left-hand bar. This will open the activity list window and allow you to uncheck activities such as vacation or leave, so they are removed from the report.Abak ReportAbak Report
  6. And you’re done!
  7. Export your report to Excel or PDF format from the Export menu.

The Pro’s Corner: Changing Project Resource Rates in One Go

You set rates on projects for resources using the assignment calendar available in projects, and now it’s time to change rates on some or all projects.

Accessing each project and going to rate assignment for each resource quickly becomes fastidious.  Rate changes on projects from the resources management is for you.

Enter in resources management window, select the resource to change the rate and click on the contract assignment icon  in the tool bar.  All projects on which the resource is already assigned are displayed and checked to apply the process.

Make sure to select only projects on which you want to apply the new rate, click on the rate change icon  and enter your update parameters.

First select the date from which the new rate must apply.  The ending date is optional. Select whether you want to apply a new fixed rate or apply a markup/markdown on the existing rate and specify the value.  Note that the markup/markdown option is computed on a 100 percent basis.  E.g. if you enter 110 then a 10 % increase on the existing rate will be applied.  If you enter 85, then a 15 % reduction will be calculated for all existing rates.

This process will close the previous rate set on the project.  If no date was set as ending date on the previous rate calendar, the day before the beginning date of the new rate will be set as the ending date of the previous rate.

Each resource must be processed separately.

After having made the change for all resources, if you think that some timesheets may have been entered with the old rate for a date on which the new rate should apply, do not forget that the rate adjustment icon , available in Timesheets detailed entry window lets you apply the new rate by batch for all resources for a time scope.

A classic is back: Efficient Abak

AbaKast training sessionsDo you feel lost in Abak? Do you feel like things should be simpler and easier? They are! You just need to learn the tricks!

AbaKast 101:Understanding how to use Abak efficiently

June 14, 2011
1h30 – 3h30pm, Eastern Time

Learn all the time-saving tips and tricks in Abak:

  • Configuring Abak and understanding how all modules work together
  • Ergonomics: using the interface, column properties, filters, server requests, active windows,  etc.
  • Time sheet tips and tricks

Only 69$

Register now!

* We recommend being up-to-date with Abak 7.2 to get the maximum out of this AbaKast.

Also, check out the full training schedule here

New training session: Data Import

This training is great for everyone who needs to perform bulk describe the imageupdates in Abak: new clients, new resources, new projects!

AbaKast 205 : Data Import

June 2nd, 2011, 1h30 – 3h30 pm, Eastern Time

Only 99$

Speed up data entry and updates with your Abak system

  • Import clients, projects, tasks, expenses and many more
  • Step by step process for a successful imports
  • Required information and codes to use in your import files
  • Importation templates available, how to use them and validations
  • Specific contexts for imports

Register here

Also, check out the full training schedule here