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You can quickly estimate projects for proposals and later refine the estimates to working budgets and schedules after the contract is won. In addition, you have instant access to project-specific reports.
Using Business Development, you can also track and analyze your marketing efforts.
Here are some typical tasks that you may perform to guide your project from a proposal to a completed job:
Depending on what your company sets up as a standard practice, you add projects by:
You can begin by indicating that you are working on a proposal and that your firm has not yet won the contract for the job.
With the project open in the Project Command Center, on the Project Info tab > General subtab, select Preliminary in the Status field.
You are now ready to begin working on an estimate in one of these ways:
You win the contract.
Change the status of your project to Active. With the project open in the Project Command Center, on the Project Info tab > General subtab, select Active in the Status field.
If, based on your estimate, you choose not to enter a bid for the project, or if your firm is not awarded the work, you can change the status to Closed.
You are now ready to produce a working budget and schedule for your project:
When you are finished budgeting the project, and if you no longer want to allow any changes to it, click the Final Budget button on the Manage tab of the Project Command Center. You can still add or change schedules or resources assignments when the budget is final.
When a client invoice is ready for review before billing, you can use billing review stages to help move the invoice smoothly through the review process, if the invoice is based on a standard invoice format or on a custom design created with the Client Invoice Designer.
A billing review stage consists of notes and a descriptive name that indicates where an invoice is in the review. Your billing review stages should mirror the ones used at your firm.
During billing review, you preview the invoice from the Client Invoices window or from the Project Command Center. Enter your notes and select the next billing review stage when finished. Ajera can notify the next reviewer that the invoice is ready, and the review process continues as needed.
When you print the invoice as final, the billing review stage automatically updates to Final.
After you have finally billed a project, be sure to enter actual complete dates and other project notes according to your company's policy. In this way, you can better evaluate this project for future estimating and marketing purposes.
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