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A few more important terms

Overhead groups and overhead projects - what's the difference?

Overhead groups

Use overhead groups to define the Overhead section of employee timesheets. Set up project, phase, activity, and account information so it defaults onto employee timesheets, simplifying timesheet entry.

For firms running in-house payroll, overhead groups are useful for tracking overhead salaries to unique pay items for payroll. You can track utilization without overhead groups, but you cannot track separate pays.

When setting up an overhead group, create overhead group items. These items appear in the Overhead area of an employee's timesheet. When creating an overhead group item, link a pay to it. The pay determines the way Ajera reports the time on an employee's paycheck stub (or, if using a payroll service, in the payroll file). The pay can also determine the expense account associated with the item.

Examples of overhead group items are Vacation, Sick, Holiday, General Office, and so on. Assign an employee to an overhead group in the employee's setup (Setup > Employees).

Overhead projects

Use overhead projects to track overhead (indirect) hours for timesheet entry. Overhead projects are required for tracking utilization for indirect time.

Project Command Center

To open the Project Command Center, click Setup > Projects.

The Project Command Center is the centralized place where you go to do the following:

  • Set up projects.
  • Manage projects.
  • Budget projects.
  • Schedule projects.
  • Review and approve client invoices for a project.
  • Analyze projects using reports.

Test your knowledge

Quiz: Common terms

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Lesson 3: Key concepts

 

 

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