Terms you can change

Let's take a look at some basic terms in Ajera, which are common for most architectural and engineering firms. You can change these terms, if needed, to better reflect what your firm calls them. When setting up Ajera, you can change them on the Company > Preferences > Project tab.

These terms appear throughout Ajera's windows and reports.

Phase

A phase is a component of a project’s work breakdown structure. A phase reflects a stage or deliverable of a project’s life cycle. You set up phases to help track costs and manage client billing.

Activity

An activity is the type of work or expense charged to a project or phase. You can specify cost and billing rate by expense and consultant activities. You can summarize or subtotal reports and client invoices by activity. Example

A site visit is a labor activity, and mileage is an expense activity.

Ajera separates all costing and revenue activities into three activity types:

• Labor
• Consultants
• Expenses

Ajera organizes important components of a project (including contract amounts and billed revenue) by activity type. When setting up an activity (Setup > Activities), assign the activity to one of these types. In the Project Command Center (Setup > Projects > Manage tab), you work with totals for labor, expense, and consultants called activity type totals.

Task

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A task is work that needs to be performed. Tasks are the to-do items that culminate in accomplishing all the work necessary to complete the objective of a phase or project. When budgeting a project, do not budget to the task level.

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Common billing terms