General
info:
|
Project Key
|
Phase
|
The database identifier of the project
|
|
Project ID & Description
|
Phase
|
The ID and description of the project
|
|
Client Key
|
Client
|
The database identifier of the client associated with the project
|
|
Project Manager Key
|
Project Manager
|
The database identifier of the project manager associated with the project
|
|
Principal in Charge Key
|
Employee
|
The database identifier of the principal associated with the project
|
|
Principal in Charge
|
Employee
|
The name of the principal associated with the project
|
|
Marketing Contact Key
|
Employee
|
The database identifier of the marketing contact associated with the
project
|
|
Marketing Contact
|
Employee
|
The name of the marketing contact associated with the project
|
|
Project Type Key
|
Project Type
|
The database identifier of the project type associated with the project
|
|
Department Key
|
Department
|
The database identifier of the department associated with the project
|
|
Department
|
Department
|
The name of the department associated with the project
|
|
Company Key
|
|
Multi-company only. The database identifier of the company associated with the project
|
|
Company Name
|
|
Multi-company only. The name of the company associated with the project
|
|
Location
|
|
The location of the project
|
|
Last Client Invoice
|
|
The invoice number of the last invoice submitted to the client
|
|
Is Certified
|
|
Indicates if the project requires a certified payroll report
|
|
Wage Table
|
|
The name of the wage table used for the project
|
|
State
|
|
Applies only when you set up Ajera to process withholding for multiple states
The state for state withholding assigned to the project
|
|
Local
|
|
Applies only when you set up Ajera to process withholding for multiple states
The local tax assigned to the project for tax withholding
|
|
Timesheet Notes Required
|
|
Indicates whether timesheet notes are required for the project
|
|
Notes
|
|
Any notes entered on the Notes tab of the project
|
|
Dates:
|
Estimated Start Date
|
|
unavailable in ajeraCore
The date when work is scheduled to begin, as entered on the Manage tab of the project
|
x
|
Estimated Completion Date
|
|
unavailable in ajeraCore
The date when work is scheduled to be complete, as entered on the Manage tab of the project
|
x
|
Actual Start Date
|
|
The actual date when work begins
|
x
|
Actual Completion Date
|
|
The actual date when work is complete
|
x
|
Next Task Date
|
Task
|
unavailable in ajeraCore
The date of the next task associated with the project
|
x
|
Budgets:
|
Labor Cost Budget
|
|
The amount budgeted for labor for the project
|
|
Expense Cost Budget
|
|
The amount budgeted for expenses for the project
|
|
Consultant Cost Budget
|
|
The amount budgeted for consultants for the project
|
|
Labor Cost Rate
|
|
unavailable in ajeraCore
The average hourly rate that reflects the actual cost of labor for the project
without overhead and DPE costs. This is the average per hour rate paid to an employee.
This rate is set up in company preferences, and is used to calculate cost budgets when you enter budgeted hours with no employee or employee type.
|
|
Labor Fee Rate
|
|
unavailable in ajeraCore
The average hourly rate that reflects the rate you use to calculate contract amounts for budgeted hours
Ajera uses this rate to calculate fee budgets when you enter budgeted hours with no employee or employee type.
|
|
Expense Markup Rate
|
|
unavailable in ajeraCore
An increase to the expense cost by a specified percentage to reflect
overhead and DPE costs
It is used for project reporting to calculate profit based on the real
cost of expenses for the project.
|
|
Consultant Markup Rate
|
|
unavailable in ajeraCore
An increase to the consultant cost by a specified percentage to reflect
overhead and DPE costs
It is used for project reporting to calculate profit based on the real
cost of consultants for the project.
|
|
Labor Contract Amount
|
|
The amount negotiated to be invoiced for labor performed on the project, as entered on the Manage tab of the project
Does not apply to Nonbillable, Marketing, or Overhead billing types
|
|
Expense Contract Amount
|
|
The amount negotiated to be invoiced for expenses incurred on the project
Does not apply to Nonbillable, Marketing, or Overhead billing types
|
|
Consultant Contract Amount
|
|
The amount negotiated to be invoiced for consultant work performed on
the project
Does not apply to Nonbillable, Marketing, or Overhead billing types
|
|
Final Budget
|
|
unavailable in ajeraCore
Indicates if the project's budget is final
When a budget is final, you can no longer change amounts in the budget
(unless your project security settings are set to allow changes to the
Manage tab); however, you can
change schedule and resource assignments.
|
|
Can Change WBS
|
|
unavailable in ajeraCore
Indicates if the work breakdown structure (WBS) of the project can be changed
Permission to change the WBS is allowed on the Permissions
subtab of the Project Info tab
in the Project Command Center
|
|
Can Change Resources
|
|
unavailable in ajeraCore
Indicates if the resources of the project can be changed
Permission to change the resources is allowed on the Permissions
subtab of the Project Info tab
in the Project Command Center
|
|
Reported
percent complete (RPC):
|
Reported % Complete
|
Reported Percent Complete
|
unavailable in ajeraCore
The RPC or percent of work that is complete as of the % complete date, as entered on the Manage tab of the project
|
|
Reported % Complete Date
|
Reported Percent Complete
|
unavailable in ajeraCore
The date when you report the percent of work that is complete, as entered on the Manage tab of the project
|
x
|
Billing
info:
|
Billing Manager Key
|
Employee
|
The database identifier of the billing manager associated with the project
|
|
Billing Manager
|
Employee
|
The name of the billing manager associated with the project
|
|
Billing Type
|
|
The billing type associated with the project
|
|
Rate Table
|
|
The billing rate table associated with the project
|
|
Invoice Format
|
|
The invoice format associated with the project
|
|
Bill Labor as TE
|
|
Indicates if labor on the project is billed as Time & Expense
|
|
Bill Expense as TE
|
|
Indicates if expenses for the project are billed as Time & Expense
|
|
Bill Consultant as TE
|
|
Indicates if consultant costs for the project are billed as Time &
Expense
|
|
Construction Cost
|
|
If budgeting or billing by the percent of construction cost, the construction
cost appears here.
|
|
Percent of Construction Cost
|
|
Percent of construction cost that represents your fee, if budgeting
by construction cost
|
|
Header Text
|
|
Text that prints on the invoice below the client mailing address
You enter the text on either the Billing
tab of the company preferences window or the Invoice
subtab of the Project Info tab
in the Project Command Center.
|
|
Footer Text
|
|
Text that prints on the last page of the invoice above the page footer
You enter the text on either the Billing
tab of the company preferences window or the Invoice
subtab of the Project Info tab
in the Project Command Center.
|
|
Scope Text
|
|
The description of work to be performed for the project
|
|
Billing Description
|
|
The project name, which prints on the invoice
You enter the text on the Invoice
subtab of the Project Info tab
in the Project Command Center.
|
|
Apply Sales Tax
|
|
Indicates if any of the labor or expenses for this project are subject
to sales tax
This is defined on the Billing tab of the project.
|
|
Sales Tax Code
|
|
The sales tax applied to the project
|
|
Sales Tax Rate
|
|
The sales tax, as a percent, applied to the project
|
|
Contact
info:
|
Billing Contact Key
|
Contact
|
The database identifier of the billing contact associated with the project
|
|
Billing Contact Information
|
Contact
|
Information about the billing contact associated with the project
|
|
Billing Contact Name
|
Contact
|
The name of the billing contact associated with the project
|
|
Contact Key 1, 2, 3, 4, 5
|
Contact
|
The database identifiers of the contact people associated with the project
|
|
Contact Information 1, 2, 3, 4, 5
|
Contact
|
Information about the contact people associated with the project
Note: |
In the
Contact Information columns, the last name, first name, phone numbers,
and phone text appear when you select to wrap text in that column. |
|
|
Contact Name 1, 2, 3, 4, 5
|
Contact
|
The names of the contact people associated with the project
|
|
Contact Text 1, 2, 3, 4, 5
|
Contact
|
Text about the contact people associated with the project
You enter the text on the Contacts
subtab of the Project Info
tab in the Project Command Center.
|
|
Billing review: unavailable in ajeraCore
|
Project Manager Action
|
|
Applies to the billing review feature
A check mark indicates that a client invoice is ready for review by the project manager.
|
|
Billing Manager Action
|
|
Applies to the billing review feature
A check mark indicates that a client invoice is ready for review by the billing manager.
|
|
Principal Action
|
|
Applies to the billing review feature
A check mark indicates that a client invoice is ready for review by the principal.
|
|
Accounting Action
|
|
Applies to the billing review feature
A check mark indicates that a client invoice is ready for review by accounting.
|
|
Billing Review Stage Key
|
|
Applies to the billing review feature
The database identifier of the billing review stage associated with a client invoice
|
|
Billing Review Stage
|
|
Applies to the billing review feature
Indicates at what stage a client invoice is in the billing review process
|
|
Cost:
|
Cost
|
Transaction - All
|
The cost amountThe amount paid to employees for work performed, or the out-of-pocket costs to the company for expenses and consultants. of the project
This does not include any markups.
|
x
|
Cost + Premium
|
Transaction - All
|
The cost amountThe amount paid to employees for work performed, or the out-of-pocket costs to the company for expenses and consultants. of the project + the premium costThe cost amount representing the increase to the employee's pay to reflect pay for hours entered as premium time (such as overtime and double time). For example, an employee’s pay rate is $20 per hour with a premium time markup of 50%. When 1 hour is entered as premium time, the cost for that hour is $30. Ajera tracks this cost as $20 as regular cost and $10 as premium cost.
This does not include any markups.
|
x
|
Cost Burdened
|
Transaction - All
|
The cost amountThe amount paid to employees for work performed, or the out-of-pocket costs to the company for expenses and consultants. of the project + the overhead amount
|
x
|
Cost + Premium Burdened
|
Transaction - All
|
The cost amountThe amount paid to employees for work performed, or the out-of-pocket costs to the company for expenses and consultants. of the project + the premium costThe cost amount representing the increase to the employee's pay to reflect pay for hours entered as premium time (such as overtime and double time). For example, an employee’s pay rate is $20 per hour with a premium time markup of 50%. When 1 hour is entered as premium time, the cost for that hour is $30. Ajera tracks this cost as $20 as regular cost and $10 as premium cost.+ the overhead amount
|
x
|
Cost Labor
|
Transaction - Labor
|
The cost amountThe amount paid to employees for work performed, or the out-of-pocket costs to the company for expenses and consultants. of the labor for the project
|
x
|
Cost Labor Burdened
|
Transaction - Labor
|
The cost amountThe amount paid to employees for work performed, or the out-of-pocket costs to the company for expenses and consultants. of the labor for the project + the overhead amount
|
x
|
Cost Expense
|
Transaction - Expense
|
The cost amountThe amount paid to employees for work performed, or the out-of-pocket costs to the company for expenses and consultants. of the expenses for the project
|
x
|
Cost Consultant
|
Transaction - Consultant
|
The cost amountThe amount paid to employees for work performed, or the out-of-pocket costs to the company for expenses and consultants. of the consultants for the project
|
x
|
Premium Cost
|
Transaction - Labor
|
The cost amountThe amount paid to employees for work performed, or the out-of-pocket costs to the company for expenses and consultants. of
representing the increase to the employee's pay to reflect pay for hours
entered as premium time (such as overtime and double time)
|
x
|
Payroll Cost w/Exp & Cons
|
Transaction - All
|
The payroll cost of labor for the project without overhead and DPE costs,
plus expenses and consultants
Payroll cost is the total sum of money to be paid out to employees at
a given time.
|
x
|
Payroll Cost Labor
|
Transaction - Labor
|
The payroll cost of labor for the project without overhead and DPE costs
Payroll cost is the total sum of money to be paid out to employees at
a given time.
|
x
|
Payroll Cost Labor Burdened
|
Transaction - Labor
|
The payroll cost of labor for the project with overhead and DPE costs
included
Payroll cost is the total sum of money to be paid out to employees at
a given time.
|
x
|
Payroll Cost Burdened w/Exp & Cons
|
Transaction - All
|
The payroll cost of labor for the project with overhead and DPE costs
included, plus expenses and consultants
Payroll cost is the total sum of money to be paid out to employees at
a given time.
|
x
|
Spent:
|
Spent Labor
|
Transaction - Labor
|
The amount of labor performed on the project at the billing rates
|
x
|
Spent Expense
|
Transaction - Expense
|
The amount of expenses incurred on the project at the billing rates
|
x
|
Spent Consultant
|
Transaction - Consultant
|
The amount of consultant work performed on the project at the billing
rates
|
x
|
Billed:
|
Billed Hours
|
Transaction - Labor
|
The total number of hours billed to the client associated with the project
|
x
|
Billed Labor
|
Transaction - Labor
|
The amount of labor billed to the client associated with the project
|
x
|
Billed Expense
|
Transaction - Expense
|
The amount of expenses billed to the client associated with the project
|
x
|
Billed Consultant
|
Transaction - Consultants
|
The amount of consultant costs billed to the client associated with
the project
|
x
|
Billed Adjustments
|
Transaction - All
|
The amount of any adjustments that were billed
|
x
|
Billed Adjustments Labor
|
|
The amount of adjustments with an activity type of Labor that were billed
|
x
|
Billed Adjustments Expense
|
|
The amount of adjustments with an activity type of Expense that were billed
|
x
|
Billed Adjustments Consultant
|
|
The amount of adjustments with an activity type of Consultant that were billed
|
x
|
Billed Amount by Accounting Date
|
|
The total amount billed to the client as of the accounting date
|
x
|
Labor Billed by Accounting Date
|
|
The amount of labor billed to the client as of the accounting date
|
x
|
Expense Billed by Accounting Date
|
|
The amount of expenses billed to the client as of the accounting date
|
x
|
Consultant Billed by Accounting Date
|
|
The amount of consultant costs billed to the client as of the accounting date
|
x
|
Last Invoice Number Used
|
|
The last invoice number used on the project
|
|
WIP:
|
WIP Hours
|
Transaction - Labor
|
The total number of work-in-progress (WIP)hours associated with the project
|
x
|
WIP Labor
|
Transaction - Labor
|
The amount ofwork-in-progress (WIP)
for labor
|
x
|
WIP Expense
|
Transaction - Expense
|
The amount of work-in-progress (WIP)
for expenses
|
x
|
WIP Consultant
|
Transaction - Consultant
|
The amount of work-in-progress (WIP)
for consultant costs
|
x
|
Written
off:
|
Written Off Hours
|
Transaction - Labor
|
The total number of write-off hours associated with the project
|
x
|
Written Off
|
Transaction - All
|
The total amount of write-off associated with the project
|
x
|
Written Off Labor
|
Transaction - Labor
|
The amount of write-off
for labor
|
x
|
Written Off Expense
|
Transaction - Expense
|
The amount ofwrite-off for expenses
|
x
|
Written Off Consultant
|
Transaction - Consultant
|
The amount of write-off for consultant costs
|
x
|
Receivables:
|
Receipts
|
Client Receipt
|
The total amount of client receipts entered for the project
|
x
|
Receipts Labor
|
Client Receipt
|
The amount of client receipts entered for labor
|
x
|
Receipts Expense
|
Client Receipt
|
The amount of client receipts entered for expenses
|
x
|
Receipts Consultant
|
Client Receipt
|
The amount of client receipts entered for consultants
|
x
|
Receipts Adjustments
|
Client Receipt
|
The amount of client receipts entered for
adjustments, such as a discount
|
x
|
Receipts Adjustments Labor
|
|
The amount of client receipts entered for adjustments with an activity type of Labor
|
x
|
Receipts Adjustments Expense
|
|
The amount of client receipts entered for adjustments with an activity type of Expense
|
x
|
Receipts Adjustments Consultant
|
|
The amount of client receipts entered for adjustments with an activity type of Consultant
|
x
|
Prepayment Balance
|
|
The total amount of prepayments remaining to be applied
|
x
|
Vendor
invoices/payments:
|
Vendor Invoiced
|
Vendor Invoice
|
The total amount of vendor invoices associated with the project
|
x
|
Vendor Invoiced Expense
|
Vendor Invoice
|
The amount of vendor invoices for expenses
|
x
|
Vendor Invoiced Consultant
|
Vendor Invoice
|
The amount of vendor invoices for consultants
|
x
|
Payments
|
Vendor Payment
|
The total amount paid to vendors associated with the project
|
x
|
Payment Expense
|
Vendor Payment
|
The amount paid to vendors for expenses
|
x
|
Payment Consultant
|
Vendor Payment
|
The amount paid to vendors for consultant costs
|
x
|
Payable Balance
|
Vendor Invoice
|
The total amount remaining to be paid to the vendors associated with
the project
|
x
|
Resources: unavailable in ajeraCore
|
Resource Hours
|
Resource
|
The total number of hours entered by resources (that is, employees)
assigned to the project
|
|
Resource Cost
|
Resource
|
The total
of the resources (that is, employees) assigned to the project
|
|
Resource Fee
|
Resource
|
The total
of the resources (that is, employees) assigned to the project plus overhead
and DPE costs
|
|
Scheduled Hours
|
Resource
|
The number of hours in the future scheduled for the project in the Schedule Manager
|
x
|
Scheduled Dollars
|
Resource
|
The amount scheduled to date in Schedule Manager
Ajera calculates the amount by multiplying the scheduled hours by the billing rate.
|
x
|
Business
development:
|
BD - Description
|
|
A description entered for the Business Development phase of the project
|
|
BD - Client Key
|
Client
|
The database identifier of the client associated with the BD phase
|
|
BD - Client Description
|
Client
|
A description of the client associated with the BD phase
|
|
BD - Client Status
|
|
Indicates if you have worked with the client in the past
Repeat means that you have, and New means that you have not.
The status is selected on the Marketing
Info subtab of the Business Development
subtab in the Project Command Center.
|
|
BD - Owner Key
|
Contact
|
The database identifier of the company paying for the project
|
|
BD - Owner Name
|
Contact
|
The name of the company paying for the project
|
|
BD - Owner Status
|
|
Indicates if you have worked with the company paying for the project
in the past
Repeat means that you have, and New means that you have not.
The status is selected on the Marketing
Info subtab of the Business Development
subtab in the Project Command Center.
|
|
BD - AE Key
|
Contact
|
The database identifier of the primary architecture or engineering firm
on the project
|
|
BD - AE Name
|
Contact
|
The name of the primary architecture or engineering firm on the project
|
|
BD - AE Status
|
|
Indicates if you have worked with the primary architecture or engineering
firm on the project in the past
Repeat means that you have, and New means that you have not.
The status is selected on the Marketing
Info subtab of the Business Development
subtab in the Project Command Center.
|
|
BD - Priority
|
|
The importance of the project: as low, medium, or high
This information is useful for reporting purposes or for quickly sorting
and grouping projects by priority.
|
|
BD - Chance of Winning
|
|
The percent probability that your firm can win the project
This information is useful when reviewing reports to help predict future
workload. You can also sort projects in the project list by the percent
chance of winning.
|
|
BD - Scope of Work
|
|
A description of work to be performed for the project
|
|
BD - Total Cost
|
|
The total cost of the project for the owner
It includes permits, fees, construction, design, furnishings, and so
on.
|
|
BD - Construction Cost
|
|
The total construction cost of the project
|
|
BD - Total Fee
|
|
The total amount of fees charged for the project, including your firm's
fees and fees charged by subconsultants
|
|
BD - Firm Fee
|
|
The contract amount for the project
|
|
BD - Consultant Fee
|
|
The amount of fees charged by subconsultants you are using on the project
|
|
BD - Final Disposition Reason
|
|
The reason why your firm won, lost, or declined the project
|
|
BD - Awarded To Key
|
Contact
|
The database identifier of the firm that won the contract for the project
|
|
BD - Awarded To
|
Contact
|
The firm that won the contract for the project
|
|
BD - Current Stage
|
|
Indicates where your proposal is in the Business Development process
Examples: Completed, Deferred, In Progress, Not Started, Waiting
|
|
BD - Total Contract Won
|
|
The total contract amount awarded to your firm
|
|
BD - Labor Contract Won
|
|
The contract amount for labor awarded to your firm
|
|
BD - Expense Contract Won
|
|
The contract amount for expenses awarded to your firm
|
|
BD - Consultant Contract Won
|
|
The contract amount for consultant costs awarded to your firm
|
|
BD - Hours Budget Won
|
|
The total number of budgeted hours awarded to your firm
|
|
BD - Total Contract Open
|
|
The total amount to be awarded to the winner of the contract
|
|
BD - Labor Contract Open
|
|
The amount for labor to be awarded to the winner of the contract
|
|
BD - Expense Contract Open
|
|
The amount for expenses to be awarded to the winner of the contract
|
|
BD - Consultant Contract Open
|
|
The amount for consultant expenses to be awarded to the winner of the
contract
|
|
BD - Hours Budget Open
|
|
The total number of budgeted hours to be awarded to the winner of the
contract
|
|
BD - Total Contract Factored
|
|
The total contract amount that your firm has a chance of winning:
Total
Contract Open x Chance of Winning
This information is useful when reviewing reports to help predict future
income.
|
|
BD - Labor Contract Factored
|
|
The contract amount for labor that your firm has a chance of winning:
Labor
Contract Open x Chance of Winning
This information is useful when reviewing reports to help predict future
income.
|
|
BD - Expense Contract Factored
|
|
The contract amount for expenses that your firm has a chance of winning:
Expense
Contract Open x Chance of Winning
This information is useful when reviewing reports to help predict future
income.
|
|
BD - Consultant Contract Factored
|
|
The contract amount for consultant costs that your firm has a chance
of winning:
Consultant
Contract Open x Chance of Winning
This information is useful when reviewing reports to help predict future
income.
|
|
BD - Hours Budget Factored
|
|
The number of budgeted hours in the contract that your firm has a chance
of winning:
Hours
Budget Open x Chance of Winning
This information is useful when reviewing reports to help predict future
workload.
|
|
BD - Total Contract Lost/Declined
|
|
The total contract amount lost or declined by your firm
|
|
BD - Labor Contract Lost/Declined
|
|
The contract amount for labor lost or declined by your firm
|
|
BD - Expense Contract Lost/Declined
|
|
The contract amount for expenses lost or declined by your firm
|
|
BD - Consultant Contract Lost/Declined
|
|
The contract amount for consultant costs lost or declined by your firm
|
|
BD - Hours Budget Lost/Declined
|
|
The total number of budgeted hours in the contract lost or declined
by your firm
|
|
BD - Contact Key 1, 2, 3, 4, 5
|
Contact
|
The database identifiers of the contact people associated with the project
|
|
BD - Contact Information 1, 2, 3, 4, 5
|
Contact
|
Information about the contact people associated with the project
Note: |
In the
Contact Information columns, the last name, first name, phone numbers,
and phone text appear when you select to wrap text in that column. |
|
|
BD - Contact Name 1, 2, 3, 4, 5
|
Contact
|
The names of the contact people associated with the project
|
|
BD - Contact Text 1, 2, 3, 4, 5
|
Contact
|
Text about the contact people associated with the project
You enter the text on the Contacts
subtab of the Business Development
subtab in the Project Command Center.
|
|
Notes
|
|
Any notes about the project
|
|
Defined links:
|
Link - Client Invoice
|
Client Invoice
|
A link to the Client Invoice inquiry
|
|
Link - Billing Review History
|
Billing Review History
|
A link to the Billing Review History inquiry
|
|
Link - Transactions - All
|
Transactions - All
|
A link to the Transactions - All inquiry
|
|
Link - Transactions - Labor
|
Transactions - Labor
|
A link to the Transactions - Labor inquiry
|
|
Link - Transactions - Expense
|
Transactions - Expense
|
A link to the Transactions - Expense inquiry
|
|
Link - Transactions - Consultant
|
Transactions - Consultant
|
A link to the Transactions - Consultant inquiry
|
|
Link - GL Entry - Accrual
|
GL Entry - Accrual
|
A link to the GL Entry inquiry
|
|
Link - GL Entry - Cash
|
GL Entry - Cash
|
A link to the GL Entry inquiry with a condition limiting the information
to cash entries
|
|
Link - Phase
|
Phase
|
A link to the Phase inquiry
|
|
Link - Resource
|
Resource
|
unavailable in ajeraCore
A link to the Resource inquiry
|
|
Link - Task
|
Task
|
unavailable in ajeraCore
A link to the Task inquiry
|
|
Link - BD Stage
|
BD Stage
|
unavailable in ajeraCore
A link to the Business Development Marketing Stage inquiry
|
|