You are here: Ajera Help (A-Z) > Inquiries > Inquiry descriptions > Resource inquiry

Resource inquiry

unavailable in ajeraCore unless you have the Consultant Management add-on

A resource is an item that you add to your budget on the Manage tab in the Project Command Center. You use resources to enter and track a specific labor, expense, or consultant cost.

Use this inquiry to see information for each of your resources, such as project or phase ID and description, employee, activity, vendor, and units/hours.

If needed, you can add predefined columns and view supplemental information. For example, you can view resource description, cost amount, fee amount, and start and completion dates.

Using the inquiry

From the Inquiry menu, click Resource > Resource.

Audience

Accounting staff

Groups

This inquiry is grouped by Project ID & Description and Phase Description. You can always group or ungroup columns, as needed.

Standard columns

Column Links to this inquiry Description

Date range available

Project ID & Description

Project

The ID and description of the project associated with the resource

 

Phase Description

Phase

The description of the phase associated with the resource

 

Employee

Employee

The name of the employee assigned to the labor resource

 

Employee Type

Employee Type

The name of the employee type assigned to the labor resource

 

Activity

Activity

The name of the activity assigned to the expense resource

 

Vendor

Vendor

The name of the vendor assigned to the expense or consultant resource

 

Reference/Commitment #

 

A short description that further identifies the resource

 

Units/Hours

 

The number of units or hours assigned to the resource

 

Notes

 

Any notes about the resource

 

Defined links:

Task

Task

A link to the Task inquiry

 

Reported % Complete

Reported % Complete

A link to the Reported % Complete inquiry

 

Predefined columns

You can add predefined columns to this inquiry. Many columns are available, organized in these categories:

Column Links to this inquiry Description

Date range available

Project and phase:

Project Key

Project

The database identifier of the project associated with the resource

 

Project ID

Project

The ID of the project associated with the resource

 

Project Description

Project

The name of the project

 

Phase Key

Phase

The database identifier of the phase

 

Phase ID

Phase

The ID of the phase associated with the resource

 

Phase ID & Description

Phase

The ID and name of the phase associated with the resource

 

Phase Order

 

The position of the phase associated with the resource in the Project Command Center

Example: You may sort the inquiry by phase order so it mirrors the order of the work breakdown structure in the Project Command Center.

 

Resource:

Resource Key

 

The database identifier of the resource

 

Order

 

The position of the resource on the Manage tab in the Project Command Center

Example: You may sort the inquiry by resource order so it mirrors the order of the resources on the Manage tab.

 

Resource/Task Description

 

The name of the resource

 

Is Resource

 

Indicates whether this is a resource

 

Parent Resource Key

 

The database identifier of the parent resource

Example: You may use the key to create a link to an inquiry that shows all the tasks associated with the resource.

 

Activity, employee, and vendor:

Activity Type

 

The activity type of the resource: Labor, Expense, or Consultant

 

Activity Key

Activity

The database identifier of the activity associated with the resource

 

Employee Type Key

Employee Type

The database identifier of the employee type associated with the resource

 

Employee Key

Employee

The database identifier of the employee associated with the resource

 

Vendor Type Key

Vendor Type

The database identifier of the vendor type associated with the resource

 

Vendor Type

Vendor Type

The vendor type associated with the resource

 

Vendor Key

Vendor

The database identifier of the vendor associated with the resource

 

Amounts and rates:

Cost Rate

 

The rate that reflects the actual cost of the resource without overhead or profit

 

Cost Amount

 

The amount paid to employees for work performed, or the out-of-pocket costs to the company for expenses and consultants, for the resource

 

Fee Rate

 

For billable billing types, the billing rate for the resource

 

Fee Amount

 

For billable billing types, the contract amount for the resource

 

Scheduled Hours

 

unavailable in ajeraCore

The number of hours in the future scheduled for the resource in the Schedule Manager

x

Scheduled Dollars

 

unavailable in ajeraCore

The amount scheduled to date for the resource in the Schedule Manager

Ajera calculates the amount by multiplying the scheduled hours by the billing rate.

x

Markup Rate

     

Beginning Balance Cost Amount

 

The amount entered in the Committed Cost Invoiced column on the Manage tab of the Project Command Center for the expense or consultant resource

 

Beginning Balance Fee Amount

 

The amount entered in the Committed Contract Invoiced column on the Manage tab of the Project Command Center for the expense or consultant resource

 

Dates:

Reported % Complete Date

Reported % Complete

The date when you report the percent of work that is complete for the resource

 

Estimated Start Date

 

The date when work is scheduled to begin for the resource

x

Estimated Completion Date

 

The date when work is scheduled to be complete for the resource

x

Actual Start Date

 

The actual date when work begins for the resource

 

Actual Completion Date

 

The actual date when work is complete for the resource

x

Miscellaneous:

Percent Distribution

 

The percent of the total hours/units, cost amount, or contract amount represented by the resource

 

Reported % Complete

Reported % Complete

The percent of a project or phase that is complete for the resource as reported on a specific date in the project lifecycle

 

See also

About key fields

About standard inquiries

Adding a predefined inquiry column

Creating a new inquiry column

Displaying inquiry data for a specific time period

 

 

© 2015 Deltek Inc. All rights reserved.