Setting up a consultant or an expense budget
unavailable in ajeraCore unless you have the Consultant Management add-on
- From the project list in the Project Command Center, select the project for which you want to add consultant or expense budget information.
| Note: | For phases with a Unit Price billing type, you can enter consultant or expense budgets only if the Bill as Time & Expense: Consultant or Bill as Time & Expense: Expense check boxes on the Billing tab are selected. |
- For the phase where you
want to add a consultant or an expense budget, click the Manage
tab, select the Show resource rows check box if needed, click the
icon in the Description column, and select Add
Consultant or Add Expense.
A row for the consultant or expense appears under the phase.
| Note: | If you have ajeraCore and Consultant Management add-on, the selections are called Add expense resource and Add consultant resource. |
- In the row for the consultant or expense, complete the following fields:
| For | Do this | ||
|---|---|---|---|
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Type |
For a consultant resource, select from your list of consultant vendor types. For an expense resource, select from your list of expense activities. |
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Resource |
Enter the consultant vendor or expense. Required for commitments. |
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Reference/Commitment # |
Enter an ID that you want to assign to this consultant or expense budget item. Always enter an ID in this field. |
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Cost |
Enter the amount that you expect to pay the vendor for the committed work. |
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Contract |
Enter this amount or change it, if needed. It is the amount that you expect to bill the client. Ajera calculates it for you by multiplying the cost amount by any markups from the applicable rate table. Required for commitments.
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Committed cost invoiced |
unavailable in ajeraCore unless you have the Consultant Management add-on If you have not yet selected the Project beginning balances complete check box on the Project tab of Company Preferences, enter the cost amount already invoiced from the vendor against this budget item. If this column is not visible on the Manage tab, see Adding the Committed columns to the Manage tab. |
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Committed contract invoiced |
unavailable in ajeraCore unless you have the Consultant Management add-on If you have not yet selected the Project beginning balances complete check box on the Project tab of Company Preferences, enter the contract amount you have already invoiced to the client for this budget item. If this column is not visible on the Manage tab, see Adding the Committed columns to the Manage tab. |
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Notes |
Enter any notes for this budget item. |
icon.- Click Save.
- Click Close.
See also
