Lesson 1: Managing projects in Ajera

Managing projects with Ajera

Ajera is designed to help architectural and engineering firms quickly produce accurate estimates, and complete projects on time and within budget.

Integrated with accounting

Ajera seamlessly integrates financial and project-related information from time and expense entry, billing, and reporting. For example, when building a budget, you can enter how many hours you expect it to take to complete a task, and Ajera automatically enters the contract amount using the billing rate table. On that same window, you can view an instant report, which contains up-to-date information about the project, by clicking a tab.

Project templates

Your firm may choose to work from project templates, which help set standards for budgeting, naming conventions, work breakdown structure, and security. It saves time when you need to set up similar types of projects.

Estimating and budgets

You can easily create project budgets. You can use templates to help define essential information for estimating a project.

Managing resources

You can specify the resources that are required for a project in several ways. You can start scheduling a project with unspecified resources or resources specified only by employee type. As the project progresses, you can change the resources to specify the exact names of employees with their hours or percentage of the workload. Ajera does not require you to fully schedule all work so, if you choose to do so, you can assign and manage only critical resources.

Ajera provides reports to answer such questions as:

• Do I have enough work? Too much work?

• Can I move projects around to relieve timeline stress?

• Can I project revenue in the future?

• Do I have the right type of employee to complete the work that I have?

You can also add tasks when you want to track the individual to-do items that make up the work needed to complete a phase or project.

Managing projects with ajeraCore

Many of the features for managing projects are built into Ajera.

Throughout this course, we'll indicate when features or tasks you perform apply only to Ajera or when they are different with ajeraCore.

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Lesson 2: Key concepts