Adding Optional Project Detail Columns in Projects in the browser
To add optional columns to project detail
- Click
.
The optional columns window opens.
- Select columns from the list of available columns including any project custom fields you have created.
| Required Column(s) | Description | Editable Field |
| Work Breakdown Structure | The name and identifier for the project | |
| Notes | Notes entered for the project | X |
| Optional Columns | Description | Editable Field |
| General Information | ||
| Billing Rate | The billing rate for the project/phase/resource/task | |
| Billing Type | The billing type for the project/phase/resource/task | |
| Cost Rate | The cost rate assigned for the project/phase/resource/task | |
| Full Work Breakdown Structure |
You can use this column to filter to only include certain phases or resources. This column works similar to the Work Breakdown Structure column available on the Phase base. This column includes Invoice Groups. |
|
| Has Attachments | Indicates if the project has attachments | |
| Notes | Notes entered for the project/phase/resource/task | X |
| Phase ID & Description | The ID and description for the project/phase/resource/task | |
| Priority |
The priority of the task |
X |
| Project ID & Description | The name and identifier for the project/phase/resource/task | |
| Reference | A short description that further identifies the resource | X |
| Resource Type | Indicates the type of resource (expense or consultant) | X |
| Status |
The status of the project. This is an editable column. Examples: Active, Billing Hold, Hold, Marketing, Preliminary, Work Hold |
X |
| People | ||
| Principal In Charge | The name of the principal associated for the project/phase/resource/task | |
| Project Manager | The name of the project manager associated with the project/phase/resource/task | |
| Resource | This displays Employee Name if vec = Employee and Vendor Name if vec = Vendor. | |
| Dates | ||
| Actual Completion Date |
The actual date when work is complete. This is an editable column. |
X |
| Actual Start Date |
The actual date when work begins. This column can be edited from the widget. Note: In the Properties section for the column, ensure the Enable Editing check box is selected. |
X |
| End Date | The date the work is scheduled to be completed | |
| Estimated Completion Date | The date when work is scheduled to be complete, as entered on the Manage tab of the project | X |
| Estimated Start Date | The date when work is scheduled to begin, as entered on the Manage tab of the project | X |
| Reported Percent Complete Date |
The date when you report the percent of work that is complete, as entered on the Manage tab of the project This is an editable field |
X |
| Start Date | The date the work is scheduled to start | |
| Hours/Units | ||
| Hours Worked | The total number of hours worked on the project | |
| Unit Rate | The price of each unit | |
| Units/Hours | The number of hours budgeted for the project/phase/resource/task | |
| Units | The number of units entered for the project/phase/resource/task | |
| Dollars | ||
| Billed | The total amount billed to the client associated with the project | |
| Construction Cost | The total construction cost of the project | X |
| 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 |
|
| Consultant Cost Budget | The amount budgeted for consultants for the project | |
| 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 |
|
| Expense Cost Budget | The amount budgeted for expenses 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 |
|
| Labor Cost Budget | The amount budgeted for labor for the project | |
| Labor Cost Rate |
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 |
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. |
|
| Payable Balance | The total amount remaining to be paid to the vendors associated with the project | |
| Payments Consultant | The amount paid to vendors for consultant costs | |
| Payments Expense | The amount paid to vendors for expenses | |
| Payments | The total amount paid to vendors associated with the project | |
| Percent (%) Construction Cost |
Percent of construction cost that represents your fee, if budgeting by construction cost Displays as % Construction Cost in the grid |
X |
| Percent (%) Distribution |
The percent of the total hours/units, cost amount, or contract amount Displays as % Distribution in the grid |
X |
| Prepayments Balance |
The total amount of prepayments associated with the project. |
|
| Reported Percent Complete |
The RPC or percent of work that is complete as of the % complete date, as entered on the Manage tab of the project |
X |
| Spent | The total amount of time and expense spent on the project at the billing rates | |
| Total Contract Amount |
The total amount of the contract associated with the project (includes expenses and consultants, if selected) When this column is added, you can select the amount in the column and click the down arrow to open the Total Cost & Contract Amount dialog to edit Cost, Labor, Expense, and Consultant cost and contract amounts. If a closed lock |
X |
| Total Cost Budget | The total cost budget amount for the project | X |
| WIP | The total amount of work-in-progress associated with the project | |
| Action | ||
| Action Menu |
Use the Action menu to view or add attachments, open the Project Command Center for viewing/editing the project, and recalculate cost and contract amounts for the entire project. Note that items are dimmed and not available if your role in Setup > Company > Roles does not allow access for the corresponding actions. |
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appears in the column, the field is not editable.- Click OK.
The new columns appear in the table. You may need to scroll to the right to view the new columns.
