Resource/Task inquiry

unavailable in ajeraCore

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.

A task is work that needs to be performed. You add tasks to your schedule on the Manage tab in the Project Command Center, and use them to track the progress and scope of the project.

Use this inquiry to see information for your resources and tasks, such as project or phase ID and description, employee, activity, vendor, units/hours, and actual start and completion dates.

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

Using the inquiry

From the > Reports menu, click Standard Inquiries > Resource > Resource Task.

Audience

Accounting staff

Groups

This inquiry is grouped by Activity Type and Employee. 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/task

 

Phase ID & Description

Phase

The ID and description of the phase associated with the resource/task

 

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 Type

Activity

The name of the activity type assigned to the expense resource

Examples: Labor, Expense, Consultant

 

Activity

Activity

The name of the activity associated with 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

 

Actual Start Date

 

The actual date when work for the resource/task begins

 

Actual Completion Date

 

The actual date when work for the resource/task is complete

x

Notes

 

Any notes about the resource or task

 

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/task

 

Project ID

Project

The ID of the project associated with the resource/task

 

Project Description

Project

The name of the project associated with the resource/task

 

Phase Key

Phase

The database identifier of the phase associated with the resource/tasks

 

Phase ID

Phase

The user-provided identifier of the phase associated with the resource/task

 

Phase Description

Phase

The name of the phase associated with the resource/task

 

Phase Order

 

The position of the phase associated with the task 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/task:

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 Type

 

The resource type assigned to the resource/task

Examples: Resource, Task

 

Resource/Task Description

 

The name of the resource/task

 

Is Task

 

Indicates whether this is a task

 

Is Resource

 

Indicates whether this is a resource

 

Parent Resource Key

 

The database identifier of the parent resource

 

Activity, employee, and vendor:

Activity Key

Activity

The database identifier of the activity associated with the resource/task

 

Employee Type Key

Employee Type

The database identifier of the employee type associated with the resource/task

 

Employee Key

Employee

The database identifier of the employee associated with the resource/task

 

Vendor Type Key

Vendor Type

The database identifier of the vendor type associated with the resource/task

 

Vendor Type

Vendor Type

The vendor type associated with the resource/task

 

Vendor Key

Vendor

The database identifier of the vendor associated with the resource/task

 

Amounts and rates:

Cost Rate

 

The rate that reflects the actual cost of the resource/task 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/task

 

Fee Rate

 

For billable billing types, the billing rate for the resource/task

 

Fee Amount

 

For billable billing types, the contract amount for the resource/task

 

Scheduled Hours

Resource

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

x

Scheduled Dollars

Resource

The amount scheduled to date for the resource in 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

 

Status

 

The status of the task, which is selected on the Manage tab of the Project Command Center

Examples: In Progress, Not Started, Complete, Waiting, Deferred

 

Priority

 

The importance of the task

Examples: High, Medium, Low

 

Dates:

Reported % Complete Date

Reported % Complete

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

 

Estimated Start Date

 

The date when work is scheduled to begin for the resource/task

x

Estimated Completion Date

 

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

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/task as reported on a specific date in the project lifecycle