Budgeting with ajeraCore

To budget with ajeraCore

  1. If you are not already working with the project, open it by clicking it in the project list at the top of window.
  2. Click the Manage tab.
  3. If needed, define the work breakdown structure of your project or make adjustments to it by working with the project tree.
  4. If you want to view or work with amounts by activity type, do the following:
  • Click in the Contract column to show the activity type breakdown.
  • Click in the Contract column to hide it.
  1. Complete these fields, as needed, for the project and its phase

For

Do this

Construction cost

If budgeting or billing by the percent of construction cost, enter the construction cost here.

% of CC

If budgeting or billing by the percent of construction cost, enter the percent of construction cost that represents your fee.

Unit description

If budgeting or billing the project or phase by unit price, enter a description of the units.

Hours/units

Enter the hours or units as follows:

  • For labor, enter or review the hours required to complete the selected phase.
  • If budgeting or billing by unit price, enter or review the units required to complete the phase (such as the square feet).

Unit price

If budgeting or billing for the project or phase by unit price, enter the price of each unit.

Cost

Enter the cost amount.

Note: You cannot change the cost unless one of your job roles has the View employee cost check box selected.

Contract

Does not apply to Nonbillable, Marketing, or Overhead billing types - Enter the contract amount.

Start date

Enter the date when work begins.

Completion date

Enter the date when work is complete.

Notes

Enter any notes about the item.
  1. Click Save.