Phase inquiry

General info:

Phase Key

The database identifier of the phase

Phase ID & Description

Transaction - All

The ID and description of the phase

Client Key

Client

The database identifier of the client associated with the phase

Project Manager Key

Project Manager

The database identifier of the project manager associated with the phase

Principal in Charge Key

Employee

The database identifier of the principal associated with the phase

Principal in Charge

Employee

The name of the principal associated with the phase

Marketing Contact Key

Employee

The database identifier of the marketing contact associated with the phase

Marketing Contact

Employee

The name of the marketing contact associated with the phase

Project Type Key

Project Type

The database identifier of the project type associated with the phase

Department Key

Department

The database identifier of the department associated with the phase

Department

The name of the department associated with the phase

Location

The location of the phase

Last Client Invoice

The invoice number of the last invoice submitted to the client

Is Certified

Indicates if the phase requires a certified payroll report

Wage Table

The name of the wage table used for the phase

State

Applies only when you set up Ajera to process withholding for multiple states.

The state for state withholding assigned to the phase.

Local

Applies only when you set up Ajera to process withholding for multiple states.

The local tax assigned to the phase for tax withholding.

Timesheet Notes Required

Indicates whether timesheet notes are required for the phase

Notes

Any notes entered on the Notes tab of the phase

Dates:

Estimated Start Date

unavailable in ajeraCore

The date when work is scheduled to begin on the phase, as entered on the Manage tab of the project

x

Estimated Completion Date

unavailable in ajeraCore

The date when work is scheduled to be complete on the phase, as entered on the Manage tab of the project

x

Actual Start Date

The actual date when work begins on the phase

x

Actual Completion Date

The actual date when work is complete on the phase

x

Next Task Date

Task

unavailable in ajeraCore

The date of the next task associated with the phase

x

Budgets:

Labor Cost Budget

The amount budgeted for labor for the phase

Expense Cost Budget

The amount budgeted for expenses for the phase

Consultant Cost Budget

The amount budgeted for consultants for the phase

Labor Cost Rate

unavailable in ajeraCore

The average hourly rate that reflects the actual cost of labor for the phase 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

unavailable in ajeraCore

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.

Expense Markup Rate

unavailable in ajeraCore

An increase to the expense cost by a specified percentage to reflect overhead and DPE costs

It is used for project reporting to calculate profit based on the real cost of expenses for the phase.

Consultant Markup Rate

unavailable in ajeraCore

An increase to the consultant cost by a specified percentage to reflect overhead and DPE costs

It is used for project reporting to calculate profit based on the real cost of consultants for the phase.

Labor Contract Amount

The amount negotiated to be invoiced for labor performed on the phase, as entered on the Manage tab of the project

Does not apply to Nonbillable, Marketing, or Overhead billing types.

Expense Contract Amount

The amount negotiated to be invoiced for expenses incurred on the phase

Does not apply to Nonbillable, Marketing, or Overhead billing types.

Consultant Contract Amount

The amount negotiated to be invoiced for consultant work performed on the phase

Does not apply to Nonbillable, Marketing, or Overhead billing types.

Reported percent complete (RPC):

Reported % Complete

Reported Percent Complete

unavailable in ajeraCore

The RPC or percent of work on the phase that is complete as of the % complete date, as entered on the Manage tab of the project

Reported % Complete Date

Reported Percent Complete

unavailable in ajeraCore

The date when you report the percent of work that is complete on the phase, as entered on the Manage tab of the project

x

Billing info:

Billing Manager Key

Employee

The database identifier of the billing manager associated with the phase

Billing Manager

Employee

The name of the billing manager associated with the phase

Billing Type

The billing type associated with the phase

Rate Table

The billing rate table associated with the phase

Invoice Group Key

The database identifier of the invoice group associated with the phase

Invoice Group

The name of the invoice group associated with the phase

Invoice Format

The invoice format associated with the phase

Is Billing Phase

Indicates whether this phase is a billing group, which groups phases together on an invoice

Summarize Billing Phases

Indicates whether the phases of a project or billing group are set to summarize (subtotal) on an invoice

Bill Labor as TE

Indicates if labor on the project is billed as Time & Expense

Bill Expense as TE

Indicates if expenses for the project are billed as Time & Expense

Bill Consultant as TE

Indicates if consultant costs for the project are billed as Time & Expense

Units

The number of units required to complete the phase

Unit Rate

The price of each unit

Unit Description

Only appears if the phase has a billing type of Unit Price.

This is the name of the unit, which prints on the invoice.

Billing Description

The phase name, which prints on the invoice

You enter the text on the Invoice subtab of the Project Info tab in the Project Command Center.

Phase Invoice Text

Text that prints on the invoice under the particular phase name

Labor Invoice Text

Text that prints on the invoice under the labor heading for each phase

Expense Invoice Text

Text that prints on the invoice under the expenses heading for each phase

Consultant Invoice Text

Text that prints on the invoice under the consultants heading for each phase

Apply Sales Tax

Indicates if any of the labor or expenses for this phase are subject to sales tax

This is defined on the Billing tab of the project.

Sales Tax Code

The sales tax applied to the phase

Sales Tax Rate

The sales tax, as a percent, applied to the phase

Contact info:

Billing Contact Key

Contact

The database identifier of the billing contact associated with the phase

Billing Contact Information

Contact

Information about the billing contact associated with the phase

Billing Contact Name

Contact

The name of the billing contact associated with the phase

Contact Key 1, 2, 3, 4, 5

Contact

The database identifiers of the contact people associated with the phase

Contact Information 1, 2, 3, 4, 5

Contact

Information about the contact people associated with the phase

Note: In the Contact Information columns, the last name, first name, phone numbers, and phone text appear when you select to wrap text in that column.

Contact Name 1, 2, 3, 4, 5

Contact

The names of the contact people associated with the phase

Contact Text 1, 2, 3, 4, 5

Contact

Text about the contact people associated with the phase

You enter the text on the Contacts subtab of the Project Info tab in the Project Command Center.

Cost:

Cost

Transaction - All

The cost amount The amount paid to employees for work performed, or the out-of-pocket costs to the company for expenses and consultants. of the phase

This does not include any markups.

x

Cost + Premium

Transaction - All

The cost amount The amount paid to employees for work performed, or the out-of-pocket costs to the company for expenses and consultants. of the phase + the premium cost The cost amount representing the increase to the employee's pay to reflect pay for hours entered as premium time (such as overtime and double time). For example, an employee’s pay rate is $20 per hour with a premium time markup of 50%. When 1 hour is entered as premium time, the cost for that hour is $30. Ajera tracks this cost as $20 as regular cost and $10 as premium cost.

This does not include any markups.

x

Cost Burdened

Transaction - All

The cost amount The amount paid to employees for work performed, or the out-of-pocket costs to the company for expenses and consultants. of the phase + the overhead amount

x

Cost + Premium Burdened

Transaction - All

The cost amount The amount paid to employees for work performed, or the out-of-pocket costs to the company for expenses and consultants. of the phase + the premium cost The cost amount representing the increase to the employee's pay to reflect pay for hours entered as premium time (such as overtime and double time). For example, an employee’s pay rate is $20 per hour with a premium time markup of 50%. When 1 hour is entered as premium time, the cost for that hour is $30. Ajera tracks this cost as $20 as regular cost and $10 as premium cost.+ the overhead amount

x

Cost Labor

Transaction - Labor

The cost amount The amount paid to employees for work performed, or the out-of-pocket costs to the company for expenses and consultants. of the labor for the phase

x

Cost Labor + Premium

Transaction - Labor

The cost amount The amount paid to employees for work performed, or the out-of-pocket costs to the company for expenses and consultants. of the labor for the phase + the overhead amount

x

Cost Labor Burdened

Transaction - Labor

The cost amount The amount paid to employees for work performed, or the out-of-pocket costs to the company for expenses and consultants. of the labor for the phase + the premium cost The cost amount representing the increase to the employee's pay to reflect pay for hours entered as premium time (such as overtime and double time). For example, an employee’s pay rate is $20 per hour with a premium time markup of 50%. When 1 hour is entered as premium time, the cost for that hour is $30. Ajera tracks this cost as $20 as regular cost and $10 as premium cost.

x

Cost Labor + Premium Burdened

Transaction - Labor

The cost amount The amount paid to employees for work performed, or the out-of-pocket costs to the company for expenses and consultants. of the labor for the phase + the premium cost The cost amount representing the increase to the employee's pay to reflect pay for hours entered as premium time (such as overtime and double time). For example, an employee’s pay rate is $20 per hour with a premium time markup of 50%. When 1 hour is entered as premium time, the cost for that hour is $30. Ajera tracks this cost as $20 as regular cost and $10 as premium cost. + the overhead amount

x

Cost Expense

Transaction - Expense

The cost amount The amount paid to employees for work performed, or the out-of-pocket costs to the company for expenses and consultants. of the expenses for the phase

x

Cost Consultant

Transaction - Consultant

The cost amount The amount paid to employees for work performed, or the out-of-pocket costs to the company for expenses and consultants. of the consultants for the phase

x

Premium Cost

Transaction - Labor

The cost amount The amount paid to employees for work performed, or the out-of-pocket costs to the company for expenses and consultants. of representing the increase to the employee's pay to reflect pay for hours entered as premium time (such as overtime and double time) for the phase

x

Payroll Cost w/Exp & Cons

Transaction - All

The payroll cost of labor for the phase without overhead and DPE costs, plus expenses and consultants

Payroll cost is the total sum of money to be paid out to employees at a given time.

x

Payroll Cost Labor

Transaction - Labor

The payroll cost of labor for the phase without overhead and DPE costs

Payroll cost is the total sum of money to be paid out to employees at a given time.

x

Payroll Cost Labor Burdened

Transaction - Labor

The payroll cost of labor for the phase with overhead and DPE costs included

Payroll cost is the total sum of money to be paid out to employees at a given time.

x

Payroll Cost Burdened w/Exp & Cons

Transaction - All

The payroll cost of labor for the phase with overhead and DPE costs included, plus expenses and consultants

Payroll cost is the total sum of money to be paid out to employees at a given time.

x

Spent:

Spent Labor

Transaction - Labor

The amount of labor performed on the phase at the billing rates

x

Spent Expense

Transaction - Expense

The amount of expenses incurred on the phase at the billing rates

x

Spent Consultant

Transaction - Consultant

The amount of consultant work performed on the phase at the billing rates

x

Billed:

Billed Hours

Transaction - Labor

The total number of hours billed to the client associated with the phase

x

Billed Labor

Transaction - Labor

The amount of labor billed to the client associated with the phase

x

Billed Expense

Transaction - Expense

The amount of expenses billed to the client associated with the phase

x

Billed Consultant

Transaction - Consultants

The amount of consultant costs billed to the client associated with the phase

x

Billed Adjustments

Transaction - All

The amount adjustments billed

x

Billed Adjustments Labor

The amount of adjustments with an activity type of Labor that were billed

x

Billed Adjustments Expense

The amount of adjustments with an activity type of Expense that were billed

x

Billed Adjustments Consultant

The amount of adjustments with an activity type of Consultant that were billed

x

Billed Sales Tax

Transaction - All

The amount of sales tax for labor or expenses associated with the phase

x

Billed Amount by Accounting Date

The total amount for the phase billed to the client as of the accounting date

x

Labor Billed by Accounting Date

The amount of labor for the phase billed to the client as of the accounting date

x

Expense Billed by Accounting Date

The amount of expenses for the phase billed to the client as of the accounting date

x

Consultant Billed by Accounting Date

The amount of consultant costs for the phase billed to the client as of the accounting date

x

Last Invoice Number Used

The last invoice number used on the phase

WIP:

WIP Hours

Transaction - Labor

The total number of work-in-progress (WIP) hours associated with the phase

x

WIP Labor

Transaction - Labor

The amount ofwork-in-progress (WIP) for labor for the phase

x

WIP Expense

Transaction - Expense

The amount of work-in-progress (WIP) for expenses for the phase

x

WIP Consultant

Transaction - Consultant

The amount of work-in-progress (WIP) for consultant costs for the phase

x

Written off:

Written Off Hours

Transaction - Labor

The total number of write-off hours associated with the phase

x

Written Off

Transaction - All

The total amount of write-off associated with the phase

x

Written Off Labor

Transaction - Labor

The amount of write-off for labor for the phase

x

Written Off Expense

Transaction - Expense

The amount ofwrite-off for expenses for the phase

x

Written Off Consultant

Transaction - Consultant

The amount of write-off for consultant costs for the phase

x

Receivables:

Receipts

Client Receipt

The total amount of client receipts entered for the phase

x

Receipts Labor

Client Receipt

The amount of client receipts entered for labor for the phase

x

Receipts Expense

Client Receipt

The amount of client receipts entered for expenses for the phase

x

Receipts Consultant

Client Receipt

The amount of client receipts entered for consultants for the phase

x

Receipts Adjustments

Client Receipt

The amount of client receipts entered for adjustments, such as a discount, for the phase

x

Receipts Adjustments Labor

The amount of client receipts entered for adjustments with an activity type of Labor

x

Receipts Adjustments Expense

The amount of client receipts entered for adjustments with an activity type of Expense

x

Receipts Adjustments Consultant

The amount of client receipts entered for adjustments with an activity type of Consultant

x

Receipts Sales Tax

Client Receipt

The amount of sales tax for the phase included in the client receipts

x

Receivable Balance

Client Invoice

The total amount remaining to be paid by the client associated with the phase

x

Prepayment Balance

The total amount of prepayments remaining to be applied for the phase

x

Vendor invoices/payments:

Vendor Invoiced

Vendor Invoice

The total amount of vendor invoices associated with the phase

x

Vendor Invoiced Expense

Vendor Invoice

The amount of vendor invoices for expenses for the phase

x

Vendor Invoiced Consultant

Vendor Invoice

The amount of vendor invoices for consultants for the phase

x

Payments

Vendor Payment

The total amount paid to vendors associated with the phase

x

Payment Expense

Vendor Payment

The amount paid to vendors for expenses for the phase

x

Payment Consultant

Vendor Payment

The amount paid to vendors for consultant costs for the phase

x

Payable Balance

Vendor Invoice

The total amount remaining to be paid to the vendors associated with the phase

x

Resources: unavailable in ajeraCore

Resource Hours

Resource

The total number of hours entered by resources (that is, employees) assigned to the phase

Resource Cost

Resource

The total of the resources (that is, employees) assigned to the phase

Resource Fee

Resource

The total of the resources (that is, employees) assigned to the phase plus overhead and DPE costs

Scheduled Hours

Resource

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

x

Scheduled Dollars

Resource

The amount scheduled to date in the Schedule Manager

Ajera calculates the amount by multiplying the scheduled hours by the billing rate.

x

Business development:

BD - Description

A description entered for the Business Development phase of the project

BD - Client Key

Client

The database identifier of the client associated with the BD phase

BD - Client Description

Client

A description of the client associated with the BD phase

BD - Client Status

Indicates if you have worked with the client in the past

Repeat means that you have, and New means that you have not.

The status is selected on the Marketing Info subtab of the Business Development subtab in the Project Command Center.

BD - Owner Key

Contact

The database identifier of the company paying for the project

BD - Owner Name

Contact

The name of the company paying for the project

BD - Owner Status

Indicates if you have worked with the company paying for the project in the past

Repeat means that you have, and New means that you have not.

The status is selected on the Marketing Info subtab of the Business Development subtab in the Project Command Center.

BD - AE Key

Contact

The database identifier of the primary architecture or engineering firm on the project

BD - AE Name

Contact

The name of the primary architecture or engineering firm on the project

BD - AE Status

Indicates if you have worked with the primary architecture or engineering firm on the project in the past

Repeat means that you have, and New means that you have not.

The status is selected on the Marketing Info subtab of the Business Development subtab in the Project Command Center.

BD - Priority

The importance of the project: as low, medium, or high

This information is useful for reporting purposes or for quickly sorting and grouping projects by priority.

BD - Chance of Winning

The percent probability that your firm can win the project

This information is useful when reviewing reports to help predict future workload. You can also sort projects in the project list by the percent chance of winning.

BD - Scope of Work

A description of work to be performed for the project

BD - Total Cost

The total cost of the project for the owner

It includes permits, fees, construction, design, furnishings, and so on.

BD - Construction Cost

The total construction cost of the project

BD - Total Fee

The total amount of fees charged for the project, including your firm's fees and fees charged by subconsultants

BD - Firm Fee

The contract amount for the project

BD - Consultant Fee

The amount of fees charged by subconsultants you are using on the project

BD - Final Disposition Reason

The reason why your firm won, lost, or declined the project

BD - Awarded To Key

Contact

The database identifier of the firm that won the contract for the project

BD - Awarded To

Contact

The firm that won the contract for the project

BD - Current Stage

Indicates where your proposal is in the Business Development process

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

BD - Total Contract Won

The total contract amount awarded to your firm

BD - Labor Contract Won

The contract amount for labor awarded to your firm

BD - Expense Contract Won

The contract amount for expenses awarded to your firm

BD - Consultant Contract Won

The contract amount for consultant costs awarded to your firm

BD - Hours Budget Won

The total number of budgeted hours awarded to your firm

BD - Total Contract Open

The total amount to be awarded to the winner of the contract

BD - Labor Contract Open

The amount for labor to be awarded to the winner of the contract

BD - Expense Contract Open

The amount for expenses to be awarded to the winner of the contract

BD - Consultant Contract Open

The amount for consultant expenses to be awarded to the winner of the contract

BD - Hours Budget Open

The total number of budgeted hours to be awarded to the winner of the contract

BD - Total Contract Factored

The total contract amount that your firm has a chance of winning:

Total Contract Open x Chance of Winning

This information is useful when reviewing reports to help predict future income.

BD - Labor Contract Factored

The contract amount for labor that your firm has a chance of winning:

Labor Contract Open x Chance of Winning

This information is useful when reviewing reports to help predict future income.

BD - Expense Contract Factored

The contract amount for expenses that your firm has a chance of winning:

Expense Contract Open x Chance of Winning

This information is useful when reviewing reports to help predict future income.

BD - Consultant Contract Factored

The contract amount for consultant costs that your firm has a chance of winning:

Consultant Contract Open x Chance of Winning

This information is useful when reviewing reports to help predict future income.

BD - Hours Budget Factored

The number of budgeted hours in the contract that your firm has a chance of winning:

Hours Budget Open x Chance of Winning

This information is useful when reviewing reports to help predict future workload.

BD - Total Contract Lost/Declined

The total contract amount lost or declined by your firm

BD - Labor Contract Lost/Declined

The contract amount for labor lost or declined by your firm

BD - Expense Contract Lost/Declined

The contract amount for expenses lost or declined by your firm

BD - Consultant Contract Lost/Declined

The contract amount for consultant costs lost or declined by your firm

BD - Hours Budget Lost/Declined

The total number of budgeted hours in the contract lost or declined by your firm

BD - Contact Key 1, 2, 3, 4, 5

Contact

The database identifiers of the contact people associated with the project

BD - Contact Information 1, 2, 3, 4, 5

Contact

Information about the contact people associated with the project

Note:

In the Contact Information columns, the last name, first name, phone numbers, and phone text appear when you select to wrap text in that column.

BD - Contact Name 1, 2, 3, 4, 5

Contact

The names of the contact people associated with the project

BD - Contact Text 1, 2, 3, 4, 5

Contact

Text about the contact people associated with the project

You enter the text on the Contacts subtab of the Business Development subtab in the Project Command Center.

Notes

Any notes about the project

Defined links:

Link - Client Invoice

Client Invoice

A link to the Client Invoice inquiry

Link - Transactions - All

Transactions - All

A link to the Transactions - All inquiry

Link - Transactions - Labor

Transactions - Labor

A link to the Transactions - Labor inquiry

Link - Transactions - Expense

Transactions - Expense

A link to the Transactions - Expense inquiry

Link - Transactions - Consultant

Transactions - Consultant

A link to the Transactions - Consultant inquiry

Link - GL Entry - Accrual

GL Entry - Accrual

A link to the GL Entry inquiry

Link - GL Entry - Cash

GL Entry - Cash

A link to the GL Entry inquiry with a condition limiting the information to cash entries

Link - Resource

Resource

unavailable in ajeraCore

A link to the Resource inquiry

Link - Task

Task

unavailable in ajeraCore

A link to the Task inquiry

Link - BD Stage

BD Stage

unavailable in ajeraCore

A link to the Business Development Marketing Stage inquiry

Phase inquiry

Using the inquiry

Audience

Standard columns

Predefined columns

General info:

Dates:

Budgets:

Reported percent complete (RPC):

Billing info:

Contact info:

Cost:

Spent:

Billed:

WIP:

Written off:

Receivables:

Vendor invoices/payments:

Resources: unavailable in ajeraCore

Business development:

Defined links: