Plan report

For each phase, this column lists the resource activity type (Labor, Expense, or Consultant).

For each task, it lists the name of the task.

R appears in a box to the right of each resource.

T appears in a box to the right of each task.

The type or category for the resource or task. For a labor resource or task, it is an employee type. For an expense resource, it is an activity. For a consultant resource, it is a vendor type which is identified as a consultant (the Consultant check box is selected for the Vendor Type).

For project or phase rows, this column contains the status.

For activity type or task rows, it contains the resource.

Project Status

Marketing

You want to track BD efforts and win rates, and project your pipeline. Time and expenses can be entered to the project or phase. The client cannot be invoiced.

Preliminary

The project or phase is not ready for billing. Time and expenses can be entered to the project or phase but the client cannot be invoiced.

Active

The project or phase is active. Time and expenses can be entered to the project or phase. The client can be invoiced. Ajera enters a status of Active until you change it. 

Work hold

Time and expenses cannot be entered to the project or phase. The client can be invoiced.

Hold

Time and expenses cannot be entered to the project or phase. The client cannot be invoiced.

Billing hold

Time and expenses can be entered to the project or phase. The client cannot be invoiced.

Closed

The project or phase is complete, but you still want to include it in reports.

Resource

The specific employee or vendor who is the resource. For a labor resource, it is an employee. For an expense resource, it is a vendor. For a consultant resource, it is a vendor who is identified as a consultant (the Consultant check box is selected for the vendor type).

For project or phase rows, this column contains the project manager's initials.

For activity type or task rows, it contains the reference, which is the short description that further identifies the resource. You use it to distinguish consultant budget items when managing vendor invoices. You can also use it for labor and expense resources, as needed.

The status of the task:

The importance of the task ranked as high, medium, or low.

The RPC Reported Percent Complete. The amount of a project or phase that is complete as reported on a specific date in the project lifecycle. or percent of work that is complete as of the % complete date. You entered it on the project's Manage tab.

The date when the percent of work complete is reported. You entered it on the project's Manage tab.

The date when work is scheduled to begin. You entered it on the project's Manage tab.

The date when work is scheduled to be complete. You entered it on the project's Manage tab.

The actual date when work begins. You entered it on the project's Manage tab.

The actual date when work is complete. You entered it on the project's Manage tab.

If you used the top down budgeting method to distribute the project budget to phases and resources, the % Dist is the percent of the total for the phase or resource. You entered it on the project's Manage tab. 

The labor hours required to complete the phase. You entered it on the project's Manage tab.

The resource hours or units required to complete the work. Project and phase totals include labor hours only.

The rate used to bill a client for work or expenses incurred on a project. Ajera retrieves this rate from the project's billing rate table, or if not available, then from the average billing rates from the employee type or company preferences.

The contract amount. Either you entered it or Ajera calculated it as hours/units multiplied by billing rate.