Project Base
Use this base to see information such as project status, client, project manager, budgeted and worked hours, and spent, billed, work-in-progress, and contract amounts
| Available Columns | Description | Date Range Available | Chartable | Links to Page |
| General Information | ||||
| Accounting Action |
Applies to the billing review feature A check mark indicates that a client invoice is ready for review by accounting. |
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| Allow Expense and Consultant Entry | Indicates if the expense and consultant entries are allowed for the project | |||
| Allow Labor Entry | Indicates if labor entries are allowed for the project | |||
| Apply Sales Tax |
Indicates if any of the labor or expenses for this project are subject to sales tax This is defined on the Billing tab of the project. |
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| 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. |
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| BD - Awarded To | The firm that won the contract for the project | Contact | ||
| 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. |
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| BD - Client Description | A description of the client associated with the BD phase | Client | ||
| 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. |
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| BD - Contact 1 Information | Information about the contact people associated with the Contacts tab on the first Business Development phase on the project | Contact | ||
| BD - Contact 1 Text |
Text about the contact people associated with the Contacts tab on the first Business Development phase on the project. You enter the text on the Contacts tab on the Business Development phase on the project in the Project Command Center. |
Contact | ||
| BD - Contact 2 Information | Information about the contact people associated with the Contacts tab on the first Business Development phase on the project | Contact | ||
| BD - Contact 2 Text |
Text about the contact people associated with the Contacts tab on the first Business Development phase on the project. You enter the text on the Contacts tab on the Business Development phase on the project in the Project Command Center. |
Contact | ||
| BD - Contact 3 Information | Information about the contact people associated with the Contacts tab on the first Business Development phase on the project | Contact | ||
| BD - Contact 3 Text |
Text about the contact people associated with the Contacts tab on the first Business Development phase on the project. You enter the text on the Contacts tab on the Business Development phase on the project in the Project Command Center. |
Contact | ||
| BD - Contact 4 Information | Information about the contact people associated with the Contacts tab on the first Business Development phase on the project | Contact | ||
| BD - Contact 4 Text |
Text about the contact people associated with the Contacts tab on the first Business Development phase on the project. You enter the text on the Contacts tab on the Business Development phase on the project in the Project Command Center. |
Contact | ||
| BD - Contact 5 Information | Information about the contact people associated with the Contacts tab on the first Business Development phase on the project | Contact | ||
| BD - Contact 5 Text |
Text about the contact people associated with the Contacts tab on the first Business Development phase on the project. You enter the text on the Contacts tab on the Business Development phase on the project in the Project Command Center. |
Contact | ||
| BD - Contact 6 Information | Information about the contact people associated with the Contacts tab on the first Business Development phase on the project | Contact | ||
| BD - Contact 6 Text |
Text about the contact people associated with the Contacts tab on the first Business Development phase on the project. You enter the text on the Contacts tab on the Business Development phase on the project in the Project Command Center. |
Contact | ||
| BD - Contact 7 Information | Information about the contact people associated with the Contacts tab on the first Business Development phase on the project | Contact | ||
| BD - Contact 7 Text |
Text about the contact people associated with the Contacts tab on the first Business Development phase on the project. You enter the text on the Contacts tab on the Business Development phase on the project in the Project Command Center. |
Contact | ||
| BD - Contact 8 Information | Information about the contact people associated with the Contacts tab on the first Business Development phase on the project | Contact | ||
| BD - Contact 8 Text |
Text about the contact people associated with the Contacts tab on the first Business Development phase on the project. You enter the text on the Contacts tab on the Business Development phase on the project in the Project Command Center. |
Contact | ||
| BD - Contact 9 Information | Information about the contact people associated with the Contacts tab on the first Business Development phase on the project | Contact | ||
| BD - Contact 9 Text |
Text about the contact people associated with the Contacts tab on the first Business Development phase on the project. You enter the text on the Contacts tab on the Business Development phase on the project in the Project Command Center. |
Contact | ||
| BD - Contact 10 Information | Information about the contact people associated with the Contacts tab on the first Business Development phase on the project | Contact | ||
| BD - Contact 10 Text |
Text about the contact people associated with the Contacts tab on the first Business Development phase on the project. You enter the text on the Contacts tab on the Business Development phase on the project in the Project Command Center. |
Contact | ||
| BD - Contact 11 Information | Information about the contact people associated with the Contacts tab on the first Business Development phase on the project | Contact | ||
| BD - Contact 11 Text |
Text about the contact people associated with the Contacts tab on the first Business Development phase on the project. You enter the text on the Contacts tab on the Business Development phase on the project in the Project Command Center. |
Contact | ||
| BD - Contact 12 Information | Information about the contact people associated with the Contacts tab on the first Business Development phase on the project | Contact | ||
| BD - Contact 12 Text |
Text about the contact people associated with the Contacts tab on the first Business Development phase on the project. You enter the text on the Contacts tab on the Business Development phase on the project in the Project Command Center. |
Contact | ||
| BD - Contact 13 Information | Information about the contact people associated with the Contacts tab on the first Business Development phase on the project | Contact | ||
| BD - Contact 13 Text |
Text about the contact people associated with the Contacts tab on the first Business Development phase on the project. You enter the text on the Contacts tab on the Business Development phase on the project in the Project Command Center. |
Contact | ||
| BD - Contact 14 Information | Information about the contact people associated with the Contacts tab on the first Business Development phase on the project | Contact | ||
| BD - Contact 14 Text |
Text about the contact people associated with the Contacts tab on the first Business Development phase on the project. You enter the text on the Contacts tab on the Business Development phase on the project in the Project Command Center. |
Contact | ||
| BD - Contact 15 Information | Information about the contact people associated with the Contacts tab on the first Business Development phase on the project | Contact | ||
| BD - Contact 15 Text |
Text about the contact people associated with the Contacts tab on the first Business Development phase on the project. You enter the text on the Contacts tab on the Business Development phase on the project in the Project Command Center. |
Contact | ||
| BD - Contact 16 Information | Information about the contact people associated with the Contacts tab on the first Business Development phase on the project | Contact | ||
| BD - Contact 16 Text |
Text about the contact people associated with the Contacts tab on the first Business Development phase on the project. You enter the text on the Contacts tab on the Business Development phase on the project in the Project Command Center. |
Contact | ||
| BD - Contact 17 Information | Information about the contact people associated with the Contacts tab on the first Business Development phase on the project | Contact | ||
| BD - Contact 17 Text |
Text about the contact people associated with the Contacts tab on the first Business Development phase on the project. You enter the text on the Contacts tab on the Business Development phase on the project in the Project Command Center. |
Contact | ||
| BD - Contact 18 Information | Information about the contact people associated with the Contacts tab on the first Business Development phase on the project | Contact | ||
| BD - Contact 18 Text |
Text about the contact people associated with the Contacts tab on the first Business Development phase on the project. You enter the text on the Contacts tab on the Business Development phase on the project in the Project Command Center. |
Contact | ||
| BD - Contact 19 Information | Information about the contact people associated with the Contacts tab on the first Business Development phase on the project | Contact | ||
| BD - Contact 19 Text |
Text about the contact people associated with the Contacts tab on the first Business Development phase on the project. You enter the text on the Contacts tab on the Business Development phase on the project in the Project Command Center. |
Contact | ||
| BD - Contact 20 Information | Information about the contact people associated with the Contacts tab on the first Business Development phase on the project | Contact | ||
| BD - Contact 20 Text |
Text about the contact people associated with the Contacts tab on the first Business Development phase on the project. You enter the text on the Contacts tab on the Business Development phase on the project in the Project Command Center. |
Contact | ||
| BD - Current Stage |
Indicates where your proposal is in the Business Development process Examples: Completed, Deferred, In Progress, Not Started, Waiting |
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| BD - Description | A description entered for the Business Development phase of the project | |||
| BD - Final Disposition Reason | The reason why your firm won, lost, or declined the project | |||
| BD - Notes | Any notes about 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. |
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| 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. |
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| BD - Scope Of Work | A description of work to be performed for the project | |||
| Bill Consultant As TE | Indicates if consultant costs for the project are billed as Time & Expense | |||
| Bill Expense As TE | Indicates if expenses for the project are billed as Time & Expense | |||
| Bill Labor As TE | Indicates if labor on the project is billed as Time & Expense | |||
| Billing Contact Information | Information about the billing contact associated with the project | Contact | ||
| Billing Description |
The project name, which prints on the invoice You enter the text on the Invoice subtab of the Project Info tab in the Project Command Center. |
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| Billing Manager Action |
Applies to the billing review feature A check mark indicates that a client invoice is ready for review by the billing manager. |
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| Billing Review Stage |
Applies to the billing review feature Indicates at what stage a client invoice is in the billing review process |
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| Billing Type | The billing type associated with the project | |||
| Can Change Resources |
Indicates if the resources of the project can be changed Permission to change the resources is allowed on the Permissions subtab of the Project Info tab in the Project Command Center |
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| Can Change WBS |
Indicates if the work breakdown structure (WBS) of the project can be changed Permission to change the WBS is allowed on the Permissions subtab of the Project Info tab in the Project Command Center |
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| Cap WIP Consultant | Identifies which Cap WIP method is being used | |||
| Cap WIP Expense | Identifies which Cap WIP method is being used | |||
| Cap WIP Labor | Identifies which Cap WIP method is being used | |||
| Client | The name of the client associated with the project | Client | ||
| Company Name | The name of the company associated with the project | Company | ||
| Consultant Invoice Text | The consultant invoice text associated with the project | |||
| Contact 1 Information | Information about the contact people associated with the project | Contact | ||
| Contact 1 Text |
Text about the contact people associated with the project You enter the text on the Contacts subtab of the Project Info tab in the Project Command Center. |
Contact | ||
| Contact 2 Information | Information about the contact people associated with the project | Contact | ||
| Contact 2 Text |
Text about the contact people associated with the project You enter the text on the Contacts subtab of the Project Info tab in the Project Command Center. |
Contact | ||
| Contact 3 Information | Information about the contact people associated with the project | Contact | ||
| Contact 3 Text |
Text about the contact people associated with the project You enter the text on the Contacts subtab of the Project Info tab in the Project Command Center. |
Contact | ||
| Contact 4 Information | Information about the contact people associated with the project | Contact | ||
| Contact 4 Text |
Text about the contact people associated with the project You enter the text on the Contacts subtab of the Project Info tab in the Project Command Center. |
Contact | ||
| Contact 5 Information | Information about the contact people associated with the project | Contact | ||
| Contact 5 Text |
Text about the contact people associated with the project You enter the text on the Contacts subtab of the Project Info tab in the Project Command Center. |
Contact | ||
| Contact 6 Information | Information about the contact people associated with the project | Contact | ||
| Contact 6 Text |
Text about the contact people associated with the project You enter the text on the Contacts subtab of the Project Info tab in the Project Command Center. |
Contact | ||
| Contact 7 Information | Information about the contact people associated with the project | Contact | ||
| Contact 7 Text |
Text about the contact people associated with the project You enter the text on the Contacts subtab of the Project Info tab in the Project Command Center. |
Contact | ||
| Contact 8 Information | Information about the contact people associated with the project | Contact | ||
| Contact 8 Text |
Text about the contact people associated with the project You enter the text on the Contacts subtab of the Project Info tab in the Project Command Center. |
Contact | ||
| Contact 9 Information | Information about the contact people associated with the project | Contact | ||
| Contact 9 Text |
Text about the contact people associated with the project You enter the text on the Contacts subtab of the Project Info tab in the Project Command Center. |
Contact | ||
| Contact 10 Information | Information about the contact people associated with the project | Contact | ||
| Contact 10 Text |
Text about the contact people associated with the project You enter the text on the Contacts subtab of the Project Info tab in the Project Command Center. |
Contact | ||
| Contact 11 Information | Information about the contact people associated with the project | Contact | ||
| Contact 11 Text |
Text about the contact people associated with the project You enter the text on the Contacts subtab of the Project Info tab in the Project Command Center. |
Contact | ||
| Contact 12 Information | Information about the contact people associated with the project | Contact | ||
| Contact 12 Text |
Text about the contact people associated with the project You enter the text on the Contacts subtab of the Project Info tab in the Project Command Center. |
Contact | ||
| Contact 13 Information | Information about the contact people associated with the project | Contact | ||
| Contact 13 Text |
Text about the contact people associated with the project You enter the text on the Contacts subtab of the Project Info tab in the Project Command Center. |
Contact | ||
| Contact 14 Information | Information about the contact people associated with the project | Contact | ||
| Contact 14 Text |
Text about the contact people associated with the project You enter the text on the Contacts subtab of the Project Info tab in the Project Command Center. |
Contact | ||
| Contact 15 Information | Information about the contact people associated with the project | Contact | ||
| Contact 15 Text |
Text about the contact people associated with the project You enter the text on the Contacts subtab of the Project Info tab in the Project Command Center. |
Contact | ||
| Contact 16 Information | Information about the contact people associated with the project | Contact | ||
| Contact 16 Text |
Text about the contact people associated with the project You enter the text on the Contacts subtab of the Project Info tab in the Project Command Center. |
Contact | ||
| Contact 17 Information | Information about the contact people associated with the project | Contact | ||
| Contact 17 Text |
Text about the contact people associated with the project You enter the text on the Contacts subtab of the Project Info tab in the Project Command Center. |
Contact | ||
| Contact 18 Information | Information about the contact people associated with the project | Contact | ||
| Contact 18 Text |
Text about the contact people associated with the project You enter the text on the Contacts subtab of the Project Info tab in the Project Command Center. |
Contact | ||
| Contact 19 Information | Information about the contact people associated with the project | Contact | ||
| Contact 19 Text |
Text about the contact people associated with the project You enter the text on the Contacts subtab of the Project Info tab in the Project Command Center. |
Contact | ||
| Contact 20 Information | Information about the contact people associated with the project | Contact | ||
| Contact 20 Text |
Text about the contact people associated with the project You enter the text on the Contacts subtab of the Project Info tab in the Project Command Center. |
Contact | ||
| CRM Project ID in Mapping Table | This is the Project Number of the mapped Project in CRM | |||
| CRM Project Mapping ID | This is the unique project mapping ID in the CRM project that Ajera maps to the project key in Ajera. | |||
| Current User Is Billing Manager | Marked Yes if employee logged in is billing manager | |||
| Current User Is Marketing Contact | Marked Yes if employee logged in is marketing contact | |||
| Current User Is Principal | Marked Yes if employee logged in is principal | |||
| Current User Is Project Manager | Marked Yes if employee logged in is project manager | |||
| Department Name | The name of the department associated with the project | Department | ||
| Email Invoice Template | The name of the email invoice template selected for the project | |||
| Email Statement Template | The name of the email statement template selected for the project | |||
| Expense Invoice Text | The expense invoice text associated with the project | |||
| Final Budget |
Indicates if the project's budget is final When a budget is final, you can no longer change amounts in the budget (unless your project security settings are set to allow changes to the Manage tab); however, you can change schedule and resource assignments. |
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| Footer Text |
Text that prints on the last page of the invoice above the page footer You enter the text on either the Billing tab of the company preferences window or the Invoice subtab of the Project Info tab in the Project Command Center. |
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| Header Text |
Text that prints on the invoice below the client mailing address You enter the text on either the Billing tab of the company preferences window or the Invoice subtab of the Project Info tab in the Project Command Center. |
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| Invoice Delivery Preference | The invoice delivery preference selected for the client in Setup > Clients | |||
| Invoice Format | The invoice format associated with the project | |||
| Is Certified | Indicates if the project requires a certified payroll report | |||
| Is Template | Indicates if the project is a template | |||
| Labor Invoice Text | Labor invoice text entered on the project | |||
| Last Client Invoice | The invoice number of the last invoice submitted to the client | |||
| Last Invoice Number Used | The last invoice number used on the project | |||
| Location | The location of the project | |||
| Notes | Any notes entered on the Notes tab of the project | |||
| Phase Invoice Text | Phase invoice text entered on the project | |||
| Principal Action |
Applies to the billing review feature A check mark indicates that a client invoice is ready for review by the principal. |
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| Project Description | The name of the project | Project | ||
| Project ID & Description | The ID and description of the project | Project | ||
| Project ID | The ID of the project | Project | ||
| Project Manager Action |
Applies to the billing review feature A check mark indicates that a client invoice is ready for review by the project manager. |
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| Project Status |
The status of the project Examples: Active, Billing Hold, Hold, Marketing, Preliminary, Work Hold |
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| Project Type |
The type of project Examples: Commercial, Educational Facilities, Environmental Planning, Interiors, Medical Facilities, Residential |
Project Type | ||
| Rate Table | The billing rate table associated with the project | |||
| Revenue Method Consultant | The revenue method assigned for consultants on the project | |||
| Revenue Method Expense | The revenue method assigned for expenses on the project | |||
| Revenue Method Labor | The revenue method assigned for labor on the project | |||
| Sales Tax Code | The sales tax applied to the project | |||
| Scope Text | The description of work to be performed for the project | |||
| Sync to CRM | Indicates whether this project is set to sync to CRM | |||
| Timesheet Notes Required | Indicates whether timesheet notes are required for the project | |||
| Wage Table | The name of the wage table used for the project | |||
| People | ||||
| BD - AE Name | The name of the primary architecture or engineering firm on the project | Contact | ||
| BD - Contact 1 Name | The names of the contact people associated with the project | Contact | ||
| BD - Contact 2 Name | The names of the contact people associated with the project | Contact | ||
| BD - Contact 3 Name | The names of the contact people associated with the project | Contact | ||
| BD - Contact 4 Name | The names of the contact people associated with the project | Contact | ||
| BD - Contact 5 Name | The names of the contact people associated with the project | Contact | ||
| BD - Contact 6 Name | The names of the contact people associated with the project | Contact | ||
| BD - Contact 7 Name | The names of the contact people associated with the project | Contact | ||
| BD - Contact 8 Name | The names of the contact people associated with the project | Contact | ||
| BD - Contact 9 Name | The names of the contact people associated with the project | Contact | ||
| BD - Contact10 Name | The names of the contact people associated with the project | Contact | ||
| BD - Contact 11 Name | The names of the contact people associated with the project | Contact | ||
| BD - Contact 12 Name | The names of the contact people associated with the project | Contact | ||
| BD - Contact 13 Name | The names of the contact people associated with the project | Contact | ||
| BD - Contact 14 Name | The names of the contact people associated with the project | Contact | ||
| BD - Contact 15 Name | The names of the contact people associated with the project | Contact | ||
| BD - Contact 16 Name | The names of the contact people associated with the project | Contact | ||
| BD - Contact 17 Name | The names of the contact people associated with the project | Contact | ||
| BD - Contact 18 Name | The names of the contact people associated with the project | Contact | ||
| BD - Contact 19 Name | The names of the contact people associated with the project | Contact | ||
| BD - Contact 20 Name | The names of the contact people associated with the project | Contact | ||
| BD - Owner Name | The name of the company paying for the project | Contact | ||
| Billing Contact Name | The name of the billing contact associated with the project | Contact | ||
| Billing Manager | The billing manager associated with the project | Employee | ||
| Contact 1 Name | Information about the contact people associated with the project | Contact | ||
| Contact 2 Name | Information about the contact people associated with the project | Contact | ||
| Contact 3 Name | Information about the contact people associated with the project | Contact | ||
| Contact 4 Name | Information about the contact people associated with the project | Contact | ||
| Contact 5 Name | Information about the contact people associated with the project | Contact | ||
| Contact 6 Name | Information about the contact people associated with the project | Contact | ||
| Contact 7 Name | Information about the contact people associated with the project | Contact | ||
| Contact 8 Name | Information about the contact people associated with the project | Contact | ||
| Contact 9 Name | Information about the contact people associated with the project | Contact | ||
| Contact 10 Name | Information about the contact people associated with the project | Contact | ||
| Contact 11 Name | Information about the contact people associated with the project | Contact | ||
| Contact 12 Name | Information about the contact people associated with the project | Contact | ||
| Contact 13 Name | Information about the contact people associated with the project | Contact | ||
| Contact 14 Name | Information about the contact people associated with the project | Contact | ||
| Contact 15 Name | Information about the contact people associated with the project | Contact | ||
| Contact 16 Name | Information about the contact people associated with the project | Contact | ||
| Contact 17 Name | Information about the contact people associated with the project | Contact | ||
| Contact 18 Name | Information about the contact people associated with the project | Contact | ||
| Contact 19 Name | Information about the contact people associated with the project | Contact | ||
| Contact 20 Name | Information about the contact people associated with the project | Contact | ||
| Is Project Manager |
Marked Yes if employee logged in is project manager. |
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| Is Billing Manager |
Marked Yes if employee logged in is billing manager. |
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| Is Principal |
Marked Yes if employee logged in is principal. |
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| Is Marketing Contact |
Marked Yes if employee logged in is marketing contact. |
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| Marketing Contact | The name of the marketing contact associated with the project | |||
| Principal In Charge | The name of the principal associated with the project | Project Manager | ||
| Project Manager | The name of the project manager associated with the project | Project Manager | ||
| Dates | ||||
| Actual Completion Date | The actual date when work is complete | |||
| Actual Start Date | The actual date when work begins | |||
| 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 | |||
| Estimated Start Date | The date when work is scheduled to begin, as entered on the Manage tab of the project | |||
| Last Invoice Date | The last invoice date associated with the project | |||
| Last Receipt Date | The last receipt date associated with the project | |||
| Next Task Date | The date of the next task associated with the project | |||
| 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 | X | ||
| Start Date | The date the work is scheduled to start | |||
| Hours/Units | ||||
| 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. |
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| BD - Hours Budget Lost/Declined | The total number of budgeted hours in the contract lost or declined by your firm | |||
| BD - Hours Budget Open | The total number of budgeted hours to be awarded to the winner of the contract | |||
| BD - Hours Budget Won | The total number of budgeted hours awarded to your firm | |||
| Billed Hours | The total number of hours billed to the client associated with the project | X | X | |
| Hours Budget | The total number of hours budgeted for the project | X | ||
| Hours Worked | The total number of hours worked on the project | X | X | |
| Premium 1 Hours Worked | The total number of premium 1 hours worked on the project | X | X | |
| Premium 2 Hours Worked | The total number of premium 2 hours worked on the project | X | X | |
| Premium 3 Hours Worked | The total number of premium 3 hours worked on the project | X | X | |
| Regular Hours Worked | The total number of regular hours worked on the project | X | X | |
| Resource Hours | The total number of hours entered by resources (that is, employees) assigned to the project | X | ||
| Scheduled Hours | The number of hours in the future scheduled for the project in the Schedule Manager | X | X | |
| WIP Hours | The total number of work-in-progress (WIP)hours associated with the project | X | X | |
| Written off Hours | The total number of write-off hours associated with the project | X | X | |
| Dollars | ||||
| BD - Construction Cost | The total construction cost of the project | |||
| 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. |
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| BD - Consultant Contract Lost/Declined | The contract amount for consultant costs lost or declined by your firm | |||
| BD - Consultant Contract Open | The amount for consultant expenses to be awarded to the winner of the contract | |||
| BD - Consultant Contract Won | The contract amount for consultant costs awarded to your firm | |||
| BD - Consultant Fee | The amount of fees charged by subconsultants you are using on the project | |||
| 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. |
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| BD - Expense Contract Lost/Declined | The contract amount for expenses lost or declined by your firm | |||
| BD - Expense Contract Open | The amount for expenses to be awarded to the winner of the contract | |||
| BD - Expense Contract Won | The contract amount for expenses awarded to your firm | |||
| BD - Firm Fee | The contract amount for the project | |||
| 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. |
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| BD - Labor Contract Lost/Declined | The contract amount for labor lost or declined by your firm | |||
| BD - Labor Contract Open | The amount for labor to be awarded to the winner of the contract | |||
| BD - Labor Contract Won | The contract amount for labor awarded to your firm | |||
| 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 |
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| BD - Total Contract Lost/Declined | The total contract amount lost or declined by your firm | |||
| BD - Total Contract Open | The total amount to be awarded to the winner of the contract | |||
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BD - Total Contract Won |
The total contract amount awarded to your firm | |||
| BD - Total Cost |
The total cost of the project for the owner It includes permits, fees, construction, design, furnishings, and so on. |
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| BD - Total Fee | The total amount of fees charged for the project, including your firm's fees and fees charged by subconsultants | |||
| Beginning Balance Revenue Consultant | The amount entered in the Revenue over/-under field for Consultant in the Project Command Center > Beginning Balance subtab | |||
| Beginning Balance Revenue Expense | The amount entered in the Revenue over/-under field for Expense in the Project Command Center > Beginning Balance subtab | |||
| Beginning Balance Revenue Labor | The amount entered in the Revenue over/-under field for Labor in the Project Command Center > Beginning Balance subtab | |||
| Beginning Balance Revenue Total | The total amount entered in the Revenue over/-under field for Consultant, Expense, and Labor in the Project Command Center > Beginning Balance subtab | |||
| Billed Adjustments Consultant | The amount of adjustments with an activity type of Consultant that were billed | X | X | |
| Billed Adjustments Expense | The amount of adjustments with an activity type of Expense that were billed | X | X | |
| Billed Adjustments Labor | The amount of adjustments with an activity type of Labor that were billed | X | X | |
| Billed Adjustments | The amount of any adjustments that were billed | X | X | |
| Billed Amount By Accounting Date | The total amount billed to the client as of the accounting date | X | ||
| Billed Consultant | The amount of consultant costs billed to the client associated with the project | X | X | |
| Billed Expense | The amount of expenses billed to the client associated with the project | X | X | |
| Billed Labor | The amount of labor billed to the client associated with the project | X | X | |
| Billed Sales Tax | The total amount of sales tax billed to the client associated with the project | X | X | |
| Billed | The total amount billed to the client associated with the project | X | X | |
| Construction Cost | If budgeting or billing by the percent of construction cost, the construction cost appears here. | X | ||
| Consultant Billed by Accounting Date | The amount of consultant costs billed to the client as of the accounting date | 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 |
X | ||
| Consultant Cost Budget | The amount budgeted for consultants for the project | X | ||
| Consultant Markup Rate |
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 project. |
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| Cost + Premium Burdened | The cost amount of the project + the premium cost + the overhead amount | X | X | |
| Cost + Premium |
The cost amount of the project + the premium cost This does not include any markups. |
X | X | |
| Cost Burdened | The cost amount of the project + the overhead amount | X | X | |
| Cost Consultant | The cost amount of the consultants for the project | X | X | |
| Cost Expense | The cost amount of the expenses for the project | X | X | |
| Cost Labor + Premium Burdened | The labor cost amount of the project + the overhead amount of the premium time | X | X | |
| Cost Labor + Premium |
The cost amount of the phase + the premium cost This does not include any markups. |
X | X | |
| Cost Labor Burdened | The cost amount of the labor for the project + the overhead amount | X | X | |
| Cost Labor | The cost amount of the labor for the project | X | X | |
| Cost |
The cost amount of the project This does not include any markups. |
X | X | |
| Expense Billed by Accounting Date | The amount of expenses billed to the client as of the accounting date | X | ||
| 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 |
X | ||
| Expense Cost Budget | The amount budgeted for expenses for the project | X | ||
| Expense Markup Rate |
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 project. |
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| Labor Billed by Accounting Date | The amount of labor billed to the client as of the accounting date | X | ||
| 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 |
X | ||
| Labor Cost Budget | The amount budgeted for labor for the project | X | ||
| 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 |
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| 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. |
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| Payable Balance | The total amount remaining to be paid to the vendors associated with the project | X | X | |
| Payments Consultant | The amount paid to vendors for consultant costs | X | X | |
| Payments Expense | The amount paid to vendors for expenses | X | X | |
| Payments | The total amount paid to vendors associated with the project | X | X | |
| Payroll Cost Burdened w/Exp & Cons |
The payroll cost of labor for the project 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 | X | |
| Payroll Cost Labor Burdened |
The payroll cost of labor for the project 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 | X | |
| Payroll Cost Labor |
The payroll cost of labor for the project without overhead and DPE costs Payroll cost is the total sum of money to be paid out to employees at a given time |
X | X | |
| Payroll Cost w/Exp & Cons |
The payroll cost of labor for the project 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 | X | |
| Percent Of Construction Cost | Percent of construction cost that represents your fee, if budgeting by construction cost | X | ||
| Premium Cost | The cost amount of representing the increase to the employee's pay to reflect pay for hours entered as premium time (such as overtime and double time) | X | X | |
| Prepayment Balance | The total amount of prepayments remaining to be applied | X | X | |
| Receipts Adjustments Consultant | The amount of client receipts entered for adjustments with an activity type of Consultant | X | X | |
| Receipts Adjustments Expense | The amount of client receipts entered for adjustments with an activity type of Expense | X | X | |
| Receipts Adjustments Labor | The amount of client receipts entered for adjustments with an activity type of Labor | X | X | |
| Receipts Adjustments | The amount of client receipts entered for adjustments, such as a discount | X | X | |
| Receipts Consultant | The amount of client receipts entered for consultants | X | X | |
| Receipts Expense | The amount of client receipts entered for expenses | X | X | |
| Receipts Labor | The amount of client receipts entered for labor | X | X | |
| Receipts Sales Tax | The amount of client receipts entered for sales tax | X | X | |
| Receipts | The total amount of client receipts entered for the project | X | X | |
| Receivable Balance | The receivable balance for the project | X | X | |
| 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 | X | |
| Resource Cost | The total of the resources (that is, employees) assigned to the project | X | ||
| Resource Fee | The total of the resources (that is, employees) assigned to the project plus overhead and DPE costs | X | ||
| Revenue Consultant | The total of the consultant revenue recognized for the project | X | X | |
| Receipts Credit Memo Consultant | The amount of credit memos entered for consultants | |||
| Receipts Credit Memo Expense | The amount of credit memos entered for expenses | |||
| Receipts Credit Memo Labor | The amount of credit memos entered for labor | |||
| Receipts Credit Memo | The amount of credit memos entered for the project | |||
| Revenue Expense | The total of the expense revenue recognized for the project | X | X | |
| Revenue Labor | The total of the labor revenue recognized for the project | X | X | |
| Revenue Total | The total of the revenue recognized for the project | X | X | |
| Sales Tax Rate | The sales tax, as a percent, applied to the project | X | ||
| Scheduled Dollars |
The amount scheduled to date in Schedule Manager Ajera calculates the amount by multiplying the scheduled hours by the billing rate |
X | X | |
| Spent Consultant | The amount of consultant work performed on the project at the billing rates | X | X | |
| Spent Expense | The amount of expenses incurred on the project at the billing rates | X | X | |
| Spent Labor | The amount of labor performed on the project at the billing rates | X | X | |
| Spent | The total amount of time and expense spent on the project at the billing rates | X | X | |
| Total Contract Amount | The total amount of the contract associated with the project (includes expenses and consultants, if selected) | X | ||
| Total Cost Budget | The total cost budget amount for the project | X | ||
| Uncommitted Revenue Consultant |
The amount of uncommitted consultant revenue associated with the project/phase |
X | X | |
| Uncommitted Revenue Expense | The amount of uncommitted expense revenue associated with the project/phase | X | X | |
| Uncommitted Revenue Labor | The amount of uncommitted labor revenue associated with the project/phase | X | X | |
| Uncommitted Revenue Total | The total amount of uncommitted revenue associated with the project/phase | X | X | |
| Vendor Invoiced Consultant | The amount of vendor invoices for consultants | X | X | |
| Vendor Invoiced Expense | The amount of vendor invoices for expenses | X | X | |
| Vendor Invoiced | The total amount of vendor invoices associated with the project | X | X | |
| WIP Consultant | The amount of work-in-progress (WIP) for consultant costs | X | X | |
| WIP Expense | The amount of work-in-progress (WIP) for expenses | X | X | |
| WIP Labor | The amount of work-in-progress (WIP) for labor | X | X | |
| WIP | The total amount of work-in-progress associated with the project | X | X | |
| Written off Consultant | The amount of write-off for consultant costs | X | X | |
| Written off Expense | The amount of write-off for expenses | X | X | |
| Written off Labor | The amount of write-off for labor | X | X | |
| Written off | The total amount of write-off associated with the project | X | X | |
| Keys | ||||
| Ajera Project Key in Mapping Table | The database identifier of the Ajera project key in the CRM mapping table | |||
| BD - AE Key | The database identifier of the primary architecture or engineering firm on the project | Contact | ||
| BD - Awarded To Key | The database identifier of the firm that won the contract for the project | Contact | ||
| BD - Client Key | The database identifier of the client associated with the BD phase | Client | ||
| BD - Contact 1 Key | The database identifiers of the contact people associated with the project | Contact | ||
| BD - Contact 2 Key | The database identifiers of the contact people associated with the project | Contact | ||
| BD - Contact 3 Key | The database identifiers of the contact people associated with the project | Contact | ||
| BD - Contact 4 Key | The database identifiers of the contact people associated with the project | Contact | ||
| BD - Contact 5 Key | The database identifiers of the contact people associated with the project | Contact | ||
| BD - Contact 6 Key | The database identifiers of the contact people associated with the project | Contact | ||
| BD - Contact 7 Key | The database identifiers of the contact people associated with the project | Contact | ||
| BD - Contact 8 Key | The database identifiers of the contact people associated with the project | Contact | ||
| BD - Contact 9 Key | The database identifiers of the contact people associated with the project | Contact | ||
| BD - Contact 10 Key | The database identifiers of the contact people associated with the project | Contact | ||
| BD - Contact 11 Key | The database identifiers of the contact people associated with the project | Contact | ||
| BD - Contact 12 Key | The database identifiers of the contact people associated with the project | Contact | ||
| BD - Contact 13 Key | The database identifiers of the contact people associated with the project | Contact | ||
| BD - Contact 14 Key | The database identifiers of the contact people associated with the project | Contact | ||
| BD - Contact 15 Key | The database identifiers of the contact people associated with the project | Contact | ||
| BD - Contact 16 Key | The database identifiers of the contact people associated with the project | Contact | ||
| BD - Contact 17 Key | The database identifiers of the contact people associated with the project | Contact | ||
| BD - Contact 18 Key | The database identifiers of the contact people associated with the project | Contact | ||
| BD - Contact 19 Key | The database identifiers of the contact people associated with the project | Contact | ||
| BD - Contact 20 Key | The database identifiers of the contact people associated with the project | Contact | ||
| BD - Owner Key | The database identifier of the company paying for the project | Contact | ||
| Billing Contact Key | The database identifier of the billing contact associated with the project | Contact | ||
| Billing Manager Key | The database identifier of the billing manager associated with the project | Employee | ||
| Billing Review State Key |
The database identifier of the billing review stage associated with a client invoice |
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| Client Key | The database identifier of the client associated with the project | Client | ||
| Company Key | The database identifier of the company associated with the project | Company | ||
| Contact 1 Key | The database identifiers of the contact people associated with the project | Contact | ||
| Contact 2 Key | The database identifiers of the contact people associated with the project | Contact | ||
| Contact 3 Key | The database identifiers of the contact people associated with the project | Contact | ||
| Contact 4 Key | The database identifiers of the contact people associated with the project | Contact | ||
| Contact 5 Key | The database identifiers of the contact people associated with the project | Contact | ||
| Contact 6 Key | The database identifiers of the contact people associated with the project | Contact | ||
| Contact 7 Key | The database identifiers of the contact people associated with the project | Contact | ||
| Contact 8 Key | The database identifiers of the contact people associated with the project | Contact | ||
| Contact 9 Key | The database identifiers of the contact people associated with the project | Contact | ||
| Contact 10 Key | The database identifiers of the contact people associated with the project | Contact | ||
| Contact 11 Key | The database identifiers of the contact people associated with the project | Contact | ||
| Contact 12 Key | The database identifiers of the contact people associated with the project | Contact | ||
| Contact 13 Key | The database identifiers of the contact people associated with the project | Contact | ||
| Contact 14 Key | The database identifiers of the contact people associated with the project | Contact | ||
| Contact 15 Key | The database identifiers of the contact people associated with the project | Contact | ||
| Contact 16 Key | The database identifiers of the contact people associated with the project | Contact | ||
| Contact 17 Key | The database identifiers of the contact people associated with the project | Contact | ||
| Contact 18 Key | The database identifiers of the contact people associated with the project | Contact | ||
| Contact 19 Key | The database identifiers of the contact people associated with the project | Contact | ||
| Contact 20 Key | The database identifiers of the contact people associated with the project | Contact | ||
| Department Key | The database identifier of the department associated with the project | Department | ||
| Marketing Contact Key | The database identifier of the marketing contact associated with the project | Employee | ||
| Principal In Charge Key | The database identifier of the principal associated with the project | Project Manager | ||
| Project Key | The database identifier of the project | Project | ||
| Project Manager Key | The database identifier of the project manager associated with the project | Project Manager | ||
| Project Type Key | The database identifier of the project type associated with the project | Project Type | ||
| Action | ||||
| Delete CRM Mapping |
Deletes the selected project from the CRM mapping table. For more information , see Maintaining the CRM Mapping Table. |
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| Open Project | Opens the project in the Project Command Center for editing. | |||
| Gantt |
unavailable in ajeraCore Select to add the Gantt chart to your table widget. |
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