Project Template Base

 

Available Columns Description Date Range Available Chartable Links to Page
General Information
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.

     
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 - 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.

      
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.

      
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 - Current Stage

Indicates where your proposal is in the Business Development process

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

     
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.

     
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 - 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.

     
Billing Review Stage

Applies to the billing review feature

Indicates at what stage a client invoice is in the billing review process

     
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

      
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

     
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

    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

    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

    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

    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

    Contact
CRM Project ID in Mapping Table The CRM project ID listed in the mapping table      
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      
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.

      
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.

      
Invoice Format The invoice format associated with the project      
Is Certified Indicates if the project requires a certified payroll report      
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      
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 Status

The status of the project

Examples: Active, Billing Hold, Hold, Marketing, Preliminary, Work Hold

     
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      
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 - 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 The names of the contact people associated with the project manager     Contact
Contact 2 Name The names of the contact people associated with the project manager     Contact
Contact 3 Name The names of the contact people associated with the project manager     Contact
Contact 4 Name The names of the contact people associated with the project manager     Contact
Contact 5 Name The names of the contact people associated with the project manager     Contact
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
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.

     
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      
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.

     
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.

      
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.

     
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

     
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      
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.

     
BD - Total Fee The total amount of fees charged for the project, including your firm's fees and fees charged by subconsultants      
Sales Tax Rate The sales tax, as a percent, applied to the project   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 - 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 Stage Key

The database identifier of the billing review stage associated with a client invoice

     
Client Filter        
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 template     Company
Contact 1 Key The database identifier of the contact associated with the project template     Contact
Contact 2 Key The database identifier of the contact associated with the project template     Contact
Contact 3 Key The database identifier of the contact associated with the project template     Contact
Contact 4 Key The database identifier of the contact associated with the project template     Contact
Contact 5 Key The database identifier of the contact associated with the project template     Contact
Department Key The database identifier of the department associated with the project template     Department
Marketing Contact Key The database identifier of the marketing contact associated with the project template     Employee
Principal In Charge Filter To filter by principal in charge      
Principal In Charge Key The database identifier of the principal associated with the project     Project Manager
Project Manager Filter To filter by project manager      
Project Manager Key The database identifier of the project manager     Project Manager
Project Template Key The database identifier of the project template      
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.

      
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.