Project inquiry

Project Status

The status of the project

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

Project ID

Phase

The ID of the project

Project Description

Phase

The name of the project

Client

Client

The name of the client associated with the project

Project Manager

Project Manager

The name of the project manager associated with the project

Project Type

Project Type

The type of project

Examples: Commercial, Educational Facilities, Environmental Planning, Interiors, Medical Facilities, Residential

Hours Budget

The total number of hours budgeted for the project

Hours Worked

Transaction - Labor

The total number of hours worked on the project

Total Contract Amount

The total amount of the contract associated with the project (includes expenses and consultants, if selected)

Spent

Transaction - All

The total amount of time and expense spent on the project at the billing rates

Billed

Transaction - All

The total amount billed to the client associated with the project

WIP

Transaction - All

The total amount of work-in-progress associated with the project

Client Invoice

Client Invoice

A link to the Client Invoice inquiry

Transaction - All

Transaction - All

A link to the Transaction - All inquiry

Project Key

Phase

The database identifier of the project

Project ID & Description

Phase

The ID and description of the project

Client Key

Client

The database identifier of the client associated with the project

Project Manager Key

Project Manager

The database identifier of the project manager associated with the project

Principal in Charge Key

Employee

The database identifier of the principal associated with the project

Principal in Charge

Employee

The name of the principal associated with the project

Marketing Contact Key

Employee

The database identifier of the marketing contact associated with the project

Marketing Contact

Employee

The name of the marketing contact associated with the project

Project Type Key

Project Type

The database identifier of the project type associated with the project

Department Key

Department

The database identifier of the department associated with the project

Department

Department

The name of the department associated with the project

Company Key

Multi-company only. The database identifier of the company associated with the project

Company Name

Multi-company only. The name of the company associated with the project

Location

The location of the project

Last Client Invoice

The invoice number of the last invoice submitted to the client

Is Certified

Indicates if the project requires a certified payroll report

Wage Table

The name of the wage table used for the project

State

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

The state for state withholding assigned to the project

Local

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

The local tax assigned to the project for tax withholding

Timesheet Notes Required

Indicates whether timesheet notes are required for the project

Notes

Any notes entered on the Notes tab of the project

Estimated Start Date

unavailable in ajeraCore

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

Estimated Completion Date

unavailable in ajeraCore

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

Actual Start Date

The actual date when work begins

Actual Completion Date

The actual date when work is complete

Next Task Date

Task

unavailable in ajeraCore

The date of the next task associated with the project

Labor Cost Budget

The amount budgeted for labor for the project

Expense Cost Budget

The amount budgeted for expenses for the project

Consultant Cost Budget

The amount budgeted for consultants for the project

Labor Cost Rate

unavailable in ajeraCore

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.

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 project.

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 project.

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

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

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

Final Budget

unavailable in ajeraCore

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.

Can Change WBS

unavailable in ajeraCore

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

Can Change Resources

unavailable in ajeraCore

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

Reported % Complete

Reported Percent Complete

unavailable in ajeraCore

The RPC or percent of work 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, as entered on the Manage tab of the project

Billing Manager Key

Employee

The database identifier of the billing manager associated with the project

Billing Manager

Employee

The name of the billing manager associated with the project

Billing Type

The billing type associated with the project

Rate Table

The billing rate table associated with the project

Invoice Format

The invoice format associated with the project

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

Construction Cost

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

Percent of Construction Cost

Percent of construction cost that represents your fee, if budgeting by construction cost

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.

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.

Scope Text

The description of work to be performed for the project

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.

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.

Sales Tax Code

The sales tax applied to the project

Sales Tax Rate

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

Billing Contact Key

Contact

The database identifier of the billing contact associated with the project

Billing Contact Information

Contact

Information about the billing contact associated with the project

Billing Contact Name

Contact

The name of the billing contact associated with the project

Contact Key 1, 2, 3, 4, 5

Contact

The database identifiers of the contact people associated with the project

Contact Information 1, 2, 3, 4, 5

Contact

Information about the contact people associated with the project

Contact Name 1, 2, 3, 4, 5

Contact

The names of the contact people associated with the project

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 Project Info tab in the Project Command Center.

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.

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.

Principal Action

Applies to the billing review feature

A check mark indicates that a client invoice is ready for review by the principal.

Accounting Action

Applies to the billing review feature

A check mark indicates that a client invoice is ready for review by accounting.

Billing Review Stage Key

Applies to the billing review feature

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

Billing Review Stage

Applies to the billing review feature

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

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 project

This does not include any markups.

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 project + 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.

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 project + the overhead amount

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 project + 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

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 project

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 project + the overhead amount

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 project

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 project

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)

Payroll Cost w/Exp & Cons

Transaction - All

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.

Payroll Cost Labor

Transaction - 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.

Payroll Cost Labor Burdened

Transaction - Labor

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.

Payroll Cost Burdened w/Exp & Cons

Transaction - All

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.

Spent Labor

Transaction - Labor

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

Spent Expense

Transaction - Expense

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

Spent Consultant

Transaction - Consultant

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

Billed Hours

Transaction - Labor

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

Billed Labor

Transaction - Labor

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

Billed Expense

Transaction - Expense

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

Billed Consultant

Transaction - Consultants

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

Billed Adjustments

Transaction - All

The amount of any adjustments that were billed

Billed Adjustments Labor

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

Billed Adjustments Expense

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

Billed Adjustments Consultant

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

Billed Amount by Accounting Date

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

Labor Billed by Accounting Date

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

Expense Billed by Accounting Date

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

Consultant Billed by Accounting Date

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

Last Invoice Number Used

The last invoice number used on the project

WIP Hours

Transaction - Labor

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

WIP Labor

Transaction - Labor

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

WIP Expense

Transaction - Expense

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

WIP Consultant

Transaction - Consultant

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

Written Off Hours

Transaction - Labor

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

Written Off

Transaction - All

The total amount of write-off associated with the project

Written Off Labor

Transaction - Labor

The amount of write-off for labor

Written Off Expense

Transaction - Expense

The amount ofwrite-off for expenses

Written Off Consultant

Transaction - Consultant

The amount of write-off for consultant costs

Receipts

Client Receipt

The total amount of client receipts entered for the project

Receipts Labor

Client Receipt

The amount of client receipts entered for labor

Receipts Expense

Client Receipt

The amount of client receipts entered for expenses

Receipts Consultant

Client Receipt

The amount of client receipts entered for consultants

Receipts Adjustments

Client Receipt

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

Receipts Adjustments Labor

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

Receipts Adjustments Expense

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

Receipts Adjustments Consultant

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

Prepayment Balance

The total amount of prepayments remaining to be applied

Vendor Invoiced

Vendor Invoice

The total amount of vendor invoices associated with the project

Vendor Invoiced Expense

Vendor Invoice

The amount of vendor invoices for expenses

Vendor Invoiced Consultant

Vendor Invoice

The amount of vendor invoices for consultants

Payments

Vendor Payment

The total amount paid to vendors associated with the project

Payment Expense

Vendor Payment

The amount paid to vendors for expenses

Payment Consultant

Vendor Payment

The amount paid to vendors for consultant costs

Payable Balance

Vendor Invoice

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

Resource Hours

Resource

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

Resource Cost

Resource

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

Resource Fee

Resource

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

Scheduled Hours

Resource

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

Scheduled Dollars

Resource

The amount scheduled to date in Schedule Manager

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

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, 6, 7, 8, 9, 10, 11, 12, 13,14, 15, 16, 17, 18, 19, 20

Contact

The database identifiers of the contact people associated with the project

BD - Contact Information 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13,14, 15, 16, 17, 18, 19, 20

Contact

Information about the contact people associated with the project

BD - Contact Name 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12,13,14, 15, 16, 17, 18, 19, 20

Contact

The names of the contact people associated with the project

BD - Contact Text 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12,13,14, 15, 16, 17, 18, 19, 20

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

Link - Client Invoice

Client Invoice

A link to the Client Invoice inquiry

Link - Billing Review History

Billing Review History

A link to the Billing Review History 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 - Phase

Phase

A link to the Phase inquiry

Link - Resource

Resource

unavailable in ajeraCore

A link to the Resource inquiry

Link - Task

Task

unavailable in ajeraCore

A link to the Task inquiry