Manage Projects Base
This base must be used as a child widget from a Project base or on a Project page.
Use this task widget to easily manage your project details such as reported percent complete, reported percent complete date, estimated start date, estimated completion date, actual start date, actual completion date, and notes on your dashboard and have those details updated to the Project Command Center. Any project custom fields from the Project Command Center will also be available. You can also manage a projects attachments with the Actions column.
This base includes additional fields that report project actuals based on activity entered against the project. Actuals are reported at the project, phase, invoice group, and billing group levels. Actuals are not reported at the resource level.
Use the Column Properties to control the editability of the available columns.
Display Options
Enable "Show Resources" check box
Required columns
The following are required columns on the Manage Projects widget and cannot be removed.
| Columns | Description | Date Range Available | Chartable | Editable |
| Project Key | The database identifier of the project | |||
| Invoice Group Key | The database identifier of the invoice group associated with the client invoice as defined in  > Manage > Project Command Center. If no specific invoice group exists, this column displays Invoice Group. |
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| Phase Key | The database identifier of the phase | |||
| Resource Key | The database identifier of the resource | |||
| Project Parent | The name of the project parent | |||
| Resource Parent Key |
The database identifier of the parent resource |
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| Resource Project | The name of the resource project | |||
| Is Detail | Indicates if the phase is at the level you will enter time and expense to | |||
| Is Billing Phase | Indicates whether this phase is a billing group, which groups phases together on an invoice | |||
| Is Resource | Indicates whether this is a resource | |||
| Is Task | Indicates the resource is a task | |||
| Order |
The number that indicates the order of the phase |
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| Resource Order |
The position of the resource on the Manage tab in the Project Command Center Example: You may sort the inquiry by resource order so it mirrors the order of the resources on the Manage tab. |
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| Phase Level | Text that prints on the invoice under the particular phase name | |||
| Resource Level | The level the resource appears on the project | |||
| Resource Description | The name of the resource | |||
| Work Breakdown Structure | The name of the project or phase on the tree structure | |||
| Description Level | The description level of the project |
Additional Required Columns
You are required to have ONE of the following columns on the Manage Projects widget.
These fields are editable fields. To ensure a user can edit the below fields,
- Click on the column.
- In the Properties section for the column, select the Enable Editing check box.
| Columns | Description | Date Range Available | Chartable | Editable (The column can be edited from the widget) |
| Reported Percent Complete | The RPC or percent of work on the phase that is complete as of the % complete date, as entered on the Manage tab of the project | X | ||
| 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 | ||
| Estimated Start Date | The date when work is scheduled to begin, as entered on the Manage tab of the project | X | ||
| Estimated Completion Date | The date when work is scheduled to be complete, as entered on the Manage tab of the project | X | ||
| Notes | Any notes entered on the Notes tab of the project | X |
Additional Available Columns
The following are the additional columns available to add to the Manage Projects widget.
| Available Columns | Description | Date Range Available | Chartable | Links to Page | Editable (The column can be edited from the widget) |
| 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. |
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| 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 Rate | The billing rate associated with the project | ||||
| Billing Type | The billing type associated with the project | ||||
| 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 | |||
| Cost Rate | The cost rate assigned to the project | ||||
| Department Name | The name of the department associated with the project | Department | |||
| Description Level | The description of the level for the project | ||||
| 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 | ||||
| Full Work Breakdown Structure |
You can use this column to filter the widget to only include certain phases or resources. This column works similar to the Work Breakdown Structure column available on the Phase base. This column includes Invoice Groups. |
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| Has Attachments | Indicates if the project has attachments | ||||
| Invoice Format | The invoice format associated with the project | ||||
| Invoice Group | The name of the invoice group associated with the project | ||||
| Is Billing Phase | Indicates if the phase is a billing phase | ||||
| Is Certified | Indicates if the project requires a certified payroll report | ||||
| Is Detail | Indicates if it is project detail | ||||
| Is Resource | Indicates if it is a resource | ||||
| Is Task | Indicates if it is a task | ||||
| Is Template | Indicates if it 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 Note: In the Properties section for the column, ensure the Enable Editing check box is selected. |
X | |||
| Order |
The position of the phase on the Manage tab in the Project Command Center |
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| Phase Description | The name of the phase | ||||
| Phase ID & Description | The ID and description of the phase | ||||
| Phase ID | The ID of the phase | ||||
| Phase Invoice Text | Text that prints on the invoice under the particular phase name | ||||
| Phase Level | Text that prints on the invoice under the particular phase name | ||||
| Phase Status |
The status of the phase Examples: Active, Billing Hold, Closed, Hold, Marketing, Preliminary, Work Hold |
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| Priority | The priority of the task | ||||
| 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 |
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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 | ||||
| Reference | A short description that further identifies the resource | ||||
| Resource Level | Indicates the level of the resource | ||||
| Resource Order |
The position of the resource on the Manage tab in the Project Command Center Example: You may sort the inquiry by resource order so it mirrors the order of the resources on the Manage tab. |
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| Resource Type | Indicates the type of resource (expense or consultant) | ||||
| 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 | ||||
| Summarize Billing Phase | Indicates whether the phases of a project or billing group are set to summarize (subtotal) on an invoice | ||||
| Wage Table | The name of the wage table used for the project | ||||
| Work Breakdown Structure |
This column includes Invoice Groups. |
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| People | |||||
| 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 | |||
| 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 | |||
| Resource Description | The description or name of the resource | ||||
| Resource | This displays Employee Name if vec = Employee and Vendor Name if vec = Vendor. | ||||
| Vendor | The name of the vendor | ||||
| Dates | |||||
| Actual Completion Date |
The actual date when work is complete. This column can be edited from the widget. Note: In the Properties section for the column, ensure the Enable Editing check box is selected. |
X | |||
| Actual Start Date |
The actual date when work begins. This column can be edited from the widget. Note: In the Properties section for the column, ensure the Enable Editing check box is selected. |
X | |||
| 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 Note: In the Properties section for the column, ensure the Enable Editing check box is selected. |
X | |||
| Estimated Start Date |
The date when work is scheduled to begin, as entered on the Manage tab of the project Note: In the Properties section for the column, ensure the Enable Editing check box is selected. |
X | |||
| 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 Note: In the Properties section for the column, ensure the Enable Editing check box is selected. |
X | X | ||
| Start Date | The date the work is scheduled to start | ||||
| Hours/Units | |||||
| Billed Hours | The total number of hours billed to the client associated with the project | X | 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 | ||
| Unit Description |
Only appears if the phase has a billing type of Unit Price. This is the name of the unit, which prints on the invoice. |
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| Unit Rate | The price of each unit | ||||
| Units | The number of units required to complete the phase | ||||
| Units/Hours | The number of hours or units required to complete the transaction | ||||
| 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 | ||
| Dollar | |||||
| 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 | ||
| 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 | ||
| 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 | ||
| 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 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 | ||||
| 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 | ||
| Recognized Revenue Consultant | The amount of recognized revenue for consultants | ||||
| Recognized Revenue Expense | The amount of recognized revenue for expenses | ||||
| Recognized Revenue Labor | The amount of recognized revenue for labor | ||||
| Recognized Revenue Total | The total amount of recognized revenue | ||||
| 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 Note: In the Properties section for the column, ensure the Enable Editing check box is selected. |
X | 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 | ||
| 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 | |||||
| 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 | |||
| 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 | |||
| Department Key | The database identifier of the department associated with the project | Department | |||
| Invoice Group Key | The database identifier of the invoice group associated with the client invoice as defined in > Manage > Project Command Center. If no specific invoice group exists, this column displays Invoice Group. |
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| Manage Projects Key | The database identifier for manage projects | ||||
| Marketing Contact Key | The database identifier of the marketing contact associated with the project | Employee | |||
| Phase Key | The database identifier of the phase | ||||
| 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 Parent | The database identifier of the project parent | ||||
| Project Type Key | The database identifier of the project type associated with the project | Project Type | |||
| Resource Employee Key | The database identifier of the resource employee | ||||
| Resource Key | The database identifier of the resource | ||||
| Resource Parent Key | The database identifier of the resource parent | ||||
| Resource Project | The database identifier of the resource project | ||||
| Resource Type Key | The database identifier of the resource type | ||||
| Vendor Key | The database identifier of the vendor | ||||
| Action | |||||
| Action Menu | Use the Action menu to view or add attachments and open the Project Command Center for viewing/editing the project | ||||
