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Phase Base

By default this base will group all phases under the project and display the correct work breakdown structure using the Phase Description column. This base works best on the Project page or as a child to a project based widget. Use this base to see information about such as phase status, description, client, manager, and type; budget and worked hours; and spent and billed amounts.

Available Columns Description Date Range Available Chartable Links to Page
General Information
Allow Expense and Consultant Entry Indicates if the phase is available for expense and consultant entry      
Allow Labor Entry Indicates if the phase is available for labor entry      
Apply Sales Tax

Indicates if any of the labor or expenses for this phase 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 - 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 phase on the project

     Contact
BD - Contact 1 Text

Text about the contact people associated with the Contacts subtab under the Business Development tab on the first Business Development phase on the project.

You enter the text on the Contacts subtab of the Business Development subtab in the Project Command Center.

     Contact
BD - Contact 2 Information Information about the contact people associated with the phase on the project     Contact
BD - Contact 2 Text

Text about the contact people associated with the Contacts subtab under the Business Development tab on the first Business Development phase on the project.

You enter the text on the Contacts subtab of the Business Development subtab in the Project Command Center.

     Contact
BD - Contact 3 Information Information about the contact people associated with the phase on the project     Contact
BD - Contact 3 Text

Text about the contact people associated with the Contacts subtab under the Business Development tab on the first Business Development phase on the project.

You enter the text on the Contacts subtab of the Business Development subtab in the Project Command Center.

     Contact
BD - Contact 4 Information Information about the contact people associated with the phase on the project     Contact
BD - Contact 4 Text

Text about the contact people associated with the Contacts subtab under the Business Development tab on the first Business Development phase on the project.

You enter the text on the Contacts subtab of the Business Development subtab in the Project Command Center.

     Contact
BD - Contact 5 Information Information about the contact people associated with the phase on the project     Contact
BD - Contact 5 Text

Text about the contact people associated with the Contacts subtab under the Business Development tab on the first Business Development phase on the project.

You enter the text on the Contacts subtab of the Business Development subtab 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 - Final Disposition Status The status of the BD phase which indicates if the phase has been won, loss or declined      
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 - Phase Description The description of the BD phase     BD Phase
BD - Phase ID & Description The ID and description of the BD phase     BD Phase
BD - Phase ID The ID of the BD phase     BD Phase
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 phase      
Billing Description

The phase 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 Type The billing type associated with the phase      
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 phase     Client
Company Name The name of the company associated with the phase     Company
Consultant Invoice Text Text that prints on the invoice under the consultants heading for each phase      
Contact 1 Information Information about the contact people associated with the phase     Contact
Contact 1 Text

Text about the contact people associated with the phase

     Contact
Contact 2 Information Information about the contact people associated with the phase     Contact
Contact 2 Text

Text about the contact people associated with the phase

     Contact
Contact 3 Information Information about the contact people associated with the phase     Contact
Contact 3 Text

Text about the contact people associated with the phase

     Contact
Contact 4 Information Information about the contact people associated with the phase     Contact
Contact 4 Text

Text about the contact people associated with the phase

     Contact
Contact 5 Information Information about the contact people associated with the phase     Contact
Contact 5 Text

Text about the contact people associated with the phase

     Contact
Department Name The name of the department associated with the phase     Department
Email Invoice Template The name of the email invoice statement template selected for the client      
Email Statement Template The name of the email statement template selected for the client      
Expense Invoice Text Text that prints on the invoice under the expenses heading for each phase      
Invoice Format The invoice format associated with the phase      
Invoice Group The name of the invoice group associated with the phase      
Is Billing Phase Indicates whether this phase is a billing group, which groups phases together on an invoice      
Is Certified Indicates if the phase requires a certified payroll report      
Is Detail Indicates if the phase is at the level you will enter time and expense to.      
Is Template Indicates that the phase is part of a project template      
Labor Invoice Text Text that prints on the invoice under the labor heading for each phase      
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 phase      
Location The location of the phase      
Notes Any notes entered on the Notes tab of the phase      
Order The number that indicates the order of the phase      
Phase Description The name of the phase     Phase
Phase ID & Description The ID and description of the phase     Phase
Phase ID The ID of the phase     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

     
Project Description The name of the project associated with the phase     Project
Project ID & Description The ID and description of the project associated with the phase     Project
Project ID The ID of the project associated with the phase     Project
Project Status

The status of the project

Examples: Active, Billing Hold, Closed, 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 phase      
Revenue Method Consultant The revenue method assigned to consultants for this phase      
Revenue Method Expense The revenue method assigned to expenses for this phase      
Revenue Method Labor The revenue method assigned to labor for this phase      
Sales Tax Code The sales tax applied to the phase      
Summarized Billing Phase Indicates whether the phases of a project or billing group are set to summarize (subtotal) on an invoice      
Timesheet Notes Required Indicates whether timesheet notes are required for the phase      
Wage Table The name of the wage table used for the phase      
Work Breakdown Structure The name of the project or phase on the tree structure      
People
BD - AE Name The name of the primary architecture or engineering firm on the project      
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 phase     Contact
Billing Manager The name of the billing manager associated with the phase     Employee
Contact 1 Name The names of the contact people associated with the phase     Contact
Contact 2 Name The names of the contact people associated with the phase     Contact
Contact 3 Name The names of the contact people associated with the phase     Contact
Contact 4 Name The names of the contact people associated with the phase     Contact
Contact 5 Name The names of the contact people associated with the phase     Contact
Marketing Contact The name of the marketing contact associated with the phase     Employee
Principal In Charge The name of the principal associated with the phase      
Project Manager The name of the project manager associated with the phase     Project Manager
Dates
Actual Completion Date The actual date when work is complete on the phase      
Actual Start Date The actual date when work begins on the phase      
End Date        
Estimated Completion Date The date when work is scheduled to be complete on the phase, as entered on the Manage tab of the project      
Estimated Start Date The date when work is scheduled to begin on the phase, as entered on the Manage tab of the project      
Last Invoice Date The date of the last invoice for this phase      
Last Receipt Date Date of the last receipt paid by the client toward the phase      
Next Task Date The date of the next task associated with the phase      
Reported Percent Complete Date The date when you report the percent of work that is complete on the phase, as entered on the Manage tab of the project X    
Start Date        
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      
Billed Hours The total number of hours billed to the client associated with the phase X X  
Hours Budget The total number of hours budgeted for the phase   X  
Hours Worked The total number of hours worked on the phase X X  
Premium 1 Hours Worked The total premium 1 hours charged to this phase X X  
Premium 2 Hours Worked The total premium 2 hours charged to this phase X X  
Premium 3 Hours Worked The total premium 3 hours charged to this phase X X  
Regular Hours Worked The total regular hours worked this phase X X  
Resource Hours The total number of hours entered by resources (that is, employees) assigned to the phase   X  
Scheduled Hours The number of hours in the future scheduled 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.

     
Unit Rate The price of each unit      
Units The number of units required to complete the phase   X  
WIP Hours The total number of work-in-progress (WIP) hours associated with the phase X X  
Written off Hours The total number of write-off hours associated with the phase X X  
Dollars
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 - Construction Cost The total construction cost of the project   X  
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   X  
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   X  
BD - Expense Contract Won The contract amount for expenses awarded to your firm   X  
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      
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 adjustments billed X X  
Billed Amount By Accounting Date The total amount for the phase billed to the client as of the accounting date X X  
Billed Consultant The amount of consultant costs billed to the client associated with the phase X X  
Billed Expense The amount of expenses billed to the client associated with the phase X X  
Billed Labor The amount of labor billed to the client associated with the phase X X  
Billed Sales Tax The amount of sales tax for labor or expenses associated with the phase X X  
Billed The total amount billed to the client associated with the phase X X  
Consultant Billed by Accounting Date The amount of consultant costs for the phase 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 phase

Does not apply to Nonbillable, Marketing, or Overhead billing types.

  X  
Consultant Cost Budget The amount budgeted for consultants for the phase   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 phase.

   X  
Cost + Premium Burdened The cost amount of the phase + the premium cost + the overhead amount X X  
Cost + Premium

The cost amount of the phase + the premium cost

This does not include any markups.

X X  
Cost Burdened The cost amount of the phase + the overhead amount X X  
Cost Consultant The cost amount of the consultants for the phase X X  
Cost Expense The cost amount of the expenses for the phase X X  
Cost Labor + Premium Burdened The cost amount of the phase + the premium cost+ the overhead amount 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 phase + the premium cost X X  
Cost Labor The cost amount of the labor for the phase X X  
Cost

The cost amount of the phase

This does not include any markups.

X X  
Expense Billed by Accounting Date The amount of expenses for the phase billed to the client as of the accounting date X    
Expense Contract Amount

The amount negotiated to be invoiced for expenses incurred on the phase

Does not apply to Nonbillable, Marketing, or Overhead billing types

  X  
Expense Cost Budget The amount budgeted for expenses for the phase   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 phase.

     
Labor Billed by Accounting Date The amount of labor for the phase billed to the client as of the accounting date X    
Labor Contract Amount

The amount negotiated to be invoiced for labor performed on the phase, 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 phase   X  
Labor Cost Rate

The average hourly rate that reflects the actual cost of labor for the phase 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

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.

     
Payable Balance The total amount remaining to be paid to the vendors associated with the phase X X  
Payments Consultant The amount paid to vendors for consultant costs for the phase X X  
Payments Expense The amount paid to vendors for expenses for the phase X X  
Payments The total amount paid to vendors associated with the phase X X  
Payroll Cost Burdened w/Exp & Cons

The payroll cost of labor for the phase 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 phase 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 phase 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 phase 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) for the phase 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, for the phase X X  
Receipts Consultant The amount of client receipts entered for consultants for the phase X X  
Receipts Credit Memo Consultant The amount entered for consultants on a credit memo for the phase      
Receipts Credit Memo Expense The amount entered for expenses on a credit memo for the phase      
Receipts Credit Memo Labor The amount entered for labor on a credit memo for the phase      
Receipts Credit Memo The total amount entered on a credit memo for the phase      
Receipts Expense The amount of client receipts entered for expenses for the phase X X  
Receipts Labor The amount of client receipts entered for labor for the phase X X  
Receipts Sales Tax The amount of sales tax for the phase included in the client receipts X X  
Receipts The total amount of client receipts entered for the phase X X  
Receivable Balance The total amount remaining to be paid by the client associated with the phase X X  
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 X  
Resource Cost The total of the resources (that is, employees) assigned to the phase   X  
Resource Fee The total of the resources (that is, employees) assigned to the phase plus overhead and DPE costs   X  
Revenue Consultant The total of the consultant revenue recognized for the phase X X  
Revenue Expense The total of the expense revenue recognized for the phase X X  
Revenue Labor The total of the labor revenue recognized for the phase X X  
Revenue Total The total of the revenue recognized for the phase X X  
Sales Tax Rate The sales tax, as a percent, applied to the phase      
Scheduled Dollars

The amount scheduled to date in the 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 phase at the billing rates X X  
Spent Expense The amount of expenses incurred on the phase at the billing rates X X  
Spent Labor The amount of labor performed on the phase at the billing rates X X  
Spent The total amount of time and expense spent on the phase at the billing rates X X  
Total Contract Amount The total amount of the contract associated with the phase (includes expenses and consultants, if selected)   X  
Total Cost Budget The total cost budget amount for the phase   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 for the phase X X  
Vendor Invoiced Expense The amount of vendor invoices for expenses for the phase X X  
Vendor Invoiced The total amount of vendor invoices associated with the phase X X  
WIP Consultant The amount of work-in-progress (WIP) for consultant costs for the phase X X  
WIP Expense The amount of work-in-progress (WIP) for expenses for the phase X X  
WIP Labor The amount of work-in-progress (WIP) for labor for the phase X X  
WIP The total amount of work-in-progress associated with the phase X X  
Written off Consultant The amount of write-off for consultant costs for the phase X X  
Written off Expense The amount of write-off for expenses for the phase X X  
Written off Labor The amount of write-off for labor for the phase X X  
Written off The total amount of write-off associated with the phase X X  
Keys
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
BD - Phase Key The database identifier of the BD- Phase     BD Phase
Billing Contact Key The database identifier of the billing contact associated with the phase     Contact
Billing Manager Key The database identifier of the billing manager associated with the phase X   Employee
Client Key The database identifier of the client associated with the phase     Client
Company Key The database identifier of the company associated with the phase     Company
Contact 1 Key The database identifier of the client associated with the phase     Contact
Contact 2 Key The database identifier of the client associated with the phase     Contact
Contact 3 Key The database identifier of the client associated with the phase     Contact
Contact 4 Key The database identifier of the client associated with the phase     Contact
Contact 5 Key The database identifier of the client associated with the phase     Contact
Department Key The database identifier of the department associated with the phase     Department
Invoice Group Key The database identifier of the invoice group associated with the phase      
Marketing Contact Key The database identifier of the marketing contact associated with the phase     Employee
Phase Key The database identifier of the phase     Phase
Principal In Charge Key The database identifier of the principal associated with the phase     Project Manager
Project Key The database identifier of the project associated with the phase     Project
Project Manager Key The database identifier of the project manager associated with the phase     Project Manager
Project Type Key The database identifier of the project type associated with the phase     Project Type
Gantt

unavailable in ajeraCore Select to add the Gantt chart to your table widget.

      

 

 

 

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