working with widgets and dashboards in ajera · gantt unavailable in ajeracore select to add the...

Working with Widgets and Dashboards in Ajera

Widget Base Help

Insight 2016

© 2016 Deltek Inc. All rights reserved. i – Deltek Ajera 8

While Deltek has attempted to verify that the information in this document is accurate and complete, some

typographical or technical errors may exist. The recipient of this document is solely responsible for all

decisions relating to or use of the information provided herein.

The information contained in this publication is effective as of the publication date below and is subject to

change without notice.

This publication contains proprietary information that is protected by copyright. All rights are reserved. No part

of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, or

translated into another language, without the prior written consent of Deltek, Inc.

This edition published August 2016.

© Deltek, Inc.

Deltek’s software is also protected by copyright law and constitutes valuable confidential and proprietary

information of Deltek, Inc. and its licensors. The Deltek software, and all related documentation, is provided

for use only in accordance with the terms of the license agreement. Unauthorized reproduction or distribution

of the program or any portion thereof could result in severe civil or criminal penalties.

All trademarks are the property of their respective owners.

© 2016 Deltek Inc. All rights reserved. ii – Deltek Ajera 8

Activity Base 1

Alert Base 4

Alert Detail Base 6

Bank Account Base 8

Bank Entry Base 14

Bank Statement Base 16

BD Phase Base 18

Billing Review History Base 29

Cash Forecast Base 32

Client Base 37

Client Invoice Base 44

Client Type Base 51

Company Base 55

Contact Base 58

Contact Type Base 61

Credit Card Import Base 62

Credit Card Import Detail Base 63

Credit Card Import Log Base 66

© 2016 Deltek Inc. All rights reserved. 3 – Deltek Ajera 8

Department Base 67

Employee Base 69

Employee Type Base 77

Expense Allocation Base 80

Expense Report Base 81

GL Account Base 84

GL Entry Base 86

Home Base 99

Import Settings Base 100

In-House Expense Log Base 102

Journal Entry Base 103

Journal Entry Detail Base 105

Marketing Stage Base 108

Paycheck Base 110

Paycheck Deduction Base 114

Paycheck Fringe Base 117

Paycheck Pay Base 120


Paycheck Tax Base 123

Payment Base 126

Payroll Base 128

Payroll Service Accruals base 131

Phase Base 134

Project Base 156

Project Manager Base 179

Project Progress Base 191

Project Type Base 192

Receipt Base 196

Recurring Journal Entry Base 200

Recurring Vendor Invoice Base 202

Reported Percent Complete Base 204

Resource Base 206

Revenue Base 212

Revenue Detail Base 214

Session Base 220

Tabs Base 221

Timesheet Base 222

© 2016 Deltek Inc. All rights reserved. v – Deltek Ajera 8

Transaction Base 227

Vendor Base 243

Vendor Invoice Base 250

Vendor Insurance Base 254

Vendor Type Base 256

Activity Base


Activity Base

Available

Columns

Description Date Range Available Chartable Links to

Page

General Information

Allow

Expense

Entry

Indicates the activity is available in

expense reports

Description Type the name of the activity Activity

In House

Expense

Credit

Entity

The department used for the credit

entry on the in house expense

GL Account

Notes Notes entered on the activity

Order The order of the activity in the

activity list

Status The status of the activity

Taxable Indicates if the activity is taxable

Type The type of activity it is

Unit Based Indicates if the activity is unit based

Unit

Description

The type of unit associated with the

activity

Utilization The utilization type associated with

the activity

Hours/Units

Billed

Hours/Units

The total hours/units billed charged

to this activity

X X

Hours/Units

Worked

The total hours/units charged to this

activity

X X

Premium 1

Hours

Worked

The total premium 1 hours charged

to this activity

X X

Premium 2

Hours

Worked


to this activity

X X

Premium 3 The total premium 3 hours charged X X

Activity Base


Hours

Worked

to this activity

Regular

Hours

Worked

The total regular hours worked this

activity

X X

Unit Billing

Rate

The billing rate per unit for this

activity

X

Unit Cost

Rate

The cost rate per unit for this activity X

WIP

Hours/Units

Total WIP hours/units for this

activity

X X

Written off

Hours/Units

Total written off hours/units for this

activity

X X

Dollar

Billed Sales

Tax

Total billed sales tax for this activity X X

Billed Total billed for this activity X X

Cost

Burdened

Total cost burdened for this activity X X

Cost Total cost for this activity X X

Payroll Cost

Burdened

Total payroll cost burdened for this

activity

X X

Payroll Cost Total payroll cost for this activity X X

Spent Total spent for this activity X X

WIP Total WIP for this activity X X

Written off Total written off for this activity X X

Accounts

Billable

Expense

Account

The account used when entering this

activity to a billable project or phase

GL Account

In House

Expense

Credit

Account

The account associated with this

activity that is used when the

activity is moved from an overhead

expense to a project cost

GL Account

Marketing

Expense

Account


activity that is used for marketing

expenses

GL Account

Activity Base


Nonbillable

Expense

Account


activity that is used for projects or

phases with a billing type of

Nonbillable

GL Account

Overhead

Expense

Account


activity that is used for projects or

phases with a billing type of

Overhead

GL Account

Keys

Activity Key Database identifier of the activity Activity

Billable

Expense

Account

Key

Database identifier of the billable

expense account

GL Account

In House

Expense

Credit

Account

Key

Database identifier of the in-house

expense credit account

GL Account

In House

Expense

Credit

Entity Key

Database identifier of the in-house

expense entity

GL Account

Marketing

Expense

Account

Key

Database identifier of the marketing

expense account

GL Account

Nonbillable

Expense

Account

Key

Database identifier of the nonbillable

expense account

GL Account

Overhead

Expense

Account

Key

Database identifier of the overhead

expense account

GL Account

Utilization

Key

Database identifier of the utilization

Gantt unavailable in ajeraCore Select to

add the Gantt chart to your table

widget.


Alert Base

Alert Base

Available

Columns


Page

General Information

Description User defined description of the

specified alert

Notification

Email Alert

Body

User defined content that makes up

the body of the email

Email Alert

Footer

User defined content that will make

up the footer of the email and will

follow the body

Email Alert

Header


up the header of the email

Email Alert

Subject


up the subject line of the email alert

Email Alert

Type

Type of alert, such as email or SMS

Frequency

Units

Specified day or time that the alert will

run based on the scheduled frequency

Frequency User defined schedule that defines

when the alert will be ran

Has

Delivery

Group

Identifies whether the alert has

recipients setup to receive the alert

Has

Trigger

Identifies if the alert will be run based

upon a defined trigger set by the user

Is Trigger

On New

Row

Identifies alerts that will be triggered

to run based on a new row being

added to the widget

Last Error The last error that occurred when

running the alert

Notes Optional field to store notes regarding

each alert

Page Identifies the page the alert is stored

on

Status Status of the alert Notification


Alert Base

Tab Is

Hidden

Identifies if the alert belongs to a

widget on a hidden tab

Tab Name Name of the tab where the alert

widget resides

Tab Notes Notes associated with the tab where

the alert widget resides

Trigger

Column

Predicate

Predicate used by the trigger such as

=, <>, >, <, >=, <=

Trigger

Column

Column on the widget that will trigger

the alert to run

Trigger

Value

Value of the trigger column that will

trigger the alert to run

Trigger Type of trigger being used on the alert

widget

Widget

Name

Name of widget that the alert is setup

on

Dates

Last Date

Run

The last date the alert was run

Last Error

Date

The last date the alert had an error

Keys

Alert Key The database identifier of the alert Notification

Employee

Filter

To filter alerts by an employee

Tab Key The database identifier of the tab

where the alert widget resides

Widget

Key

The database identifier of the widget

where the alert resides



widget.


Alert Detail Base

Alert Detail Base Use this widget to view the status of active alerts. This includes description, state, employee name, and run

dates. This widget is designed for troubleshooting alert errors.

Available

Columns

Description Date Range Available Chartable Links

to

Page

General Information

Description User defined description of the specified

alert

Employee

Name

The name of the employee

Last Error The last error that occurred when running

the alert

Notes Optional field to store notes regarding

each alert

Page Identifies the page the alert is stored on

State The state of the alert

Example: Blank, Success, Failure

Status Status of the alert

Tab Is

Hidden

Identifies if the alert belongs to a widget

on a hidden tab

Tab Name Name of the tab where the alert widget

resides

Tab Notes Notes associated with the tab where the

alert widget resides

Widget

Name

Name of widget that the alert is setup on

Dates

Last Date

Run

The last date the alert was run

Last Error

Date

The last date the alert had an error

Keys

Alert Detail

Key

The database identifier of the alert detail

Alert Key The database identifier of the alert


Alert Detail Base

Employee

Key

The database identifier of the employee

Tab Key The database identifier of the tab where

the alert widget resides

Widget Key The database identifier of the widget

where the alert resides

Gantt unavailable in ajeraCore Select to add

the Gantt chart to your table widget.


Bank Account Base

Bank Account Base

Available

Columns


Page

General Information

Address 1 The first line in the main address

for the bank account

Address 2 The second line in the main

address for the bank account

Examples: suite number,

building number

Address 3 The third line in the main address


Address The first line in the main address


Example: street address

Bank Account

Type

The type of bank account

Bank Name The name of the bank Bank

Account

Branch Type the name of the branch

servicing this account

City The city name in the main


Company

Name

The name of the company

associated with the bank account

Company

Contact 1

Information

Information about the contact

people associated with the bank

account

Contact

Contact 1 Text Text about the contact people


Contact

Contact 2

Information



account

Contact



Contact

Contact 3 Information about the contact Contact


Bank Account Base

Information people associated with the bank

account



Contact

Contact 4

Information



account

Contact



Contact

Contact 5

Information



account

Contact



Contact

Credit Card

Charges

Account

The account used for credit card

charges imported into the bank

register

GL Account

Credit Card

Charges

Department

The department used for credit

card charges imported into the

bank register

Department

Credit Card

Import Settings

Description

The description of the credit card

import settings

Bank

Account

Credit Card

Vendor

The name of the vendor used for

the credit card

Vendor

Department

Name

The name of the department


Department

Description The description of the bank

account

Email The email address for the bank

account

Expense Item The expense item used for

expense entries created from

imported credit card items

Activity

Fax Number The fax number for the bank

account

Fax Text A description of the fax number


Is Current User Indicates if the current user is Bank


Bank Account Base

Assigned to

Credit Card

assigned to the credit card Account

Last Check

Number

Last check number used on a

check printed for this bank

account

X

Mailing

Address 1

The first line in the mailing



Mailing

Address 2

The second line in the mailing



building number

Mailing

Address 3

The third line in the mailing


Mailing

Address

The full mailing address

Mailing City The city name in the mailing


Mailing

Country

The country name in the mailing


Mailing State The state name in the mailing


Mailing ZIP The ZIP code in the mailing


Notes Any notes about the bank

account

Phone 1

Number

The primary phone number for the

bank account

Phone 1 Text A description of the primary

phone number for the bank

account

Examples: Office, Cell

Phone 2

Number

The secondary phone number for

the bank account

Phone 2 Text A description of the secondary

phone number for the bank

account

Example: Home


Bank Account Base

Phone 3

Number

The tertiary phone number for the

bank account

Phone 3 Text A description of the tertiary phone

number for the bank account

Phone

Numbers

The phone numbers for the bank

account

State The state name in the main


Status The status of the bank account

Examples: Active, Inactive

Website The website URL associated

with the bank account

ZIP The ZIP code in the main address


People

Contact 1

Name

The names of the contact people


Contact

Contact 2

Name



Contact

Contact 3

Name



Contact

Contact 4

Name



Contact

Contact 5

Name



Contact

Country The country name for the contact

Dollars

Bank Balance Cash balance in the bank

account

X X

Cash Cash balance in the bank

account

X X

Credit Card

Balance

Balance in the credit card

account

X X

Credit Card

Limit

The credit limit for the card X

Accounts


Bank Account Base

Account

Number

Type the account number for this

bank account

Bank Charges

Account

The expense account used for

bank charge entries made to this

bank account

GL Account

Cash Account The current asset account used

for entries made to this bank

account

GL Account

Credit Card

Interest

Account


interest charge entries made to

this credit card

GL Account

Credit Card

Late Charges

Account


late charge entries made to this

credit card

GL Account

Credit Card

Payable

Account

The liability account used for

payments made with this credit

card

GL Account

Interest

Expense

Account


interest paid entries made to this

bank account

GL Account

Interest

Income

Account

The income account used for

interest income entries made to

this bank account

GL Account

Keys

Bank Account

Key

The database identifier of the

bank account

Bank

Account

Bank Charges

Account Key


bank charges account

GL Account

Cash Account

Key


cash account

GL Account

Company Key The database identifier of the

company associated with the

bank account

Company

Contact 1 Key The database identifier of the

contact associated with the bank

account

Contact



account

Contact

Contact 3 Key The database identifier of the Contact


Bank Account Base


account



account

Contact



account

Contact

Credit Card

Import Settings

Key


credit card import settings

Credit Card

Interest

Account Key


credit card interest account

GL Account

Credit Card

Late Charges

Account Key


credit card late charges account

GL Account

Credit Card

Payable

Account Key


credit card payable account

GL Account

Credit Card

Vendor Key


credit card vendor

Vendor

Department

Key


department associated with the

bank account

Department

Interest

Expense

Account Key


interest expense account

GL Account

Interest

Income

Account Key


interest income account

GL Account

Gantt unavailable in ajeraCore Select

to add the Gantt chart to your

table widget.


Bank Entry Base

Bank Entry Base

Available Columns Description Date Range Available Chartable Links to

Page

General Information

Account Type Value Bank or credit card account

value

Account Type Bank or credit card account

Bank Description Description of the

bank/credit card associated

with the statement

Bank Entry Type Type of bank entry (find list

of types - deposit, transfer

etc)

Bank Name Name of bank or credit card Bank

Account

Company Name Company associated with

bank or credit card

Company

Expense Report Row Row of the expense report

associated with the credit

card item

Has Cash Basis

Entries (Credit card

bank accounts only)

Indicates that Cash Basis

entries were created along

with accrual entries

Is Beginning Balance Beginning balance bank

entry

Is Cleared Bank entry was cleared on a

statement

Is Credit Card

Payment

Bank entry paid a credit card

invoice

Is Payroll Check Bank entry is a payroll check

Is Register Entry Bank entry was entered

directly into the bank register

Is Voided Bank entry is voided

Name Name of bank or credit card


Bank Entry Base

Notes Notes entered on bank or

credit card entry

Number of Receipts Number of receipts on a

deposit

Number/Reference Check number or reference

associated with the bank

entry

Bank

Entry

Status The status of the bank entry

Transfer Bank If the bank entry is bank

transfer, the transfer bank

account

Bank

Account

Dates

Entry Date Date of the bank entry Bank

Entry

Statement Date Statement date associated

with the bank entry

Bank

Statement

Dollars

Amount Amount of the bank entry X

Keys

Bank Account Key The database identifier of the

bank account

Bank

Account

Bank Entry Key The database identifier of the

bank entry

Bank

Entry

Bank Statement Key The database identifier of the

bank statement

Bank

Statement


company

Company

Credit Card Import

Detail Key


credit card import detail

Expense Report Key The database identifier of the

expense report

Expense

Report

Transfer Bank Key The database identifier of the

bank transfer bank account

Bank

Account

Gantt unavailable in ajeraCore

Select to add the Gantt chart

to your table widget.


Bank Statement Base

Bank Statement Base

Available

Columns


Page

General Information

Bank

Description

The name of the bank

Bank Name The name of the bank holding your

account

Bank

Account

Bank

Statement Is

Closed

Indicates if you closed the bank

statement.

Bank Type Bank account or credit card

Company

Name


associated with the bank

statement

Company

Notes Notes entered on the bank

statement

Dates

Statement

Beginning

Date

The first date of the reporting

period for the bank statement

Bank

Statement

Statement

Ending Date

The last date of the reporting period

for the bank statement

Bank

Statement

Dollars

Beginning

Balance

The balance of your account on the

statement beginning date

X X Bank

Statement

Ending

Balance

The balance of your account on the

statement ending date

X X Bank

Statement

Reconciled

Credit Card

Charges

The amount of reconciled credit

card charges on the credit card

statement

X X

Reconciled

Credit Card

Payments

The amount of reconciled credit

card payments on the credit card

statement

X X

Reconciled

Deposits

The deposits you made to the bank

account

X X Bank

Entry


Bank Statement Base

Reconciled

Payments

The payments you made from the

account

X X Bank

Entry

Remaining The amount remaining to be

reconciled on this statement

X X

Statement

Balance

The balance of the statement X X Bank

Statement

Keys

Bank Account

Key

Database identifier of the bank

account

Bank

Account

Bank

Statement Key

Database identifier of the

statement

Bank

Statement


company associated with the bank

account

Company


to add the Gantt chart to your table

widget.


BD Phase Base

BD Phase Base

Available

Columns


Page

General Information

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



not.





BD - Contact 1

Information


people associated with the

project

Contact

BD - Contact 1

Text

Text about the contact people

associated with the project

You enter the text on the

Contacts subtab of the



Contact

BD - Contact 2

Information



Contact


BD Phase Base

project

BD - Contact 2

Text







Contact

BD - Contact 3

Information



project

Contact

BD - Contact 3

Text







Contact

BD - Contact 4

Information



project

Contact

BD - Contact 4

Text







Contact

BD - Contact 5

Information



project

Contact

BD - Contact 5

Text







Contact

BD - Description A description entered for the

Business Development phase

of the project

BD - Final The reason why your firm won,

lost, or declined the project

BD Phase Base


Disposition

Reason

BD - Final

Disposition

Status

Indicates if your firm won, lost or

declined the project

BD - Notes Any notes about the project

BD - Owner

Status


with the company paying for the

project in the past



not.





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

Client The name of the client

associated with the phase

Client

Company Name The name of the company


Company

Department

Name



Department

Is Detail Indicates that the phase allows

time and expense entry

Notes Any notes entered on the Notes

tab of the phase

Order Indicates the order of the phase

in the project structure

Phase

Description

The name of the phase Phase

Phase

ID & Description

The ID and description of the

phase

Phase

BD Phase Base


Phase ID The ID of the phase Phase

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


Project

Project

ID & Description


project associated with the

phase

Project

Project ID The ID of the project associated

with the phase

Project

Project Type The type of project

Examples: Commercial,

Educational Facilities,

Environmental Planning,

Interiors, Medical Facilities,

Residential

Project

Type

Reported

Percent

Complete

The RPC or percent of work that

is complete as of the %

complete date, as entered on

the Manage tab of the project

X

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


project

Contact

BD - Contact 2

Name



project

Contact

BD - Contact 3

Name



project

Contact

BD - Contact 4

Name



project

Contact

BD Phase Base


BD - Contact 5

Name



project

Contact

BD - Current

Stage

Indicates where your proposal is

in the Business Development

process

Examples: Completed,

Deferred, In Progress, Not

Started, Waiting

BD - Owner

Name


paying for the project

Contact

Marketing

Contact

The name of the marketing

contact associated with the

phase

Employee

Principal In

Charge

The name of the principal


Project

Manager

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

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


scheduled to begin on the



Next Task Date The date of the next task


Reported

Percent

Complete Date

The date when you report the

percent of work that is complete

on the phase, as entered on the


X

Hours/Units

BD Phase Base


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

X

BD - Hours

Budget Open


hours to be awarded to the

winner of the contract

BD - Hours

Budget Won


hours awarded to your firm

Hours Budget The total number of hours

budgeted for the phase

Hours Worked The total number of hours

worked on the phase

X

Premium 1

Hours Worked

The total premium 1 hours

charged to this phase

X X

Premium 2

Hours Worked



X X

Premium 3

Hours Worked



X X

Regular Hours

Worked

The total regular hours worked

this phase

X X

Dollars

BD - Chance Of

Winning

The percent probability that your

firm can win the project



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

BD - Consultant The contract amount for

BD Phase Base


Contract

Factored

consultant costs that your firm

has a chance of winning:

Consultant Contract Open x

Chance of Winning



future income.

BD - Consultant

Contract

Lost/Declined

Amount of consultant contract

lost or declined based on the

marketing stage final disposition

status

BD - Consultant

Contract Open

Amount of constant contract

open based on the marketing

stage final disposition status

BD - Consultant

Contract Won

Amount of constant contract

won based on the marketing


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



future income.

BD - Expense

Contract

Lost/Declined

Amount of expense contract lost

or declined based on the

marketing stage final disposition

status

X

BD - Expense

Contract Open

Amount of expense contract

open based on the marketing


BD - Expense

Contract Won

Amount of expense contract

won based on the marketing


BD - Firm Fee The contract amount for the

project

BD - Labor

Contract

The contract amount for labor

that your firm has a chance of

BD Phase Base


Factored winning:

Labor Contract Open x Chance

of Winning



future income.

BD - Labor

Contract

Lost/Declined

Amount of labor contract lost or

declined based on the marketing


X

BD - Labor

Contract Open

Amount of labor contract open

based on the marketing stage

final disposition status

BD - Labor

Contract Won

Amount of labor contract won



BD - Total

Contract

Factored

The total contract amount that

your firm has a chance of

winning:

Total Contract Open x Chance

of Winning



future income.

BD - Total

Contract

Lost/Declined

Amount of total contract lost or

declined based on the marketing


X

BD - Total

Contract Open

Amount of total contract open



BD - Total

Contract Won Amount of total contract won



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

BD Phase Base


Consultant Cost

Budget

The amount budgeted for

consultants for the phase

Cost Burdened Total cost amount entered

including overhead multipliers

X

Cost Consultant Total consultant cost amount X

Cost Expense Total expense cost amount X

Cost Labor

Burdened

Total labor cost amount

including overhead multipliers

X

Cost Labor Total labor cost amount X

Cost Total cost amount X

Expense Cost

Budget


expenses for the phase

Labor Cost

Budget

The amount budgeted for labor

for the phase

Payroll Cost

Burdened w/Exp

& Cons

Total payroll cost amount with

overhead multipliers plus

expense and consultant cost

X

Payroll Cost

Labor Burdened


overhead multipliers

X

Payroll Cost

Labor

Total payroll cost amount X

Payroll Cost

w/Exp & Cons


expense and consultant cost

X

Spent

Consultant

Consultant spent amount X

Spent Expense Expense spent amount X

Spent Labor Labor spent amount X

Spent Total spent amount X

Keys

BD - AE Key The database identifier of the

primary architecture or

engineering firm on the project

Contact

BD - Awarded

To Key


firm that won the contract for the

project

Contact

BD - Client Key The database identifier of the Client

BD Phase Base


client associated with the BD

phase

BD - Contact 1

Key

The database identifiers of the

contact people associated with

the project

Contact

BD - Contact 2

Key



the project

Contact

BD - Contact 3

Key



the project

Contact

BD - Contact 4

Key



the project

Contact

BD - Contact 5

Key



the project

Contact

BD - Owner Key The database identifier of the

company paying for the project

Contact

Client Key The database identifier of the

client associated with the phase

Client



phase

Company

Department Key The database identifier of the


phase

Department

Marketing

Contact Key


marketing contact associated

with the phase

Employee

Phase Key The database identifier of the

phase

Phase

Principal In

Charge Key


principal associated with the

phase

Project

Manager

Project Key The database identifier of the


phase

Project

Project Manager The database identifier of the Project

BD Phase Base


Key project manager associated with

the phase

Manager

Project Type

Key


project type associated with the

phase

Project

Type


Select to add the Gantt chart to

your table widget.


Billing Review History Base

Billing Review History Base Use this base to keep track of your client invoices while they proceed through your firm's billing review

process.

Available

Columns


Page

General Information

Billing Review

Stage

The current billing review stage of

the client invoice

Examples: Pre-review, Final

Billing

Review

History

Client Invoice The name associated with the

client invoice; usually the project

name

Client

Invoice

Client The name of the client associated

with the invoice

Client

Invoice Group The name of the invoice group

Invoice Number The ID of the client invoice

Invoice Status Determines if the invoice is billed

to the client

Examples: Approved, Draft,

Final, Hold, Reissue, Writeoff

Notes Any notes from the current billing

review stage

Project

Description


associated with the client invoice

Project

Project

ID & Description


project associated with the client

invoice

Project


with the client invoice

Project

People

Added By The name of the reviewer

Billing Manager The billing manager associated


Employee

Contact The name of the contact

associated with the review

Contact

Modified By The name of the person who

made the last change to the



review

Principal The principal associated with the

client invoice

Project

Manager

Project Manager The project manager associated


Project

Manager

Dates

Added Date The date when it was added Billing

Review

History

Due Date The date when the review should

be completed

Billing

Review

History

Invoice Date The date the invoice was created

Modified Date The date when the last change to

the review was made

Keys

Billing Manager

Key


billing manager associated with

the client invoice

Employee

Billing Review

History Key


billing review history associated


Billing

Review

History

Billing Review

Stage Key


billing review stage associated


Client Invoice

Key


client invoice

Client

Invoice


client associated with the invoice

Client

Contact Key The database identifier of the


review

Contact

Invoice Group

Key


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.



Principal Key The database identifier of the


client invoice

Project

Manager


project associated with the client

invoice

Project

Project Manager

Key


project manager associated with

the client invoice

Project

Manager



table widget.


Cash Forecast Base

Cash Forecast Base

Available

Columns

Description Date

Range

Available

Chartable Links to

Page

General Information

Activity Type

Value

The value indication the type of activity associated

with the forecast item.

Activity Type The type of activity associated with the forecast

item.

Example: labor, activity, consultant

Client

Invoice

Number

Client invoice number of forecast item. Client

Invoice

Client Type Client type associated with client on the forecast

item.

Client

Type

Client Client of the forecast item. Client

Forecast

Days to Bill

WIP

Days to Bill + Days to Receive.

If the client has never been billed/receive before it

will use Company days value else it will use Client

days value.

X

Forecast

Days to Pay -

Company

Days to Pay for the company associated with the

forecast item.

This is the average of the difference of the

Transaction date and the bank entry date for the

last year.

This is used to forecast out the outstanding

amount into the future when the vendor has not

been paid before.

X

Forecast

Days to Pay -

Vendor

Days to Pay for the vendor associated with the

forecast item.

This is the average of the difference of the

Transaction date and the invoice date for the last

year.

This is used to forecast the amount into the future

for the vendor.

X

Forecast

Days to

Receive-

Client

Days to Receive for the client associated with the

forecast item.

This is the average of the difference of the Invoice

date and the Receipt date for the last year.

X


Cash Forecast Base

This is used to forecast the Outstanding Amount

out into the future.

Forecast

Days to

Receive-

Company

Days to Receive for the company associated with

the forecast item.

This is the average of the difference of the Invoice

date and the receipt date for all company invoices

for the last year.

This is used to forecast the Amount out into the

future when the client has not been used before.

X

Forecast

Days to

Receive WIP

- Client

Days to receive cash for the billing of WIP for the

client associated with the forecast item.

This is made up of average days to bill for the client

+ average days to receive.

Average days to bill is the average of the difference

of the transaction date of the WIP and the client

invoice date for WIP.

Average days to receive is the difference of the

invoice date and receipt date for the past year.

X

Forecast

Days to

Receive WIP

- Company

Days to receive cash for the billing of WIP for the

company associated with the forecast item.

This is made up of average days to bill for the client

+ average days to receive.

Average days to bill is the average of the difference

of the transaction date of the WIP and the client

invoice date for WIP for the company.

Average days to receive is the difference of the

invoice date and receipt date for the past year.

X

Forecast

Days

Based on the forecast type is either the Days to

Pay (AP), Days to Receive (AR) or Days to Bill +

Days to Receive (WIP).

If the vendor or client has not been used before the

company days calculation is used instead.

X

Forecast

Description

Based on the forecast type is either Vendor or

Client.

Phase

Forecast

Invoice

Number

Client or Vendor Invoice number.

Forecast

Type Value

Numeric identifier of the forecast Type.

Forecast

Type

Identifies the type of item being forecasted (AP,

AR, WIP).


Cash Forecast Base

Phase -

Project Type

The project type associated with the forecast item

at the project level.

Project

Type

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

Project -

Project Type

The project type associated with the forecast item

at the project level.

Project

Type

Project

Company

Name

The name of the company associated with the

forecast item.

Company

Project

Description

The name of the project associated with the

forecast item.

Project

Project ID &

Description

The ID and description of the project associated


Project

Project ID The ID of the project associated with the forecast

item.

Project

Vendor

Invoice

Company

Name

The name of the company linked to the vendor

invoice associated with the forecast item.

Company

Vendor

Invoice

Description

The description of the vendor invoice associated


Vendor

Invoice

Notes

Any notes for the vendor invoice associated with

the forecast item.

Vendor

Invoice

Number

The user-provided alphanumeric identifier of the

vendor invoice associated with the forecast item.

Vendor

Invoice

Vendor Type The vendor type associated with the forecast item. Vendor

Type

Vendor The vendor associated with the forecast item. Vendor

People

Principal In

Charge

The name of the principal in charge on the project

associated with the forecast item.

Project

Manager

Project The name of the project manager on the project Project


Cash Forecast Base

Manager associated with the forecast item. Manager

Dates

Client

Invoice Date

The date of the client invoice associated with the

forecast item.

X Client

Invoice

Forecast

Date

Based on the forecast type is either vendor invoice

date + vendor/company days to pay, client invoice

date + client/company days to receive, or WIP

transaction date + client/company days to bill +

client/company days to receive.

X

Forecast

Invoice Date

Based on the forecast type is either Client Invoice

Date or Vendor Invoice Date.

X

Forecast

Item Date

Based on the forecast type is either Transaction

Date, Client Invoice Date or Vendor Invoice Date.

X

Transaction

Date

The date of the transaction associated with the

forecast item.

X

Vendor

Invoice Date

The date of the vendor invoice associated with the

forecast item.

X Vendor

Invoice

Dollars

Amount Based on forecast type either AR Aging, AP Aging,

WIP Aging run by accounting date.

X X

Keys

Cash

Forecast Key

The database identifier of the forecast item.

Client

Invoice Key

The database identifier of the client invoice


Client

Invoice

Client Key The database identifier of the client associated


Client

Client Type

Key

The database identifier of the client type


Client

Type

Phase -

Project Type

Key

The database identifier of the project type


Project

Type

Phase Key The database identifier of the phase associated


Phase

Principal In

Charge Key

The database identifier of the principal in charge on

the project associated with the forecast item.

Project

Manager

Project -

Project Type

The database identifier of the project type

associated with the forecast item at the project

Project

Type


Cash Forecast Base

Key level.

Project

Company

Key

The database identifier of the project company


Company

Project Key The database identifier of the project associated


Project

Project

Manager Key

The database identifier of the project manager on

the project associated with the forecast item.

Project

Manager

Vendor

Invoice

Company

Key

The database identifier of the company linked to

the vendor invoice associated with the forecast

item.

Company

Vendor

Invoice Key

The database identifier of the vendor invoice


Vendor

Invoice

Vendor Key The database identifier of the vendor associated


Vendor

Vendor Type

Key

The database identifier of the vendor type


Vendor

Type

Gantt unavailable in ajeraCore Select to add the Gantt

chart to your table widget.


Client Base

Client Base

Available

Columns


Page

General Information


for the client


address for the client

Examples: suite number, building

number


for the client


for the client


City The city name in the main address

for the client

Client Account

ID

The account ID associated with

the client

Client Type The client type associated with the

client

Client

Type

Company

Name


associated with the client

Company

Contact 1

Information


people associated with the client

Contact



Contact

Contact 2

Information



Contact



Contact

Contact 3

Information



Contact



Contact

Contact 4 Information about the contact Contact


Client Base

Information people associated with the client



Contact

Contact 5

Information



Contact



Contact

Country The country name for the client

Create Finance

Charges

Create finance charges for this

client’s invoices

Description The description of the client Client

Email The email address for the client

Fax Number The fax number for the client

Fax Text A description of the fax number for

the client

Mailing Address

1

The first line in the mailing address

for the client


Mailing Address

2




number

Mailing Address

3

The third line in the mailing address

for the client

Mailing Address The first line in the mailing address

for the client



Mailing Country The country name in the mailing






Notes Any notes about the client

Phone 1 The primary phone number for the


Client Base

Number client

Phone 1 Text A description of the primary phone

number for the client


Phone 2

Number


the client


phone number for the client

Example: Home

Phone 3

Number


client


number for the client

Phone

Numbers

The phone numbers for the client

Send

Statement

Send a statement to this client



Status The status of the client


Website The website URL associated with

the client

ZIP The ZIP code in the main address

for the client

People

Contact 1

Name



Contact

Contact 2

Name



Contact

Contact 3

Name



Contact

Contact 4

Name



Contact

Contact 5

Name



Contact

Client Base


Dates

Date

Established

The date the client was

established

Last Receipt

Date

The date of the last receipt entered

from the client

Hours/Units

Billed Hours The total number of hours billed to

the client

X X

Hours Worked The total number of hours worked

by this client

X X

Premium 1

Hours Worked


to this client

X X

Premium 2

Hours Worked


to this client

X X

Premium 3

Hours Worked


to this client

X X

Regular Hours

Worked

The total regular hours worked by

this client

X X

WIP Hours Total WIP hours X X

Written off

Hours

Total written off hours X X

Dollars

Billed

Adjustments

Consultant

The amount of adjustments with an

activity type of Consultant that

were billed

X X

Billed

Adjustments

Expense


activity type of Expense that were

billed

X X

Billed

Adjustments

Labor


activity type of Labor that were

billed

X X

Billed

Adjustments

The amount adjustments billed X X

Billed

Consultant

The amount of consultant costs

billed to the client

X X

Billed Expense The amount of expenses billed to

the client

X X

Client Base


Billed Labor The amount of labor billed to the

client

X X

Billed Sales

Tax

The amount of sales tax for labor or

expenses

X X

Billed The total amount billed to the client X X

Cost Burdened The cost amount of the phase +

the overhead amount

X X

Cost

Consultant

The cost amount of the


X X

Cost Expense The cost amount of the expenses

for the phase

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

Finance Charge

Percent

The percent to use when

calculating finance charges for this

client

Payroll Cost

Burdened

w/Exp & Cons

The payroll cost of labor for the

client 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


client with overhead and DPE

costs included



at a given time.

X X

Payroll Cost

Labor


client without overhead and DPE

costs



at a given time.

X X

Payroll Cost

w/Exp & Cons


client without overhead and DPE X X

Client Base


costs, plus expenses and

consultants



at a given time.

Prepayment

Balance

The total amount of prepayments

remaining to be applied

X X

Prepayment

Beginning

Balance

The amount of prepayments

received by the client prior to the

beginning balance date

X

Receipts

Adjustment

Consultant

The amount of client receipts

entered for adjustments with an

activity type of Consultant

X X

Receipts

Adjustment

Expense



activity type of Expense

X X

Receipts

Adjustment

Labor



activity type of Labor

X X

Receipts Sales

Tax

The amount of sales tax for the

client included in the client receipts

X X

Receipts The total amount of client receipts

entered for the client

X X

Receivable

Balance

The total amount remaining to be

paid by the client

X

Spent

Consultant

The amount of consultant work

performed by the client at the

billing rates

X X

Spent Expense The amount of expenses incurred

by the client at the billing rates

X X

Spent Labor The amount of labor performed by

the client at the billing rates

X X

Spent The total amount of time and

expense spent by the client at the

billing rates

X X

WIP Consultant The amount of work-in-progress

(WIP) for consultant costs for the

client

X X

WIP Expense The amount of work-in-progress X X

Client Base


(WIP) for expenses for the client

WIP Labor The amount of work-in-progress

(WIP) for labor for the client

X X

WIP The total amount of work-in-

progress associated with the client

X X

Written off

Consultant

The amount of write-off for

consultant costs for the client

X X

Written off

Expense


expenses for the client

X X

Written off

Labor

The amount of write-off for labor for

the client

X X

Written off The total amount of write-off


X X

Keys

Client Key The database identifier of the client Client

Client Type Key The database identifier of the client

type

Client

Type



client

Company


contact associated with the client

Contact



Contact



Contact



Contact



Contact



widget.


Client Invoice Base

Client Invoice Base Use this base to see information for each active client invoice.

Available

Columns


Page

General Information

Accounting

Action

A check mark indicates that the

invoice is ready for review by

accounting.

Billing Manager

Action



the billing manager.

Billing Review

Stage

Indicates at what stage the

client invoice is in the billing

review process

Billing Type The method used to calculate

billing on this client invoice as

defined on the project, phase, or

invoice group

Examples: Fixed Fee, Multiple,

Percent Complete, Percent of

Construction, Time & Expense,

Unit Price

Client Account

ID

The account ID associated with

the client

Client Address 1 The first line in the main address

for the client

Client Address 2 The second line in the main



building number

Client Address 3 The third line in the main


Client Address The first line in the main address

for the client


Client City The city name in the main


Client Country The country name for the client


Client Invoice Base

Client Fax

Number

The fax number for the client

Client Fax Text A description of the fax number

for the client

Client Phone 1

Number

The primary phone number for

the client

Client Phone 1

Text

A description of the primary



Client Phone 2

Number

The secondary phone number

for the client

Client Phone 2

Text

A description of the secondary


Example: Home

Client Phone 3

Number

The tertiary phone number for

the client

Client Phone 3

Text

A description of the tertiary


Client Phone

Numbers

The phone numbers for the

client

Client State The state name in the main


Client Type The client type associated with

the client

Client Type

Client ZIP The ZIP code in the main



associated with the invoice

Client



invoice

Company

Department

Name



invoice

Department

Footer Text Text entered on the project or

invoice group that you want to

print as the footer for the client

invoice


Client Invoice Base

Has Billable

WIP

Indicates the client invoice has

billable WIP associated with it

Header Text Text entered on the project or

invoice group that you want to

print as the header for the client

invoice



invoice

Invoice Number The user-provided alphanumeric

identifier of the client invoice

Client

Invoice

Invoice Status The status of the invoice

Examples: Approved, Draft,

Final, Hold, Reissue, Writeoff

Client

Invoice

Invoice Type The type of client invoice

Examples: Client Invoice,

Finance Charge

Notes Notes entered on the Notes tab

of the invoice in Manage Client

Invoices

Principal Action A check mark indicates that the


the principal

Project

Description



invoice

Project

Project

ID & Description



client invoice

Project

Project ID The user-provided alphanumeric

identifier of the project


invoice

Project

Project Manager

Action



the project manager

Project Status The status of the project


invoice

Examples: Active, Billing hold,

Closed, Hold, Marketing


Client Invoice Base

(Business Development only),

Preliminary, Work hold

Project Type The project type associated with

the client invoice

Examples: Residential,

Commercial, Interiors

Project

Type

Revenue

Description

User defined description entered

on the revenue widget

Revenue

Revenue Status Status of revenue session

People

Billing Contact The billing contact associated


Contact

Billing Manager The name of the billing manager


invoice

Employee

Billing Review

Contact

The name of the billing review


client invoice

Principal In

Charge

The name of the principal in

charge associated with the

client invoice

Project

Manager



Project

Manager

Dates

Billing Review

Due Date

Indicates the due date for the

current billing review stage

For example, a PM Review

stage with a due date of 12-2-10

indicates that the project

manager must complete the

review by December 2.

Cutoff Date The date Ajera uses to

determine which transactions

are billable and can be attached

to the client invoice

Transactions before the cutoff

date have a status of Billable;

those after the cutoff date have

a status of Defer.

Invoice The accounting date associated Client


Client Invoice Base

Accounting

Date

with the invoice once it is Final.

this date determines when the

information appears on financial

statements.

Invoice

Invoice Date The date of the client invoice

Aging is based on this date.

Client

Invoice

Last Receipt

Date

Date of the last receipt paid by

the client toward the invoice

Revenue

Accounting

Date

User defined revenue

accounting date entered on the

revenue widget

Revenue End

Date

The revenue end date used in

the recognize revenue task

session where the invoice was

recognized as revenue

Revenue Start

Date

The revenue start date used in

the recognize revenue task

session where the invoice was

recognized as revenue

Dollars

Amount

Adjustment

Consultant

The amount of invoice

adjustments with an activity

type of Consultant

X X

Amount

Adjustment

Expense



type of Expense

X X

Amount

Adjustment

Labor



type of Labor

X X

Amount

Adjustment

The total amount of invoice

adjustments

X X

Amount

Consultant


on the client invoice

X X

Amount

Expense

The amount of expenses on the

client invoice

X X

Amount Labor The amount of the labor cost on

the client invoice

X X

Amount

Received

The amount of the invoice paid

by the client

X

Amount Sales The amount of sales tax on the X X


Client Invoice Base

Tax client invoice

Amount Written

off

The amount of the invoice

written off for the client

X

Amount The total amount of the client

invoice, including labor,

expense, consultants,

adjustments, and sales tax

X X

Balance as of

Accounting

Date

The amount remaining to be paid

by the client as of the

accounting date

X X

Balance as of

Invoice date

The amount remaining to be paid

by the client as of the invoice

date. Use this column to create

Outstanding Balance and Aging

columns by applying a cutoff

date range to the column

properties.

X X

Keys

Billing Contact

Key


billing contact associated with

the client invoice

Contact

Billing Manager

Key



the client invoice

Employee

Billing Review

Contact Key


billing review contact


invoice

Contact

Billing Review

Stage Key




Client Invoice

Key


client invoice

Client

Invoice


client associated with the

invoice

Client

Client Type Key The database identifier of the

client type associated with the

client invoice

Client Type



Company

Client Invoice Base


invoice



invoice

Department

Invoice Group

Key


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.

Principal In

Charge Key


principal in charge associated


Project

Manager



client invoice

Project

Project Manager

Key



the client invoice

Project

Manager

Project Type

Key



client invoice

Project

Revenue Key The database identifier assigned

to each revenue record in the

database

Revenue

Actions

Open Client

Invoice

Opens the client invoice for

editing

Preview Client

Invoice

Previews the client invoice



your table widget.


Client Type Base

Client Type Base

Available

Columns


to

Page

General Information

Description The description of the client type Client

Type

Notes Any notes about the client type

Order The order of the client type in the client

type list

Status The status of the client type


Hours/Units

Billed Hours The total number of hours billed to the

client type

X X

Hours Worked The total number of hours budgeted for

the client type

X X

Premium 1

Hours Worked

The total premium 1 hours charged to

this client type

X X

Premium 2

Hours Worked


this client type

X X

Premium 3

Hours Worked


this client type

X X

Regular Hours

Worked

The total regular hours worked by this

client type

X X

WIP Hours The total number of work-in-progress

(WIP) hours associated with the client

type

X X

Written off

Hours

The total number of write-off hours

associated with the client type

X X

Dollars

Billed

Adjustments

Consultant


activity type of Consultant that were

billed

X X

Billed The amount of adjustments with an X X


Client Type Base

Adjustments

Expense

activity type of Expense that were

billed

Billed

Adjustments

Labor


activity type of Labor that were billed

X X

Billed

Adjustments


Billed

Consultant

The amount of consultant costs billed

to the client type

X X

Billed Expense The amount of expenses billed to the

client type

X X

Billed Labor The amount of labor billed to the client

type

X X

Billed Sales

Tax

The amount of sales tax for labor or

expenses associated with the client

type

X X

Billed The total amount billed to the client


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 client type

X X

Cost Expense The cost amount of the expenses for

the client type

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

client type

X X


This does not include any markups.

X X

Payroll Cost

Burdened

w/Exp & Cons

The payroll cost of labor for the client

type 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


with overhead and DPE costs included X X


Client Type Base



time.

Payroll Cost

Labor


type without overhead and DPE costs



time.

X X

Payroll Cost

w/Exp & Cons


type without overhead and DPE costs,

plus expenses and consultants



time.

X X

Prepayment

Balance

The total amount of prepayments

remaining to be applied

X X

Receipts

Adjustments

Consultant

The amount of client receipts entered

for adjustments with an activity type of

Consultant

X X

Receipts

Adjustments

Expense



Expense

X X

Receipts

Adjustments

Labor



Labor

X X

Receipts

Adjustments


for adjustments, such as a discount,

for the client type

X X

Receipts

Consultant


for consultants for the client type

X X

Receipts

Expense


for expenses for the client type

X X

Receipts Labor The amount of client receipts entered

for labor for the client type

X X

Receipts Sales

Tax

The amount of sales tax for the client

type included in the client receipts

X X

Receipts The total amount of client receipts

entered for the client type

X X

Receivable The total amount remaining to be paid X X


Client Type Base

Balance by the client associated with the client

type

Spent

Consultant


performed by the client type at the

billing rates

X X

Spent Expense The amount of expenses incurred by

the client type at the billing rates

X X

Spent Labor The amount of labor performed by the

client type at the billing rates

X X

Spent The total amount of time and expense

spent by the client type at the billing

rates

X X

WIP Consultant The amount of work-in-progress (WIP)

for consultant costs for the client type

X X

WIP Expense The amount of work-in-progress (WIP)

for expenses for the client type

X X

WIP Labor The amount of work-in-progress (WIP)

for labor for the client type

X X

WIP The total amount of work-in-progress


X X

Written off

Consultant

The amount of write-off for consultant

costs for the client type

X X

Written off

Expense

The amount of write-off for expenses

for the client type

X X

Written off

Labor

The amount of write-off for labor for the

client type

X X



X X

Keys

Client Type Key The database identifier of the client

type

Client

Type



widget.


Company Base

Company Base

Available

Columns


Page

General Information

Address 1 The first line in the main address for

the company

Address 2 The second line in the main address

for the company


number

Address 3 The third line in the main address for

the company

Address The first line in the main address for

the company


City The city name in the main address for

the company

Company

Order

Order of the company in the company

list

Country The country name for the company

Description The description of the company Company

Email The email address for the company

Employer ID Employer ID for the company

Fax Number The fax number for the company

Fax Text A description of the fax number for the

company

Mailing

Address 1

The first line in the mailing address for

the company


Mailing

Address 2


address for the company


number

Mailing

Address 3


for the company


Company Base

Mailing

Address

The first line in the mailing address for

the company

Mailing City The city name in the mailing address

for the company

Mailing

Country


address for the company

Mailing State The state name in the mailing address

for the company

Mailing ZIP The ZIP code in the mailing address

for the company

Payroll Type Indicates the way this company

processes payroll

Phone 1

Number


company

Phone 1 Text A description of the primary phone

number for the company


Phone 2

Number

The secondary phone number for the

company

Phone 2 Text A description of the secondary phone


Example: Home

Phone 3

Number


company



Phone

Numbers

The phone numbers for the company

State The state name in the main address

for the company

Status The status of the company


Website The website URL associated with the

company

ZIP The ZIP code in the main address for

the company

Dates


Company Base

Current

Fiscal Year

Indicates the current fiscal year for

the company

Entry Cutoff

Date

The cutoff date associated with the

company

Fiscal Start

Month

The month the current fiscal year

starts

Payroll Start

Date

The date of the first payroll for this

company

Dollars

Cash Cash balance in the bank account X X

GL Balance Total GL balance of all accounts

To exclude close year entries from

the calculation, check the Exclude

Close Year Entries check box when

editing or adding the column.

X X

GL Budget Total budget of all accounts X X

GL Cash

Basis

Balance

Total cash basis balance of all

accounts





X X

GL Cash

Basis

Budget

Total cash basis budget of all

accounts

X X

Payable

Balance

The total amount remaining to be paid

to the vendors associated with the

phase

X X

Receivable

Balance

The total amount remaining to be paid

by the client associated with the

phase

X X

WIP Balance Total WIP balance X X

Keys

Company

Key


company

Company



widget.


Contact Base

Contact Base Use this base to see information about each of your contacts, such as first name, last name, company, title,

phone number, and email.

Available

Columns


Page

General Information

Address 1 The first line in the main address for the

contact

Address 2 The second line in the main address for

the contact


number

Address 3 The third line in the main address for the

contact

Address The first line in the main address for the

contact


City The city name in the main address for the

contact

Company The name of the company associated

with the contact

Contact

Type

The contact type associated with the

contact

Examples: Client, Employee, Vendor

Contact

Type

Country The country name for the contact

Email The email address for the contact

Fax

Number

The fax number for the contact

Fax Text A description of the fax number for the

contact

Mailing

Address 1

The first line in the mailing address for the

contact


Mailing

Address 2

The second line in the mailing address for

the contact


number


Contact Base

Mailing

Address 3

The third line in the mailing address for

the contact

Mailing

Address

The first line in the mailing address for the

contact

Mailing

City

The city name in the mailing address for

the contact

Mailing

Country

The country name in the mailing address

for the contact

Mailing

State

The state name in the mailing address for

the contact

Mailing

ZIP

The ZIP code in the mailing address for

the contact

Notes Any notes about the contact

Phone 1

Number


contact

Phone 1

Text

A description of the primary phone

number for the contact


Phone 2

Number


contact

Phone 2

Text

A description of the secondary phone


Example: Home

Phone 3

Number

The tertiary phone number for the contact

Phone 3

Text

A description of the tertiary phone


Phone

Numbers

The phone numbers for the contact

State The state name in the main address for

the contact

Status The status of the contact


Title The job title of the contact

Website The website URL associated with the

contact

ZIP The ZIP code in the main address for the

Contact Base


contact

People

First

Name

The first name of the contact Contact

Last

Name

The last name of the contact Contact

Middle

Name

The middle name of the contact Contact

Name The first name and last name of the

contact

Contact

Keys

Contact

Key

The database identifier of the contact Contact

Contact

Type Key

The database identifier of the contact

type associated with the contact

Contact

Type




Contact Type Base

Contact Type Base Use this base to see information about each contact type, such as description and status.

Available

Columns


Page

General Information

Description The description of the contact type Contact

Type

Notes Any notes about the contact type

Order The position of the contact in the

Contact List window

Status The status of the contact type


Keys

Contact

Type Key


type

Contact

Type


add the Gantt chart to your table widget.


Credit Card Import Base

Credit Card Import Base

Available

Columns


Page

General Information

Bank The name of the credit card Bank

Account

Notes Any notes added during the credit

card import

Status

Value

Numeric value assigned to the status

Status The status of the credit card import

Indicates if the items were

successfully imported into Ajera

People

Cardholder

Name

The cardholder name assigned to the

employee for this credit card

Employee

Employee The name of the employee assigned

to the credit card

Employee

Dates

Date The date the credit card items were

imported

Keys

Bank Key The database identifier of the bank Bank

Account

Credit Card

Import Key

The database identifier of the credit

card import

Credit Card

Import Log

Key


card import log

Employee

Key


employee assigned to the credit card

Employee



widget.


Credit Card Import Detail Base


Available

Columns


Page

General Information

Bank The name of the

credit card account

Bank

Account

Fully

Distributed

This import item has

been fully

distributed to a

credit card register

item either through

Expense Reports or

Bank Register

Merchant The name of the

merchant assigned

to the credit card

item

Notes Any notes imported

to the credit card

item

Transaction

ID

The ID of the credit

card item

User

Defined 1

Any user defined

information that was

included in the

credit card

information

imported

User

Defined 2

Any user defined


included in the

credit card

information

imported

User

Defined 3

Any user defined


included in the

credit card

information

imported

User

Defined 4

Any user defined




included in the

credit card

information

imported

User

Defined 5

Any user defined


included in the

credit card

information

imported

People

Cardholder

Name

The cardholder

name assigned to

the employee for

this credit card

Employee

Employee The name of the

employee assigned

to the credit card

Employee

Dates

Date The date assigned

to the credit card

item on the credit

card

Dollars

Amount The amount of the

credit card item

Distributed

Amount

The amount of the

import item that has

been distributed to

items in Expense

Report or Bank

Register

Remaining

Amount

The amount of the

import item

remaining that has

not been distributed

to items in Expense

Report or Bank

Register

Keys

Bank Key The database

identifier of the bank

Bank

Account



Credit Card

Import

Detail Key

The database

identifier of the

credit card import

detail

Credit Card

Import Key

The database

identifier of the

credit card import

Credit Card

Import Log

Key

The database

identifier of the

credit card import

log

Employee

Key

The database

identifier of the

employee assigned

to the credit card

Employee

Gantt unavailable in

ajeraCore Select to

add the Gantt chart

to your table widget.


Credit Card Import Log Base

Credit Card Import Log Base

Available

Columns


Page

General Information

Error

Message

The error message received if the

selected file is unable to import

Notes Notes about the credit card import

Status

Value


Status The status of the import log

Example: Successful, unsuccessful,

deleted

People

Import

Employee

The name of the employee who

imported the credit card information

Employee

Date

Date The date the credit card items were

imported

Time The time the file was imported

Keys

Credit

Card

Import Log

Key

The database identifier of the credit card

import log

Import

Employee

Key


who imported the credit card items

Employee

Action Adds Delete

To delete an import log as long as

details have not been associated with

an expense report


add the Gantt chart to your table widget.


Department Base

Department Base Use this base to see information about each of your departments, such as description and status.

Available

Columns


Page

General Information

Description The description of the department Department

Notes Any notes about the department

Order The position of the department in the

Department List window

Example: You may sort the inquiry

by order so it mirrors the order of the

Department List.

Status The status of the department


Dollars

DPE The percentage applied to project

labor costs for the department to

reflect direct personnel expense paid

on behalf of employees

GL Balance Total GL balance of all accounts





X X

GL Budget Total budget of all accounts X X

GL Cash

Basis

Balance


accounts





X X

GL Cash

Basis

Budget


accounts

X X

Overhead The percentage applied to project

labor costs for the department to

reflect general operating expenses


Department Base

Keys

Department

Key


department

Department



widget.


Employee Base

Employee Base Use this base to see general information, and payroll and billing information for employees.

Available

Columns


Page

General Information

Address 1 The first line in the main address for

the employee

Address 2 The second line in the main address

for the employee


number

Address 3 The third line in the main address for

the employee

Address The first line in the main address for

the employee


Allow

Expense

Entry

Indicates the employee can enter

expense reports

City The city name in the main address

for the employee

Company

Credit Card

1

The credit card the employee can

use in expense reports

Bank

Account

Company

Credit Card

2



Bank

Account

Company

Credit Card

3



Bank

Account

Company

Credit Card

4



Bank

Account

Company

Credit Card

5



Bank

Account

Company

Credit Card

6



Bank

Account

Employee Base


Company

Name


associated with the employee

Company

Contact 1

Information

Information about the contact people


Contact

Contact 1

Text



Contact

Contact 2

Information



Contact

Contact 2

Text



Contact

Contact 3

Information



Contact

Contact 3

Text



Contact

Contact 4

Information



Contact

Contact 4

Text



Contact

Contact 5

Information



Contact

Contact 5

Text



Contact

Country The country name for the employee

Department

Name



Department

Email The email address for the employee

Employee

Type

The client type associated with the

employee

Employee

Type

Fax Text The fax number for the employee

Fax A description of the fax number for

the employee

Gender The gender of the employee

Has Credit

Card

Indicates the employee has at least

one active credit card

Is

Accounting

Indicates the employee is marked as

accounting manager in their

employee setup

Employee Base


Is

Marketing

Contact

Indicates if the employee is the

marketing contact

Is Principal Indicates if the employee is the

principal

Is Project

Manager


project manager

Is Salary Indicates if the employee is salaried

Is

Supervisor


supervisor

Is

Timesheet

Entered

Indicates the employee has entered

a timesheet in Ajera

X

Mailing

Address 1


for the employee


Mailing

Address 2


address for the employee


number

Mailing

Address 3


for the employee

Mailing

Address


for the employee

Mailing City The city name in the mailing address

for the employee

Mailing

Country



Mailing

State

The state name in the mailing


Mailing ZIP The ZIP code in the mailing address

for the employee

Notes Any notes about the employee

Phone 1

Number


employee

Phone 1

Text

A description of the primary phone

number for the employee


Employee Base


Phone 2

Number


employee

Phone 2

Text

A description of the secondary phone


Example: Home

Phone 3

Number


employee

Phone 3

Text

A description of the tertiary phone


Phone

Numbers

The phone numbers for the employee

Roles The security roles assigned to this

employee

State The state name in the main address

for the employee

Status The status of the employee


Title The job title of the employee

Website The website URL associated with

the employee

ZIP The ZIP code in the main address for

the employee

People

Contact 1

Name



Contact

Contact 2

Name



Contact

Contact 3

Name



Contact

Contact 4

Name



Contact

Contact 5

Name



Contact

First Name The first name of the employee Employee

Last Name The last name of the employee Employee

Middle The middle name of the employee Employee

Employee Base


Name

Name The first name and last name of the

employee

Employee

Supervisor The name of the employee's

supervisor

Employee

Dates

Date Born The birth date of the employee

Date Hired The employee's date of hire

Date

Rehired

If the employee was rehired, the

rehire date

Date

Terminated

If the employee was terminated, the

termination date

If this field contains a date, the

employee is automatically given a

status of Inactive unless the Date

Rehired field contains a date later

than the date terminated.

Hours/Units

Accrual

Hours

The total number of hours accrued for

the employee

X X

Billed

Hours

The total number of hours billed to

the employee

X X

Hours

Worked

The total number of hours worked by

this employee

X X

Premium 1

Hours

Worked


this employee

X X

Premium 2

Hours

Worked


this employee

X X

Premium 3

Hours

Worked


this employee

X X

Regular

Hours

Worked

The total regular hours worked by

this employee

X X

Resource

Hours

The total number of resource hours

entered to projects for the employee

X

Employee Base


Scheduled

Hours

The total number of scheduled

project hours for the employee

X X


Written off

Hours


Dollars


employee

X X

Cost Labor

+ Premium

Burdened

The cost amount of the phase + the

premium cost+ the overhead amount

X X

Cost Labor

+ Premium


premium cost


X X

Cost Labor

Burdened



X X


phase

X X

DPE %

General

Direct Personnel Expense non

project related

X

DPE %

Project

Direct Personnel Expense project

related

X

Payroll

Cost Labor

Burdened


employee with overhead and DPE

costs included


money to be paid out to employees at

a given time.

X X

Payroll

Cost Labor


employee without overhead and DPE

costs



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

Employee Base


Resource

Cost

The cost amount of the resource time

assigned to this employee

X

Resource

Fee

The fee amount of the resource time

assigned to this employee

X

Scheduled

Dollars

The amount of dollars scheduled to

the project

X X

Spent

Labor

The amount of labor performed by the

employee at the billing rates

X X

Target

Billable

The target billable percent entered on

the employee

X


(WIP) for labor for the employee

X X

Written off

Labor

The amount of write-off for labor for

the employee

X X

Keys

Company

Credit Card

1 Key

The database identifier of the first

credit card associated with the

employee

Bank

Account

Company

Credit Card

2 Key



employee

Bank

Account

Company

Credit Card

3 Key



employee

Bank

Account

Company

Credit Card

4 Key



employee

Bank

Account

Company

Credit Card

5 Key



employee

Bank

Account

Company

Credit Card

6 Key



employee

Bank

Account

Company

Key



employee

Company

Contact 1

Key



Contact

Contact 2 The database identifier of the contact Contact

Employee Base


Key associated with the employee

Contact 3

Key



Contact

Contact 4

Key



Contact

Contact 5

Key



Contact

Department

Key



employee

Department

Employee

Key


employee

Employee

Employee

Type Key


Employee type associated with the

employee

Employee

Type

Supervisor

Key


supervisor associated with the

employee

Employee



widget.


Employee Type Base

Employee Type Base Use this base to see general information, and payroll and billing information by employee type.

Available

Columns


Page

General Information

Description The description of the employee type Employee

Type

Notes Any notes about the employee type

Order The order of the employee type in the

employee type list

Status The status of the employee type


Hours/Units

Billed Hours The total number of hours billed to the

employee type

X X

Hours

Worked

The total number of hours budgeted

for the employee type

X X

Premium 1

Hours

Worked


this employee type

X X

Premium 2

Hours

Worked


this employee type

X X

Premium 3

Hours

Worked


this employee type

X X

Regular

Hours

Worked

The total regular hours worked by this

employee type

X X

Resource

Hours

The total resource hours assigned to

this employee type

X

Scheduled

Hours

The scheduled hours assigned to this

employee type

X X

WIP Hours The total number of work-in-progress

(WIP) hours associated with the

employee type

X X

Written off The total number of write-off hours X X


Employee Type Base

Hours associated with the employee type

Dollars

Billable

Percent

The percent of time entered that is

billable for the employee type


employee type

X X

Budget Bill

Rate

The average labor budget billing rate

entered on the employee type

Budget Cost

Rate

The average labor budget cost rate

entered on the employee type

Cost Labor +

Premium

Burdened


premium cost+ the overhead amount

X X

Cost Labor +

Premium


premium cost


X X

Cost Labor

Burdened



X X


project manager

X X

DPE %

General

Direct Personnel Expense non

project related

DPE %

Project

Direct Personnel Expense project

related

Payroll Cost

Labor

Burdened


employee with overhead and DPE

costs included



a given time.

X X

Payroll Cost

Labor


employee type without overhead and

DPE costs



a given time.

X X

Premium

Cost

The premium cost of labor for the

employee type

X X

Resource The total cost associated with X


Employee Type Base

Cost resources for the employee type

Scheduled

Dollars

The total scheduled dollars for the

employee type

X

Spent Labor The amount of spent labor for the

employee type

X X

WIP Labor The amount of WIP labor for the

employee type

X X

Written off

Labor

The total amount of write-off

associated with the employee type

X X

Keys

Employee

Type Key


employee type

Employee

Type



widget.

Expense Allocation Base


Expense Allocation Base Use this base to see information for expense allocations.

Available

Columns


Page

General Information

Department

Name

The department associated with the

account

Department

ID &

Description

The identifier and name of the

account

GL Account

Dollars

Percent The percent of overhead expense

distributed to the department

Accounts

Account

Description

The name of the account GL Account

Account ID The number or identifier of the

account

GL Account

Keys

Department

Key

Database identifier of the

department

Department

Expense

Allocation

Key

Database identifier of the expense

allocation

Expense

Allocation

GL Account

Key

Database identifier of the GL

account

GL Account



widget.


Expense Report Base

Expense Report Base This base allows you to easily keep track of your company's expense reports.

Available

Columns


Page

General Information

Accounting

Approved

Indicates if the expense report has

been approved by accounting

Company

Name

The name of the company associated

with the expense report

Company

Description A description of the expenses in the

expense report

Examples: Travel expense for lightrail

project, Meeting expenses for Glison

Lofts project

Expense

Report

Employee

Status

Status of the employee

Is Personal

Expense

Indicates if the expense report includes

an item that is a personal expense

Is

Processed

Indicates if the expense report has

been approved by the supervisor,

accounting manager, or both

Approval requirements depend on your

settings in Company Preferences.

Is Rejected Indicates if the expense report contains

an item that is rejected

Is

Submitted

Indicates the expense report has been

submitted by the employee

Notes Any notes about the expense report

Supervisor

Approved

Indicates the supervisor has approved

the expense report

People

Accounting

Approved

By

The name of the accounting staff who

approved the expense report



Employee

Employee The name of the employee associated

with the expense report

Employee


Expense Report Base

Submitted

By


submitted the expense report for

processing

Employee

Supervisor

Approved

By


supervisor who approved the expense

report



Employee

Supervisor The supervisor of the employee Employee

Dates

Accounting

Approved

Date

The date the accounting staff approved

the expense report



Beginning

Date

The first date covered by the expense

report

Ending

Date

The last date covered by the expense

report

Last

Payment

Date

The last date a payment has been

made on this expense report

Submitted

Date

The date the expense report was

submitted

Supervisor

Approved

Date

The date the supervisor approved the

expense report



Dollars

Advanced

Amount

The amount paid in advance to the

employee associated with the expense

report

X

Total

Amount

The total amount of the expense report X

Keys

Accounting

Approved

By Key


accounting staff who approved the

expense report



Employee


Expense Report Base

Company

Key

The database identifier of the company

associated with the expense report

Company

Employee

Key


associated with the expense report

Employee

Expense

Report Key

The database identifier of the expense

report

Expense

Report

Submitted

By Key


who submitted the expense report for

processing

Employee

Supervisor

Approved

By Key


supervisor who approved the expense

report



Employee

Supervisor

Key


supervisor of the employee

Employee

Action

Open

Expense

Report

Opens the expense report to allow you

to edit it



widget.


GL Account Base

GL Account Base Use this base to see information for GL accounts.

Available

Columns


to

Page

General Information

Account Group

Order

The order of the account in the

Account Group List window

Account Group

Status

The status of the account group

associated with the account: Active or

Inactive

Account Group The account group associated with the

account

Account Type

Value

The numeric identifier for the account

type of the account

Account Type The account type (such as Current

Asset) of the account

Allocated Indicates if the account has expense

allocations to departments

Allow Journal

Entries

Indicates if the Allow journal entries

check box was selected for the

account

Description The name of the account

ID & Description The identifier and name of the account

ID The number or identifier of the account

Intercompany

Account

Indicates the account is an

intercompany account (only used if

you are marked to Use Multi-

Company in Preferences)

Normal Debit

Balance

Indicates if the Normal debit balances

check box was selected for the

account

Notes Notes about the account

Order The order of the account in the

Account List window

Print Net Profit

After Group

Indicates if the Print net profit after this

group check box was selected for the


GL Account Base

account group of the account

Status The status of the account: active or

inactive

Summarize

Group on FS

Indicates if the Summarize on financial

reports check box was selected for the

account group of the account

Dollars

Amount The total amount of entries associated

with this account

X X

Keys

Account Group

Key

The database identifier of the account

group

GL Account Key The database identifier of the

GL account



widget.


GL Entry Base

GL Entry Base

Available

Columns

Description Date Range Available Chartable Links to Page

General Information

Accrual Account

Group Order

The order the accrual

account group shows on

the list

Accrual Account

Group

The accrual account group

associated with the GL

entry

Accrual Account

Type

The accrual account type


entry

Accrual

Department

Name

The accrual department


entry

Department

Activity

Description

The description of the

activity associated with the

GL entry

Examples: Administration,

Billable Time, Fees &

Permits, Meetings,

Mileage, Photocopies,

Vacation

Activity

Activity Type

Value

The numeric identifier of the

activity type associated

with the GL entry

Activity Type The type of activity


entry

Examples: Consultant,

Expense, Labor

Bank Account

Type

The bank account type


entry

Bank Account The bank account


entry

Bank Account

Bank Entry The name of the company Company


GL Entry Base

Company Name linked to the bank entry


entry

Cash Account

Group Order

The order the cash account

group shows on the list

Cash Account

Group

The cash account group


entry

Cash Account

Type

The cash account type


entry

Cash Basis

Department

Name

The cash basis department


entry

Department

Client Invoice

Number

The ID of the client invoice


entry

Client Invoice

Client Type The client type associated

with the GL entry

Examples: Builder,

Government, Hospital

Client Type



entry

Client

Company Name The company name


entry

Company

Control Account

Type

The control account type


entry

Department

Name

The department name

associated with the

GL Entry

Employee

Company Name


linked to the employee


entry

Company

Employee Type

Description


employee type associated

with the GL entry

Examples: Administration,

Employee Type


GL Entry Base

Architect, Employee,

Principal

Expense Report

Company Name


linked to the expense report


entry

Company

Expense Report

Row

The expense report row


entry

In-house

Expense

Company Name


linked to the in-house

expense associated with

the GL entry

Company

Is Accrual

Intercompany

Acct

Indicates if GL entry is an

accrual intercompany entry

Is Beginning

Balance

Indicates if GL entry is the

result of a beginning

balance session task

Is Cash

Intercompany

Acct

Indicates if GL entry is a

cash intercompany entry

Is Cash If the accounting basis is

not marked accrual, this

column indicates if the

accounting basis for the GL

entry is cash

Is Current Indicates if GL entry is

current

As you make changes in

Ajera, GL entries may be

rewritten to reflect that

change.

Non-current GLs show

history.

Journal Entry

Description


journal entry associated

with the GL entry

Journal Entry

Reference

The reference ID of the

journal entry associated

with the GL entry

Notes Any notes associated with


GL Entry Base

the GL entry as entered in

Manage Journal Entries

Payroll

Company Name


linked to the paycheck


entry

Company

Phase - Project

Type

The project type associated

with the GL entry at the

project level



Project Type

Phase

Description

The name of the phase


entry

Phase

Phase

ID & Description

The ID and description of

the phase associated with

the GL entry

Phase

Phase ID The ID of the phase


entry

Phase

Project - Project

Type

The project type associated


project level



Project Type

Project

Company Name



Company

Project

Description



entry

Project

Project

ID & Description


the project associated with

the GL entry

Project

Project ID The ID of the project


entry

Project

Receipt

Company Name


linked to the client receipt


entry

Company

Revenue The revenue description Revenue

GL Entry Base


Description entered in the recognize

revenue task session

where the general ledger

entry was created

Revenue Status The revenue status of the

recognize revenue task

session where the general

ledger entry was created

Session Task The session task that

resulted in the GL entry;

indicates where the GL

entry was made in Ajera

Examples: Client Invoices,

In-house Expenses,

Journal Entries, Process

Payroll, Time & Expenses,

Vendor Invoices, Vendor

Payments

Session

Timesheet

Company Name


linked to the timesheet


entry

Company

Timesheet Row The timesheet row


entry

Transaction

Company Name


linked to the transaction


entry

Company

Transaction

Notes

Any notes about the

transaction associated with

the GL entry

Type The type of GL entry

produced by the session

task

Examples: Bank Entry,

Beginning Balances, Billed,

Cost, Payroll Payment,

Premium Cost

Vendor Invoice

Company Name


linked to the vendor invoice


entry

Company

GL Entry Base


Vendor Invoice

Description

The information in the

Description field on the

vendor invoice associated

with the GL entry

Vendor Invoice

Notes

The information in the

Notes field on the vendor

invoice associated with the

GL entry

Vendor Invoice

Number

The ID of the vendor


GL entry

Vendor Invoice

Vendor Type The vendor type associated

with the GL entry

Examples:

Communications, Electrical

Consultant, Insurance

Vendor Type

Vendor The name of the vendor


entry

Vendor

People

Billing Manager The name of the billing

manager on the project


entry

Employee

Employee

Name



entry

Employee

Marketing

Contact


contact on the project


entry

Employee

Principal In

Charge

The name of the principal in

charge on the project


entry

Project Manager


manager on the project


entry

Project Manager

Session

Employee


associated with the session

on the GL entry

GL Entry Base


Dates

Accounting

Date

The date Ajera uses to

determine the period for

which the GL entry appears

on financial statements

GL Entry

Bank Entry Date The date of the bank entry


entry

Bank Entry

Client Invoice

Date

The date of the client


GL entry

Client Invoice

Expense Report

Date

The end date of the

expense report associated

with the GL entry

Expense Report

Fiscal Year

Begin Date

The fiscal year begin date

of the company associated

with the GL entry

Fiscal Year End

Date

The fiscal year end date of

the company associated

with the GL entry

Receipt Date The receipt date of the

receipt associated with the

GL entry

Receipt

Revenue

Accounting

Date

The accounting date of the

revenue batch associated

with the GL entry

Revenue End

Date

The end date of the revenue

batch associated with the

GL entry

Revenue Start

Date

The start date of the

revenue batch associated

with the GL entry

Timesheet Date The end date of the

timesheet associated with

the GL entry

Timesheet

Transaction

Date

The date of the transaction


entry

Vendor Invoice

Date

The date of the vendor


GL entry

Vendor Invoice

GL Entry Base


Dollars

Amount The total amount of the GL

entry

X X

Credit Amount The credit amount of the

GL entry

X GL Entry

Debit Amount The debit amount of the GL

entry

X GL Entry

Accounts

Accrual Account

ID & Description


the accrual account

associated with the

GL entry

GL Account

Accrual Account

ID

The ID of the accrual

account associated with

the GL entry

GL Account

Accrual Account The accrual account


entry

GL Account

Cash Basis

Account ID &

Description


the cash basis account

associated with the

GL entry

GL Account

Cash Basis

Account ID

The ID of the cash basis


the GL entry

GL Account

Cash Basis

Account

The cash account


entry

GL Account

GL Account

ID & Description

The ID and description for

the expense account

associated with the

GL entry

GL Account

GL Account ID The ID for the expense


the GL entry

GL Account

GL Account The expense account

associated with the

GL entry

GL Account

Keys

GL Entry Base


Accrual Account

Group Key

The database identifier of

the accrual account group


entry

Accrual Account

Key


the accrual account


entry

GL Account

Accrual

Department Key


the accrual department


entry

Department

Activity Key The database identifier of

the activity associated with

the GL entry

Activity

Bank Account

Key


the bank account


entry

Bank Account

Bank Entry

Company Key


the company linked to the

bank entry associated with

the GL entry

Company

Bank Entry Key The database identifier of

the bank entry associated

with the GL entry

Bank Entry

Billing Manager

Key


the billing manager on the


GL entry

Employee

Cash Account

Group Key


the cash account group


entry

Cash Basis

Account Key


the cash basis account


entry

GL Account

Cash Basis

Department Key


the cash basis department


entry

Department

GL Entry Base


Client Invoice

Key


the client invoice


entry

Client Invoice

Client Key The database identifier of

the client associated with

the GL entry

Client

Client Type Key The database identifier of

the client type associated

with the GL entry

Client Type

Company Key The database identifier of


with the GL entry

Company

Department Key The database identifier of

the department associated

with the GL entry

Department

Employee

Company Key



employee associated with

the GL entry

Company

Employee Key The database identifier of

the employee associated

with the GL entry

Employee

Employee Type

Key


the employee type


entry

Employee Type

Expense Report

Company Key



expense report associated

with the GL entry

Company

Expense Report

Key


the expense report


entry

Expense Report

GL Account Key The database identifier of

the GL account associated

with the GL entry

GL Entry Key The database identifier of

the GL entry

GL Entry

GL Offset Key Matches debit to credit GL

entries when they have a

GL Entry

GL Entry Base


one-to-one relationship

In-house

Expense

Company Key



in-house expense


entry

Company

In-house

Expense Log

Key


the in-house expense log


entry

In-house

Expense Log

Journal Entry

Key


the journal entry associated

with the GL entry

Marketing

Contact Key


the marketing contact on


the GL entry

Employee

Paycheck Key The database identifier of

the paycheck associated

with the GL entry

Paycheck

Payroll

Company Key



paycheck associated with

the GL entr

Company

Phase - Project

Type Key


the project type associated


phase level

Project Type

Phase Key The database identifier of

the phase associated with

the GL entry

Phase

Principal In

Charge Key


the principal in charge on


the GL entry

Project Manager

Project - Project

Type Key


the project type associated


project level

Project Type

Project

Company Key



with the project

Company

GL Entry Base


Project Key The database identifier of


the GL entry

Project

Project Manager

Key


the project manager on the


GL entry

Project Manager

Receipt

Company Key



client receipt associated

with the GL entry

Company

Receipt Key The database identifier of

the client receipt


entry

Receipt

Receipt Project

Key


the client receipt project


entry

Project

Revenue Detail

Key


the revenue detail


entry

Revenue Key The database identifier of

the revenue batch


entry

Revenue

Session

Employee Key


the session employee

associated with the

GL entry

Employee

Session Key The database identifier of

the session associated with

the GL entry

Session

Timesheet

Company Key



timesheet associated with

the GL entry

Company

Timesheet Key The database identifier of

the timesheet associated

with the GL entry

Timesheet

Transaction The database identifier of Company

GL Entry Base


Company Key the company linked to the

transaction associated with

the GL entry

Transaction Key The database identifier of

the transaction associated

with the GL entry

Transaction

Vendor Invoice

Company Key



vendor invoice associated

with the GL entry

Company

Vendor Invoice

Key


the vendor invoice


entry

Vendor Invoice

Vendor Key The database identifier of

the vendor associated with

the GL entry

Vendor

Vendor Type

Key


the vendor type associated

with the GL entry

Vendor Invoice

Action

Open Session

Journal

Opens the session journal GL Entry


Select to add the Gantt

chart to your table widget.


Home Base

Home Base

Available

Columns


Page

General Information

Company

Name

Description of the company

Dollars

Cash Cash available for the company X X

GL Balance Total GL Balance of all accounts





X X

GL Budget Total Budget of all accounts X X

GL Cash

Basis

Balance


accounts





X X

GL Cash

Basis

Budget


accounts

X X

Payable

Balance

Total payable balance X X

Receivable

Balance

Total receivable balance X X

WIP Balance Total WIP balance X X

Keys

Company The database identifier of the

company

Company



widget.

Import Settings Base



Available

Columns


to

Page

General Information

Date

Delimiter

The delimiter used to separate the date

Example: /, -

Date Order The format the date uses

Example: MDY, YDM

Decimal

Symbol

The symbol used as a decimal

Description The description of the import settings

Field

Delimiter

The symbol used as a field delimiter

Example: @, #

Has Four

Digit Year

Indicates the import settings uses a four

digit year

Has Header Indicates the import settings has a

header

Has Leading

Zeros

Indicates the import settings has leading

zeros

Notes Any notes about the import settings

Reverse

Sign

Indicates the charges from the bank

come through negative.

Status

Value


Status The status of the credit card

Text

Qualifier

The symbol used to separate text in the

Excel file

Example: ", '

Keys

Import

Settings

Key

The database identifier of the import

settings




In-House Expense Log Base

In-House Expense Log Base

Use this base to show data from active in-house expenses.

Available

Columns


Page

General Information

Company

Name


associated with the expense log

Company

Description The name of the log

Notes Notes about the log

Status The status of the log: active or

inactive

Dates

Log Date The date of the log In-house

Expense

Log

Dollars

Amount The total amount of expenses in the

log

X X

Keys

Company

Key



expense log

Company

In-House

Expense

Log Key


expense log

In-house

Expense

Log



widget.


Journal Entry Base

Journal Entry Base

Available

Columns

Description Date

Range

Available

Chartable Can

Edit

Links to

Page

General Information

Basis Type

Value

Numeric identifier of the Basis Type of the

journal entry.

1 = Accrual

2 = Cash

0 = Both

Basis Type The basis of the journal entry

Company

Name

The name of the company associated with

the journal entry

Company

Company

Status Value

A numeric identifier of the status of the

company associated with the journal entry

Company

Status

The status of the company associated with

the journal entry

Description The description of the journal entry X

Has

Attachments

Indicates if the journal entry has

attachments

Has Inactive

Accounts

Indicates if the journal entry has inactive

accounts

Has Inactive

Departments

Indicates if the journal entry has inactive

departments

Is Voided Indicates if the journal entry is voided

Notes Notes about the journal entry X

Offset

Company

Name

The name of the offset company associated

with the journal entry

Company

Offset

Company

Status Value


offset company associated with the journal

entry (intercompany journal entry only)

Offset

Company

Status

The status of the offset company

associated with the journal entry

(intercompany journal entry only)


Journal Entry Base

Reference Reference associated with the journal entry X

Type Value Numeric identifier of the journal entry type

Note: To include Close Year or Beginning

Balance entries in the journal entry list,

remove the filter on Type Value.

Type The type of journal entry

Example: Beginning Balance, Recurring, or

Closed Year

Dates

Accounting

Date

The accounting date associated with the

journal entry

X X

Reversal

Date

The date of the reversal entry X

Keys

Company

Key



Company

*Journal

Entry Key

The database identifier associated with the

journal entry

Offset

Company

Key

The database identifier of the offset

company associated with the journal entry

Company

Actions

Action Menu Adds the Action menu

Gantt unavailable in ajeraCore Select to add the

Gantt chart to your table widget.

* Indicates the column is required.


Journal Entry Detail Base


Available

Columns

Description Date

Range

Available

Chartable Can

Edit

Links to

Page

General Information

Basis Type

Value

Numeric identifier of the Basis Type of

the journal entry.

1 = Accrual

2 = Cash

0 = Both

Basis Type The basis of the journal entry

Company

Name



Control

Account Type

The control account type associated


*Credit

Amount

The credit amount of the journal entry X

*Debit

Amount

The debit amount of the journal entry X

*Department

Name

The name of the department associated


X

Department

Status Value


department associated with the journal

entry

Department

Status

The status of the department associated


*GL Account

ID &

Description

The ID and description of the for the

account for the journal entry

X GL Account

GL Account

Status Value


GL account associated with the journal

entry

GL Account

Status

The status of the GL account


GL Account

Type Value

The numeric identifier of the account

type associated with the journal entry

detail



Intercompany

Account Type

Value

Intercompany only: The numeric

identifier of the intercompany account

type of the journal entry detail

1 = Intercompany Due From

2 = Intercompany Due To

3 = Intercompany Other Income

Intercompany

Account Type

Intercompany only: The intercompany

account type

Notes Notes about the journal entry X

*Offset Credit

Amount

Intercompany only: The credit amount

entered to the offset company

X

*Offset Debit

Amount

Intercompany only: The debit amount

entered to the offset company

X

Type The type of journal entry

Dates

Detail

Accounting

Date


journal entry detail

X

Entry

Accounting

Date


journal entry

X

Accounts

GL Account

Description

The description for the account for this

journal entry

GL Account

Group

The account group associated with the

account on the journal entry detail

GL Account

Type

The account type associated with the

account on the journal entry detail

Keys

Company

Key



Department

Key


department associated with the journal

entry

GL Account

Group Key

The database identifier of the GL

Account group associated with the

journal entry



GL Account

ID


GL Account ID associated with the

journal entry

GL Account

Key


GL Account associated with the journal

entry

Journal Entry

Detail Key

The database identifier associated with

the journal entry detail

*Journal Entry

Key

The database identifier associated with

the journal entry

Actions

*Delete

Button Deletes the transaction from the journal

entry detail





Marketing Stage Base


Available

Columns


Page

General Information

Notes Any notes about the marketing stage

Phase

Description

The name of the phase associated with

the marketing stage

Phase

Phase ID &

Description

The ID and description of the phase

associated with the marketing stage

Phase

Phase ID The ID of the phase associated with

the marketing stage

Phase

Project

Description

The name of the project associated

with the marketing stage

Project

Project ID

&

Description

The ID and description of the project


Project

Project ID The ID of the project associated with

the marketing stage

Project

Stage

Description

The name of the marketing stage

Stage Long

Description

The longer name of the marketing stage

Stage

Order

The position of the marketing stage in

the Project Command Center

Example: You may sort the inquiry by

stage order so it mirrors the order of the

work breakdown structure in the

Project Command Center

Status The status of the marketing stage

Examples: Not Started, In-progress,

Completed

Marketing

Stage

Dates

Completion

Date

The completion date for the marketing

stage

This is entered on > Manage > Project Command Center> Project

Marketing

Stage



Info > Business Development >

Stages

Due Date The due date for the marketing stage

This is entered on > Manage >

Project Command Center> Project


Stages

Marketing

Stage

Start Date The start date for the marketing stage

This is entered on > Manage >

Project Command Center> Project


Stages

Marketing

Stage

Keys

Marketing

Stage Key

The database identifier of the marketing

stage

Marketing

Stage

Phase Key The database identifier of the phase


Phase

Project

Key

The database identifier of the project


Project

Stage Key The database identifier of the marketing

stage



widget.

Paycheck Base


Paycheck Base

Available

Columns


Page

General Information

Check

Number

The number of the paycheck Bank Entry

Check Pay

Period

The pay period associated with

this paycheck

Check Status Indicates if the status of the

paycheck is Preliminary,

Processed, Paid or Voided

Paycheck

Company

Name

The company for the employee

associated with this paycheck

Company

Covered By

HIRE ACT

Applies only if you are running

payroll for 2010. Indicates if the

employee is covered by the HIRE

Act

Department

Name

The department for the employee


Department

Employee

Status

The status of the employee


People

Employee The full name of the employee


Employee


Last Name The last name of the employee Employee

Middle Name The middle name of the employee Employee

Supervisor The name of the supervisor of the

employee associated with this

paycheck

Employee

Hours/Units

Other Type

Hours

The number of hours worked by

the employee for a pay with a type

of Other on this paycheck

X

Overtime

Hours

The number of hours worked at X

Paycheck Base


the employee's overtime pay rate

on this paycheck

Regular Hours The number of hours worked at

the employee's regular pay rate on

this paycheck

X

Total Hours The total hours worked on this

paycheck

X

Dollars

Deduction

Amount

The total amount deducted from

the employee's gross pay on this

paycheck

X

Earned

Income Credit

The amount of Earned Income

Credit tax on this paycheck

X

Employee Tax

Amount

The total amount deducted for

taxes from the employee's pay on

this paycheck

X

Employer

Medicare

The amount paid by the employer

for Medicare on this paycheck

X

Employer

Social

Security


for Social Security on this

paycheck

X

Employer Tax

Amount


for taxes on this paycheck

X

Fringe

Account

The amount of fringe benefits

included in the paycheck

X

FWH Taxable The amount of pay in the

paycheck that is taxable

X

FWH Withheld The amount withheld for Federal

withholding on this paycheck

X

Gross Pay

Amount

The amount of the employee's

pay before any taxes or

deductions on this paycheck

X

Medicare

Subject To

The amount of pay in the

paycheck subject to Medicare

withholding

X

Medicare

Withheld

The amount withheld for Medicare

on this paycheck

X

Net Pay

Amount

The employee's pay after

deductions and taxes on this

X

Paycheck Base


paycheck

Other Type

Amount

The amount of pay earned by the

employee for a pay with a type of

Other on this paycheck

X

Overtime

Amount

The amount of pay earned at the

employee's overtime pay rate on

this paycheck

X

Regular

Amount


employee's regular pay rate on

this paycheck

X Payroll

Social

Security

Subject To


employee for a pay with a type of

Other on this paycheck

X

Social

Security

Withheld

The amount withheld for Social

Security on this paycheck

X

Total Tax

Withheld

The total amount deducted for

taxes from the employee's pay on

this paycheck

X

Keys

Bank Entry

Key


bank entry associated with this

paycheck

Bank Entry

Company Key The database identifier for the

employee’s company associated

with this paycheck

Company

Department

Key

The database identifier for the

employee’s department


Department

Direct Deposit

Bank Entry

Key


direct deposit bank entry


Bank Entry

Employee Key The database identifier of the


paycheck

Employee

Paycheck Key The database identified


Paycheck

Payroll Key The database identifier of the

payroll associated with this

paycheck

Payroll

Paycheck Base


Session Key The database identifier for the

session associated with this

paycheck

Session

Supervisor

Key


employee’s supervisor associated

with this paycheck

Employee



table widget.


Paycheck Deduction Base


Available

Columns


Page

General Information

Check

Number

The number of the paycheck

associated with this deduction

Check

Status

The status of the paycheck


Paycheck

Company

Name



Company

Current

Year

The year of the paycheck associated

with this deduction

Deduction

Description

The description of the deduction

Department

Name



Department

Description The description of the payroll


Employee

Status


associated with this fringe

Order The database identifier for the order

of the deduction on the paycheck

Payroll

Quarter

The quarter that includes the

deduction

Payroll

Status

Indicates if the paycheck status is

Preliminary, Processed, Paid or

Voided

Payroll

Year

The payroll year for the deduction

People



Employee

First Name The first name of the employee


Employee

Last Name The last name of the employee


Employee



Middle

Name

The middle name of the employee


Employee



deduction.

Employee

Dates

Pay Date The pay date associated with this

deduction

Paycheck

Dollars

Employee

Amount

The amount deducted from the

employee’s paycheck associated

with this deduction

X X

Accounts

GL Account

Description

The description for the liability

account for this deduction

GL Account

GL Account

ID

The ID for the liability account for this

deduction

GL Account

Keys

Company

Key


company of the employee


Company

Deduction

Key


deduction

Department

Key


department of the employee


Department

Employee

Key



deduction

Employee

GL Account

Key

The database identified for the

liability account associated with this

deduction

GL Account

Paycheck

Deduction

Key


deduction associated with this

paycheck

Paycheck

Key


paycheck associated with this

deduction

Paycheck



Payroll Key The database identifier for the payroll


Payroll

Session

Key


session associated with this

deduction

Session

Supervisor

Key




Employee



widget.


Paycheck Fringe Base


Available

Columns


Page

General Information

Check

Number



Check

Status



Paycheck

Company

Name



Company

Current

Year


with this fringe

Department

Name



Department



Employee

Status



Fringe

Description

The description of the fringe


of the fringe on the paycheck

Payroll

Quarter

The quarter that includes the fringe

Payroll

Status



Voided

Payroll

Year

The payroll year for the fringe

People





Employee



Employee



Middle

Name



Employee


employee associated with this fringe

Employee

Dates


fringe

Paycheck

Dollars

Employee

Amount

The amount of fringe benefits

included in the paycheck

X

Accounts

GL Account

Description


account for this fringe

GL Account

GL Account

ID


fringe

GL Account

Keys

Company

Key




Company

Department

Key




Department

Employee

Key


employee associated with this fringe

Employee

Fringe Key The database identifier for the fringe

GL Account

Key

The database identified for the

liability account associated with this

fringe

GL Account

Paycheck

Fringe Key

The database identifier for the fringe


Paycheck

Paycheck

Key


paycheck associated with this fringe

Payroll



Session

Session

Key


session associated with this fringe

Employee

Supervisor The database identifier for the

© 2016 Oeltek Inc.All rights reserved. 119 -DeltekAjera 8


Deltek Know more. Do more.'"

Key supervisor of the employee




widget.

Paycheck Pay Base


Paycheck Pay Base

Available

Columns


Page

General Information

Accrual Pay

Description

The description of the accrual

pay, such as vacation and sick

Check Number The number of the paycheck

associated with this pay

Check Status The status of the paycheck


Paycheck

Company

Name



Company

Current Year The year of the paycheck


Department

Name





Employee

Status



GL Department

Name

The department of the expense

account associated with this pay

Department

Order The database identifier for the

order of the pay on the paycheck

Pay

Description

The description of the pay

Payroll Quarter The quarter that includes the pay

Payroll Status Indicates if the paycheck status

is Preliminary, Processed, Paid

or Voided

Payroll Year The payroll year for the pay

People




Paycheck Pay Base





Employee

Middle Name The middle name of the employee


Employee



pay

Employee

Dates


pay

Paycheck

Hours/Units

Accrual Hours The number of hours accrued for

this accrual type pay

X X

Hours The number of hours worked in

the pay period for this pay

X X

Dollars

Employee

Account


employee for this pay

X X

Accounts

GL Account

Description

The description for the expense

account for this pay

GL Account

GL Account ID The ID for the expense account

for this pay

GL Account

Keys

Company Key The database identifier for the



Company

Department

Key




Department

Employee Key The database identifier for the


pay

Employee

GL Account

Key


expense account associated with

this pay

GL Account

Paycheck Pay Base


GL Department

Key

The database identifier for the GL

department associated with this

pay

Department

Pay Key The database identifier for the

pay

Paycheck Key The database identifier for the

paycheck associated with this

pay

Paycheck

Paycheck Pay

Key


pay associated with this

paycheck

Payroll Key The database identifier for the

payroll associated with this pay

Payroll

Session Key The database identifier of the

session associated with this pay

Session

Supervisor Key The database identifier for the



Employee



table widget.


Paycheck Tax Base

Paycheck Tax Base

Available

Columns


Page

General Information

Check

Number


associated with this tax

Check

Status



Paycheck

Company

Name



Company

Current

Year


with this tax

Department

Name



Department



Employee

Status



Is

Employer

Indicates the tax is an employer

obligation.


of the tax on the paycheck

Payroll

Quarter

The quarter that includes the tax

Payroll

Status



Voided

Payroll

Year

The payroll year for the tax

Tax

Description

The description of this tax

People



Employee



Employee


Paycheck Tax Base



Employee

Middle

Name




employee associated with this tax

Employee

Dates

Pay Date The pay date associated with this tax Paycheck

Dollars

Employee

Amount

The amount of this tax withheld for

the employee

X X

Employer

Amount

The amount of this tax paid by the

employer

X X

Accounts

GL Account

Description


account for this tax

GL Account

GL Account

ID


tax

GL Account

Keys

Company

Key




Company

Department

Key




Department

Employee

Key


employee associated with this tax

Employee

GL Account

Key

The database identifier for the liability

account associated with this pay

GL Account

Paycheck

Key


paycheck associated with this tax

Paycheck

Paycheck

Tax Key

The database identifier for the tax




Payroll

Session

Key


session associated with this tax

Session


Paycheck Tax Base

Supervisor

Key




Employee

Tax Key The database identifier for the tax



widget.


Payment Base

Payment Base


Page

General Information

Bank Account

Type

The type of account associated

with the vendor payment

Examples: Bank, Credit Card

Bank Name The name of the bank account

associated with the vendor

payment

Description The description of the bank used

for the vendor payment

Bank

Account

Is Cleared Indicates if the vendor payment

has cleared the bank

Notes Notes about the vendor payment

Number/Reference The ID of the vendor payment Bank

Entry

Payment Text The vendor name, payment date,

and payment ID (that is, check

number or electronic funds

transfer - EFT - reference)


payment

This is used to group detail to

obtain a subtotal by payment

Payment Type The type of payment associated


Examples: Check, Credit Card,

EFT

Status The status of the vendor

payment

Examples: Active, Voided

Bank

Entry

Vendor Type The vendor type associated with

the vendor payment

Vendor

Type

Vendor The vendor associated with the

vendor payment.

Vendor


Payment Base

Dates

Check Date The payment date associated


Dollars

Amount The total amount of the vendor

payment

X X

Keys

Bank Account Key The database identifier of the

bank account associated with

the vendor payment

Bank

Account

Payment Key The database identifier of the

vendor payment

Bank

Entry

Vendor Key The database identifier of the

vendor associated with the

vendor payment

Vendor

Vendor Type Key The database identifier of the

vendor type associated with the

vendor payment

Vendor

Type



your table widget.


Payroll Base

Payroll Base

Available

Columns


to

Page

General Information

Current Year The current year

Description The description of the payroll Payroll

Payroll

Quarter

The quarter the payroll occurs

Payroll Year The year the payroll occurs

Status The status of the payroll

Dates


payroll

Period

Beginning

Date

The period beginning date associated

with this payroll

Period Ending

Date

The period ending date associated with

this payroll

Hours/Units

Other Type

Hours

The number of hours worked by the

employee for a pay with a type of Other

on this payroll

X

Overtime

Hours

The number of hours worked at the

employee's overtime pay rate on this

payroll

X

Regular

Hours

The number of hours worked at the

employee's regular pay rate on this

payroll

X

Total Hours The total hours worked on this payroll X

Dollars

Deduction

Amount

The total amount deducted from the

employee's gross pay on this payroll

X

Earned

Income Credit

The amount of Earned Income Credit

tax on this payroll

X


Payroll Base

Employee

Tax Amount

The total amount deducted for taxes

from the employee's pay on this payroll

X

Employer

Medicare

The amount paid by the employer for

Medicare on this payroll

X

Employer

Social

Security


Social Security on this payroll

X

Employer Tax

Amount


taxes on this payroll

X

Fringe

Amount

The amount of fringe benefits included

in the payroll

X

FWH Taxable The amount of pay in the payroll that is

taxable

X

FWH

Withheld

The amount withheld for Federal

withholding on this payroll

X

Gross Pay

Amount

The amount of the employee's pay

before any taxes or deductions on this

payroll

X

Medicare

Subject To

The amount of pay in the payroll

subject to Medicare withholding

X

Medicare

Withheld

The amount withheld for Medicare on

this payroll

X

Net Pay

Amount

The employee's pay after deductions

and taxes on this payroll

X

Other Type

Amount


employee for a pay with a type of Other

on this payroll

X

Overtime

Amount


employee's overtime pay rate on this

payroll

X

Regular

Amount


employee's regular pay rate on this

payroll

X

Social

Security

Subject To

The amount of pay in the subject to

Social Security withholding in this

payroll

X

Social

Security

Withheld

The amount withheld for Social

Security on this payroll

X

Payroll Base


Total Tax

Withheld

The total amount deducted for taxes

from the employee's pay on this payroll

X

Keys

Payroll Key The database identifier for the payroll Payroll



widget.


Payroll Service Accruals base

Payroll Service Accruals base The Payroll Service Accruals task widget is an editable widget where you can adjust accruals. It will display

the hours accrued and used for each employee for each accrual pay.

Available

Columns

Description Date Range Available Chartable Can

Edit

Links to

Page

General Information

Company

Name

The name of the company Company

Department The name of the department Department

Employee

Status


Examples: Active, inactive

Employee

Title

The job title of the employee

Employee

Type

The employee type

associated with the

employee

Employee

Type

Notes Any notes associated with

the accrual

X

Pay

Description

The description of the accrual

pay.

Examples: Vacation, sick

Pay

Reduce At

Year End

Indicates the accrual pay

reduces at the end of the year

Pay Status The status of the pay

People

Employee

First Name

The first name of the

employee

Employee

Employee

Last Name

The last name of the

employee

Employee

Employee

Middle

Name

The middle name of the

employee

Employee

Employee

Name

The full name of the

employee

Employee

Supervisor The name of the supervisor of

the employee

Employee



Dates

Accrual

Start Date

The date the accrual starts

Pay Date The pay date associated with

the accrual

X

Pay

Reduce

Date

The date (m/d) the accrual

pay is set to reduce

X

Transaction

Date

The date of the transaction

associated with the accrual

X

Vendor

Invoice End

Date

The end date used on the

vendor invoice

Vendor

Invoice

Start Date

the start date used on the

vendor invoice

Hours/Units

Accrued The number of accrued hours

for the pay date

Available The number of available

accrual hours

X

Pay

Amount

The amount the employee is

paid

Pay Limit The maximum number of

accrual hours per year.

Pay

Reduce To

The maximum number of

accrued hours to carry over

Total

Accrued

The total number of hours

accrued for the employee

Total Used The total number of used

accrual hours for the

employee

These hours are entered on

the timesheet

Used The number of accrued hours

for the pay date

These hours are entered on

the timesheet



Keys

*Company

Key



employee

Department

Key


department associated with

the employee

Employee

Key


employee

Employee

Type Key


employee type

Pay Key The database identifier of the

pay

*Payroll

Service

Accruals

Key


payroll service accrual

Supervisor

Key


supervisor associated with

the employee

*Vendor

Invoice Key


vendor invoice



Phase Base

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


Page

General Information

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.




in the past



not.




in the Project Command

Center.

BD - Awarded

To


for the project

Contact

BD - Client

Description



Client

BD - Client

Status





not.





Center.

BD - Contact 1

Information



phase on the project

Contact


Phase Base

BD - Contact 1

Text


associated with the Contacts

subtab under the Business

Development tab on the first


on the project.





Center.

Contact

BD - Contact 2

Information




Contact

BD - Contact 2

Text






on the project.





Center.

Contact

BD - Contact 3

Information




Contact

BD - Contact 3

Text






on the project.





Center.

Contact

BD - Contact 4

Information




Contact

BD - Contact 4

Text




Contact


Phase Base



on the project.





Center.

BD - Contact 5

Information




Contact

BD - Contact 5

Text






on the project.





Center.

Contact

BD - Current

Stage

Indicates where your proposal

is in the Business

Development process



Started, Waiting



of the project

BD - Final

Disposition

Reason

The reason why your firm won,


BD - Final

Disposition

Status

The status of the BD phase

which indicates if the phase

has been won, loss or declined


BD - Owner

Status


with the company paying for

the project in the past




Phase Base

not.





Center.

BD - Phase

Description

The description of the BD

phase

BD Phase

BD - Phase

ID & Description


BD phase

BD Phase

BD - Phase ID The ID of the BD phase BD Phase




reporting purposes or for

quickly sorting and grouping

projects by priority.

BD - Scope Of

Work



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


phase

Billing

Description

The phase name, which prints

on the invoice


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


Phase Base

Cap

WIP Expense



Cap WIP Labor Identifies which Cap WIP




Client



Company

Consultant

Invoice Text

Text that prints on the invoice

under the consultants heading

for each phase

Contact 1

Information



phase

Contact



Contact

Contact 2

Information



phase

Contact



Contact

Contact 3

Information



phase

Contact



Contact

Contact 4

Information



phase

Contact



Contact

Contact 5

Information



phase

Contact



Contact

Department

Name



Department

Expense Text that prints on the invoice


Phase Base

Invoice Text under the expenses heading for

each phase

Invoice Format The invoice format 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


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


phase

Phase

Phase ID The ID of the phase Phase

Phase Invoice

Text


under the particular phase

name

Phase Level Text that prints on the invoice

under the particular phase

Phase Base


name

Phase Status The status of the phase

Examples: Active, Billing

Hold, Closed, Hold, Marketing,


Project

Description



Project

Project

ID & Description



phase

Project



Project


Examples: Active, Billing

Hold, Closed, Hold, Marketing,







Residential

Project

Type

Rate Table The billing rate table


Revenue

Method

Consultant

The revenue method assigned

to consultants for this phase

Revenue

Method

Expense


to expenses for this phase

Revenue

Method Labor


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 Base


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



on the project

BD - Contact 1

Name



project

Contact

BD - Contact 2

Name



project

Contact

BD - Contact 3

Name



project

Contact

BD - Contact 4

Name



project

Contact

BD - Contact 5

Name



project

Contact

BD - Owner

Name



Contact

Billing Contact

Name

The name of the billing contact


Contact

Billing Manager The name of the billing


phase

Employee

Contact 1 Name The names of the contact


phase

Contact



phase

Contact



Contact

Phase Base


phase



phase

Contact



phase

Contact

Marketing

Contact



phase

Employee

Principal In

Charge





phase

Project

Manager

Dates

Actual

Completion

Date


complete on the phase

Actual Start

Date


begins on the phase

End Date

Estimated

Completion

Date


scheduled to be complete on

the phase, as entered on the


Estimated Start

Date


scheduled to begin on the



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



Reported

Percent

Complete Date


percent of work that is

complete on the phase, as

entered on the Manage tab of

X

Phase Base


the project

Start Date

Hours/Units

BD - Hours

Budget Factored


in the contract that your firm


Hours Budget Open x Chance

of Winning


reviewing reports to help

predict future workload.

BD - Hours

Budget

Lost/Declined




BD - Hours

Budget Open




BD - Hours

Budget Won



Billed Hours The total number of hours billed

to the client associated with

the phase

X X


budgeted for the phase

X


worked on the phase

X X

Premium 1

Hours Worked



X X

Premium 2

Hours Worked



X X

Premium 3

Hours Worked



X X

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 The number of hours in the X X

Phase Base


Hours future scheduled in the

Schedule Manager

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


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



predict future workload. You

can also sort projects in the

project list by the percent

chance of winning.

BD -

Construction

Cost


the project

X

BD - Consultant

Contract

Factored





Chance of Winning



predict future income.

BD - Consultant

Contract

Lost/Declined


consultant costs lost or


BD - Consultant

Contract Open

The amount for consultant

expenses to be awarded to the


Phase Base


BD - Consultant

Contract Won


consultant costs awarded to

your firm

BD - Consultant

Fee


subconsultants you are using

on the project

X

BD - Expense

Contract

Factored



chance of winning:


Chance of Winning




BD - Expense

Contract

Lost/Declined


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


expenses awarded to your firm

X


project

BD - Labor

Contract

Factored



winning:


of Winning




BD - Labor

Contract

Lost/Declined


lost or declined by your firm

BD - Labor

Contract Open

The amount for labor to be


contract

BD - Labor

Contract Won


awarded to your firm

BD - Total The total contract amount that

Phase Base


Contract

Factored


winning:


of Winning




BD - Total

Contract

Lost/Declined

The total contract amount lost

or declined by your firm

BD - Total

Contract Open

The total amount to be


contract

BD - Total

Contract Won The total contract amount



the owner





charged for the project,

including your firm's fees and

fees charged by

subconsultants

Billed

Adjustments

Consultant

The amount of adjustments

with an activity type of

Consultant that were billed

X X

Billed

Adjustments

Expense


with an activity type of

Expense that were billed

X X

Billed

Adjustments

Labor


with an activity type of Labor

that were billed

X X

Billed

Adjustments


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

X X

Phase Base



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


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



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


markups.

X X

Cost Burdened The cost amount of the phase X X

Phase Base


+ the overhead amount

Cost Consultant The cost amount of the


X X

Cost Expense The cost amount of the


X X

Cost Labor +

Premium

Burdened


+ the premium cost+ the

overhead amount

X X

Cost Labor +

Premium


+ the premium cost


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



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


invoiced for expenses incurred

on the phase



types

X

Expense Cost

Budget



X

Expense

Markup Rate

An increase to the expense



costs

It is used for project reporting

to calculate profit based on the

real cost of expenses for the

phase.

Labor Billed by The amount of labor for the X

Phase Base


Accounting

Date

phase billed to the client as of

the accounting date

Labor Contract

Amount


invoiced for labor performed on

the phase, as entered on the




types.

X

Labor Cost

Budget


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


no employee or employee type.

Payable

Balance

The total amount remaining to

be paid to the vendors


X X

Payments

Consultant

The amount paid to vendors for

consultant costs for the phase

X X

Payments

Expense



X X

Payments The total amount paid to

vendors associated with the

phase

X X

Payroll Cost

Burdened w/Exp


phase with overhead and DPE X X

Phase Base


& Cons costs included, plus expenses

and consultants


money to be paid out to

employees at a given time.

Payroll Cost

Labor Burdened


phase with overhead and DPE

costs included




X X

Payroll Cost

Labor


phase without overhead and

DPE costs




X X

Payroll Cost

w/Exp & Cons



DPE costs, plus expenses and

consultants




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


entered for adjustments with

an activity type of Consultant

X X

Receipts

Adjustments

Expense



an activity type of Expense

X X

Receipts

Adjustments

Labor



an activity type of Labor

X X

Receipts

Adjustments


entered for adjustments, such

as a discount, for the phase

X X

Phase Base


Receipts

Consultant


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


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


be paid by the client


X X

Reported

Percent

Complete

The RPC or percent of work on

the phase that is complete as

of the % complete date, as


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


phase plus overhead and DPE

costs

X

Revenue

Consultant

The total of the consultant

revenue recognized for the

phase

X X

Phase Base


Revenue

Expense

The total of the expense


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


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


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


expense revenue associated


X X

Uncommitted

Revenue Labor


labor revenue associated with

the project/phase

X X

Phase Base


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


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


progress associated with the

phase

X X

Written off

Consultant


consultant costs for the phase

X X

Written off

Expense



X X

Written off Labor The amount of write-off for

labor for the phase

X X



X X

Keys




Contact

BD - Awarded

To Key


firm that won the contract for

the project

Contact

BD - Client Key The database identifier of the


Client

Phase Base


phase

BD - Contact 1

Key



the project

Contact

BD - Contact 2

Key



the project

Contact

BD - Contact 3

Key



the project

Contact

BD - Contact 4

Key



the project

Contact

BD - Contact 5

Key



the project

Contact



Contact

BD - Phase Key The database identifier of the

BD- Phase

BD Phase

Billing Contact

Key



the phase

Contact

Billing Manager

Key


billing manager associated

with the phase

X Employee



phase

Client



phase

Company



phase

Contact



phase

Contact



Contact

Phase Base


phase



phase

Contact



phase

Contact


department associated with

the phase

Department

Invoice Group

Key



the phase

Marketing

Contact Key



with the phase

Employee


phase

Phase

Principal In

Charge Key



phase

Project

Manager



phase

Project

Project Manager

Key


project manager associated

with the phase

Project

Manager

Project Type

Key


project type associated with

the phase

Project

Type



your table widget.


Project Base

Project Base Use this base to see information such as project status, client, project manager, budgeted and worked hours,

and spent, billed, work-in-progress, and contract amounts

Available

Columns


Page

General Information

Accounting

Action

Applies to the billing review

feature

A check mark indicates that a

client invoice is ready for review

by accounting.

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.



engineering firm on the project in

the past



not.





BD - Awarded

To


for the project

Contact

BD - Chance Of

Winning

The percent probability that your

firm can win the project



future workload. You can also

sort projects in the project list by

the percent chance of winning.

BD - Client

Description



Client

BD - Client

Status




Project Base



not.





BD - Contact 1

Information



Contacts tab on the first


on the project

Contact

BD - Contact 1

Text



tab on the first Business

Development phase on the

project.


Contacts tab on the Business


project in the Project Command

Center.

Contact

BD - Contact 2

Information





on the project

Contact

BD - Contact 2

Text





project.





Center.

Contact

BD - Contact 3

Information





on the project

Contact

BD - Contact 3

Text




Contact


Project Base


project.





Center.

BD - Contact 4

Information





on the project

Contact

BD - Contact 4

Text





project.





Center.

Contact

BD - Contact 5

Information





on the project

Contact

BD - Contact 5

Text





project.





Center.

Contact

BD - Current

Stage

Indicates where your proposal is

in the Business Development

process



Started, Waiting




Project Base

of the project

BD - Final

Disposition

Reason

The reason why your firm won,



BD - Owner

Status


with the company paying for the

project in the past



not.








reporting purposes or for quickly

sorting and grouping projects by

priority.

BD - Scope Of

Work



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


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 Manager Applies to the billing review

Project Base


Action feature



by the billing manager.

Billing Review

Stage


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



Cap

WIP Expense



Cap WIP Labor Identifies which Cap WIP




Client



Company

Consultant

Invoice Text

The consultant invoice text


Contact 1

Information



project

Contact

Project Base





Contacts subtab of the Project

Info tab in the Project Command

Center.

Contact

Contact 2

Information



project

Contact






Center.

Contact

Contact 3

Information



project

Contact






Center.

Contact

Contact 4

Information



project

Contact






Center.

Contact

Contact 5

Information



project

Contact






Center.

Contact

Project Base


Department

Name



Department

Expense

Invoice Text

The expense invoice text


Final Budget Indicates if the project's budget

is final

When a budget is final, you can

no longer change amounts in the

budget (unless your project

security settings are set to allow

changes to the Manage tab);

however, you can change

schedule and resource

assignments.

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



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



Center.

Invoice Format The invoice format associated

with the project

Is Certified Indicates if the project requires a

certified payroll report

Is Template Indicates if the project is a

template

Labor Invoice

Text

Labor invoice text entered on the

project

Last Client

Invoice

The invoice number of the last

invoice submitted to the client

Last Invoice The last invoice number used on

Project Base


Number Used the project

Location The location of the project

Notes Any notes entered on the Notes

tab of the project

Phase

Invoice Text

Phase invoice text entered on

the project

Principal Action Applies to the billing review

feature



by the principal.

Project

Description

The name of the project Project

Project

ID & Description


project

Project

Project ID The ID of the project Project

Project Manager

Action


feature



by the project manager.


Examples: Active, Billing Hold,

Hold, Marketing, Preliminary,

Work Hold






Residential

Project

Type

Rate Table The billing rate table associated

with the project

Revenue

Method

Consultant


for consultants on the project

Revenue

Method

Expense


for expenses on the project

Project Base


Revenue

Method Labor


for labor on the project

Sales Tax Code The sales tax applied to the

project

Scope Text The description of work to be


Timesheet

Notes Required

Indicates whether timesheet

notes are required for the project

Wage Table The name of the wage table

used for the project

People



on the project

Contact

BD - Contact 1

Name



project

Contact

BD - Contact 2

Name



project

Contact

BD - Contact 3

Name



project

Contact

BD - Contact 4

Name



project

Contact

BD - Contact 5

Name



project

Contact

BD - Owner

Name



Contact

Billing Contact

Name

The name of the billing contact


Contact


with the project

Employee

Contact 1 Name Information about the contact


project

Contact

Project Base




project

Contact



project

Contact



project

Contact



project

Contact

Is Project

Manager

Marked Yes if employee logged

in is project manager.

Is Billing

Manager


in is billing manager.

Is Principal Marked Yes if employee logged

in is principal.

Is Marketing

Contact


in is marketing contact.

Marketing

Contact



project

Principal In

Charge



Project

Manager



project

Project

Manager

Dates

Actual

Completion

Date


complete

Actual Start

Date


begins

End Date

Estimated

Completion

Date


scheduled to be complete, as


the project

Project Base


Estimated Start

Date


scheduled to begin, as entered

on the Manage tab of the project

Last Invoice

Date

The last invoice date associated

with the project

Last Receipt

Date

The last receipt date associated

with the project



Reported

Percent

Complete Date


percent of work that is

complete, as entered on the


X

Start Date

Hours/Units

BD - Hours

Budget Factored


in the contract that your firm has

a chance of winning:

Hours Budget Open x Chance of

Winning



future workload.

BD - Hours

Budget

Lost/Declined




BD - Hours

Budget Open




BD - Hours

Budget Won




to the client associated with the

project

X X


budgeted for the project

X


worked on the project

X X

Premium 1 The total number of premium 1 X X

Project Base


Hours Worked hours worked on the project

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


X X

Regular Hours

Worked

The total number of regular


X X

Resource Hours The total number of hours

entered by resources (that is,

employees) assigned to the

project

X

Scheduled

Hours

The number of hours in the

future scheduled for the project

in the Schedule Manager

X X

WIP Hours The total number of work-in-

progress (WIP)hours associated

with the project

X X

Written off

Hours



project

X X

Dollars

BD -

Construction

Cost


the project

BD - Consultant

Contract

Factored





Chance of Winning



future income.

BD - Consultant

Contract

Lost/Declined


consultant costs lost or declined

by your firm

BD - Consultant

Contract Open

The amount for consultant

expenses to be awarded to the


BD - Consultant

Contract Won


consultant costs awarded to

Project Base


your firm

BD - Consultant

Fee


subconsultants you are using on

the project

BD - Expense

Contract

Factored



chance of winning:


Chance of Winning



future income.

BD - Expense

Contract

Lost/Declined


expenses lost or declined by

your firm

BD - Expense

Contract Open

The amount for expenses to be


contract

BD - Expense

Contract Won


expenses awarded to your firm


project

BD - Labor

Contract

Factored



winning:


of Winning



future income.

BD - Labor

Contract

Lost/Declined


lost or declined by your firm

BD - Labor

Contract Open

The amount for labor to be


contract

BD - Labor

Contract Won



BD - Total

Contract

Factored

The total contract amount that


winning:

Project Base



of Winning



future income

BD - Total

Contract

Lost/Declined

The total contract amount lost or


BD - Total

Contract Open

The total amount to be awarded

to the winner of the contract

BD - Total

Contract Won The total contract amount



the owner





charged for the project, including

your firm's fees and fees

charged by subconsultants

Billed

Adjustments

Consultant

The amount of adjustments with


that were billed

X X

Billed

Adjustments

Expense


an activity type of Expense that

were billed

X X

Billed

Adjustments

Labor


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


X

Billed

Consultant


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

Project Base




project

X X

Billed Sales Tax The total amount of sales tax

billed to the client associated

with the project

X X



project

X X

Construction

Cost

If budgeting or billing by the

percent of construction cost, the

construction cost appears here.

X

Consultant

Billed by

Accounting

Date


billed to the client as of the

accounting date

X

Consultant

Contract

Amount


invoiced for consultant work

performed on the project



types

X

Consultant Cost

Budget


consultants for the project

X

Consultant

Markup Rate

An increase to the consultant



costs

It is used for project reporting to

calculate profit based on the real

cost of consultants for the

project.

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


markups.

X X

Cost Burdened The cost amount of the project +

the overhead amount

X X

Project Base


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


markups.

X X

Cost Labor

Burdened

The cost amount of the labor for

the project + the overhead

amount

X X


the project

X X

Cost The cost amount of the project


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


invoiced for expenses incurred

on the project



types

X

Expense Cost

Budget


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.

Labor Billed by

Accounting

Date

The amount of labor billed to the


X

Project Base


Labor Contract

Amount


invoiced for labor performed on

the project, as entered on the




types

X

Labor Cost

Budget


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


no employee oremployee 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


be paid to the vendors


X X

Payments

Consultant


consultant costs

X X

Payments

Expense


expenses

X X

Payments The total amount paid to

vendors associated with the

project

X X

Payroll Cost

Burdened w/Exp

& Cons


project with overhead and DPE

costs included, plus expenses

and consultants


X X

Project Base



employees at a given time

Payroll Cost

Labor Burdened


project with overhead and DPE

costs included




X X

Payroll Cost

Labor


project without overhead and

DPE costs



employees at a given time

X X

Payroll Cost

w/Exp & Cons


project without overhead and


consultants




X X

Percent Of

Construction

Cost

Percent of construction cost

that represents your fee, if

budgeting by construction cost

X

Premium Cost The cost amount of representing

the increase to the employee's

pay to reflect pay for hours

entered as premium time (such

as overtime and double time)

X X

Prepayment

Balance

The total amount of

prepayments remaining to be

applied

X X

Receipts

Adjustments

Consultant



activity type of Consultant

X X

Receipts

Adjustments

Expense




X X

Receipts

Adjustments

Labor




X X

Receipts The amount of client receipts X X

Project Base


Adjustments entered for adjustments, such

as a discount

Receipts

Consultant


entered for consultants

X X

Receipts

Expense


entered for expenses

X X

Receipts Labor The amount of client receipts

entered for labor

X X

Receipts Sales

Tax


entered for sales tax

X X


receipts entered for the project

X X

Receivable

Balance

The receivable balance for the

project

X X

Reported

Percent

Complete

The RPC or percent of work that

is complete as of the %

complete date, as entered on

the Manage tab of the project

X X

Resource Cost The total of the resources (that


project

X

Resource Fee The total of the resources (that


project plus overhead and DPE

costs

X

Revenue

Consultant

The total of the consultant


project

X X

Receipts Credit

Memo

Consultant

The amount of credit memos


Receipts Credit

Memo Expense



Receipts Credit

Memo Labor


entered for labor

Receipts Credit

Memo


entered for the project

Revenue

Expense

The total of the expense


project

X X

Project Base


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


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


on the project at the billing rates

X X


expense spent on the project at

the billing rates

X X

Total Contract

Amount

The total amount of the contract


(includes expenses and

consultants, if selected)

X

Total Cost

Budget

The total cost budget amount for

the project

X

Uncommitted

Revenue

Consultant


consultant revenue associated


X X

Uncommitted

Revenue

Expense


expense revenue associated


X X

Uncommitted

Revenue Labor


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

Project Base


Vendor Invoiced

Consultant


for consultants

X X

Vendor Invoiced

Expense


for expenses

X X

Vendor Invoiced The total amount of vendor


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) for labor

X X



project

X X

Written off

Consultant


consultant costs

X X

Written off

Expense


expenses

X X

Written off Labor The amount of write-off for labor X X



X X

Keys




Contact

BD - Awarded

To Key


firm that won the contract for the

project

Contact

BD - Client Key The database identifier of the


phase

Client

BD - Contact 1

Key



the project

Contact

BD - Contact 2

Key



the project

Contact

Project Base


BD - Contact 3

Key



the project

Contact

BD - Contact 4

Key



the project

Contact

BD - Contact 5

Key



the project

Contact



Contact

Billing Contact

Key



the project

Contact

Billing Manager

Key



the project

Employee

Billing Review

State Key



with a client invoice



project

Client



project

Company

Contact 1 Key The database identifiers of the


the project

Contact



the project

Contact



the project

Contact



the project

Contact



the project

Contact

Project Base




project

Department

Marketing

Contact Key



with the project

Employee

Principal In

Charge Key



project

Project

Manager


project

Project

Project Manager

Key



the project

Project

Manager

Project Type

Key



project

Project

Type

Action

Open Project Opens the project in the Project

Command Center for editing.



your table widget.


Project Manager Base


Available

Columns

Description Date Range Available Chartable Links to Page

General Information


for the project manager


address for the project manager


building number






Allow

Expense

Entry

Indicates the project manager

can enter expense reports



Company

Credit Card 1

The credit card the project

manager can use in expense

reports

Bank Account

Company

Credit Card 2



reports

Bank Account

Company

Credit Card 3



reports

Bank Account

Company

Credit Card 4



reports

Bank Account

Company

Credit Card 5



reports

Bank Account

Company

Credit Card 6



reports

Bank Account



Company

Name



manager

Company

Contact 1

Information



project manager

Contact

Contact 1

Text



manager

Contact

Contact 2

Information



project manager

Contact

Contact 2

Text



manager

Contact

Contact 3

Information



project manager

Contact

Contact 3

Text



manager

Contact

Contact 4

Information



project manager

Contact

Contact 4

Text



manager

Contact

Contact 5

Information



project manager

Contact

Contact 5

Text



manager

Contact

Country The country name for the project

manager

Department

Name



manager

Department

Email The email address for the project

manager



Employee

Type

The client type associated with

the project manager

Employee

Type

Fax Text The fax number for the project

manager

Fax A description of the fax number


Gender The gender of the employee

Is Accounting Indicates if the project manager

is marked as accounting

manager in their employee setup

Is Marketing

Contact


marketing contact

Is Principal Indicates if the employee is the

principal

Is Project

Manager


project manager

Is Supervisor Indicates if the employee is the

supervisor

Mailing

Address 1




Mailing

Address 2




building number

Mailing

Address 3





Mailing

Country







Notes Any notes about the project

manager

Phone 1 Text The primary phone number for



the project manager

Phone 1 A description of the primary

phone number for the project

manager


Phone 2 Text The secondary phone number for

the project manager

Phone 2 A description of the secondary


manager

Example: Home

Phone 3 Text The tertiary phone number for

the project manager

Phone 3 A description of the tertiary


manager

Phone

Numbers


project manager

Security

Group

This should be role and is the

first role assigned to the

employee



Status The status of the project

manager


Title The job title of the project

manager


with the project manager

ZIP The ZIP code in the main


People

Contact 1

Name



manager

Contact

Contact 2

Name



manager

Contact



Contact 3

Name



manager

Contact

Contact 4

Name



manager

Contact

Contact 5

Name



manager

Contact

First Name The first name of the project

manager

Project

Manager

Last Name The last name of the project

manager

Project

Manager

Middle Name The middle name of the project

manager

Project

Manager

Name The first name and last name of

the project manager

Project

Manager

Supervisor The name of the employee's

supervisor

Employee

Dates

Date Born The birth date of the employee

Date Hired The employee's date of hire

Date Rehired If the employee was rehired, the

rehire date

Date

Terminated

If the employee was terminated,

the termination date

If this field contains a date, the

employee is automatically given

a status of Inactive unless the

Date Rehired field contains a

date later than the date

terminated.

Hours/Units


to the project manager

X X

Hours

Worked

The total number of hours

worked by this project manager

X X

Premium 1

Hours


charged to this project manager

X X



Worked

Premium 2

Hours

Worked



X X

Premium 3

Hours

Worked



X X

Regular

Hours

Worked


by this project manager

X X

Resource

Hours

The total number of resource

hours entered to projects for the

project manager

X

Scheduled

Hours

The total number of scheduled

project hours for the project

manager

X X


Written off

Hours


Dollars

Billed

Adjustments

Consultant



that were billed

X X

Billed

Adjustments

Expense


an activity type of Expense that

were billed

X X

Billed

Adjustments

Labor


an activity type of Labor that

were billed

X X

Billed

Adjustments


Billed Amount

By

Accounting

Date

The total amount billed to the

project manager as of the

accounting date

X

Billed

Consultant


billed to the project manager

X X

Billed

Expense

The amount of expenses billed

to the project manager

X X




project manager

X X

Billed Sales

Tax

The amount of sales tax for labor

or expenses

X X


project manager

X X

Consultant

Billed by

Accounting

Date


billed to the project manager as

of the accounting date

X

Cost +

Premium

Burdened


the premium cost + the overhead

amount

X X

Cost

+ Premium


the premium cost


markups.

X X

Cost

Burdened


the overhead amount

X X

Cost

Consultant



X X

Cost

Expense



X X

Cost Labor +

Premium

Burdened


the premium cost+ the overhead

amount

X X

Cost Labor +

Premium


the premium cost


markups.

X X

Cost Labor

Burdened

The cost amount of the labor for

the phase + the premium cost

X X


the project manager

X X

Cost The cost amount of the project

manager


markups.

X X

Expense The amount of expenses billed X



Billed by

Accounting

Date

to the project manager as of the

accounting date

Labor Billed

by

Accounting

Date

The amount of labor billed to the

project manager as of the

accounting date

X

Payable

Balance

The total amount remaining to be

paid to the vendors associated

with the phase

X X

Payments The total amount paid to vendors


X X

Payroll Cost

Burdened w/

Exp & Cons



costs included, plus expenses

and consultants




X X

Payroll Cost

Labor

Burdened



costs included




X X

Payroll Cost

Labor



DPE costs




X X

Payroll Cost

w/Exp &

Cons




consultants




X X

Premium

Cost

The cost amount of representing




as overtime and double time) for

X X



the phase

Receipts

Adjustments

Consultant




X X

Receipts

Adjustments

Expense




X X

Receipts

Adjustments

Labor


entered for adjustments, such as

a discount, for the project

manager

X X

Receipts

Adjustments


entered for adjustments, such as

a discount

X X

Receipts

Consultant



X X

Receipts

Expense



X X

Receipts

Labor


entered for labor

X X

Receipts

Sales Tax


entered for sales tax

X X


receipts entered for the project

X X

Receivable

Balance

The receivable balance for the

project

X X

Resource

Cost

The cost amount of the resource

time assigned to this project

manager

X

Resource

Fee

The fee amount of the resource

time assigned to this project

manager

X

Scheduled

Dollars

The amount of dollars scheduled

to the project

X X

Spent

Consultant


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




by the project manager at the

billing rates

X X


expense spent on the project at

the billing rates

X X

Vendor

Invoiced

Consultant


for consultants

X X

Vendor

Invoiced

Expense


for expenses

X X

Vendor

Invoiced

The total amount of vendor


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) for labor for the project

manager

X X



project

X X

Written off

Consultant


consultant costs

X X

Written off

Expense


expenses

X X

Written off

Labor

The amount of write-off for labor


X X



manager

X X

Keys

Company

Credit Card 1

Key


first credit card associated with

the project manager

Bank Account

Company

Credit Card 2



Bank Account



Key the project manager

Company

Credit Card 3

Key



the project manager

Bank Account

Company

Credit Card 4

Key



the project manager

Bank Account

Company

Credit Card 5

Key



the project manager

Bank Account

Company

Credit Card 6

Key



the project manager

Bank Account

Company

Key



project manager

Company

Contact 1

Key



project manager

Contact

Contact 2

Key



project manager

Contact

Contact 3

Key



project manager

Contact

Contact 4

Key



project manager

Contact

Contact 5

Key



project manager

Contact

Department

Key



project manager

Department

Employee

Type Key


employee type

Employee

Type

Project

Manager Key


project manager

Project

Manager

Supervisor

Key


supervisor associated with the

Employee



employee



your table widget.


Project Progress Base

Project Progress Base unavailable in ajeraCore

Use this widget to help you determine if a project is on time and on budget. You can compare the amount you

spent on your project against the budgeted amount and the reported percent complete amount on a project-to-

date basis.

Available

Columns


to

Page

General Information

Display

Date

The start date of the project or the first date

effort was expended on the project,

whichever is earlier.

This column lists the weeks or months

(weeks if the project is less than 121 days)

for the duration of the project.

Dollars

Contract The amount contracted to be spent on the

project as of the date listed

RPC % The most recent reported percent complete,

as entered on the Manage tab

RPC The reported percent complete on the

project as of the date listed multiplied by the

contract amount

RPCSpent

Diff

Indicates if you are on track with budget, if

you spent more or less than expected

Spent The amount you spent on the project as of

the date listed.

Keys

Phase Key The database identifier of the phase

Project

Key

The database identifier of the project


Project Type Base

Project Type Base

Available

Columns


to

Page

General Information

Description The type of project

Examples: Commercial, Educational

Facilities, Environmental Planning,


Residential

Project

Type

Notes Any notes entered on the Notes tab of

the project type

Order The order the project type shows on

the list

Status The status of the project type

Hours/Units

Billed Hours The total billed hours associated with

the project type

X X

Hours Worked The total hours worked associated

with the project type

X X

Premium 1

Hours Worked

The total premium 1 hours worked

associated with the project type

X X

Premium 2

Hours Worked



X X

Premium 3

Hours Worked



X X

Regular Hours

Worked



X X

WIP Hours The total WIP hours associated with

the project type

X X

Written off

Hours

The total hours written off associated

with the project type

X X

Dollars

Billed

Adjustments

Consultant

Total Billed Adjustments Consultants

for the project type

X X


Project Type Base

Billed

Adjustments

Expense

Total Billed Adjustments Expense for

the project type

X X

Billed

Adjustments

Labor

Total Billed Adjustments Labor for the

project type

X X

Billed

Adjustments

Total Billed Adjustments for the

project type

X X

Billed

Consultant

Total Billed Consultants for the

project type

X X

Billed Expense Total Billed Expense for the project

type

X X

Billed Labor Total Billed Labor for the project type X X

Billed Sales

Tax

Total Billed Sales Tax for the project

type

X X

Billed Total Billed for the project type X X

Cost Burdened Total Cost Burdened (cost +

overhead) for the project type

X X

Cost

Consultant

Total consultant cost for the project

type

X X

Cost Expense Total Expense Cost for the project

type

X X

Cost Labor

Burdened

Total Labor Cost Burdened (labor

cost + overhead) for the project type

X X

Cost Labor Total Labor Cost for the project type X X

Cost Total Cost for the project type X X

Payable

Balance

Total Payable Balance for the project

type

X X

Payments

Consultant

Total Consultant Payments for the

project type

X X

Payments

Expense

Total Expense Payments for the

project type

X X

Payments Total Payments for the project type X X

Payroll Cost

Burdened

w/Exp & Cons

Total Payroll Cost Burdened with

expense and consultant cost (payroll

labor cost + overhead + expense cost

+ consultant cost) for the project type

X X


Project Type Base

Payroll Cost

Labor Burdened

Total Payroll Labor Cost Burdened

(payroll labor cost + overhead) for the

project type

X X

Payroll Cost

Labor

Total Payroll Labor Cost for the

project type

X X

Payroll Cost

w/Exp & Cons

Total Payroll Cost with Expense and

Consultant costs for the project type

X X

Prepayment

Balance

Total balance of all prepayments for

the project type

X X

Receipts

Adjustments

Consultant

Total Receipt adjustments for

consultants for the project type

X X

Receipts

Adjustments

Expense

Total Receipt adjustments for

expenses for the project type

X X

Receipts

Adjustments

Labor

Total Receipt adjustments for labor


X X

Receipts

Adjustments

Total Receipt adjustments for the

project type

X X

Receipts

Consultant

Total Receipt for consultants for the

project type

X X

Receipts

Expense

Total Receipt for expenses for the

project type

X X

Receipts Labor Total Receipt for labor for the project

type

X X

Receipts Sales

Tax

Total Receipt for sales tax for the

project type

X X

Receipts Total Receipts for the project type X X

Receivable

Balance

Total Receivable Balance for the

project type

X X

Spent

Consultant

Total Spent on consultants for the

project type

X X

Spent Expense Total Spent on expenses for the

project type

X X

Spent Labor Total Spent on Labor for the project

type

X X

Spent Total Spent for the project type X X


Project Type Base

Vendor

Invoiced

Consultant

Total Vendor Invoiced on consultants


X X

Vendor

Invoiced

Expense

Total Vendor Invoiced on expenses


X X

Vendor

Invoiced

Total Vendor Invoiced for the project

type

X X

WIP Consultant Total WIP for consultants for the

project type

X X

WIP Expense Total WIP for expenses for the

project type

X X

WIP Labor Total WIP for labor for the project

type

X X

WIP Total WIP for the project type X X

Written off

Consultant

Total Written off for consultants for

the project type

X X

Written off

Expense

Total Written off for expenses for the

project type

X X

Written off

Labor

Total Written off for Labor for the

project type

X X

Written off Total Written off for the project type X X

Keys

Project Type

Key

The database identifier for the project

type

Project

Type



widget.


Receipt Base

Receipt Base

Available

Columns


Page

General Information

Client

Account ID

The Account ID of the client associated

with the receipt

Client

Address 1

The first line of the address of the client

associated with the receipt

Client

Address 2

The second line of the address of the

client associated with the receipt

Client

Address 3

The third line of the address of the client


Client

Address

The complete address of the client


Client City The city associated with the address of

the client associated with the receipt

Client

Country

The county associated with the of the


Client Fax

Number

The fax number of the client associated

with the receipt

Client

Phone 1

Number

The first phone number of the client


Client

Phone 1

Text

The text associated with the first phone

number of the client associated with the

receipt

Client

Phone 2

Number

The second phone number of the client


Client

Phone 2

Text

The text associated with the second

phone number of the client associated

with the receipt

Client

Phone 3

Number

The third phone number of the client


Client

Phone 3

The text associated with the third phone

number of the client associated with the


Receipt Base

Text receipt

Client

Phone

Numbers

The phone numbers of the client


Client State The phone numbers of the client


Client

Status

The phone numbers of the client


Client Type The client type of the client associated

with the receipt

Client

Type

Client ZIP The zip code of the client associated

with the receipt

Client The client associated with the receipt Client

Is

Beginning

Balance

Indicates if the receipt was entered as

part of beginning balance either in Setup,

Clients or Beginning Balance Client

Receipts

Method

ABA

The Method ABA associated with the

receipt

Method ID The Method ID associated with the

receipt

Notes The notes associated with the receipt

Payer The Payer associated with the receipt

Receipt

Method

The Receipt Method associated with the

receipt

Receipt

Status

The Status of the receipt (Active, Void or

NSF)

Receipt

Text

The text associated with the receipt

Receipt

Type

The receipt type (Client, Misc, Credit

Memo, Intercompany or Refund)

Reduced

Billed

If the receipt type is Credit memo, this

indicates if the credit memo reduced the

project billed amount

Deposit

Bank Name

The name of the bank where the receipt

was deposited

Dates


Receipt Base

Deposit

Date

The deposit date of the receipt Bank

Entry

Receipt

Date

The receipt date entered for the receipt Receipt

Dollars

Amount

Adjustment

Consultant

The amount of the receipt applied to

consultant adjustments billed

X

Amount

Adjustment

Expense


expense adjustments billed

X

Amount

Adjustment

Labor


labor adjustments billed

X

Amount

Adjustment


adjustments billed

X

Amount

Consultant


consultants billed

X

Amount

Expense


expenses billed

X

Amount

Labor


labor billed

X

Amount

Prepayment


prepayments

X

Amount

Sales Tax


sales tax billed

X

Amount The amount of the receipt X X

Keys

Client Key The internal database identifier of the


Client

Client Type

Key

The internal database identifier

associated with the client type of the

client of the receipt

Client

Type

Deposit

Key

The internal database identifier of the

deposit associated with the receipt

Bank

Entry


Receipt Base

Receipt

Key

The internal database identifier of the

receipt

Receipt



Recurring Journal Entry Base


Recurring Journal Entry Base Use this base to see information for recurring journal entries.

Available

Columns


Page

General Information

Company

Name


with the recurring journal entry

Company

Day of the

Month

The day of the month (as a number of 1

through 31) when you want to create

the journal entry

Description The name of the recurring journal entry

Increment

Reference

Number

Indicates if the Increment check box is

selected for the journal entry

Last

increment

The last number appended to a

reference number for further

identification

Notes Any notes for the recurring journal

entry

Reference The reference number of the recurring

journal entry

Status Indicates if the recurring journal entry

is active or inactive

Dates

Date Last

Created

The last time you created the recurring

journal entry

Effective

End Date

The date when you want to stop

producing the recurring journal entry

Effective

Start Date

The date when you want to start

producing the recurring journal entry

Entry Date The date of the recurring journal entry Recurring

Journal

Entry

Keys

Company

Key


associated with the recurring journal

entry

Company

Recurring Journal Entry Base


Recurring

Journal

Entry Key

Database identifier of the recurring

journal entry

Recurring

Journal

Entry



widget.


Recurring Vendor Invoice Base


Available

Columns


Page

General Information

Auto Pay Indicates if the Autopay check box is

selected, which automatically create a

vendor invoice as paid (no outstanding

balance in Manage > Vendor

Invoices)

Company

Name


with the vendor invoice

Company

Day of the

Month

The day of the month when you want to

create the recurring vendor invoice

Increment

Invoice

Number

Indicates if the Increment check box is

selected for the recurring vendor

invoice

Invoice

Description

The name of the recurring invoice

Invoice

Number

The number of the recurring invoice

Last

Increment

The last number appended to the

invoice number for further identification

Notes Any notes about the recurring vendor

invoice

Status Indicates if the recurring vendor invoice

is active or inactive


recurring invoice

Vendor

Dates

Date Last

Created

The last time you created the recurring

vendor invoice

Effective

End Date

The date when you want to stop

producing the recurring vendor invoice

Effective

Start Date

The date when you want to start

producing the recurring vendor invoice

Invoice The invoice date of the recurring invoice Recurring



Date Vendor

Invoice

Accounts

Bank

Account

The bank account of the EFT

transaction produced by the automatic

payment

Bank

Account

Keys

Bank

Account

Key

Database identifier of the bank account Bank

Account

Company

Key


associated with the vendor invoice

Company

Recurring

Vendor

Invoice

Key

Database identifier of the recurring

vendor invoice

Recurring

Vendor

Invoice

Vendor

Key

Database identifier of the vendor Vendor



widget.


Reported Percent Complete Base

Reported Percent Complete Base Use this base to see the percentage of work on a project completed by a specified date.

Available

Columns


Page

General Information

Order The position of the reported

percent complete on the Manage

tab in the Project Command

Center

Example: You may sort the

inquiry by RPC order so it mirrors

the order of the tasks on the

Manage tab.

Project

Description

The description of the project

associated with the reported

percent complete

Project

Project

ID & Description



reported percent complete

Project


with the reported percent complete

Project

Project/Phase

Description


project/phase associated with the


Phase

Project/Phase

ID & Description

The project and phase IDs and

descriptions associated with the


Phase

Project/Phase

ID

The ID of the project/phase


percent complete

Phase

Project/Phase

Status

The status of the project/phase


percent complete


Dates

Date Entered The date the reported percent

complete was entered on the

Manage tab of the Project

Command Center


Reported Percent Complete Base

Dollars

Percent The percent complete reported on

the Manage tab of the Project

Command Center

X X

Keys




Project

Project/Phase

Key


project/phase associated with the


Phase

Reported

Percent

Complete Key



Resource Key The database identifier of the

resource associated with the


Resource



widget.


Resource Base

Resource Base Use this base to see information for each of your resources, such as project or phase ID and description,

employee, activity, vendor, and units/hours.


Page

General Information

Activity Type Value Numeric value in the

database for Labor,

Expense, or

Consultant

Activity Type The activity type of the

resource: Labor,

Expense, or

Consultant

Activity The name of the

activity assigned to the

expense resource

Activity

Employee Type The name of the

employee type

assigned to the labor

resource

Employee

Type

Is Resource Indicates whether this

is a resource

Is Task Indicates the resource

is a task

Notes Any notes about the

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.

Phase Description The description of the

phase associated with

the resource

Phase


Resource Base

Phase ID & Description The ID and description

of the project

associated with the

resource

Phase

Phase ID The ID of the phase

associated with the

resource

Phase

Phase Order The position of the

phase associated with

the resource in the

Project Command

Center

Example: You may

sort the inquiry by

phase order so it

mirrors the order of the

work breakdown

structure in the Project

Command Center.

Phase

Priority The priority of the task

Project Description The name of the

project

Project

Project ID & Description The ID and description

of the project

associated with the

resource

Project


associated with the

resource

Project

Reference A short description that

further identifies the

resource

Resource Type Indicates the type of

resource (expense or

consultant)

Vendor

Type

Resource/Task Description The name of the

resource

Status The status of the task

Vendor Type The vendor type

associated with the

resource

Vendor

Type


Resource Base

Vendor The name of the

vendor assigned to the

expense or consultant

resource

Vendor

People

Employee The name of the

employee assigned to

the labor resource

Employee

Supervisor The supervisor of the

employee associated

with the resource

Employee

Dates

Actual Completion Date The actual date when

work is complete for

the resource

Actual Start Date The actual date when

work begins for the

resource

Estimated Completion

Date


scheduled to be

complete for the

resource

Estimated Start Date The date when work is

scheduled to begin for

the resource

Reported % Complete Date The percent of a

project or phase that is

complete for the

resource as reported

on a specific date in

the project lifecycle

X

Hours/Units

Scheduled Hours The number of hours in

the future scheduled

for the resource in the

Schedule Manager

X X

Units/Hours The number of units or

hours assigned to the

resource

X

Dollars


Resource Base

Beginning Balance Cost

Amount

The amount entered in

the Committed Cost

Invoiced column on the

Manage tab of the

Project Command

Center for the expense

or consultant resource

X

Beginning Balance Fee

Amount

The amount entered in

the Committed

Contract Invoiced

column on the Manage

tab of the Project

Command Center for

the expense or

consultant resource

X

Cost Amount The amount paid to

employees for work

performed, or the out-

of-pocket costs to the

company for expenses

and consultants, for

the resource

X

Cost Rate The rate that reflects

the actual cost of the

resource without

overhead or profit

Fee Amount For billable billing

types, the contract

amount for the

resource

X

Fee Rate For billable billing

types, the billing rate

for the resource

Markup Rate The markup rate

associated with the

resource

Percent Distribution The percent of the total

hours/units, cost

amount, or contract

amount represented by

the resource

Reported % Complete The date when you

report the percent of

work that is complete

X X

Resource Base


for the resource

Scheduled Dollars The amount scheduled

to date for the resource

in the Schedule

Manager

Ajera calculates the

amount by multiplying

the scheduled hours by

the billing rate.

X X

Keys

Activity Key The database identifier

of the activity

associated with the

resource

Activity

Employee Key The database identifier

of the employee

associated with the

resource

Employee

Employee Type Key The database identifier

of the employee type

associated with the

resource

Employee

Type

Parent Resource Key The database identifier

of the parent resource

Phase Key The database identifier

of the phase

Phase

Project Key The database identifier

of the project

associated with the

resource

Project

Resource Key The database identifier

of the resource

Resource

Supervisor Key The database identifier

of the supervisor of the

employee associated

with the resource

Employee

Vendor Key The database identifier

of the vendor

associated with the

resource

Vendor

Vendor Type Key The database identifier Vendor

Resource Base


of the vendor type

associated with the

resource

Type

Gantt unavailable in

ajeraCore Select to

add the Gantt chart to

your table widget.


Revenue Base

Revenue Base

Available

Columns


Page

General Information

Description User created description for a specific

revenue recognition session

Revenue

Notes User created notes for a specific

revenue recognition session

Status

Value

Numeric value assigned to each status

in the database

Status Status of the revenue recognition

session

Dates

Accounting

Date

The date that the revenue recognition

entries will hit the general ledger once

committed

End Date This is a required field that will be used

as a cutoff date to calculate revenue and

other project to date values for the

specified revenue recognition session

Start Date This is an optional field that if populated

will serve as a beginning cutoff date to

calculate revenue and other project to

date values for the specified revenue

recognition session

Keys

Revenue

Key

Numeric value assigned to a specific

revenue session

Revenue

Actions

Commit

Button

The commit button is available on an

active revenue session and should be

used once you have confirmed your

revenue recognition session and are

ready to write those entries to your

general ledger

Delete

Button

The delete button is available on active,

preliminary and committed revenue


Revenue Base

recognition sessions. If you delete a

preliminary session it will be

permanently deleted. If you delete an

active or committed revenue session

the status will be changed to voided and

reversing general ledger entries will be

created to zero out the session

Edit Button The edit button is available on active,

preliminary and committed sessions. If

the session is preliminary you can edit

all fields. If the session is active you can

edit the description, notes and the

accounting date. If the status is

committed you can only edit the

description and note fields




Revenue Detail Base

Revenue Detail Base

Available

Columns


Page

General Information

Activity Type

Value

Numeric value assigned to each

activity type in the database

Activity Type The activity type associated with

each row in the revenue

recognition task

Billing Type The billing type associated with

each phase level of the project

Cap WIP

Method

The cap with method assigned to

each phase/activity type

Description Description of the project and

phase

ID & Description Combined project and phase ID

and description

ID Project and phase ID

Is Detail Phase Identifies which phases are detail

level phases

Notes User defined row specific notes

Phase Order Order in which the phases are

ordered and setup in the Project

Command Center

Phase

Project Status

Value


project status in the database

Project Status Status of project/phase

Revenue

Description

User defined description entered


Revenue

Method Value


revenue method in the database

Revenue

Method

Revenue method setup on the

project/phase in the Project

Command Center

Revenue Status

Value


revenue status in the database


Revenue Detail Base

Revenue Status Status of revenue session

People

Billing Manager Employee assigned as billing

manager on the project invoice

group

Employee

Principal In

Charge

Employee assigned as principal in

charge on the project/phase

records

Project Manager Employee assigned as project

manager on the project/phase

records

Project

Manager

Dates

Revenue

Accounting

Date

User defined revenue accounting

date entered on the revenue

widget

Hours/Units

Billed Hours by

Accounting

Date

Billed hours associated with the

project/phase through the end


widget

Current Billed

Hours by

Accounting

Date

Billed hours associated with the

project/phase conditioned by the

start and end date on the revenue

widget

Current Hours

by Accounting

Date

Hours associated with the



widget

Current

WIP Hours by

Accounting

Date

WIP hours associated with the



widget

Hours Worked

by Accounting

Date

Hours worked associated with the



widget

WIP Hours by

Accounting

Date

WIP hours associated with the



widget


Revenue Detail Base

Dollars

Actual Revenue Revenue value associated with

the project/phase/activity type

based on the revenue method

associated with the

project/phase/activity type record

Billed by

Accounting

Date

Billed value associated with the

project/phase/activity type

through the end date entered on

the revenue widget

Committed

Revenue

Committed revenue is the value

estimated for that revenue

session based off of the revenue

method set on the phase/activity

type.

If your method is Formula,

Formula plus WIP, or Percent of

Contract, this value can be

manually overwritten.

Contract

Amount

Contract amount budgeted to the

project/phase/activity type in the


Cost Budget Cost amount budgeted to the



Cost by

Accounting

Date

Cost value associated with the



the revenue widget

Current Billed by

Accounting

Date

Billed value associated with the


conditioned by the start and end

date on the revenue widget

Current Cost by

Accounting

Date

Cost value associated with the




Current

Receipts

Total receipt value associated

with the project/phase/activity

type conditioned by the start and

end date on the revenue widget

Current

Receivable

Receivable balance associated



Revenue Detail Base

Balance type conditioned by the start and

end date on the revenue widget

Current Spent

by Accounting

Date

Spent value associated with the




Current WIP by

Accounting

Date

Work-in-progress value

associated with the




Current Written

off by

Accounting

Date

Written off value associated with




Estimated

Revenue

Estimated revenue is the value

estimated for that revenue

session based off of the revenue

method set on the phase/activity

type

Over The over billed value associated


type through the end date entered


Prior Revenue

Percent

Complete

Sum of revenue percent complete

from all active and committed

revenue sessions, broken out by


Prior Revenue Sum of all revenue recognized in

prior revenue sessions

Project Percent

Complete

Percent complete value entered

on the project/phase in the project

command center

Receipts Total receipt value associated


type through the end date on the

revenue widget

Receivable

Balance

Receivable balance associated




Revenue Percent complete entered by user


Revenue Detail Base

Percent

Complete

in revenue session

Spent by

Accounting

Date

Spent value associated with the



the revenue widget

Total Contract

Amount

Total sum of the contract amount

budgeted to the



Total Cost

Budget

Total sum of the cost amount

budgeted to the



Total Revenue

Percent

Complete

Sum of all revenue percent

complete associated with active

and committed revenue sessions

Total Revenue Sum of all revenue associated




Under The under billed value associated




WIP by

Accounting

Date

Work-in-progress value

associated with the



the revenue widget

Written off by

Accounting

Date

Written-off value associated with



the revenue widget

Keys

Billing Manager

Key

The database identifier

associated with the project/phase

records indicating which

employee record is the billing

manager

Employee

Phase Key The database identifier assigned

to each phase record in the

Phase


Revenue Detail Base

database

Phase Parent

Key

The database identifier assigned

to each phase parent record in the

database

Principal In

Charge Key




employee record is principal in

charge

Project

Manager

Project Key The database identifier assigned

to each project record in the

database

Project

Project Manager

Key




employee record is the project

manager

Project

Manager

Revenue Detail

Key

The database identifier assigned

to each revenue detail record in

the database

Revenue Key The database identifier assigned

to each revenue record in the

database

Revenue



table widget.

Session Base


Session Base Use this base to see information about sessions in Ajera, such as session key, session task, employee, and

end time.

Available

Columns


Page

General Information

Session

Task

The task associated with the session

Examples: Process Payroll, Client

Invoices, Time & Expenses

Version The version of Ajera used for the

session

People

Employee The employee associated with the

session

Employee

Machine

Name

The name of the computer for the

session

Dates

End Time The date and time the session ended

Entry

Cutoff

Date

The cutoff date associated with the

session

Start Time The date and time the session began

Keys

Employee

Key


associated with the session

Employee

Session

Key

The database identifier of the session Session

Action

Open

Session

Journal

Opens the session journal GL Entry



widget.


Tabs Base

Tabs Base

Available

Columns


to

Page

General Information

Employee

Rights

Employees that have access to the tab

Notes Notes on the tab

Page

Name

Page where the tab is located

Role

Rights

Roles that have access to the tab

Tab Name Name of the tab

Keys

Tab Key The database identifier of the tab




Timesheet Base

Timesheet Base This base allows you to easily keep track of your company's timesheets.

Available

Columns


Page

General Information

Accounting

Approved

Indicates if the timesheet has been

approved by accounting

Company

Name


associated with the timesheet

Company

Employee

Department

Name

The name of the department the

employee associated with the

timesheet belongs to

Department

Employee

Status



Project

Manager

Approved

Indicates if the timesheet has been

approved by all project managers

Rejected Indicates if there is time rejected


Submitted Indicates that the timesheet has

been submitted

Supervisor

Approved Indicates that the timesheet has

been approved by the supervisor

People

Accounting

Approved

By


approved the timesheet for

accounting

X Employee

Employee The name of the employee


Employee

Submitted

By


submitted the timesheet for

processing

Employee

Supervisor

Approved

By

The name of the supervisor who

approved the timesheet

Approval requirements depend on

your settings in Company

Preferences.

Employee


Timesheet Base



timesheet

Employee

Dates

Accounting

Approved

By Date

The date the supervisor approved

the timesheet

Approval requirements depend on

your settings in Company

Preferences.

Submitted

By Date

The date the timesheet was

submitted

Supervisor

Approved

By Date

The date the timesheet was

approved by the supervisor

Timesheet

Date

The last date of the timesheet period Timesheet

Hours/Units

Day 1

Premium 1

The total number of premium 1 hours

for the first day on the timesheet

X

Day 1

Premium 2



X

Day 1

Premium 3



X

Day 1

Regular

The total number of regular hours for

the first day on the timesheet

X

Day 1 The total number of hours for the first

day on the timesheet

X

Day 2

Premium 1


for the second day on the timesheet

X

Day 2

Premium 2



X

Day 2

Premium 3



X

Day 2

Regular


the second day on the timesheet

X

Day 2 The total number of hours for the

second day on the timesheet

X

Day 3 The total number of premium 1 hours X


Timesheet Base

Premium 1 for the third day on the timesheet

Day 3

Premium 2


for the third day on the timesheet

X

Day 3

Premium 3


for the third day on the timesheet

X

Day 3

Regular


the third day on the timesheet

X


third day on the timesheet

X

Day 4

Premium 1


for the fourth day on the timesheet

X

Day 4

Premium 2



X

Day 4

Premium 3



X

Day 4

Regular


the fourth day on the timesheet

X


fourth day on the timesheet

X

Day 5

Premium 1


for the fifth day on the timesheet

X

Day 5

Premium 2



X

Day 5

Premium 3



X

Day 5

Regular


the fifth day on the timesheet

X

Day 5 The total number of hours for the fifth

day on the timesheet

X

Day 6

Premium 1


for the sixth day on the timesheet

X

Day 6

Premium 2



X

Day 6

Premium 3



X

Day 6

Regular


the sixth day on the timesheet

X


Timesheet Base


sixth day on the timesheet

X

Day 7

Premium 1


for the seventh day on the timesheet

X

Day 7

Premium 2



X

Day 7

Premium 3



X

Day 7

Regular


the seventh day on the timesheet

X


seventh day on the timesheet

X

Timesheet

Total

The total number of hours for the

timesheet

X

Keys

Accounting

Approved

By Key


accounting staff who approved the

timesheet

Employee

Company

Key



timesheet

Company

Employee

Department

Key




Department

Employee

Key



timesheet

Employee

Submitted

By Key


employee who submitted the

timesheet for processing

Employee

Supervisor

Approved

By Key


supervisor who approved the

timesheet

Employee

Supervisor

Key




Employee

Timesheet

Key


timesheet

Timesheet


Timesheet Base

Action

Open

Timesheet

Opens the timesheet for editing



widget.


Transaction Base

Transaction Base Use this base to see information about each transaction, such as transaction type, activity type, date, project

ID and description, and cost and spent amounts.

Available

Columns


Page

General Information

Activity Type

Value

The numeric value for activity

type.

Examples: Labor = 1, Expense

= 2, and Consultant = 3

Activity Type The activity type associated

with the transaction

Examples: Consultant,

Expense, Labor

Activity The type of work or expense

associated with the transaction

You use an activity for

establishing billing rates,

invoicing, and reporting.

Examples: Billable Time,

Administration, Project

Management

Activity

Beginning

Balance Type

The type of beginning balance


Examples: Open Vendor

Invoice, Unpaid Client Invoice,

Unbilled WIP

Client Invoice

Employee Type

The name of the employee type


on the client invoice

Employee

Type

Client Invoice

Number

The user-provided alphanumeric

identifier of the client invoice


Client

Invoice

Client Invoice

Status

The status of the client invoice


Examples: Draft, Approved,

Hold, Final

Client

Invoice

Client Type The client type associated with

the transaction

Client Type


Transaction Base

Client The client associated with the

transaction

Client



Company

Employee

Company Name

The name of the company linked

to the employee associated with

the transaction

Company

Employee

Department

Name

The department of the employee


Department

Employee

Status



Employee Type The employee type associated


Examples: Architect, Project

Manager, Principal,

Administration

Employee

Type

Expense Credit

Card

The expense credit card


GL Activity

Expense Payee The recipient of the payment for

the expense associated with the

transaction

Expense

Personal Item

Indicates whether the expense


is a personal expense

1 indicates that it is; 0 indicates

that it is not.

Expense

Reference

The number used to group the

expense associated with the

transaction on the credit card

bank register

Expense

Report

Expense Report

Company Name


to the expense report


Company

Expense Report

Row

The row in the expense report


Expense

Report

In-house

Expense Report

Company Name


to the in-house expense


Company

Invoice Group The invoice group associated


Transaction Base


Is Cost Indicates whether the

transaction is a cost

Is Current Indicates whether the

transaction is current

Is Deleted Indicates whether the

transaction is deleted

Is Effective

Cost

Indicates whether the

transaction is part of effective

cost

Is Fee Indicates whether the

transaction is a fee

Is Imported Indicates whether the

transaction was created from an

import

Is Invoiced Indicates whether the

transaction has been added to a

client invoice

X

Is Non 1099 Indicates whether the

transaction is a non 1099

transaction

Is Personal

Expense


transaction is a personal

expense

Is Salary Indicates if the employee


is salaried

Is Time

Rejected


transaction is rejected time

Is Utilization Indicates if the transaction is

used in employee utilization

Is WIP Indicates whether the

transaction is work-in-progress

Is Writeoff Indicates whether the

transaction is a write-off

Local Indicates whether the

transaction is part of Local tax

Manager Notes Any notes from the manager

about the transaction

Transaction Base


Applies to timesheet and

expense report transactions

Markup

Accumulate 2

Indicates if a markup is applied

to the cost plus previously

applied markups, not just the

cost

Markup

Accumulate 3




cost

Markup

Accumulate 4




cost

Markup

Accumulate 5




cost

Notes Any notes about the transaction

Overhead Group The name of the overhead group


Pay Description The description of the pay


Paycheck

Status



Examples: Preliminary,

Processed, Paid, Void

Payroll

Company Name


to the paycheck associated with

the transaction

Company

Phase

Department

Name

The name of the phase


transaction

Department

Phase

Description

The description of the phase


Phase

Phase ID &

Description


phase associated with the

transaction

Phase

Phase ID The ID of the phase associated


Phase

Transaction Base


Phase Order The order of the phase


Phase

Phase Status The name of the phase


transaction

Project

Company Name



Company

Project

Description The description of the project


Project

Project

ID & Description



transaction

Project



Project



Project Type The type of project associated






Residential

Project

Type

Purchase Order

Detail

Description

The description of the purchase

order detail

Purchase Order

Number

The number of the purchase

order

State Applies only when you set up

Ajera to process withholding for

multiple states.

The state for state withholding

assigned to the transaction.

Status The status of the transaction

Examples: Billable, Nonbillable,

Hold

Time Approval

Status

Shows whether the time

submitted for the transaction is

approved, rejected, or neither

Timesheet The name of the company linked Company

Transaction Base


Company Name to the timesheet associated with

the transaction

Timesheet

Overhead Group

Detail

The name of the overhead item


Timesheet Row The timesheet row associated


Transaction

Type

The type of transaction

Examples: Worksheet, Entry,

Expense Report Advance

Utilization

Description

The name of the utilization type


Utilization types define

employee time as direct or

indirect, such as direct, sick,

vacation, or marketing

Utilization Order The order of the utilization type


Vendor Invoice

Company Name


to the vendor invoice associated


Company

Vendor Invoice

Description

The description of the vendor


transaction

Vendor

Invoice

Vendor Invoice

Notes

Any notes for the vendor invoice


Vendor Invoice

Number

The user-provided alphanumeric

identifier of the vendor invoice


Vendor Invoice

On Hold

Indicates whether the vendor


transaction is on hold


the transaction


transaction

Vendor

People

Billing Contact The billing contact associated


Contact

Transaction Base




Employee

Employee The name of the employee


Employee

Expense

Rejected By


rejected the expense associated


Employee

Principal In

Charge

The principal associated with

the transaction

Project

Manager

Project Manager

Approved

Indicates if the transaction has

been approved by a project

manager

Project

Manager



Project

Manager

Supervisor The supervisor of the employee


Employee

Time Rejected

By


rejected the time submitted for

the transaction

Employee

Dates

Client Invoice

Cutoff Date

The date on the client invoice

that determines when the

transaction is billed to the client

Client

Invoice

Client Invoice

Date

The date of the client invoice


Client

Invoice

Date The date of the transaction Transaction

Expense

Rejected Date

The date of the expense report

rejection associated with the

transaction

Pay Date The date the paycheck


was paid

Paycheck

Project Manager

Approved Date

The date of the project manager

approval associated with the

transaction

Time End Time The time when the timer on the

timesheet was stopped for the

transaction

Time Rejected The date when the time

Transaction Base


By Date submitted for the transaction

was rejected

Time Start Time The time when the timer on the

timesheet was started for the

transaction

Timesheet Date The end date of the timesheet


Timesheet

Vendor Invoice

Accounting

Date

The reporting date Ajera uses for

the vendor invoice associated


Vendor Invoice

Date

The date of the vendor invoice


Vendor

Invoice

Hours/Units

Billed

Units/Hours

The number of units or hours

billed for the transaction

X X

Hours Type The type of time associated with

the hours worked on the

transaction

Examples: Regular, Premium 1

Premium 1

Hours

The number premium 1 hours


X X

Premium 2

Hours



X X

Premium 3

Hours



X X

Regular Hours The number regular hours


X X

Units/Hours The number of hours or units

required to complete the

transaction

X X

WIP Hours The total number of WIP hours


X X

Written off

Hours



transaction

X X

Dollars

Billed

Adjustments

The amount of billed

adjustments for the transaction

X X

Transaction Base


Billed Amount The amount billed for the

transaction

X X

Billed Rate The rate used to bill a client for

work or expenses incurred for a

transaction

Ajera determines the billing rate

from the billing rate table.

Billing Rounding

Adjustment

The amount Ajera adjusts the

billed amount of the transaction

on the client invoice so that the

invoice total matches the total of

the subtotals

X

Billed Sales Tax

Amount

The amount of billed sales tax

for the transaction

X X

Billing Cost

Amount

When a billing rate is determined

as a multiple of cost, this is the

total amount for the transaction

based on that billing rate

X X

Billing Cost

Rate

When a billing rate is determined

as a multiple of cost, this is the

cost rate that is multiplied to

calculate the billing rate for the

transaction

Cash Fringe

Amount

The amount of cash fringe for

the transaction

X X

Cost + Premium

Amount

Burdened


transaction + the premium cost

+ the overhead amount

X X

Cost + Premium The cost amountClosed of the

transaction + the premium

costClosed


markups.

X X

Cost Amount

Burdened


transaction + the overhead

amount

X X

Cost Amount The amount paid to employees

for work performed or for out-of-

pocket costs for expenses and

consultants for the transaction

X X

Cost Rate The rate that reflects the actual

cost of the transaction without

Transaction Base


overhead or profit

Fringe Rate The fringe rate for the

transaction

Labor Activity

Add-on Amount

The activity specific add-on to

any labor billing rate calculated,

if used.

X

Labor Activity

Add-on Rate

The activity specific add-on

rate, if used

X

Labor Add-on

Amount

A flat amount added to any labor

billing rate calculated. If used

X

Labor Add-on

Rate

The rate used for the labor add-

on

X

Labor DPE Rate The percentage to mark up labor

to reflect the cost of direct

personnel expense associated


Labor Overhead

Rate

The percentage to mark up labor

to reflect the cost of overhead


Markup Amount

1

The amount added to a cost

amount to reflect direct

personnel expense, overhead,

and/or profit for the transaction

Markup Amount

2





Markup Amount

3





Markup Amount

4





Markup Amount

5





Markup Rate 1 An increase to a cost by a

specified percentage to reflect

Transaction Base


direct personnel expense,

overhead, and/or profit for the

transaction





transaction





transaction





transaction





transaction

Payroll Cost

Burdened w/Exp

& Cons


transaction with overhead and

DPE costs included, plus

expenses and consultants




X X

Payroll Cost

w/Exp & Cons


transaction without overhead

and DPE costs, plus expenses

and consultants




X X

Premium Cost The cost amount of representing




as overtime and double time) for

the transaction

X X

Premium The percentage by which

Transaction Base


Markup Rate special types of hourly rates,

such as overtime or double time,

are marked up for the

transaction

Sales Tax

Amount

The amount of sales tax

calculated for the transaction

X X

Spent Amount The total amount of expense

expended on the transaction at

the billing rates/markup

Ajera determines the spent

amount from the billing rate

table.

X X

Spent Rate The rate at which time and

expense were expended on the

transaction at the billing rates

Vendor Amount

To Pay The amount to pay on the

vendor payment associated with

the transaction

X X

Vendor Amount

To Write-Off

The amount to write off on the

vendor payment associated with

the transaction

X X

WIP Amount The amount of WIP associated


X X

Written off

Amount

The total amount of write-off


X X

Keys

Activity Key The database identifier of the

activity associated with the

transaction

Activity

Billing Contact

Key



the transaction

Contact

Billing Manager

Key



the transaction

Employee

Client Invoice

Employee Type

Key


employee type associated with

the transaction on the client

invoice

Employee

Type

Client Invoice

Key


client invoice associated with

Client

Invoice

Transaction Base


the transaction



transaction

Client

Client Type Key The database identifier of the

client type associated with the

transaction

Client Type



transaction

Company

Credit Card

Import Detail

Key


credit card import detail

Employee

Company Key


company linked to the employee


Company

Employee

Department Key




Department

Employee Key The database identifier of the


transaction

Employee

Employee Type

Key


employee type associated with

the transaction

Employee

Type

Expense Credit

Card Key


credit card used to charge the


transaction

GL Account

Expense

Rejected By

Key


employee who rejected the


transaction

Employee

Expense Report

Company Key


expense report company


Company

Expense Report

Key


expense report associated with

the transaction

Expense

Report

In-house

Expense


company linked to the in-house

Company

Transaction Base


Company Key expense associated with the

transaction

In-house

Expense Log

Key

The database identifier of the in-

house expense associated with

the transaction

In-house

Expense

Invoice Group

Key



the transaction

Original

Transaction Key

The original database identifier

of the transaction

Transaction

Pay Key The database identifier of the

pay associated with the

transaction

Paycheck Key The database identifier of the

paycheck associated with the

transaction

Paycheck

Payroll

Company Key


company linked to the paycheck


Company

Phase

Department Key


department for the phase that is


Department


phase associated with the

transaction

Phase

PR Service

Vendor Invoice

Key


payroll service vendor invoice


This is used when you

outsource payroll and create an

payroll service vendor invoice.

Principal In

Charge Key



transaction

Project

Manager

Project

Company Key



project

Company



transaction

Project

Project Manager The database identifier of the Project

Transaction Base


Approved Key project manager who approved

the timesheet associated with

the transaction

Manager

Project Manager

Key



the transaction

Project

Manager

Project Type

Key


type of project associated with

the transaction

Project

Type

Purchase Order

Detail Key

Purchase Order

Key

Supervisor Key The database identifier of the



Employee

Time Rejected

By Key


employee who rejected the time

submitted for the transaction

Employee

Timesheet

Company Key


company linked to the timesheet


Company

Timesheet Key The database identifier of the

timesheet associated with the

transaction

Timesheet

Timesheet

Overhead Group

Detail Key


overhead item associated with

the transaction

Transaction Key The database identifier of the

transaction

Transaction

Utilization Key The database identifier of the

utilization type associated with

the transaction

Vendor Invoice

Company Key


company of the vendor invoice


Company

Vendor Invoice

Key


vendor invoice associated with

the transaction

Vendor

Invoice

Vendor Key The database identifier of the Vendor

Transaction Base


vendor associated with the

transaction

Vendor Type

Key


vendor type associated with the

transaction

Vendor

Type



your table widget.


Vendor Base

Vendor Base

Available

Columns


Page

General Information


for the vendor


address for the vendor


building number


for the vendor


for the vendor




Company

Name



Company

Contact 1

Information



vendor

Contact



Contact

Contact 2

Information



vendor

Contact



Contact

Contact 3

Information



vendor

Contact



Contact

Contact 4

Information



vendor

Contact


Vendor Base



Contact

Contact 5

Information



vendor

Contact



Contact

Country The country name for the vendor

Day to Pay The number of days from the

invoice date you want to use to

calculate the due date on vendor

invoices or the day of the month

you want to pay the vendor

invoices

Days Type Indicates how you want to

calculate the day to pay for this

vendor: Day of the month or

Number of days

Department

Name

The department assigned to the

vendor

Description The description of the vendor Vendor

Email The email address for the vendor

Fax Number The fax number for the client

Fax Text The description of the fax

number

Form Type -

1099

The type of 1099 form that this

vendor receives

Is Consultant Indicates if the vendor is a

consultant

Mailing Address

1




Mailing Address

2




building number

Mailing Address

3




Vendor Base

Mailing Address The mailing address for the

vendor



Mailing Country The country name in the mailing






Notes Any notes about the vendor

Phone 1

Number

The primary phone number for

the vendor

Phone 1 Text A description of the primary



Phone 2

Number


the client


phone number for the vendor

Example: Home

Phone 3

Number

The third phone number for the

vendor

Phone 3 Text A description of the third phone

number for the vendor

Phone

Numbers


vendor

Receives 1099 Indicates the vendor receives a

1099 form

Recipient ID -

1099

The federal ID to print on the

1099 form



Status The status of the vendor


Vendor Account

ID

The account number associated

with this vendor


Vendor Base


the vendor

Vendor

Type

W9 Business The vendor’s type of business

W9 Form

Received

Indicates you have received a

W9 form from this vendor

W9 Other

Description

If the W9 business is Other, this

is the vendor’s business type


with the vendor

ZIP The ZIP code in the main


People

Contact 1

Name



Contact

Contact 2

Name



Contact

Contact 3

Name



Contact

Contact 4

Name



Contact

Contact 5

Name



Contact

Recipient

Name - 1099

The name of the recipient of the

1099 form for this vendor

Dates

Date

Established

The date the vendor was

established

Last Payment

Date

The date of the last payment to

the vendor

Hours/Units

Resource Units The total number of units entered

on invoices to this vendor

X

Dollars

Billed

Adjustments

The total adjustments billed


X X

Billed The total of consultants billed X X


Vendor Base

Consultant associated with invoices entered

to the vendor

Billed Expense The total of expenses billed

associated with invoices entered

to the vendor

X X

Billed Sales

Tax

The total of sales tax billed


to the vendor

X X

Billed The total billed associated with

invoices entered to the vendor

X X

Cost

Consultant

The total consultant cost amount


to the vendor

X X

Cost Expense The total expense cost amount


to the vendor

X X

Cost The total cost amount


to the vendor

X X

Days to Pay The day of the month the vendor

is to be paid, if Day of the

Month option is selected

X

Federal Tax

Withheld - 1099

The total federal tax withheld for

1099 reporting purposes

X

Override

Amount - 1099

The total override amount for

1099 reporting purposes

X

Payable

Balance

The payable balance on all

outstanding invoices for this

vendor

X X

Payments

Consultant

The total consultant payments

for this vendor

X X

Payments

Expense

The total expense payments for

this vendor

X X

Payments The total payments for this

vendor

X X

Resource Cost The total cost of resources

entered on projects for this

vendor

X

Resource Fee The total fee of resources

entered on projects for this

X


Vendor Base

vendor

Spent

Consultant

The total consultant spent

amount associated with invoices

entered to the vendor

X X

Spent Expense The total expense spent amount


to the vendor

X X

Spent The total spent amount


to the vendor

X X

Vendor

Invoiced

Consultant

The total consultant amount


to the vendor

X X

Vendor

Invoiced

Expense

The total expense invoice

amount associated with invoices

entered to the vendor

X X

Vendor

Invoiced

The total invoice amount


to the vendor

X X

Vendor Write-

off

The total amount of invoices

written-off for this vendor

X X

WIP Consultant The total consultant WIP


to the vendor

X X

WIP Expense The total expense WIP


to the vendor

X X

WIP The total WIP associated with

invoices entered to the vendor

X X

Written off

Consultant

The total Written off consultants


to the vendor

X X

Written off

Expense

The total Written off expenses


to the vendor

X X

Written off The total written off associated

with invoices entered to the

vendor

X X

Accounts

Vendor Account The GL account associated with GL Account


Vendor Base

the vendor

Keys



vendor

Company



vendor

Contact



vendor

Contact



vendor

Contact



vendor

Contact



vendor

Contact

Department

Key



vendor

Department

Vendor Account

Key


account associated with the

vendor

GL Account

Vendor Key The database identifier of the

Vendor

Vendor

Vendor Type

Key


Vendor Type associated with the

Vendor

Vendor

Type



your table widget.

Vendor Invoice Base


Vendor Invoice Base Use this base to see information for each of your vendor invoices, such as invoice date, amount, and aging.

Available

Columns


Page

General Information

Company

Name



Company

Credit Card

Statement

The credit card statement associated


Applies only to invoices with the type

of Credit Card.

Bank

Statement

Invoice

Description

A description entered on the vendor

invoice

Invoice

Number

The ID of the vendor invoice

Invoice

Status

The status of the invoice

Examples: Normal

Invoice

Type

The type of vendor invoice

Examples: Credit Card, Expense

Report, Payroll Service, Refund,

Regular

The invoice type identifies the source

of the invoicing information.

For example, when you enter

information in Manage > Vendor

Invoices, it creates a Regular

invoice type, or when you close a

credit card statement in Manage >

Bank Register, it creates a Credit

Card invoice type.

Is Billed Indicates if the amount on the vendor

invoice has been billed to the client

Notes Any notes entered on the vendor

invoice

Receives

1099?


associated with the invoice receives

a 1099 form

Vendor

Account ID

The Vendor Account ID of the vendor


Vendor Invoice Base


Vendor

Company

Name



Company

Vendor

Department

Name

The department associated with the

vendor invoice

Department

Vendor

Status

The status of the vendor associated


Vendor

Type

The vendor type associated with the

vendor invoice

Examples: Communications,

Electrical Consultant, Government

Vendor

Type

Vendor The name of the vendor associated

with the invoice

Vendor

W9 Form

Received


associated with the invoice

completed a W9 form

Dates

Accounting

Date

The date Ajera uses to determine the

period for which the vendor invoice

appears on financial statements

Invoice

Date to Pay

The date Ajera uses to determine if

your payment of the vendor invoice is

past due

Invoice

Date

The date of the vendor invoice

Aging is based on this date.

Vendor

Invoice

Last

Payment

Date

The date a last payment was made

for the invoice

Dollars

Amount

Paid

The amount of the invoice already

paid to the vendor

X

Amount to

Pay

The amount of the invoice to be paid

to the vendor as entered in Manage

Vendor Payments

X

Amount to

Write-off

The amount of the invoice to be

written off as entered in Manage

Vendor Payments

X

Amount The amount of the invoice already X

Vendor Invoice Base


Written off written off

Balance as

of

Accounting

Date

The amount remaining to be paid to

the vendor as of the accounting date.

X X

Balance as

of Invoice

Date

The amount remaining to be paid to

the vendor as of the invoice date.

This amount is used to determine

aging.

X X

Invoice

Amount

The total amount of the vendor

invoice

X X

Accounts

Account The GL account associated with the

vendor invoice

GL Account

Credit Card

Bank

Account

The bank account associated with

the Credit Card account

Expense

Report

Account

The expense report GL account



of Expense Report.

GL Account

Keys

Company

Key


company associated with the vendor

invoice

Company

Credit Card

Statement

Key


card statement associated with the

vendor invoice


of Credit Card.

Bank

Statement

Expense

Report Key


expense report associated with the

vendor invoice


of Expense Report.

Expense

Report

GL Account

Key


account associated with the vendor

invoice

GL Account

Vendor

Company



Company

Vendor Invoice Base


Key

Vendor

Department

Key



vendor invoice

Department

Vendor

Invoice Key

The database identifier of the vendor

invoice

Vendor

Invoice

Vendor Key The database identifier of the vendor Vendor

Vendor

Type Key

The database identifier of the vendor

type associated with the vendor

invoice

Vendor

Type



widget.


Vendor Insurance Base

Vendor Insurance Base Use this base to review and monitor the insurance coverage of your consultants.

Available

Columns


Page

General Information

Company

Name

The name of the insurance company

underwriting the policy

Insurance

Expired

Indicates if the vendor insurance has

expired when the expiration date is

prior to the cutoff date

To print only insurance policies that

have expired, set this condition for

the inquiry: Insurance Expired Is

True

X

Insurance

Type

The type of policy, such as general

liability

Policy

Number

The policy number

Proof

Required

Indicates if you require proof of

insurance coverage for this policy

Vendor

Company

Name



Company

Vendor

Department

Name



Department

Vendor

Status

Indicates if the vendor is active or

inactive

Vendor

Type

The vendor type associated with the

vendor invoice

Vendor

Type


vendor invoice

Vendor

Dates

Effective

Date

The date when coverage under the

policy begins

Expiration

Date

The date when coverage under the

policy ends


Vendor Insurance Base

Dollars

Policy Limit The maximum amount the insurance

company pays out with this policy

X

Keys

Vendor

Company

Key



Company

Vendor

Department

Key



vendor

Department

Vendor

Insurance

Key

Database identifier of the vendor

insurance

Vendor Key Database identifier of the vendor Vendor

Vendor

Type Key

Database identifier of the vendor

type

Vendor

Type



widget.


Vendor Type Base

Vendor Type Base

Available

Columns


to

Page

General Information

Description The name of the vendor type Vendor

Type

Is Consultant Indicates if the vendor type is a

consultant

Is Credit Card Indicates if the Vendor type is a

credit card

Notes Notes associated with the vendor

type

Order The order the vendor shows on the

vendor type list

Status The status of the vendor type

Hours/Units

Resource Units The total number of units entered on

invoices for this vendor type

X

Dollars

Billed

Adjustments

The total adjustments billed

associated with the vendor type

X X

Billed

Consultant The total of consultants billed

associated with invoices entered to

the vendor type

X X

Billed Expense The total of expenses billed


the vendor type

X X

Billed Sales Tax The total of sales tax billed


the vendor type

X X

Billed The total billed associated with

invoices entered to the vendor type

X X

Cost

Consultant

The total consultant cost amount


the vendor type

X X


Vendor Type Base

Cost Expense The total expense cost amount


the vendor type

X X

Cost The total cost amount associated

with invoices entered to the vendor

type

X X

Payable

Balance

The payable balance on all

outstanding invoices for this vendor

type

X X

Payments

Consultant

The total consultant payments for

this vendor type

X X

Payments

Expense

The total expense payments for this

vendor type

X X

Payments The total payments for this vendor

type

X X

Resource Cost The total cost of resources entered

on projects for this vendor type

X

Resource Fee The total fee of resources entered on

projects for this vendor type

X

Spent

Consultant

The total consultant spent amount


the vendor type

X X

Spent Expense The total expense spent amount


the vendor type

X X

Spent The total spent amount associated


type

X X

Vendor Invoiced

Consultant

The total consultant amount


the vendor type

X X

Vendor Invoiced

Expense

The total expense invoice amount


the vendor type

X X

Vendor Invoiced The total invoice amount associated


type

X X

Vendor Write-

off

The total amount of invoices written-

off for this vendor type

X X

WIP Consultant The total consultant WIP associated X X


Vendor Type Base


type

WIP Expense The total expense WIP associated


type

X X

WIP The total WIP associated with


X X

Written

off Consultant

The total Written off consultants


the vendor type

X X

Written off

Expense

The total Written off expenses


the vendor type

X X

Written off The total written off associated with


X X

Keys

Vendor Type

Key

The database identifier associated

with the vendor type assigned to the

vendor

Vendor

Type



widget.

Deltek is the leading global provider of enterprise software and information solutions for government

contractors, professional services firms and other project- and people-based businesses. For decades, we

have delivered actionable insight that empowers our customers to unlock their business potential. 20,000

organizations and millions of users in over 80 countries around the world rely on Deltek to research and

identify opportunities, win new business, recruit and develop talent, optimize resources, streamline operations

and deliver more profitable projects. Deltek – Know more. Do more.®

www.deltek.com

www.deltek.com

http://www.deltek.com/

http://www.deltek.com/

working with widgets and dashboards in ajera · gantt unavailable in ajeracore select to add the...

Documents