Ajera

Course Catalog

Asset Name Description Roles DLZ Subscription
Ajera Series: Converting from Quickbooks to Deltek Ajera - Learning Video Duration: 1 hr

This video covers converting from Quickbooks to Deltek Ajera, discusses the fundamental differences
between QuickBooks and Deltek Ajera, and defines the initial steps to prepare your current information for the system change.

Topics covered include:
Introduction, Benefits and Risks to Ajera
System Comparisons
Preparing for Migration
Process Flows
  • Controller
  • Super User
  • Client Executive
  • DLZ Standard
  • DLZ Enhanced
Ajera Advanced Series: PM Dashboard - Guided Practice Our Guided Practice documents are available for Enhanced level subscribers.

This course covers how to create a Table Widget to Show Hours Variance on a Project by Phase, create a Table Widget to Show Cost Variance on a Project by Phase, create a Budget Variance Widget based on Employee Hours, create a Budget Variance Widget based on Employee Dollars, create an AR Aging Widget by Client limited to the Projects managed by the viewing Project Manager and Project Profit Amount by Project.

Guided practice documents are intended to be used along with our Deltek Learning Labs. These documents provide a range of scenarios for you to work through and build your knowledge.

  • CEO
  • Controller
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • Time and Expense User
  • DLZ Enhanced
Ajera Advanced Series: Formulas for Inquiries and Widgets - Guided Practice Our Guided Practice documents are available for Enhanced level subscribers.

This course covers the information on maximum letters available for entering a “state” in an Employee, Client or Vendor record; maximum number of decimal places that a cost rate for an employee may contain; using a simple SELECT Statement; creating a SELECT Statement with multiple Operators; creating a CASE Statement; adding an Operator into a CASE Statement; using JOIN and Top 1 Clauses in a SELECT Statement; using a LEFT JOIN Clause in a Formula; and using a CAST Command within a Formula.

Guided practice documents are intended to be used along with our Deltek Learning Labs. These documents provide a range of scenarios for you to work through and build your knowledge.
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • Time and Expense User
  • DLZ Enhanced
Ajera Company Preferences Series - Quick Reference Guide Duration: 1h 30m Read

Learn about the functions and how to configure Company preferences in Deltek Ajera.

Topics covered:
General and Address Preferences
Income Statement Accounts Preferences
Balance Sheet Preferences
Billing Preferences
Payroll preferences
Project Preferences
Scheduling Preferences
Time and Expense Entry preferences
System Preferences
Alert Email Settings and Integration Preferences
  • Controller
  • Super User
  • System Administrator
  • DLZ Standard
  • DLZ Enhanced
Ajera Implementation Series: Converting from Quickbooks to Deltek Ajera - Quick Reference Guide Duration: 20 Min read

This guide covers converting from Quickbooks to Deltek Ajera, discusses the fundamental differences
between QuickBooks and Deltek Ajera, and defines the initial steps to prepare your current information for the system change.

Topics covered include:
Introduction to Ajera
System Comparisons
Preparing for Migration
Process Flows
  • Controller
  • Super User
  • Client Executive
  • DLZ Standard
  • DLZ Enhanced
Ajera Roles and Other Setup Features Series - Quick Reference Guide Duration: 60m Read

Learn about common Setup Column functions and Security Role creation in Deltek Ajera.

Topics covered:
Roles
Setup Employees
Setup Clients
Setup Vendors
Setup Contacts
  • Controller
  • Super User
  • System Administrator
  • DLZ Standard
  • DLZ Enhanced
Ajera Payroll Series - Quick Reference Guide Duration: 1h 30m Read

Learn about the setup, configuration and processing of Payroll in Deltek Ajera.

Topics covered:
In house payroll Pays, Taxes, Deductions, Fringes and Wage Table setup
Running In-house Payroll
Outsource Payroll
Editing In-house Payroll
  • Controller
  • HR Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Ajera Time Entry Series - Quick Reference Guide Duration: 40m Read

Learn about different ways of entering Time in Deltek Ajera.
Topics covered:
Entering Time in a traditional Timesheet
Entering Time in a browser based Timesheet
Entering Time through Ajera Mobile
Entering Time in Ajera through Import
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Ajera Expense Entry Series - Quick Reference Guide Duration: 60m Read
Learn about different ways of entering Expenses in Deltek Ajera.

Topics covered:
Entering Expenses in Expense Reports
Entering Expenses in Ajera Mobile
Entering Expenses in Ajera Vendor Invoice
Browser based Expense entry
Entering In-house Expenses in Ajera
Entering In-house Expenses through Import
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Ajera Creating Projects Series - Quick Reference Guide Duration: 45m Read

Learn about the different ways to create a Project in Deltek Ajera.

Topics covered:
Projects from Scratch
Projects from a Template
Projects from Copy
  • Super User
  • Business Developer
  • Project Manager
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera CRM Basics for Add-on CRM Series - Quick Reference Guide Duration: 20m Read

Learn the basics of using CRM add- on for Deltek Ajera.

Topics covered:
Introduction to the add- on CRM
CRM Processing part 1
CRM Processing part 2
CRM Processing part 3
  • Super User
  • Business Developer
  • Project Manager
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Monitoring Hours and Cost Variance on your Projects - Virtual Live Class Duration: 1 hr
This interactive Virtual Live Class covers the creation of a Widget to monitor Hours and Cost Variance on projects and phases.

Topics Include:
- Creation of a widget to compare Hours budget and Hours Actual down to the phase level
- Adding visual cues to the widget to show phases that are over budget for Hours or Cost.
- Setting up this widget to show specific projects and phases to the Project Managers of those projects and phases
  • Super User
  • Business Developer
  • Project Manager
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Comparing the Accounting Date to the Entry Date for Transactions - Virtual Live Class Duration: 1 hr

This interactive Virtual Live Class covers the use of Inquiry and Widgets to monitor Accounting Date and Entry Date for transactions in Deltek Ajera.

Participants will have the opportunity to do activities within a Sandbox environment as part of this session.

Topics Include:

What is the Accounting Date?
What is the Entry Date?
Finding the Accounting Date for Transactions
Using formulas to find the Entry Date in Inquiry and Widgets for Transactions
Uses for comparing the Entry Date vs Accounting Date
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Using Customize Options in the Project Command Center for Optimal Visibility - Virtual Live Class Duration: 1 hr

This interactive Virtual Live Class covers the use of Customize Options in the Project Command Center to change the way information is displayed for your needs.
Participants will have the opportunity to do activities within a Sandbox environment as part of this session.
Topics Include:

Customize Options Overview

Project List Options

Phase Info Options

Manage Tab Options

Report Options
  • Super User
  • Business Developer
  • Project Manager
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Bottom-Up budgeting in the Project Command Center - Virtual Live Class Duration: 1 hr

This interactive Virtual Live Class covers the setup and use of Bottom-Up budgeting in the Project Command Center.
Participants will have the opportunity to do activities within a Sandbox environment as part of this session.

Topics Include:

Overview and Setup for Bottom-Up Budgeting
Labor Budgets
Expense Budgets
Consultant Budgets
  • Super User
  • Business Developer
  • Project Manager
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Year-End Control Account Reconciliation for Cash, Accounts Receivable and Prepayments - Virtual Live Class Duration: 1 hr
This interactive Virtual Live Class covers the recommended workflow for reconciling the Cash, Accounts Receivable and Prepayment Control Accounts in Deltek Ajera. The process covered can be used for Year-End reconciliation as well as more frequently (monthly is suggested) Participants will have the opportunity to do activities within a Sandbox environment as part of this session.

Topics covered:
Reconciling the Trial Balance
Reconciling Cash Accounts
Reconciling Accounts Receivable
Reconciling Prepayments
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Year-End Control Account Reconciliation for WIP, Accounts Payable and Salaries Payable - Virtual Live Class Duration: 1 hr

This interactive Virtual Live Class covers the recommended workflow for reconciling the WIP, Accounts Payable and Salaries Payable Control Accounts in Deltek Ajera. The process covered can be used for Year-End reconciliation as well as more frequently (monthly is suggested) Participants will have the opportunity to do activities within a Sandbox environment as part of this session.

Topics covered:
Reconciling the Trial Balance
Reconciling WIP Accounts
Reconciling Accounts Payable
Reconciling Salaries Payable
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Client Prepayments - Learning Videos Duration: 15m
Learn about Entering, Applying and Un-Applying Prepayments in Ajera as well as creating Refunds to Clients for Overpayments.

Topics covered:
Introduction, Overview, Benefits and Risks - 3m
Entering a Prepayment - 3m 9s
Applying a Prepayment Tab - 2m 37s
Un-Applying a Prepayment - 1m 59s
Refunding to a Client - 3m 11s
Conclusion - 1m 4s
  • Super User
  • Client Executive
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Mobile Expense Reports with ICR - Learning Video Duration: 12m

Learn about setting up and using the ICR capability with Ajera Mobile Expenses (app).

Topics covered:
Introduction, Overview, Benefits and Risks – 3m 50s
Setting up ICR and using the ICR capability in Mobile Expenses Demo – 6m 32s
Summary, Recap and Conclusion – 1m 40s
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Client Receipts and Credit Memos - Learning Video Duration: 10m
Learn about Entering, Applying Client Receipts and Miscellaneous Receipts in Ajera as well as creating Credit Memos.

Topics covered:
Introduction, Overview, Benefits and Risks - 4m 6s
Entering a Client Receipt - 58s
Entering a Miscellaneous Receipt - 1m 31s
Creating a Credit Memo - 1m 58s
Summary, Recap and Conclusion - 1m 6s
  • Super User
  • Client Executive
  • DLZ Standard
  • DLZ Enhanced
Ajera VLC On-Demand: Learn More This guide explains how the On Demand service for Virtual Live Classes works, and includes a list of all the available classes. The On Demand booking service for live classes is available to Enhanced Tier subscribers only.
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Security and Setup - Functional Reference Guide Duration: 34m Read

Introduction to the basics of Setup Column menu items in Deltek Ajera.

Topics:
Topics and Menu options - 30s Read
Common Setup functions - 25m Read
Roles Setup - 8 m Read
Conclusion - 30s Read
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • DLZ Functional Guide
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Time Entry - Functional Reference Guide Duration: 27m Read
Introduction to the basics of Time Entry and processing in Deltek Ajera.

Topics:
Topics and Menu options - 30s Read
Introduction - 1m 30s Read
Role and Preferences settings - 5m Read
Traditional Time Sheets - 9m 30s Read
Browser Based Timesheets - 10m Read
Conclusion - 30s Read
  • Time and Expense User
  • DLZ Functional Guide
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Expense Entry - Functional Reference Guide Duration: 21m 30s Read

Introduction to the basics of Expense Entry in Deltek Ajera.

Topics:
Topics and Menu options - 30s Read
Introduction - 1m Read
Expense Entry Overview and Settings - 4m Read
Expense Reports - 5m Read
Mobile Expense Reports - 8m Read
In-house Expenses - 2m 30s Read
Conclusion - 30s Read
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • Time and Expense User
  • DLZ Functional Guide
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Project Command Center - Functional Reference Guide Duration: 1h 25m Read

Introduction to the basics of the Project Command Center in Deltek Ajera.

Topics:
Topics List and menu options - 45s Read
Introduction - 6m Read
Project List - 6m 30s Read
Project Detail - 5m 45s Read
Projects and Project Templates - 27m Read
Phases - 20m Read
Business Development - 18m Read
Budgeting a Project - 9m 30s Read
Client Invoice Adjustments - 2m Read
Commitment Management - 2m Read
Conclusion - 30s Read
  • Super User
  • Project Manager
  • Principal
  • DLZ Functional Guide
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Client Invoices - Functional Reference Guide Duration: 16m 30s Read

Introduction to the features and functions for Client Invoices in Deltek Ajera.

Topics:
Topics List and Menu Options - 30s Read
Client Invoice List Overview - 3m 30s Read
Working with Client Invoices - 12m Read
Conclusion - 30s Read
  • Super User
  • Client Executive
  • DLZ Functional Guide
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Client Receipts - Functional Reference Guide Duration: 13m 45s Read

Introduction to the features and functions for Receipts in Deltek Ajera.

Topics:
Topics List and Menu Options - 30s Read
Client Receipt - 3m 30s Read
Deposits - 3m Read
Credit Memos - 2m 45s Read
Prepayments - 1m 30s Read
Refunds - 2m Read
Conclusion - 30s Read
  • Super User
  • Client Executive
  • DLZ Functional Guide
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Invoice Formats - Functional Reference Guide Duration: 27m 15s Read

Introduction to the setup and use of Client Invoice Formats in Deltek Ajera.

Topics:
Topics and Main Menu - 30s Read
Invoice Format Overview - 2m 15s Read
Standard Invoice Format Setup - 24m 30sRead
Conclusion - 30s Read
  • Super User
  • Client Executive
  • DLZ Functional Guide
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Accounts Payable - Functional Reference Guide Duration: 33m 15s Read

Introduction to the features, functions and processing of Accounts Payable in Deltek Ajera.

Topics:
Introduction - 45s Read
Vendor Types - 1m 30s Read
Vendor Invoices - 15m 30s Read
Vendor Payments - 15m Read
Conclusion - 30s
  • Super User
  • System Administrator
  • DLZ Functional Guide
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Bank Registers, Credit Cards and Reconciling - Functional Reference Guide Duration: 29m 15s Read

Introduction to Credit Card import, and reconciling Credit Card and Bank Registers in Deltek Ajera.

Topics:
Introduction - 30s Read
Credit Card Import - 10m 30s Read
Credit Card Workflow and Review - 9m Read
Bank Accounts - 8m 45s Read
Conclusion - 30s Read
  • Controller
  • Super User
  • DLZ Functional Guide
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Payroll Processing - Functional Reference Guide Duration: 1h 20m Read

Introduction to the setup and processing of Payroll in Deltek Ajera.

Topics:
Introduction and Effective Cost impacts - 4m 45s Read
Payroll Processing and Effective Cost impacts - 4m 15s Read
Considerations and Setup - 41m 15s Read
In house Payroll - 17m 15s Read
Outsource Payroll - 11m 30s Read
Conclusion - 30s
  • HR Specialist
  • Super User
  • DLZ Functional Guide
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Monthly Reconciliation - Functional Reference Guide Duration: 15m Read

Introduction to workflow and processes for Monthly Reconciliation in Deltek Ajera.

Topics:
Introduction - 1m 30s Read
Reconciling Control Accounts - 7m 30s Read
Evaluating the Month - 5m 30s Read
Conclusion - 30s Read
  • Controller
  • Super User
  • DLZ Functional Guide
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Year End Reconciliation and Review - Functional Reference Guide Duration: 22m Read

Introduction to workflow and processes for Year End in Deltek Ajera.

Topics:
Introduction - 3m 45s Read
Reconciling Control Accounts - 11m Read
Closing the fiscal year - 2m Read
Government Forms - 4m 45s Read
Conclusion - 30s Read
  • Controller
  • Super User
  • DLZ Functional Guide
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Reports - Functional Reference Guide Duration: 12m Read

Introduction to the types, features and use of Standard Reports in Deltek Ajera.
Topics:
Introduction - 1m 30s Read
Reports - 4m 15s Read
Managing Reports - 5m 45s Read
Conclusion - 30s Read
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • DLZ Functional Guide
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Inquiry Basics - Functional Reference Guide Duration: 5m 15s Read

Introduction to the features and functions of Inquiry in Deltek Ajera.

Topics:
Introduction - 30s Read
Inquiries - 1m 45s Read
Standard Inquiries - 2m 30s Read
Conclusion - 30s Read
  • Controller
  • HR Specialist
  • Super User
  • Business Developer
  • Project Manager
  • Principal
  • DLZ Functional Guide
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Table Widgets - Functional Reference Guide Duration: 24m 45s Read

Introduction to the overview and configuration of Table Widgets in Deltek Ajera.

Topics:
Introduction- 2m 30s Read
Table Widgets General Overview - 4m 30s Read
Design Mode - 6m 45s Read
Creating a new Table Widget- 10m 30s Read
Conclusion - 30s
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • DLZ Functional Guide
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Chart Widgets - Functional Reference Guide Duration: 6m 30s Read

Introduction to the overview and configuration of Chart Widgets in Deltek Ajera.
Topics:
Overview - 45s Read
Converting from Table to Chart Widget- 1m 30s Read
Creating New Chart Widget- 3m 45s Read
Conclusion - 30s Read
  • Controller
  • HR Specialist
  • Super User
  • Business Developer
  • Project Manager
  • Principal
  • DLZ Functional Guide
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Schedule Manager - Functional Reference Guide Duration: 19m 30s Read

Introduction to the features and functions found in the Schedule Manager in Deltek Ajera.

Topics:
Overview - 5m Read
Security Access and Preferences - 3m 45s Read
Use of the Schedule Manager - 7m 30s Read
Reports Generation- 2m 45s Read
Conclusion - 30s Read
  • Super User
  • Business Developer
  • Project Manager
  • Principal
  • DLZ Functional Guide
  • DLZ Standard
  • DLZ Enhanced
Ajera Online Help Use this link to access the Online Help (Learning Center) for Deltek Ajera.
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Ajera Standard Workflow Overview - Infographic Duration: 4m Read

Learn about the overall workflow involved in using Deltek Ajera.

Topics covered:
Setup Ajera
Setup Projects
Creating Entries
Invoices and Payroll
Receiving money from Clients
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Navigation and General Workflow in Ajera - Recorded Session In this 1-hour course, you will learn about the Ajera workflow, navigation, common terminology and concepts, tools available for support and government compliance.



[Keywords and Related Searches - recorded session, online video, training video, basic, terminology, basic concepts, browser requirements, login, setup, tools, support, government compliance, project command center, time and expenses, billing rate tables, expense reports, invoices, payroll, project lifecycle, prepayment, DPE, learning center, manage column, project workflow, project lifecycle, lifecycle]
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Ajera Charts of Accounts - Infographic Duration: 8m Read

Learn about setting up GL Accounts and working with the Chart of Accounts window in Deltek Ajera.

Topics covered:
General Overview
Creating a new Account
Department allocation of accounts
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Beginning Balances - Self-Paced Learning Duration: 20 m

Learn how to input your Beginning Balances into Deltek Ajera.

Topics covered:
Introduction - 50s
Trial Balance - 1m 48s
Bank Accounts - 2m 13s
Vendor 1099 Paid - 1m
Open Vendor Invoices - 2m 41s
Unpaid Client Invoices - 2m 31s
Prepayments - 1m 8s
Unbilled WIP - 2m 13s
Payroll - 2m 45s
Conclusion - 29s
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Ajera Standard Users: Direct Personal Expense and Overhead Review - Self-Paced Learning Duration: 25m

Learn how to calculate, use and the importance of DPE and Overhead in Deltek Ajera

Topics covered:
Preliminary Questions and Introduction- 1m 13s
Defining DPE and OH and Profitability- 1m 12s
Methods for Calculating DPE and OH - 1m 43s
Calculating DPE and OH using fixed percentages explanations - 1m 20s
Setting DPE and OH for the Company - 1m 2s
DPE and OH general review and distribution - 4m 21s
Using Costs as the base of calculating DPE and OH - 4m 14s
Using Hours as the base for calculating DPE and OH - 4m 54s
DPE and OH Review and Best Practices - 3m 36s
Conclusion - 56s
  • Controller
  • HR Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Ajera Standard User Series: Effective Cost - Self-Paced Learning Duration: 15m

Learn about the setup, use and workflow for using Effective Cost in Deltek Ajera.

Topics covered:
Preliminary Questions- 1m 20s
Effective Cost Setup and Basics- 3m 32s
Effective Cost Workflow Details- 3m 49s
Billing with Effective Cost- 2m 22s
Multi - Company impacts from Effective Cost and Overall Ledger Impact - 1m 29 s
Conclusion - 48s
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Security and Setup - Recorded Session In this 2-hour course discusses the ways to set up security and other areas in the Setup Column in Ajera to achieve consistent results in Ajera.



[Keywords and Related Searches - recorded session, online video, training video, contacts, employee, vendor, company preferences, clients, setup]
  • Super User
  • System Administrator
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Security and Setup - Virtual Live Class Duration: 2hrs

This Virtual Live Class explains the areas in the Setup Column in Ajera, and points to keep in mind while performing functions in these areas.

Topics Covered:
Contacts
Employee
Vendor
Company Preferences
Clients
Roles
  • Super User
  • System Administrator
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Time Entry - Recorded Session In this 1-hour course, you will know more about the roles and company preferences settings related to time entry, entering and approving time in traditional timesheets, and entering and approving time in browser based timesheets.



[Keywords and Related Searches - recorded session, online video, training video, enter time, project time approval, timesheet, timesheets, mobile time entry, time and expense entry, time & expense entry, timesheets by employee, time by project, time, project time approval, timesheet approval, browser based timesheets]
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Time Entry - Virtual Live Class Duration: 1hr

This Virtual Live Class covers functions and processes in entering Time in Ajera.

Topics Covered:
Time Entry Overview
Entering and Approving Traditional Timesheets
Entering and Approving Browser-based Timesheets
Mobile Time Entry
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Entering Consultant Entries In Ajera - Infographic Duration: 8m Read

Learn about creating Consultant entries through Vendor Invoices in Deltek Ajera.

Topics covered:
Consultant Vendor Type
Consultant Activities
Consultant entry in a Vendor Invoice
Commitment Management use in Consultant Vendor Invoices
  • Super User
  • System Administrator
  • Business Developer
  • Project Manager
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Expense Entry - Recorded Session In this 1.5-hour course, you will learn how to enter and approve expense reports, how to enter mobile expense reports and how to enter In-house expenses.



[Keywords and Related Searches - recorded session, online video, training video, mobile, expense report, In-house, reports, activity setup, report attachments, touch expense, expenses]
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Expense Entry - Self Paced Learning Duration: 45 min

Learn the different ways to enter expenses in Deltek Ajera. 

Topics covered:
Introduction, Overview and Settings - 7m 10s
Expense Reports - 12m 22s
Mobile Expense Reports - 4m 17s
Browser Based Expense Reports- 3m 27s
In House Expenses- 12m 48s
Summary and Conclusion - 20 s
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Expense Entry - Virtual Live Class Duration: 1.5hrs

This Virtual Live Class covers how to enter and approve expense reports, how to enter mobile expense reports and how to enter In-house expenses.

Topics Covered:
Expense Reports
Epense Activity Setup
Expense Report Attachments
Touch Mobile Expense
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Expense Entry - Clickguide Duration: 40m Read

Learn about different ways of entering Expenses in Deltek Ajera.

Topics covered:
Entering Expenses in Expense Reports
Entering Expenses in Ajera Mobile
Entering Expenses in Ajera Vendor Invoice
Browser based Expense entry
Entering In-house Expenses in Ajera
Entering In-house Expenses through Import
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Project Command Center - Recorded Session In this 2-hour course, you will know how you can benefit from actively managing your projects in Ajera instead of letting them manage you. You will also learn how to create templates so projects can be quickly created.



[Keywords and Related Searches - recorded session, online video, training video, project templates, general layout, commitment management, project billings, business development, adjust project billings, marketing final disposition, budgeting, snapshot report, progress report, PCC, project command center, WBS]
  • Super User
  • Business Developer
  • Project Manager
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Project Command Center - Virtual Live Class Duration: 2hrs

This Virtual Live Class is an overview of the Project Command Center in Ajera and serves as a primer for setting up and budgeting projects in the Project Command Center.

Topics Covered:
Project Command Center Overview
Setting up Projects
Budgeting projects
Project Reporting
  • Super User
  • Business Developer
  • Project Manager
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Projects and Scheduling Series: Scheduling Employees on Projects with Schedule Manager in Ajera - Learning Video Duration: 21 m

Learn about scheduling employees using the Schedule Manager in Deltek Ajera.

Topics covered:
Introduction- 34s
Objectives - 23s
Benefits and Risks - 1m 21s
Scheduling Demonstration - 17m 41s
Summary - 29s
Conclusion - 32s
  • Super User
  • Project Manager
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Projects and Scheduling Series: Reviewing Project and Scheduled hours by Employee in Ajera - Learning Video Duration: 10m

Learn how to view the hours budgeted, scheduled and entered by employees to projects and also see if non-budgeted employees have entered time to those projects using the Schedule Manager in Deltek Ajera.

Topics covered:
Introduction - 50s
Objectives - 24s
Benefits - 39s
Role settings - 21s
Risks - 57s
Demonstration of reviewing hours in the Schedule Manager- 4m 57s
Summary - 38s
Conclusion - 45s
  • Super User
  • Project Manager
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Projects and Scheduling Series: Using the Distribute Hours function in Schedule Manager in Ajera - Learning Video Duration: 13m

Learn about using the Distribute Hours function in the Schedule Manager in Deltek Ajera.

Topics covered:
Introduction - 43s
Objectives- 12s
Benefits - 45s
Points to keep in mind when distributing hours - 20s
Risks - 56s 
Demonstration of using the Distribute Hours function in Schedule Manager - 8m 20s
Summary - 37s
Conclusion - 33s
  • Super User
  • Project Manager
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Projects and Scheduling Series: Using the Reporting Tools for Budgets and Schedules in Ajera - Learning Video Duration: 10m

Learn how to use reporting options to view budgeted hours vs. actual hours in Deltek Ajera.

Topics covered:
Introduction - 43s
Objectives - 14s
Benefits - 26s
Budget Variance report orientation - 20s
Risks - 29s
Demonstration of using the Budget Variance report - 6m 13s
Summary - 51 s
Conclusion - 34s
  • Super User
  • Project Manager
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Project Manager Pathway Series: Business Development Setup and Reporting - Recorded Session In this 1-hour-20-minute course, you will learn how to use the business development features in Ajera, including, how to track opportunities through various stages, how to forecast future project workloads, and analyzing your marketing investment and the performance of your firm.



[Keywords and Related Searches - recorded session, online video, training video, project reporting, project widgets, project inquiries, risk analysis, profitability, utilization, bd, marketing, business development, opportunities, pipeline]
  • Super User
  • Business Developer
  • Project Manager
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Project Manager Pathway Series: Business Development Setup and Reporting - Virtual Live Class Duration: 1.5hrs

This Virtual Live Class covers the Business Development phase and features in Ajera.

Topics Covered:
Track Opportunities
Forecast Future Project Workloads
Analyze Marketing Performance
Creating Business Development phases in projects
  • Super User
  • Business Developer
  • Project Manager
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Project Manager Pathway Series: Project Command Center and Accounts Receivable - Recorded Session In this 1.5-hour course, you will get an overview of the Project Command Center and how the project setup, billing type, billing rate table and invoice format interact to create the Client Invoice.



[Keywords and Related Searches - recorded session, online video, training video, invoice adjustment, plan, snapshot report, progress report, plan report, billing types, time and expense billing, time & expense, billing, fee billing, setup projects, project templates, project setups, budget, billing review, ar, accounts receivable, wbs, work breakdown structure]
  • Super User
  • Client Executive
  • Project Manager
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Project Manager Pathway Series: Project Command Center and Accounts Receivable - Virtual Live Class Duration: 1.5hrs

This Virtual Live Class is an overview of the Project Command Center.

Topics Covered:
Project Setup with appropriate Billing Types and when Contract Amounts are needed
Billing Types and their impact on Client Invoices
Billing Rate Tables
  • Super User
  • Client Executive
  • Project Manager
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Project Manager Pathway Series: Project Command Center Budgeting - Recorded Session In this 2-hour course, you will learn how you can benefit from creating an accurate budget for your project that allows you to manage your projects more efficiently.



[Keywords and Related Searches - recorded session, online video, training video, project templates, work breakdown, budgeting review, adding resources, progress report, plan report, budget, work breakdown structure, WBS, projects, resources, budgets, tasks, manage, pcc, project command center]
  • Super User
  • Project Manager
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Project Manager Pathway Series: Project Command Center Budgeting - Virtual Live Class Duration: 2hrs

This Virtual Live Class covers the benefits of creating an accurate budget for your project.

Topics Covered:
Project Command Center Overview
Setup Project and Project Template WBS
Project Budgeting for Labor, Expense and Consultant Resources
  • Super User
  • Project Manager
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Project Manager Pathway Series: Reports and Widgets - Recorded Session In this 2-hour course, you will be reviewing standard reports in Ajera, as well as creating, changing and deleting report views. Additionally, an overview of working with widgets that will help you better track revenue, costs and utilization in addition to providing useful dashboards for your employees.



[Keywords and Related Searches - recorded session, online video, training video, standard reports, reports, widgets, report views, views, table widget, chart widget, dashboard]
  • CEO
  • Super User
  • Project Manager
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Project Manager Pathway Series: Reports and Widgets - Virtual Live Class Duration: 2hrs

This Virtual Live Class covers the variety of reports, inquiries and widgets that can be used in Ajera to better track and manage projects.

Topics Covered:
Standard Reports and Creating Report Views
Working with Widgets for monitoring Projects
  • Super User
  • Project Manager
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Project Manager Pathway Series: Schedule Manager - Recorded Session In this 1-hour course, you will learn how to use the Schedule Manager in conjunction with the Project Command Center in Ajera to schedule employees on projects, manage schedules, and analyze project performance and employee workload.



[Keywords and Related Searches - recorded session, online video, training video, budgeted hours, available hours, project hours, time & expense, budget variance report,inquiry, widget, phase resource, task, project, scheduling employees, work schedule]
  • Super User
  • Project Manager
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Project Manager Pathway Series: Schedule Manager - Virtual Live Class Duration: 1hr

This Virtual Live Class covers the Schedule Manager in Ajera and its interaction with the Manage Tab in the Project Command Center.
Topics Covered:
Schedule Manager
Project Command Center Budgeting and interaction with the Schedule Manager
  • Super User
  • Project Manager
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Project Manager Pathway Series: Closing Your Projects - Recorded Session This 1.5-hour course provides an overview of steps to take during setting up and managing of a project to make closing your projects easier.



[Keywords and Related Searches - recorded session, online video, training video, over-contract wip entries, moving entries, clear wip, project command center, restrict resources, entry status, pcc, close project, cap wip]
  • Super User
  • Project Manager
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Project Manager Pathway Series: Closing Your Projects - Virtual Live Class Duration: 2hrs

This Virtual Live Class covers the steps to take when closing your projects.

Topics Covered:
Preventing excess WIP by using CAP WIP
Finding and dealing with excess WIP Entries
Moving WIP to other phases or Projects
Project Command Center Clean up when closing a project
  • Super User
  • Project Manager
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Project Manager Pathway Series: Understanding Project Reporting Widgets and Analysis - Recorded Session In this 2-hour course, you will learn the variety of reports, inquiries and widgets that can be used in Ajera to better track and manage projects.



[Keywords and Related Searches - recorded session, online video, training video, project reporting, project widgets, project inquiries, risk analysis, profitability, utilization]
  • Super User
  • Business Developer
  • Project Manager
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Project Manager Pathway Series: Understanding Project Reporting Widgets and Analysis - Virtual Live Class Duration: 1.5hrs

This Virtual Live Class covers the variety of reports, inquiries and widgets that can be used in Ajera to better track and manage projects.

Topics Covered:
Project Widgets
Project Inquiries
Risk Analysis
Profitability
Utilization
  • Super User
  • Business Developer
  • Project Manager
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Reporting Series: Standard Reports and Report Views - Learning Video Duration: 27 m

Learn about using Standard Reports and creating Report Views in Deltek Ajera.

Topics covered:
Introduction and Overview - 57s
Benefits and Risks - 58s
Getting to Reports and Toolbar Options - 7m 9s
Help Resources - 2m 10s
Filtering Options - 1m 52s
Customize Options - 2m 31s
Exporting Reports- 1m 57s
Report Views - 4m 17s
Summary and Conclusion- 58s
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Schedule Manager - Self Paced Learning Duration: 57m

Learn about the use of Schedule Manager in Deltek Ajera to include Scheduling employees, interaction with the Manage Tab in the Project Command Center, and using the Distribute Hours function for creating Schedules.
Topics covered:
Overview- 1m Read
Setup Security and Preferences for Schedule Manager - 8m 12s
Add Resources in the PCC and in Schedule Manager - 4m 30s Read
View Budget and Scheduled Hours by Project and Employee - 25m 48s
Distribute Remaining Hours by Week - 8m 15s
Reporting for Budgets and Schedules - 8m 15s
What Schedule Manager will not do - 30s
  • Super User
  • Project Manager
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Client Invoices - Recorded Session In this 1.5-hour course, you will learn client invoicing workflow, how to work within client invoices to make needed changes and how to identify AR reports, AR inquiries and AR widgets.



[Keywords and Related Searches - recorded session, online video, training video, invoice list, wip status, ar, reports, ar inquiries, ar widgets accounts, billing rate, aging report, adjustments deposits, credit memos, prepayment reports, prepayments, standard inquiries, marketing projects, overhead projects, split transaction, invoice adjustment, voided deposit, deposits, refund, cash receipt forecast]
  • Super User
  • Client Executive
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Client Invoices - Virtual Live Class Duration: 1.5hrs

This Virtual Live Class covers the Client Invoice workflow in Ajera.

Topics Covered:
Working with Client Invoices - editing, finalizing, un-finalizing
AR Reports
AR Inquiries
AR Widgets
Billing Review Processes
  • Super User
  • Client Executive
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Invoice Formatting and Customization - Recorded Session In this 2-hour course, you will learn how to use the built in features of Invoice Formats to set up modified invoice formats in Ajera - add a custom text header and footer, customize column headings, include signature lines, subtotals, supporting details and many other common options.



[Keywords and Related Searches - recorded session, online video, training video, invoices, standard formats, custom invoice designer, custom invoice, invoice format, custom]
  • Super User
  • Client Executive
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Invoice Formatting and Customization - Virtual Live Class Duration: 2hrs

This Virtual Live Class covers how to use the built in features of standard Invoice Formats to set up modified invoice templates as well as creating more customized invoice templates in the Custom Invoice Designer in Ajera.

Topics Covered:
Custom Invoice Designer
Standard Invoice Formats
Customized Client Invoice Formats
Setting Security for Client Invoice Formats
  • Super User
  • Client Executive
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Client Receipts - Recorded Session In this 1-hour course, you will learn the client receipt workflow, the different types of client receipt operations and client receipt reports, inquiries and widgets.



[Keywords and Related Searches - recorded session, online video, training video, receipts, prepayments, refunds, miscellaneous receipts, accounts receivable, ar, credit memo ]
  • Super User
  • Client Executive
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Client Receipts - Virtual Live Class Duration: 1.5hrs

This Virtual Live Class covers the client receipt workflow and different types of client receipt operations.

Topics Covered:
Client Receipt applied to an Invoice
MISC Client Receipts
Credit Memos
Client Prepayments
Inquiries and Widgets
Cash Receipt Forecast
Deposits
  • Super User
  • Client Executive
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Entering Receipts Client Receipt and Prepayments - Infographic Duration: 6m Read

Learn how to enter Receipts and Prepayments in Deltek Ajera.

Topics covered:
Entering Client Receipts
Entering Prepayments
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Accounts Payable - Recorded Session In this 1.5-hour course, you will learn how to enter and change Vendor Invoices and the workflow related to recurring Vendor Invoices. You will also learn about purchase orders, paying vendor invoices and vendor reports.



[Keywords and Related Searches - recorded session, online video, training video, vendor, vendor credits, vendor invoices, purchase orders, paying vendor, vendor reports, vendor payments, vendor types, accounts payable, ap]
  • Super User
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Accounts Payable - Virtual Live Class Duration: 1.5hrs

This Virtual Live Class covers the Vendor Invoices and the workflow related to recurring Vendor Invoices.

Topics Covered:
Vendor Credits
Vendor invoices
Purchase Orders
Vendor Reports
Vendor Payments
Vendor Types
Recurring Vendor Invoices
  • Super User
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Recurring Vendor Invoices - Self Paced Learning Duration: 15 min

Learn about the Setup, Creation and Paying of Recurring Vendor Invoices in Deltek Ajera.
Topics covered:
Role Settings - 30 s
Setting Up Recurring Vendor Invoices- 5 m 30 s
Create Recurring Vendor Invoices - 2 m 40 s
Paying Recurring Vendor Invoices - 5 m 15 s
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Bank Registers, Credit Cards, and Reconciling - Recorded Session In this 1.5-hour course, you will learn the importance of regular reconciliation of your bank register along with the proper way to reconcile a credit card register in Ajera. You will also know more about the processes involved with working in a bank register and a credit card register.



[Keywords and Related Searches - recorded session, online video, training video, entries, workflow, register, statement, pay, credit card provider, closing statement period, credit card import log, credit card vendor, bank account setup, account, reconcile, bank reconciliation report]
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Bank Registers, Credit Cards, and Reconciling - Virtual Live Class Duration: 1.5hrs

This Virtual Live Class covers the importance of regular reconciliation of your bank register along with the proper way to reconcile a credit card register in Ajera.

Topics Covered:
Credit Card Setup
Closing Credit Card Statements
Bank Account Setup
Bank Register Reconciliation
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Payroll Processing - Recorded Session In this 2-hour course, you will learn about the effective cost, setup payroll from beginning to end, and payroll processing. You will also know more about reviewing and editing paychecks, paying employees and generating direct deposits, outsourcing payroll accruals, and reviewing applicable payroll reports.



[Keywords and Related Searches - recorded session, online video, training video, payroll, in-house payroll, outsource payroll, third-party payroll, adp, quickbooks, paychecks]
  • HR Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Payroll Processing - Virtual Live Class Duration: 2hrs

This Virtual Live Class covers effective cost, setting up payroll components from beginning to end, and payroll processing.

Topics Covered:
Reviewing and Editing Paychecks
Paying Employees
Generating direct deposits
Outsourced Payroll Accruals
Reviewing Applicable Payroll Reports
Effective Cost Overview
  • HR Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Financial Statement Designer - Recorded Session In this 1.5 -hour course, you will learn the step by step instructions for its properties and options as well as window elements Financial Statement Design toolbar, Workbook Properties and Content List options.



[Keywords and Related Searches - recorded session, online video, training video, designer toolbar, financial statement, designs, statement groups, worksheet, workbook properties, balance sheet group, reports, financial reports, FSD]
  • CEO
  • Controller
  • Super User
  • System Administrator
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Financial Statement Designer - Virtual Live Class Duration: 1.5hrs

This Virtual Live Class covers the step by step instructions of the properties and options of the Financial Statement Designer and groups along with creating and editing Financial Statement Designs and Design Groups.

Topics Covered:
Financial Statement Designer Toolbar
Workbook Properties
Content List Options
Editing a Financial Statement in the Designer
Creating a Financial Statement in the Designer
Creating Design Groups
  • Controller
  • Super User
  • System Administrator
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Inquiry Basics Conditions and Links - Recorded Session In this 1.5-hour course, you will go through step-by-step exercises that show you how to filter data in inquiries provided in Ajera by setting conditions on an inquiry, linking one inquiry to another and setting conditions on links between inquiries.



[Keywords and Related Searches - recorded session, online video, training video, inquiry table layout, inquiry toolbar, standard inquiries, general process, custom inquiries, client invoice, condition, security setup, database]
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Inquiry Basics Conditions and Links - Virtual Live Class Duration: 1.5hrs

This Virtual Live Class covers the processes to filter data in standard inquiries provided in Ajera as well as creating links between inquiries.

Topics Covered:
Ajera Database table layout
Standard Inquiries
Custom Inquiries
Conditions for an Inquiry
Security Setup
Links in an Inquiry
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Inquiry Formulas - Recorded Session In this 1.5-hour course, you will learn how to use basic formulas to customize your Ajera inquiries. You will explore SQL functions that enables you to acquire more focused information in your inquiries. You will be shown how to filter amount columns using field criteria in a formula, use a string function to parse through a data field and use key fields in link columns.



[Keywords and Related Searches - recorded session, online video, training video, advanced formulas, structured query language, sql, basic syntax, inquiry, reporting, report, queries]
  • Controller
  • Super User
  • System Administrator
  • Client Executive
  • Project Manager
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Inquiry Formulas - Virtual Live Class Duration: 1.5hrs

This Virtual Live Class covers the creation of basic formulas to customize your Ajera inquiries.

Topics Covered:
Mathmatical Formulas
Basic SELECT Statements
Use of DATENAME, DATEDIFF and other basic formula Commands and Clauses
  • Controller
  • Super User
  • System Administrator
  • Client Executive
  • Project Manager
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Table Widgets - Recorded Session In this 1.5-hour course, you will learn how to edit and create Table Widgets in Ajera to display important information, and assign it to the employees who need it the most.



[Keywords and Related Searches - recorded session, online video, training video, settings, reporting, tab, tables, print, import, export, setup, copy widget, add, design mode, reports, widget gallery, widget customization, dashboard]
  • CEO
  • Controller
  • Super User
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Table Widgets - Virtual Live Class Duration: 1.5hrs

This Virtual Live Class covers how to edit and create table Widgets in Ajera.

Topics Covered:
Table Widget Editing
Table Widget Creation
Dashboard Security
  • Controller
  • Super User
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Chart Widgets - Recorded Session In this 1-hour course, you will learn how to edit and create Chart Widgets in Ajera to display important information and assign it to the employees who need it the most.



[Keywords and Related Searches - recorded session, online video, training video, design, design mode, as of date, preferences, add widget, add tab, copy, delete widget, table, layout, edit, security, dashboard]
  • CEO
  • Controller
  • Super User
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Chart Widgets - Virtual Live Class Duration: 1.5hrs

This Virtual Live Class covers how to edit and create Chart Widgets in Ajera.

Topics Covered:
Editing Existing Chart Widgets
Designing new Chart Widgets
Converting a Table Widget to a Chart Widget
  • CEO
  • Controller
  • Super User
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Monthly Reconciliation - Virtual Live Class Duration: 1.5hrs

This Virtual Live Class covers the process and the need for reconciling Control Accounts on a monthly basis.

Topics Covered:
Reconcile Trial Balance
Reconcile Cash Accounts
Reconcile Accounts Receivable
Reconcile WIP
Reconcile Accounts Payable
Reconcile Salaries Payable
Reconcile Prepayments
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Year End Reconciliation and Review - Recorded Session In this 2-hour course, you will learn how to simplify year-end closing and increase your confidence with year-end procedures. You will be walked through all the steps required for year-end closing, including printing W-2s and 1099s. You will also learn Control Account reconciliation followed by methods to reconcile In-house payroll if needed. We will also show you the importance of backup schedules, data integrity, DPE and Overhead and cover reports that can be used on a yearly basis to insure profitability and peak employee utilization.



[Keywords and Related Searches - instructor led class, training, year-end, reconciliation, government reporting, w 2, w-2, 1099, close year, year end]
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Year End Reconciliation and Review - Virtual Live Class Duration: 2hrs

This Virtual Live Class covers the Year-End Reconciliation process, prodcuing Government Forms and other year-end procedures in Ajera.

Topics Covered:
Year-end Closing
W-2s and 1099s
Control Account Reconciliation
Adjusting entries
DPE and Overhead
Reviewing and Analyzing performance metrics for your company using Reports and Widgets
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Ajera Reconciliation Troubleshooting: Trial Balance - Recorded Session In this 1-hour course, you will learn the most common items that may cause Trial Balance reconciliation problems, and how to troubleshoot a non-balancing Trial balance in Ajera.



[Keywords and Related Searches - recorded session, online video, training video, non-balancing, sub-ledger, ledger, gl, general ledger, troubleshoot]
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Ajera Reconciliation Troubleshooting: Trial Balance - Virtual Live Class Duration: 1hr

This Virtual Live Class covers the most common items that may cause Trial Balance reconciliation problems in Ajera.

Topics Covered:
Reconciliation Process for the Trial Balance
Troubleshooting non-reconciling issues for the Trial Balance
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Ajera Reconciliation Troubleshooting: Cash Account - Recorded Session In this 1-hour course, you will learn the most common items that may cause Cash Balance reconciliation problems, as well as troubleshooting a non-reconciling Cash accounts in Ajera.



[Keywords and Related Searches - recorded session, online video, training video, non-balancing, sub-ledger, ledger, gl, general ledger, troubleshoot, cash account]
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Ajera Reconciliation Troubleshooting: Cash Account - Virtual Live Class Duration: 1hr

This Virtual Live Class covers the most common items that may cause Cash Balance reconciliation problems, as well as troubleshooting a non-reconciling Cash accounts in Ajera.

Topics Covered:
Reconciliation Process
Troubleshooting non-reconciling issues between the sub-ledger and General Ledger for Cash Accounts
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Ajera Reconciliation Troubleshooting: Accounts Receivable - Recorded Session In this 1 -hour course, you will learn the most common items that may cause Accounts Receivable reconciliation problems, and learn how to troubleshoot non-reconciling accounts Receivable in Ajera.



[Keywords and Related Searches - recorded session,online video, training video, ar, reconciliation, accounts receivable, gl, ledger, sub ledger ]
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Ajera Reconciliation Troubleshooting: Accounts Receivable - Virtual Live Class Duration: 1hr

This Virtual Live Class covers the most common items that may cause Accounts Receivable reconciliation problems, and learn how to troubleshoot non-reconciling accounts Receivable in Ajera.

Topics Covered:
Reconciliation Process for AR
Troubleshooting non-reconciling issues between the sub-ledger and Genertal Ledger for AR
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Ajera Reconciliation Troubleshooting: Prepayment - Recorded Session In this 1-hour course, you will learn the most common items that may cause Prepayment account reconciliation problems, as well as troubleshooting a non-reconciling Prepayment account in Ajera.



[Keywords and Related Searches - recorded session, online video, training video, non-balancing, sub-ledger, ledger, gl, general ledger, troubleshoot]
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Ajera Reconciliation Troubleshooting: Prepayment - Virtual Live Class Duration: 1hr

This Virtual Live Class covers the most common items that may cause Prepayment account reconciliation problems, as well as troubleshooting a non-reconciling Prepayment account in Ajera.

Topics Covered:
Reconciliation Process ffor Prepayments
Troubleshooting non-reconciling issues between the sub-ledger and Genertal Ledger for Prepayments
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Ajera Reconciliation Troubleshooting: Accounts Payable - Recorded Session In this 1-hour course, you will learn the most common items that may cause Accounts Payable reconciliation problems, and troubleshooting a non-reconciling accounts payable in Ajera.



[Keywords and Related Searches - recorded session, online video, training video, ap, non-balancing, sub-ledger, ledger, gl, general ledger, troubleshoot, ap account]
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Ajera Reconciliation Troubleshooting: Accounts Payable - Virtual Live Class Duration: 1hr

This Virtual Live Class covers the most common items that may cause AP reconciliation problems, and how to troubleshoot a non-reconciling AP account in Ajera.

Topics Covered:
Reconciliation Process for AP
Troubleshooting non-reconciling issues between the sub-ledger and General Ledger for AP
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Ajera Reconciliation Troubleshooting: Work In Progress (WIP) - Recorded Session In this 1-hour course, you will learn most common items that may cause WIP reconciliation problems, and how to troubleshoot non- reconciling WIP accounts in Ajera.



[Keywords and Related Searches - recorded session, online video, training video, non-balancing, sub-ledger, ledger, gl, general ledger, troubleshoot, work in progress]
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Ajera Reconciliation Troubleshooting: Work In Progress (WIP) - Virtual Live Class Duration: 1hr

This Virtual Live Class covers the most common items that may cause WIP reconciliation problems in Ajera.

Topics Covered:
Reconciliation Process for WIP Accounts
Troubleshooting non-reconciling issues between the sub-ledger and General Ledger for WIP
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Ajera Reconciliation Troubleshooting: Salaries Payable - Recorded Session In this 1-hour course, you will learn the most common items that may cause Salaries Payable account reconciliation problems. It also covers reconciling your salaries payable account and troubleshooting a non- reconciling salaries payable account in Ajera.



[Keywords and Related Searches - recorded session, online video, training video, non-balancing, sub-ledger, ledger, gl, general ledger, troubleshoot]
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Ajera Reconciliation Troubleshooting: Salaries Payable - Virtual Live Class Duration: 1hr

This Virtual Live Class covers the most common items that may cause Salaries Payable account reconciliation problems.

Topics Covered:
Reconciliation Process for Salaries Payable
Troubleshooting non-reconciling issues between the sub-ledger and Genertal Ledger for Salaries Payable
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Introduction to Add-on CRM for Ajera - Infographic This infographic summarizes the discussion on Introduction to CRM, and includes an overview of CRM hubs, CRM module types, and features. [Keywords and Related Searches - Infographic, cheat sheet, quick reference, print, CRM, hubs]
  • Super User
  • Business Developer
  • Client Executive
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Introduction to Add-on CRM - Recorded Session This 45 minute recorded session focuses on the following CRM hubs: Opportunities, Employees, Firms and Boilerplates. There is an overview of these hubs, their functionality and CRM actions users can perform within the hubs. This course is intended for CRM users, and personnel who maintain and manage CRM for the organization. [Keywords and Related Searches - infographic, print out, cheat sheet, quick reference, CRM, Customer Relationship Management, hubs, boilerplates, firms, employees, opportunities]
  • Super User
  • Business Developer
  • Client Executive
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Processing in Add-on CRM for Ajera Part 1 - Infographic This infographic summarizes the discussion on CRM Processing Part 1, and focuses on the following CRM hubs: Opportunities, Firms, Employees, and Boilerplates. [Keywords and Related Searches - infographic, print out, cheat sheet, quick reference, CRM, Customer Relationship Management, hubs, boilerplates, firms, employees, opportunities]
  • Super User
  • Business Developer
  • Client Executive
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Processing in Add-on CRM for Ajera Part 1 - Recorded Session This 1 hour recorded session focuses on the following CRM hubs: Contacts, Marketing Campaigns, and Activities, as well as the Calendar feature of Deltek for Professional Services. The instructor will cover an overview of these hubs and the calendar, their functionality and actions users can perform within these features. This course is intended for CRM users, and personnel who maintain and manage CRM for the organization.

[Keywords and Related Searches - recorded session, training, CRM, Customer Relationship Management, hubs, contacts, marketing, activities]
  • Super User
  • Business Developer
  • Client Executive
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Processing in Add-on CRM for Ajera Part 2 - Infographic This infographic summarizes the discussion on CRM Processing Part 2, and focuses on the following CRM hubs: Contacts, Marketing Campaigns, and Activities. The calendar feature is also included in this infographic. [Keywords and Related Searches - infographic, print out, cheat sheet, quick reference, CRM, Customer Relationship Management, hubs, contacts, marketing, activities]
  • Super User
  • Business Developer
  • Client Executive
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Processing in Add-on CRM for Ajera Part 2 - Recorded Session This 1 hour recorded session focuses on the following CRM features: Reporting, Dashparts, and Touch CRM. The instructor will cover the different CRM report types and their uses, as well as CRM-related dashparts. Touch CRM overview, features and functions will also be discussed . This course is intended for CRM users, and personnel who maintain and manage CRM for the organization.

[Keywords and Related Searches - infographic, print out, cheat sheet, quick reference, CRM, Customer Relationship Management, hubs, boilerplates, firms, employees, opportunities]
  • Super User
  • Client Executive
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Ajera Series: Processing in Add-on CRM for Ajera Part 3 - Recorded Session In this 2-hour course, you will learn about the relationship between Ajera Database Tables. You will also be able to identify the basic syntax structure and intent of formulas, and produce formulas to display information wanted within an Inquiry or Widget.

[Keywords and Related Searches - recorded session, online video, training video, sql, inquiry, widget, formula, script, sql script, axschema, schema, microsoft sql server management studio, database, tables, views, select, cast, join, case]
  • Super User
  • Business Developer
  • Client Executive
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Ajera Advanced User Series: Formulas for Inquiries and Widgets - Recorded Session This 45 minute recorded session focuses on CRM basics such as overview, CRM types, and functionality. This course is intended for CRM users, and personnel who maintain and manage CRM for the organization. [Keywords and Related Searches - recorded session, training, CRM, hubs]
  • Super User
  • System Administrator
  • DLZ Standard
  • DLZ Enhanced
Ajera Advanced User Series: Formulas for Inquiries and Widgets - Virtual Live Class Duration: 2hrs

This Virtual Live Class covers the relationship between Ajera Database Tables and the use of more advanced SQL formulas in Inquiry and Widgets.

Topics Covered:
Identify Basic Syntax Structure
Intent of Formulas
Produce formulas within an Inquiry or Widget using SQL commands and clauses (SELECT, CASE, CAST, JOIN, LEFT JOIN)
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Families First - Coronavirus Response Act (Ajera) Duration: 10m Read

Learn how to setup Deltek Ajera to comply with the Families First Coronavirus Response Act (HR6201).

Topics covered:
Setup new Pays and Overhead Group Rows for Hourly and Salaried employees
Reporting
  • HR Specialist
  • DLZ Standard
  • DLZ Enhanced
Ajera CRM Integration and Setup Portal The training videos contained in the Portal are related to Ajera CRM/CRM Plus, not the Simple CRM that can be used with Ajera. It is not intended for Ajera users who also use DPS or Deltek Vantagepoint as a CRM source (training can be found in the DLZ for these under other Ajera courses). This training has three recorded walkthroughs, designed to be completed at your own pace. The first course covers Ajera CRM Integration Setup specifically, walking you through an orientation of the Integration Tab, followed by tips for integration. The second course covers the general workflow used in Integrating Ajera and the Ajera CRM. Finally we offer the CRM Orientation course, which will allow you to become familiar with the areas of the Ajera CRM. These videos are best viewed in Internet Explorer or Edge Browsers. The completion time may vary per user. [Keywords and Related Searches: Ajera CRM, CRM, Integration, CRM Integration, CRM Overview, Ajera CRM Overview, CRM Plus, Customer Relationship Management, support materials]
  • Business Developer
  • Client Executive
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Ajera Improving Cash Flow by Reducing DSO Series: Calculate and Interpret your Days Sales Outstanding - Business Results Training Duration: 60 m. In this Enhanced level course, you will learn to use Deltek Ajera reports and widgets to calculate Days Sales Outstanding (DSO) as well as to make decisions regarding your company's current cash flow situation. Additionally, you will learn how to compare your DSO to the industry averages.
  • CEO
  • Controller
  • Super User
  • System Administrator
  • Client Executive
  • DLZ Enhanced
Ajera VLC On Demand Request Form Use this form to request a private Virtual Live Class on a date of your choice.
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • Time and Expense User
  • DLZ Enhanced
Ajera VLC On Demand - FAQ This printable document covers the frequently asked questions by people interested in taking Ajera Virtual Live Classes on demand.
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • Time and Expense User
  • DLZ Enhanced
Ajera Learning Lab This Enhanced level course provides you with up to 4 hours of hands-on experience, navigating the Deltek Ajera interface in a Learning Lab sandbox environment. Please note that Learning Lab Courses require you to fill in and send a Request Form before the course can be made available to you. The Request Form will open on your screen when you click on the link to launch the course. Requests are processed within 24 hours of the form being submitted.
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • Time and Expense User
  • DLZ Enhanced
Ajera Master Certification Exam Duration: 1h30m

The Deltek Professional Ajera Master Certification Exam validates skills within the Ajera product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Ajera Certified User.
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Ajera Core Certification Exam Duration: 1h30m

The Deltek Professional Ajera Core Certification Exam validates skills within the Ajera product suite. Successful completion of the Certification exam is required to receive the Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Ajera Core Certified User.
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Ajera Core + Payroll Certification Exam Duration: 1h30m

The Deltek Professional Ajera Core + Payroll Certification Exam validates skills within the Ajera product suite. Successful completion of the Certification exam is required to receive the Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Ajera Core + Payroll Certified User.
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Ajera Core + Consulting Certification Exam Duration: 1h30m

The Deltek Professional Ajera Core + Consulting Certification Exam validates skills within the Ajera product suite. Successful completion of the Certification exam is required to receive the Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Ajera Core + Consulting Certified User.
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced