Asset Name Description Roles
Ajera Series: Setting up and Applying Sales Tax - Video

This video describes the processes involved in setting up Ajera to apply Sales Tax and how to review Sales Tax amounts on client invoices.


 


Topics Include:
Sales Tax in Company Preferences
Sales Tax for Activities
Using Sales Tax on projects
Reviewing and Charging Sales Tax to clients
  • Super User
  • System Administrator
  • Client Executive
Ajera Series: Expense and Consultant Rates in Billing Rate Tables - Video

This video covers the basics of acessing, setting up and navigation on the Expense and Consultant Tabs in billing rate tables in Ajera.


Topics covered:



  • Basic areas and navigation on the Expense and Consultant Tab in a billing rate table

  • Setting up percentage markups for Expense and Consultants

  • Setting up flat billing rates for Expenses and Consultants

  • Setting up pass - through rates for Expenses and Consultants



Duration: 5m
  • Super User
  • System Administrator
  • Client Executive
  • Project Manager
Ajera Series: What's New in Ajera v9.9

This video covers an overview of the new features and updates in Ajera v9.9.
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
Ajera Series: Client Invoice Email Tracking - Video

This video describes the available Client Invoice tracking columns for widgets and the steps to add these for use in Ajera.


 


Topics Include:



  • Discuss the available Client Invoice email tracking columns for widgets.



  • Demonstrate the steps in adding Client Invoice email tracking columns to widgets.


 
  • Super User
  • System Administrator
  • Client Executive
Ajera Series: Entering Client Receipts with Bill & Pay - Video

This video covers the processes and workflows for entering client receipts using Bill & Pay in Ajera. 


Topics covered: 
Applying payments from clients in Bill & Pay to Client Receipts in Ajera
Manually creating Client Receipts in Ajera and syncing these with Bill & Pay


Duration 
4m
  • Super User
  • Client Executive
Ajera Series: Using Bill & Pay - Video

This video walks through the general workflow for using Bill & Pay in Ajera, setting up email client invoice templates to use direct Bill & Pay linking, then discusses how you use Bill & Pay to see finalized client invoices and payments associated with that client in Bill & Pay.


Topics Include:
Setting up Email templates to take advantage of Bill & Pay linking
Reviewing the process of using Bill & Pay 
Recalling the available widget columns that can be added for tracking Bill 7 Pay information


Duration
10 m
  • Controller
  • Super User
  • System Administrator
Ajera Series: Setting Up Bill & Pay - Video

This video walks you through the process of setting up Ajera to use Bill & Pay for your Accounts Receivable cash flow.


Topics Include:
Setup Ajera with your Bill and Pay Information
Setting up companies in a multi-company database with your Bill and Pay information


Duration
6 m
  • Controller
  • Super User
  • System Administrator
Ajera Series: Labor in Billing Rate Tables - Learning Video

This video covers the basics of acessing, setting up and navigating on the Labor Tab in billing rate tables in Ajera.


Topics covered:
Basic areas and navigation on the Labor Tab in a billing rate table
Setting up percentage markups for Labor
Setting up flat billing rates for Labor
Setting up optional fields for Labor



Duration: 4m
  • Super User
  • System Administrator
  • Client Executive
  • Project Manager
Ajera Series: Overview of Billing Rate Tables in Ajera - Video

This video covers the basics of acessing, setting up and navigating in billing raate tables in Ajera.


Topics covered:
Setting up billing rate table options in company preferences.
Setting up access to billing rate tables for employees.
Setting up access to billing rate tables in the project command center.
Basic areas and navigation in a billing rate table.


Duration: 10m
  • Super User
  • System Administrator
  • Client Executive
  • Project Manager
Ajera Series: Accounting Entry Reference - Infographic

This downloadable guide shows the effects on the General Ledger from common actions taken within Ajera for Accounts Payable, Accounts Receivable and Payroll.


Topics Include:
Describing common terms associated with accounting in Ajera
Identifying the Debit and Credit accounts impacted by common actions in Ajera
Recalling the Accrual and Cash side accounting implications and accounts impacted by common actions in Ajera


Duration: 15 m read
  • Controller
  • HR Specialist
  • Super User
  • Project Manager
Ajera Series: Payroll Service Accruals Setup - Video

This video walks through the process of setting up Accruals to track and use while using an outsource payroll provider in Ajera.


Topics Include:



  • Recalling the steps for payroll service accruals setup in Company Preferences.

  • Adding accruals to employee records

  • Associating accruals to overhead groups.
  • Controller
  • HR Specialist
  • Super User
Ajera Series: Processing Payroll with a Payroll Service - Learning Video

This video walks through theprocess of creating and running an Outsourcepayroll,using a payroll provider in Ajera. This includes how to complete the vendor invoice created and using Accrualsprior.


Topics Include:



  • Describing the steps involved in processing payroll using a payroll service provider.

  • Explaining the process of using internal accruals with a payroll service provider.

  • Explaining the process of completing payment to a payroll service provider and ensuring that the proper general ledger entries are made.
  • Controller
  • HR Specialist
  • Super User
Ajera Series: Processing In-House Payroll - Learning Video

This video walks through how to process an in-house payroll, including how to review paychecks prior to paying and producing the Direct Deposit information.


Topics Include:


Recall the steps for processing In-House Payroll.


Recognize the steps in reviewing Paychecks before processing.


Explain the process of producing a Direct Deposit.
  • Controller
  • HR Specialist
  • Super User
Ajera Series: Rejecting and Updating Expense Reports - Learning Video

This video covers the processes involved in rejecting expense report entries and making updates to those expense reports so they can be re-approved for processing in Ajera.


 


Topics covered:
Identifying the setup procedures for using expense report approvals, rejection of entries, correction, and reapproval
Recalling the steps for Standard Expense Report rejection and updating for reapproval.
Recalling the steps for Browser-based Expense Report rejection and updating for reapproval.


 


Duration: 8m
  • HR Specialist
  • Super User
  • Project Manager
  • Principal
Ajera Series: Introduction to Widgets - Learning Video

This video is an introduction to the process of creating and editing widgets that can then be used to create Dashboards in Ajera.


Topics Include:
Explaining the importance of Widget Bases
Creating and Editing Widgets
Choosing which employees will have access to a Tab
Creating a Dashboard for your employees


Duration: 28 m
  • Controller
  • Super User
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
Ajera Series: Project Command Center (PCC) Overview and Customization - Learning Video

Duration: 30 minutes


This Video is designed to provide an introduction to the main areas of the Project Command Center as well as the Customize Options available and their uses during the Project Lifecycle.


This course contains a short Knowledge Check as well as a downloadable Activity Guide and Additional Resources which are also downloadable.



Topics Include:
Identifying the main areas of the Project Command Center and their uses.
Identifying the use of Customize Options in the Project Command Center.
Discussing the use of each area during the Project Lifecycle.
  • Super User
  • Project Manager
  • Principal
Ajera Series: Project Manager Time Approval - Learning Video

This short video covers standard and browser-based Project Manager time approval in Ajera.


Topics covered:
Identifying the Benefits and Risks of using Project Manager Time Approval.
Recalling the steps for Standard Project Time Approval.
Recalling the steps for Browser-based Project Time Approval.


Duration: 5m
  • HR Specialist
  • Super User
  • Project Manager
  • Principal
Ajera Series: Approving Timesheet Entries - Learning Video

This video covers standard and browser timesheet approval in Ajera.


 


Topics covered:
Setting up Timesheet Approvals in Ajera.
Following the Standard Timesheet approval process.
Following the Browser Timesheet approval process.


 


Duration: 5m
  • HR Specialist
  • Super User
Ajera Series: Traditional and Browser Timesheet Entry - Learning Video

Duration: 11m 




Learn about setting up and using Traditional and Browser - based Timesheets in  Ajera. This does not include the approval process. 




Topics covered: 





  • Setting up preferences for use in Timesheets

  • Overview of the different functions in Traditional and Browser-based Timesheets

  • Using Traditional and Browser-based Timesheets to enter time

  • Submitting Timesheets
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • End User
  • Client Executive
  • Project Manager
  • Principal
Ajera Series: Approving and Processing Expense Reports - Learning Video

Duration: 9m
Learn about approving and processing Expense Reports in  Ajera. This does not include rejecting entries and the process for correcting and re-approving.


Topics covered:



  • Setting up the approvals required for Expense Reports

  • Setting up allowed changes for Expense Reports

  • Overview of the approval process in Traditional and Browser-based Expense Reports

  • Overview of processed Expense Reports
  • HR Specialist
  • Super User
Ajera Series: In-House Expenses - Learning Video

Duration: 7m
Learn about the setup,  entering and editing of In-House expenses in Ajera. The importation of In-House expenses is covered in a different video.


 


Topics covered:
Differences between In-House expenses and Expense Reports
Setup for expense activities for use in In-House expenses
Entering and saving In-House Expenses
Editing In-House expenses
  • Super User
  • Project Manager
  • Principal
Ajera Series: Traditional and Browser Expense Reports - Learning Video

Duration: 8m


 



Learn about setting up and using Traditional and Browser - based Expense Reports in  Ajera. This does not include the approval process.


 


Topics covered:
Setting up Activities for use in Expense Reports
Setting up Employees to use Expense Reports
Overview of the different functions in Traditional and Browser-based Expense Reports
Using Traditional and Browser-based Expense Reports to enter expenses
Submitting Expense Reports
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • End User
  • Client Executive
  • Project Manager
  • Principal
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
Ajera Series: Importing Time and Expenses in Ajera - Learning Video

Duration: 15m


 


This Learning Video describes the setup, workflow and processes involved in the importing of Time entries and In-House Expenses into Ajera.


 


Topics Include:
The setup involved for importing Time transactions in Ajera
The setup involved for importing In-House Expense transactions in Ajera
The general workflow for importing Time and In-House Expense transactions
The basic troubleshooting process for error results when importing Time or In-House Expense transactions
  • Controller
  • Super User
  • System Administrator
Ajera Series: Project Command Center (PCC) Work Breakdown Structure for Projects and Templates - Learning Video Duration: 45 minutes

This video provides an overview of setting up the Work Breakdown Structure (WBS) for a Project or a Project Template in Ajera.


Topics include:
- Identifying the different ways of creating a new Project or Project Template
- Understanding the method to creating a Work Breakdown Structure in a Project or Template
- Identifying the different fields and areas to enter information related to the Project and the phases of the Work Breakdown Structure
- Using Phases, sub-phases, Billing Groups and Invoice Groups as part of the Work Breakdown Structure
  • Super User
  • Project Manager
  • Principal
Ajera Series: Adding and Using the Manage Projects Widget - Video

Duration: 15 min


This video provides an overview of adding the Manage Projects widget to your dashboard and using the Manage Projects widget to update Reported Percent Complete and Estimated Start and Completion Dates for your projects.
 


Topics include:
Adding the Manage Projects widget to your dashboard.
Using the Manage Projects widget to update reported percent complete for your projects.
Using the Manage Projects widget to update start and completion dates for your projects.
  • Super User
  • Project Manager
  • Principal
Ajera Series: Project Command Center (PCC) Bottom-Up Budgeting - Learning Video Duration: 17 minutes

This video provides an overview of setting up and using the Bottom-Up budgeting technique for projects in Ajera.

Topics include:
Identifying the areas of the Project Command Center involved when using Bottom-Up budgeting in Ajera
Understanding the workflow for creating a Bottom-Up budget in Ajera
Applying the concepts and workflow to create a Bottom-Up budget in Ajera using Resources and Tasks
  • Super User
  • Project Manager
  • Principal
Ajera Series: Project Command Center (PCC) Top - Down Budgeting - Learning Video Duration: 10 minutes

This video provides an overview of setting up and using the Top – Down budgeting techniques for projects in Ajera.

Topics include:
Identifying the areas of the Project Command Center involved when using Top – Down budgeting in Ajera
Understanding the workflow for creating a Top – Down budget in Ajera
Applying the concepts and workflow to create a Top – Down budget in Ajera
  • Super User
  • Project Manager
  • Principal
Ajera Series: Project Command Center (PCC) Business Development- Learning Video Duration: 10 minutes

This video provides an overview of setting up and using Business Development on projects in Ajera.


Topics include:
Identifying the purpose of using Business Development on projects
Understanding the method to creating a Business Development phase for projects
Identifying the different fields and areas to enter information related to Business Development
Using Business Development on projects in Ajera
  • Super User
  • Business Developer
  • Project Manager
  • Principal
Ajera Series: Project Command Center (PCC) Reports and Common Project Reports - Learning Video Duration: 20 minutes

This video provides an overview of the reports found in the Project Command Center and other useful Standard reports that can be used for project management and profitability analysis.


Topics include:
Identifying the reports in the Project Command Center
Understanding the use of the reports in the Project Command Center
Identifying the different standard reports commonly used for managing projects and analyzing profitability
Using the standard reports for Employee Utilization, Project Profitability, Risk Analysis and Project Health
  • Super User
  • Project Manager
  • Principal
Ajera Add-on CRM Series: CRM Overview - Learning video Duration: 9 mins

This video will give you an overview of the Customer Relationship Management feature of Deltek Vantagepoint. Get to know the benefits of using CRM and the Hubs Menu of CRM.

Topics covered:
CRM Overview, Features & Benefits - 3m 10s
CRM Hubs Overview and Menu - 4m 6s
  • Super User
  • Business Developer
  • Project Manager
  • Principal
Ajera Add-on CRM Series: Lead Qualification - Learning Video Duration: 13m08s

Gain an understanding of the Lead Qualification feature within Deltek Vantagepoint CRM.

Topics covered:
Leads Overview, Qualification, Risks & Benefits - 2m3s
Enable Lead Qualification - 1m6s
Contacts Hub & New Contacts - 2m3s
Qualify & Disqualify Status - 2m23s
Marketing Campaigns - 1m26s
  • Super User
  • Business Developer
  • Project Manager
  • Principal
Ajera Add-on CRM Series: Employees Hub - Learning Video Duration: 20 mins

This video covers features and tabs that are relevant to CRM functionality, in the Employees Hub in Deltek Vantagepoint

Topics Covered:
Employees Hub Tabs Overview - 2m 12s
Adding an Employee - 2m 41s
Personal and Contact Details Tabs - 3m 09s
Activities Tab - 2m 03s
Firms and Contacts Tab - 1m 20s
Actions Menu - 3m 21s
List and Detail views - 1m 50s
Linking Employee to User - 1m 07s
  • HR Specialist
  • Super User
  • Business Developer
  • Project Manager
  • Principal
Ajera Add-on CRM Series: Firms Hub - Learning Video Duration: 22 mins

Learn about the tabs and functions of the Firms hub relating to CRM processes in Deltek Vantagepoint.

Topics Covered:
Firms Hub Overview, Types and Actions - 4m 45s
Creating a new Firm - 4m 28s
Vendor Addresses & Tab - 3m 47s
Activities Tab - 2m 03s
Firm Hierarchy - 3m 59s
Actions Menu - 3m 21s
Searching, List and Detail views - 2m 47s
  • Super User
  • Business Developer
  • Project Manager
  • Principal
Ajera Add-on CRM Series: Boilerplates Hub - Learning Video Duration: 10mins

This video will give you an overview of the Boilerplates Hub in Deltek Vantagepoint.

Topics Covered:
Overview and Features - 1m 45s
Boilerplate Tabs - 39s
List View and Detail View - 55s
Boilerplate Navigation - 2m 12s
Actions menu - 28s
Adding a Boilerplate - 27s
Boilerplate Actions Demonstration - 1m 45s
  • Super User
  • Business Developer
  • Project Manager
  • Principal
Ajera Add-on CRM Series: Contacts Hub - Learning Video Duration: 22m 11s

This learning video focuses on the Contacts Hub section of Deltek Vantagepoint. This is intended for CRM users, and personnel who maintain and manage CRM for their organization.

Topics Covered:
Contacts Hub & Tabs - 2m 29s
Create New Contact - 3m 43s
Qualify Contact - 1m 14s
Create Activity - 5m 37s
Actions & Add Touchpoint - 5m 5s
List View & Detail View - 2m 27s
  • Super User
  • Business Developer
  • Project Manager
  • Principal
Ajera Add-on CRM Series: Marketing Campaigns Hub - Learning Video Duration: 17m 4s

This learning video focuses on the Marketing Campaigns Hub section of Deltek Vantagepoint. This is intended for CRM users, and personnel who maintain and manage CRM for their organization. Note that some functionality is only available within the “CRM Plus” module of Vantagepoint.

Topics Covered:
Features and Functions - 6m 14s
Monitor Marketing Campaign - 1m 40s
Qualify Contact - 3m 47s
Review campaign results - 4m 50s
List and Detail view - 2m 1s
  • Super User
  • Business Developer
  • Project Manager
  • Principal
Ajera Add-on CRM Series: Vantagepoint Connect for End Users with MS Outlook - Learning Video Duration: 14m53s

How to use Vantagepoint Connect integration with Outlook on Office 365..

Topics covered:
- Introduction & Features - 1m36s
- Verify Employee Records & Contextual Pane Functions - 3m40s
- Creating, Locating & Synching Contacts - 4m34s
- Email and Calendar - 1m45s
- Synching and Scheduling Meetings - 3m06s
  • Super User
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
Ajera Series: Printing Browser-Based Timesheets, Expense Reports and Purchase Orders - Learning Video

Duration 10 min


This Learning Video walks through the process of printing browser-based Timesheets, Expense Reports and Purchase Orders in Ajera, through a direct conversion to a PDF document. This process can be done without the need for using click once.


Topics Include:


Printing for Browser-based Timesheets
Printing for Browser-based Expense Reports
Using Browser-based printing for Purchase Orders
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • End User
  • Client Executive
  • Project Manager
  • Principal
Ajera Series: Mobile Time Entry - Learning Video

Duration: 10m
Learn about setting up and using the mobile time web app for Ajera. This does not require the installation of a stand-alone app.


Topics covered:
Getting to the Ajera mobile time entry web app
Overview of the different functions in Ajera mobile time
Using the Ajera mobile time web app
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • End User
  • Client Executive
  • Project Manager
  • Principal
Ajera Series: Mobile Expense Reports - Learning Video

Duration: 7 minutes
Learn about setting up and using the Touch Expense app for Ajera. This does not include using the ICR functionality.


Topics covered:



  • Setting up Ajera and Mobile Devices to use the Touch Expense app

  • Overview of the different functions in the Touch Expense app

  • Using the Touch Expense app to enter Expense Reports
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • End User
  • Client Executive
  • Project Manager
  • Principal
Ajera Add-on CRM Series: Vantagepoint Connect for End Users with Gmail - Learning Video Duration: 17m 13s

Learn how to use Vantagepoint Connect with Gmail to track and record customer communications.

Topics include:
Features - 50s
Contextual Pane - 1m 58s
Create Contacts - 2m 20s
Create Firms - 1m 5s
Create Activity - 1m 32s
Display Records Associated with an Email - 23s
Contextual Pane Search - 2m
Sync Contacts - 1m 55s
Create Activity from Contact Email - 1m 8s
Sync Calendar - 2m 6s
  • Super User
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
Ajera Add-on CRM Series: Create SF330 Proposals - Learning Video Duration: 11m04s

How to link one or more SF330 Proposals to a Project in the Projects Hub.

Topics covered:
Proposal Log - 3m51s
Merge File Overview & Benefits - 6m7s
  • Super User
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
Ajera Add-on CRM Series: SF330 Proposal Log and Merge - Learning Video Duration: 45 minutes

This Learning Video is designed to provide an introduction to the main areas of the Project Command Center as well as the Customize Options available and their uses during the Project Lifecycle.
This course comes with a downloadable Activity Guide, and short quiz. You can request access to the Deltek Learning Lab to replicate the activities in the Activity Guide and maximize your learning.

Topics Include:
Identifying the main areas of the Project Command Center and their uses
Understanding the general setup and workflow for using the available Customize Options.
  • Super User
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
Ajera Series: Importing Credit Card Entries in Ajera - Learning Video

This Learning Video describes the setup, workflow and processes involved in the importing of Credit Card entries into Ajera. Topics Include: The setup involved for importing Credit Card transactions in Ajera The general workflow for importing Credit Card transactions The basic troubleshooting process for error results when importing Credit Card transactions
  • Controller
  • Super User
  • System Administrator
Deltek Ajera: Planning and Discovery - Support Material This portal contains additional support material to help you prepare for your Planning and Discovery meeting.
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • Time and Expense User
Deltek Ajera: Navigation, Help, Order Checks and Sample Data - Support Material This portal contains additional support material to help you prepare for your Ajera Implementation concerning basic navigation of the software, using Help, Ordering Checks and using Sample Sample Data.
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • Time and Expense User
Deltek Ajera: Company Preferences - Support Material This portal contains additional support material to help you with understanding and setup of Company Preferences in Ajera.
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • Time and Expense User
Deltek Ajera: Setup Types, Employees, Contacts and Vendors - Support Material This portal contains additional support material to help you with understanding and setup of Types, Employees, Contacts and Vendors in Ajera.
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • Time and Expense User
Deltek Ajera: Activities and Rate Tables - Support Material This portal contains additional support material to help you with understanding and setup of Activities and Billing Rate Tables in Ajera.
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Client Executive
  • Project Manager
  • Principal
  • Time and Expense User
Deltek Ajera: Time and Expense Entry, Payments and Receipts - Support Material

This portal contains additional support material to help you with Time and Expense Entry as well as working in the Client Receipts area of Ajera.
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • Time and Expense User
Deltek Ajera: Payroll Setup and Processing - Support Material This portal contains additional support material to help you with understanding and setup of Payroll in Ajera.
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • Time and Expense User
Deltek Ajera: Billing Process - Support Material This portal contains additional support material to help you with understanding the Billing Process in Ajera.
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • Time and Expense User
Deltek Ajera: Invoice Formats - Support Material This portal contains additional support material to help you with understanding creating headers and footers on Client Invoices in Ajera.
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • Time and Expense User
Deltek Ajera: Beginning Balances - Support Material This portal contains additional support material to help you with understanding and entering Beginning Balance information in Ajera.
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • Time and Expense User
Deltek Ajera: Security Roles - Support Material This portal contains additional support material to help you with understanding and creation of Security Roles in Ajera.
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • Time and Expense User
Deltek Ajera: Dashboards, Widgets and Report Views - Support Material

This portal contains additional support material to help you with understanding the use and creation of Widgets, Dashboards, and Standard Report Views in Ajera.
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • Time and Expense User
Deltek Ajera: Reconciliation Processes in Ajera - Support Material This portal contains additional support material to help you with the understanding of the reconciliation processes involved in Ajera.
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • Time and Expense User
Ajera Series: Importing Journal Entries in Ajera – Learning Video Duration: 11m

This Learning Video will describe the workflow and processes for importing Journal Entries into Ajera.

Topics covered include:
Settings involved in importing Journal Entries
Workflow for importing Journal Entries
Basic troubleshooting process for error results when importing Journal Entries
  • Controller
  • Super User
  • System Administrator
Ajera Series: Control Account Reconciliation for Trial Balance, Cash, Accounts Receivable and Prepayment - Learning Video Duration: 11m
This Learning Video covers the workflow and processes for Reconciling the Trial Balance and the following Control Accounts in Ajera: Cash, Accounts Receivable and Prepayments.

Topics Covered:
Reconciling the Trial Balance
Reconciling Cash Accounts
Reconciling AR
Reconciling Prepayments
  • Controller
  • Super User
Ajera Series: Control Account Reconciliation for Trial Balance, WIP, Accounts Payable and Salaries Payable - Learning Video This Learning Video covers the workflow and processes for Reconciling the Trial Balance and the following Control Accounts in Ajera: WIP, Accounts Payable and Salaries Payable.

Topics Covered:
Reconciling the Trial Balance
Reconciling WIP Accounts
Reconciling AP
Reconciling Salaries Payable
  • Controller
  • Super User
Ajera Series: Automatic Bank Feed - Learning Video

Duration: 14m


This Learning Video will walk you through the process of using the Automatic Bank Feed function available in Ajera.


Topics include:


Overview of the Automatic Bank Feed function in Ajera
Setting up the Automatic Bank Feed function in Ajera
Using the Automatic Bank Feed function in Ajera
  • Controller
  • HR Specialist
  • Super User
Ajera Series: Closing the Fiscal Year and Making Adjusting Entries - Learning Video Duration: 5m

This learning Video will walk you through the basics of closing the fiscal year in Ajera as well as how to make adjusting entries into a previously closed fiscal year through re-opening and re-closing of that year.

Topics include:

Closing the fiscal year process in Ajera
The processes involved in re-opening and re-closing a previous fiscal year in Ajera
The workflow and process involved for making adjusting entries into a previously closed fiscal year in Ajera
  • Controller
  • Super User
Ajera Series: Running the Form W-2 and Form W-3 - Learning Video Duration 13m

This Learning video covers the process and workflow for generating the Form W2 and Form W3 in Deltek Ajera.

Topics include:
Workflow and process for producing the Form W-2 in Ajera
Workflow and process for producing the Form W-3 in Ajera if needed
  • Controller
  • Super User
Ajera Series: Producing Form 1099 - NEC and Form 1099 - MISC in Ajera - Learning Video Duration 13m

This Learning video covers the preparation and printing of the Form 1099 NEC and the Form 1099 MISC in Ajera.

Topics include:
Understanding the difference between the 1099 NEC and the 1099 MISC
Comprehending the procedures involved in preparing for printing the 1099 NEC and 1099 MISC in Ajera
Becoming comfortable with the process for printing the 1099 NEC in Ajera
Becoming comfortable with the process for printing the 1099 MISC in Ajera
  • Controller
  • Super User
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.



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  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Project Manager
  • Principal
  • Time and Expense User
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
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
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
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
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
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
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
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
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
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
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
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
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
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.



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  • Super User
  • Client Executive
  • Project Manager
  • Principal
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.



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  • Super User
  • Client Executive
  • Project Manager
  • Principal
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
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
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.



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  • Super User
  • Project Manager
  • Principal
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
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
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
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
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.



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  • Super User
  • Client Executive
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.



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  • Super User
  • Client Executive
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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