Ajera Training Packages

Optimize your WIP management with Deltek Ajera. For firms struggling to understand, manage, or report WIP properly, this course is essential. Learn the benefits of tracking WIP, the pros and cons of reporting WIP on financials, and how to manage WIP effectively during billing. This training helps you distinguish between good and bad WIP, enhancing financial accuracy.

Streamline payroll operations with Ajera Deltek. Processing payroll using Ajera can be challenging for firms who may not have received the initial training during implementation or for someone who simply needs a refresher. This course is designed to support your accounting staff so they can learn the proper technique of processing payroll in Ajera.

Maximize your business opportunities with Ajera Deltek. Is your team ready to start tracking opportunities in Ajera? With Business Development, your company can begin tracking wins and losses as well understand the cost associated with pursuits. This training will help teach your team the fundamentals of the Business Development tool in Ajera so you can begin tracking trends and focusing your marketing efforts in the right place.

Optimize billing processes with Deltek Ajera. Are you ready to uncover the mysteries behind the various options within the client invoices section of Ajera? Many firms struggle with understanding the differences between nonbillable and write-off, when to use the clear WIP function versus allowing the WIP to clear during the final invoice process. For others, defer and hold status types can sometimes be used incorrectly, causing WIP to go into the abyss. In this training class, we will review the best practices of billing and boost your confidence in your use of the system.

Achieve efficiency with Ajera setup and workflows. If your team finds it difficult to interpret Ajera financial or project reports, it may be time to have an Ajera trained expert review your set-up and workflows to ensure your team is using best practices.  This session includes a system audit and discussion to review areas of concern as well as help address any questions you may still have about reporting in Ajera.

Role-Based Training in Ajera Deltek. Whatever the role, we can help train your staff. From accountants to project managers, from principals to end-users - we have the skills to train all roles within your firm. These training sessions will be customized to your firm based on your needs and may include any of the following: Preferences & GL Mapping, Activities, Rate Tables, Project Set-Up, Timesheet & Expense Reports, Accounts Payable, Accounts Receivable, Invoice Formats, Payroll Processing, Month End Process, Year-End Process, Multi-Company, Widgets & Inquiries, and more. Pick one or pick several!

Empower your project managers with Ajera. Is your team looking to have project managers be more involved with reviewing and tracking project budgets, schedules, and more? Whether your project managers need a basic overview of the tools available in the system or if they need more in-depth training, we can help.

Optimize your setup with Ajera. For firms looking to add another entity to their Ajera database, it's important to first understand the options. This session uncovers the benefits of using either a multi-company environment or a single company environment utilizing multiple databases. For an additional cost, set-up and workflow training of the additional entity is also available.

Secure your operations with Ajera Deltek. To make sure your employees only have access to what they need, it's imperative your administrators understand the many options available to them within Ajera's security settings. In this course, a consultant will review your security roles and dashboard security settings, teaching your team along the way about best practices for using security roles in Ajera.

Maximize reporting with Deltek Ajera’s Widgets and Inquiries. Are you looking for more reporting options within Ajera that are tailored and customized to your needs? Our team can walk through the fundamentals of using dashboards, widgets, and inquiries in Ajera to maximize visibility to projects, financials, utilization and more. 

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