Experience More Automation and Better Usability with the Latest Release of Deltek Ajera

Simpler bank reconciliation, updating project data from a dashboard and improved integrations are just a few examples of what’s new in the latest release of Deltek Ajera. These new features in Deltek Ajera, designed for small business architects and engineers, can help users manage their projects more efficiently, saving them time and money. Read more to learn about the Ajera 9.7 release and how your teams can take advantage of these features today.

Simplify Bank Reconciliation

Financial management can be manual and tedious, but Deltek Ajera continues to automate and streamline the bank reconciliation process. With automatic bank feed, users can connect Ajera to their financial institution to automatically and securely import bank transactions. These imported transactions are matched to the bank entries in Ajera and automatically marked as cleared and reconciled.

Better Manage Project Tasks from the Dashboard

With the new project task widget, project managers can view and edit project reported percent complete, estimated start and completion dates as well as project notes directly from the dashboard, saving them time and increasing efficiency. This task widget uses Deltek Ajera’s widget designer functionality to support configuration to fit a company’s needs.

Increased Flexibility with Printing Browser-Based Tasks

Employees printing timesheets, expense reports and purchase orders in Deltek Ajera’s browser-based tasks now automatically receive PDF copies of the report eliminating the need to download Click Once to print. With this release, all functionality in these tasks is supported in any browser.

Improved Integration with Vantagepoint CRM

For companies using Deltek Ajera with Deltek Vantagepoint CRM, we continue to make improvements to the integration to help users save time and increase record accuracy. Now when the project status is marked as closed in Ajera, the synced record in Vantagepoint CRM is automatically updated during the next synchronization cycle. This improvement will ensure that business developers and marketers have the latest project status available when developing proposals without any extra required steps.

Learn More and Start Using the Enhancements Today!

If you haven’t already, make plans to implement the latest enhancements so you can automate processes, have greater access to updated project details, improve marketing workflows and more. Be sure to check out the release notes for more details on these enhancements. You can also join us for Deltek ProjectCon where you can get an in-depth view of this release along with best practices from the experts and your peers. We also encourage you to stay connected through the blog and our quarterly town halls to ensure you are getting the most from your Ajera investment.