From Opportunity to Project: Mastering the Initiation Phase in Ajera

Every successful project starts long before the first billable hour! Following our walkthrough of the complete project journey from initial pursuit to closeout, we turn our attention directly to where that success begins: the Initiation phase of the Project Lifecycle.

In architecture and engineering firms, clear visibility into upcoming pursuits and correctly configured opportunity records set the standard for accurate pipeline forecasting, reliable project setups, and sustained downstream profitability.

Join SNZweig‘s Deltek Ajera consultants, Val Higgins and Amy McLawhorn, as they explore the native business development tools and reporting capabilities within Deltek Ajera Complete. Discover how to track pursuits, manage your pipeline, and extract actionable insights to turn prospects into projects and position your firm for growth.

After attending this web event, you’ll be able to:

• Set up and manage opportunity and proposal projects in Ajera Complete
• Explore reporting tools to track opportunities, monitor your pipeline, and forecast potential work.
• Leverage business development insights to prioritize opportunities, support strategic decisions, and drive future growth.

Who should attend: Project Managers, Principals, Controllers, Finance and Accounting Teams, and Deltek Administrators.