Run allocations by project
/visma-net-erp/help/project-accounting/manage-allocations-and-invoicing-rules/run-allocations-by-project
section
2026-02-19T17:09:06+01:00
# Run allocations by project
1. Go to the [Run allocations by project (PM502500)](/visma-net-erp/help/project-accounting/project-accounting-windows/run-allocations-by-project-pm502500/) window.
1. In the **Allocation rule** field, select the allocation rule you want to apply.
1. In the **Project** field, select the project you want to list.
1. Optional:
+ In the **Customer class** field, you can select a customer class. The list in the table will only include the active projects for the selected customer class.
+ In the **Customer field**, you can select a customer. The list in the table will include only the active projects for the selected customer.
+ In the **Posting date** field, you can assign a date to the allocation transactions.
+ In the **Date range restrictions** section, you can select a date range. The system will only allocate transactions from the date range you specify.
> [!NOTE]
> If you do not select **From**, the system starts with the oldest allocated transaction. If you do not select **To**, the system allocates up to the last allocated transaction.
1. You now have two options: + Select the check boxes in front of specific projects in the table, and click **Allocate**. + Click **Allocate all** if you want to allocate all of the listed projects in the table.
When the processing finishes, you will see the  for all invoices that were successfully processed.
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