---
title: "View project balances and update project tasks"
description: "Go to the Project budget (PM309000) window. In the Account group field, select the account group whose balance you want to view. In the Project field, select the project whose balance you want to view. The Project balance tab shows any existing tasks in the project’s budget. If you wan to add a project task, click and fill in the fields. If you want to delete a project task, place the cursor on the line you want to delete and click . Optional: Click View details to view the…"
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-project-budgets/view-project-balances-and-update-project-tasks/index.md
lastmod: 2026-02-23
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-project-budgets/llms.txt


# View project balances and update project tasks

Last modified February 23, 2026

> Go to the Project budget (PM309000) window. In the Account group field, select the account group whose balance you want to view. In the Project field, select the project whose balance you want to view. The Project balance tab shows any existing tasks in the project’s budget. If you wan to add a project task, click and fill in the fields. If you want to delete a project task, place the cursor on the line you want to delete and click . Optional: Click View details to view the…


1. Go to the [Project budget (PM309000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/project-budget-pm309000/index.md) window.
1. In the **Account group** field, select the account group whose balance you want to view.
1. In the **Project** field, select the project whose balance you want to view. The **Project balance** tab shows any existing tasks in the project's budget.
1. If you wan to add a project task, click ![icon-add](https://docs.vismasoftware.no/media/visma-net-erp/icon-add.png) and fill in the fields.
1. If you want to delete a project task, place the cursor on the line you want to delete and click ![icon-delete-cross](https://docs.vismasoftware.no/media/visma-net-erp/icon-delete-cross.png).
1. Optional: Click **View details** to view the details of the selected project task line. The **Project budget by period** dialog box is displayed.
1. Optional: Click **View transactions** to view the transactions associated with the selected task. The **Project transactions - overview** dialog box is displayed, where you can see the project's transactions. You can also filter transactions by **item ID**, **employee**, and **date**.

1. Click ![icon-save](https://docs.vismasoftware.no/media/visma-net-erp/icon-save.png).

<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/project-accounting/manage-project-budgets/about-project-budgets/index.md">About project budgets</a></li>
</ul><h3>Windows</h3>
<ul><li><a href="/visma-net-erp/help/project-accounting/project-accounting-windows/project-budget-pm309000/index.md">Project budget (PM309000)</a></li>
</ul>


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[View this page](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-project-budgets/view-project-balances-and-update-project-tasks/)
