View project balances and update project tasks
/visma-net-erp/help/project-accounting/manage-project-budgets/view-project-balances-and-update-project-tasks
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2026-02-19T17:09:06+01:00
# View project balances and update project tasks
1. Go to the [Project budget (PM309000)](/visma-net-erp/help/project-accounting/project-accounting-windows/project-budget-pm309000/) 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  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 .
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 .
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Windows