Manage projects
Section Content
About the project life cycle
Below, you can read about the different stages of a project, from planning to completion.
About the calculation of task completion percentage
A project task is the smallest identifiable piece of work that is a part of the project.
About project-specific format of invoices
For individual projects, you can configure different formats for printable pro forma invoices and sales invoices.
About project tasks
In Visma Net, each project can consist of one project task or multiple project task.
About project transactions
Project-related information from the documents processed in the system is collected by means of project transactions.
About pro forma invoices
Visma Net provides draft (pro forma) invoice capabilities for project invoicing.
About templates for projects and tasks
In Visma Net, you can create project templates from scratch by adding every detail that you think will be required for a typical project of specific type.
About change orders
You can use the change order functionality to control changes to a project’s budgeted and committed values and control the profitability of every change initiated by a customer.
About account groups
Create an account group
Before defining account groups, identify the accounts that will be used for project-related transactions.
Create a project template task
Create a project
Create a project task
Save a project as a template
Create fixed-price projects
Create project attributes
To define new attributes, start by creating the attribute in the Attributes (CS205000) window.