--- title: "Manage projects" lang: en languages: en: https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-projects/index.md lastmod: 2026-02-19 --- > Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-projects/llms.txt # Manage projects Last modified February 19, 2026 --- [View this page](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-projects/) ## In this section - [About the project life cycle](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-projects/about-the-project-life-cycle/index.md): Below, you can read about the different stages of a project, from planning to completion. - [About the calculation of task completion percentage](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-projects/about-the-calculation-of-task-completion-percentage/index.md): A project task is the smallest identifiable piece of work that is a part of the project. - [About project-specific format of invoices](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-projects/about-project-specific-format-of-invoices/index.md): For individual projects, you can configure different formats for printable pro forma invoices and sales invoices. - [About project tasks](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-projects/about-project-tasks/index.md): In Visma Net, each project can consist of one project task or multiple project task. - [About project transactions](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-projects/about-project-transactions/index.md): Project-related information from the documents processed in the system is collected by means of project transactions. - [About pro forma invoices](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-projects/about-pro-forma-invoices/index.md): Visma Net provides draft (pro forma) invoice capabilities for project invoicing. - [About templates for projects and tasks](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-projects/about-templates-for-projects-and-tasks/index.md): 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](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-projects/about-change-orders/index.md): 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… - [About account groups](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-projects/about-account-groups/index.md): An account group is an entity in Visma Net that you can define by using the Account groups (PM201000) window and map to a subset of General ledger accounts.… - [Create an account group](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-projects/create-an-account-group/index.md): Before defining account groups, identify the accounts that will be used for project-related transactions. - [Create a project template task](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-projects/create-a-project-template-task/index.md): Go to the Project templates (PM208000) window. Click . In the Template ID field, select the template you want to create a task for. In the Task ID field, enter… - [Create a project](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-projects/create-a-project/index.md): Go to the Projects (PM301000) window. If necessary, click to empty the fields and prepare the window for a new project. In the Project ID field, the system… - [Create a project task](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-projects/create-a-project-task/index.md): Note A project task automatically gets the status In planning. When the project is started, it changes to Active, and when it is finished, it changes to… - [Save a project as a template](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-projects/save-a-project-as-a-template/index.md): Go to the Projects (PM301000) window. Create a project or select the one in the Project ID field that you want to use as a template. Click the Actions button… - [Create fixed-price projects](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-projects/create-fixed-price-projects/index.md): Create a project as in Create a project. In the Invoicing settings section, set the Allocation rule to Fixed price, percent complete. Set the Invoicing rule to… - [Create project attributes](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-projects/create-project-attributes/index.md): To define new attributes, start by creating the attribute in the Attributes (CS205000) window. - [Create a common task](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-projects/create-a-common-task/index.md): Go to the Common tasks (PM208030) window. Click . In the Task ID field, enter an ID for the common task you want to create. This can be a ten-character string… - [Create a batch of project transactions](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-projects/create-a-batch-of-project-transactions/index.md): Go to the Project transactions (PM304000) window. Click . In the Workspace field, select the workspace to which the project you want to create a batch of… - [Register expenses on a project](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-projects/register-expenses-on-a-project/index.md): Go to the Expense receipts (EP301010) window. Click to open a window where you can add a new expense receipt. Fill out the following information: Expense item,… - [Release transactions](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-projects/release-transactions/index.md): Go to the Release transactions (PM501000) window. If you want to release all available transactions in the list, click Release all. If you want to release only… - [View project transactions in Project transactions - overview](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-projects/view-project-transactions-in-project-transactions-overview/index.md): Go to the Project transactions - overview (PM401000) window In the Project field, select the ID of the project of the transactions you want to view. The table…