--- title: "Project accounting windows" lang: en languages: en: https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/index.md lastmod: 2026-02-19 --- > Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/llms.txt # Project accounting windows Last modified February 19, 2026 --- [View this page](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/) ## In this section - [Account groups (PM201000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/account-groups-pm201000/index.md): In this window, you can define account groups, which you can use to track the budget, expenses, and revenues of projects. - [Allocation rules (PM207500)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/allocation-rules-pm207500/index.md): Your company can have such expenses as office rent or administrative expenses that are posted to the general ledger but not classified against projects and not… - [Budget details (PMGI0010)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/budget-details-pmgi0010/index.md): You use this window to view the budget details of all the projects. - [Budget summary by account group (PMPV0010)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/budget-summary-by-account-group-pmpv0010/index.md): You use this window to explore the particular amounts of project budgets provided by the Budget details (PMGI0010) generic inquiry. - [Change orders (PM3080PL)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/change-orders-pm3080pl/index.md): In this window, you can select and open the change order you want to edit in the Change orders (PM308000) window. - [Change orders (PM308000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/change-orders-pm308000/index.md): You can use this window to view and modify a change order, as well as to add or delete an existing change order. - [Change order classes (PM203000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/change-order-classes-pm203000/index.md): This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. If you are in the list… - [Commitments (PM306000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/commitments-pm306000/index.md): In this window, you can view the list of internal and external commitments associated with projects and create external commitments. - [Common tasks (PM208030)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/common-tasks-pm208030/index.md): You use this window to view and edit all the settings of a common task, as well as to add or delete a common task. - [External commitments (PM209000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/external-commitments-pm209000/index.md): In this window, you can create a new external commitment or edit or delete an existing external commitment. - [Invoicing rules (PM207000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/invoicing-rules-pm207000/index.md): You can use this window to define the rules for invoicing customers by project. - [Not yet invoiced project transactions (PM40107S)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/not-yet-invoiced-project-transactions-pm40107s/index.md): This window shows all transactions that have been allocated, but not invoiced, and are linked to the account group(s) that are set up in the invoicing rule(s). - [Pro forma invoice (PM642000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/pro-forma-invoice-pm642000/index.md): By using this report, you can view and print the selected pro forma invoice. - [Pro forma invoices (PM307000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/pro-forma-invoices-pm307000/index.md): You can use this window to view and modify pro forma invoices. - [Process pro forma invoices (PM506000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/process-pro-forma-invoices-pm506000/index.md): In this window, you can select the type of processing, specify criteria for selecting the pro forma invoices to be considered for processing, and process all of… - [Project access (PM102000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/project-access-pm102000/index.md): By using this window, you can create restriction groups for managing the visibility of projects to users, or modify existing restriction groups by adding or… - [Projects (PM301000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/projects-pm301000/index.md): In this window, you can create, view, modify, and delete projects. - [Project accounting preferences (PM101000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/project-accounting-preferences-pm101000/index.md): You use this window to set up the Projects workspace and to establish appropriate project management settings. - [Project attributes (PM202000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/project-attributes-pm202000/index.md): An attribute group is a collection of additional elements to gather and store information related to specific entity types: projects, tasks, or account groups. - [Project balance (PM40102S)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/project-balance-pm40102s/index.md): This report shows the project balances for projects you wish to see. - [Project budget (PM309000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/project-budget-pm309000/index.md): By using this window, you can do the following: - [Project list (PM40101S)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/project-list-pm40101s/index.md): You use the elements in this area to select the projects you want to view in the table. - [Project revenue and cost (PM40103S)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/project-revenue-and-cost-pm40103s/index.md): This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. - [Project tasks (PM302000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/project-tasks-pm302000/index.md): You can use this window to do the following: - [Project task list (PM40105S)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/project-task-list-pm40105s/index.md): You use the elements in this area to select the project tasks you want to view in the table. - [Project template tasks (PM208010)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/project-template-tasks-pm208010/index.md): You can use this window to create tasks for project templates. - [Project templates (PM208000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/project-templates-pm208000/index.md): In this window, you can add, view, modify, and delete project templates. - [Project transactions (PM304000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/project-transactions-pm304000/index.md): By using this window, you can view particular transactions associated with projects, review all the transaction details, and release the transaction or reverse… - [Project transactions - overview (PM401000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/project-transactions-overview-pm401000/index.md): In this window, you can view the list of transactions associated with a particular project. - [Rate lookup rules (PM205000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/rate-lookup-rules-pm205000/index.md): By using this window, you can specify the sequences in which the system will search for rates in rate tables, as well as the factors that affect rate selection… - [Rate types (PM204100)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/rate-types-pm204100/index.md): You use this window to add, view, edit, and delete the rate types that can be used in allocation rules. - [Rate tables (PM204200)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/rate-tables-pm204200/index.md): You use this window to add new blank rate tables that can be used in projects for building pricing models. - [Rate table maintenance (PM206000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/rate-table-maintenance-pm206000/index.md): You use this window to specify rates for different sequences of rate tables. - [Restriction groups by project (PM102010)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/restriction-groups-by-project-pm102010/index.md): In this window, you can view the restriction groups that contain a particular project. - [Release transactions (PM501000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/release-transactions-pm501000/index.md): By using this window, you can release transactions that are ready to be released ( Balanced ). - [Reverse non-invoiced transactions (PM505000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/reverse-non-invoiced-transactions-pm505000/index.md): By using this window, you can reverse transactions that have been allocated but not yet invoiced. - [Run allocations by project (PM502500)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/run-allocations-by-project-pm502500/index.md): By using this window, you can process all allocations in the Projects workspace or only selected ones. - [Run allocations by task (PM502000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/run-allocations-by-task-pm502000/index.md): By using this window, you can process all allocations in the Projects workspaces or only selected ones. - [Run project invoicing (PM503000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/run-project-invoicing-pm503000/index.md): You can use this window to perform invoicing for projects. - [Validate project balances (PM504000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/validate-project-balances-pm504000/index.md): For information about how to validate balances, see: Validate project balances