Project accounting windows

Project accounting windows /visma-net-erp/help/project-accounting/project-accounting-windows section 2026-02-19T17:09:06+01:00 # Project accounting windows Account groups (PM201000) /visma-net-erp/help/project-accounting/project-accounting-windows/account-groups-pm201000 page In this window, you can define account groups, which you can use to track the budget, expenses, and revenues of projects. 2026-02-19T17:09:06+01:00 # Account groups (PM201000) In this window, you can define account groups, which you can use to track the budget, expenses, and revenues of projects. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. In this window, you can define account groups, which you can use to track the budget, expenses, and revenues of projects. An account group of a particular type is mapped to specific general ledger accounts of only certain types or an account group of the **Asset** or **Liability** type may include only asset and liability accounts and an account group of the **Income** or **Expense** type may include only income and expense accounts. You can also use this window to define account groups of the **Off-balance** type, which give you the ability to track statistical information for projects. For more information, see: [About account groups](/visma-net-erp/help/project-accounting/manage-projects/about-account-groups/). ## Search line in list window If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view. There are two types of search fields: + White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or **%** and get different results: + space: the result contains the words in any order, + **%**: the result contains the words in the specific order, and the **%** functions as a wildcard as well. + Grey: you can click this to open the column filter pop-up window where you can filter the results for this column. ## The top part You use the elements in this area to add a new account group or to view the details of an existing group.

Element	Description
Account group ID	The unique (and automatically assigned) identifier of the account group.
Type	The type of the account group. You can select one of the following options: Asset The account group may include asset and liability accounts. Liability The account group may include liability and asset accounts. Income The account group may include income and expense accounts. Expense The account group may include expense and income accounts. Off-balance The account group is used to track statistical information.
Description	The description of the account group.
Active	A check box that indicates (if selected) that the account group is used in projects. If the check box is cleared, the account group is not available for selection in any project windows.

## The Accounts tab On this tab, you create a list of General ledger accounts to associate with the account group, unless the group is **Off-balance**.

Column	Description
Account	A General ledger account can only be associated with only one account group.
Type	Asset, Liability, Income, or Expense.
Account class	The account class to which the account is assigned.
Description	A description of the account. These descriptions are created in the Chart of accounts (GL202500) window.
Currency	The currency of the account.
Default	A check box that indicates (if selected) that the account is the default account for the account group.

## The Project attributes tab On this tab, it is only possible to add attributes that are defined with the account group type in the [Project attributes (PM202000)](/visma-net-erp/help/project-accounting/project-accounting-windows/project-attributes-pm202000/) window.

Column	Description
Attribute	The attribute name.
Required	A check box that indicates (if selected) that this attribute is mandatory.
Value	The value of the attribute for this account group.

Concepts

About account groups

Tasks

Create an account group

Allocation rules (PM207500) /visma-net-erp/help/project-accounting/project-accounting-windows/allocation-rules-pm207500 section 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 presented in the project budget. 2026-02-19T17:09:06+01:00 # Allocation rules (PM207500) 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 presented in the project budget. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. For a more accurate estimation of the project profitability, you can capture such expenses as the project overhead by **allocating** the project. To calculate the overhead for projects, you create an allocation rule. Using this allocation rule, the system creates allocation transactions based on the project transactions posted to a particular account group or specific groups. These allocation transactions post the calculated overhead amount to the specified account group. ## Search line in list window If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view. There are two types of search fields: + White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or **%** and get different results: + space: the result contains the words in any order, + **%**: the result contains the words in the specific order, and the **%** functions as a wildcard as well. + Grey: you can click this to open the column filter pop-up window where you can filter the results for this column. ## The top part By using the elements in this area, you can specify the settings for a new rule or select an existing rule to view or modify its details.

Element	Description
Allocation rule	The unique identifier of the rule.
Description	The description of the allocation rule.

## The left pane In the left pane, you define the sequence of steps for the selected allocation rule. You then define the actual calculation rules and allocation settings for each step by using the tabs in the right pane.

Element	Description
Step ID	The identifier of the step in the allocation rule.
Description	The description of the step.

## The Calculation rules tab For a step selected in the left pane, you can specify which transactions to use as the base for allocation and how to generate the resulting transactions.

Column	Description
Allocation method	The method to be used for allocation. Select one of the following options: Allocate transactions The system calculates the amount to allocate by using the underlying transactions and their amounts. You use this option to implement a time and materials or cost-plus-project scenario in which the project total is calculated as a percentage of its costs. Allocate budget The system calculates the amount to allocate as a percentage of the task budget (other amounts are ignored and not used in calculations). You use this option to implement a fixed-price project scenario in which the project total is predefined by a budget.
Create allocation transaction	If you select this check box, the system will create the allocation transactions resulting from this step. If you do not select this check box, the resulting transactions will be placed on a clipboard until used by another allocation step.

Allocation method

The method to be used for allocation. Select one of the following options:

Allocate transactions: The system calculates the amount to allocate by using the underlying transactions and their amounts. You use this option to implement a time and materials or cost-plus-project scenario in which the project total is calculated as a percentage of its costs.
Allocate budget: The system calculates the amount to allocate as a percentage of the task budget (other amounts are ignored and not used in calculations). You use this option to implement a fixed-price project scenario in which the project total is predefined by a budget.

Create allocation transaction

If you select this check box, the system will create the allocation transactions resulting from this step.

If you do not select this check box, the resulting transactions will be placed on a clipboard until used by another allocation step.

### The Selection criteria section

Element	Description
Select transactions	The way the system should select the transactions to be used as the basis for generating allocation transactions in this step. Select one of the following options: Not allocated transactions The step will be applied to original project-related transactions that were not allocated. If you select this option, the fields Account group from and Account group to become available. From previous allocation steps The step will be applied to the transactions generated for previous steps and placed on the clipboard. If you select this option, the fields Range start and Range end become available.
Account group From	The account group that starts the range of account groups whose transactions are involved in this allocation step. (The account groups are ordered alphabetically.) This field is only available if the From previous allocation steps option in the Transaction options section is selected.
Range start	The starting step that opens the range of previous steps,so that their allocation transactions can be used by the current step. This field is only available if, under the Select transactions, you have selected the option From previous allocation steps.
Account group To	The account group that ends the range of account groups involved in this allocation step. (The groups are ordered alphabetically.) This field is only available if, under the Select transactions, you have selected the option From previous allocation steps.
Range end	The step to end the range of previous steps whose allocation transactions will be used by the current step. This field is only available if, under the Select transactions, you have selected the option From previous allocation steps.

### Rate settings section

Element	Description
Rate type	The rate type to be used for this step of the allocation rule.
If @Rate is not defined	The default action you want the system to perform if the value for the @Rate has not been defined after execution of the step. Select one of the following options: Set @Rate to 1 To set the @Rate to 1. Set @Rate to 0 To set the @Rate to 0. Raise error To show the error message and stop processing. Do not allocate To skip the generation of the allocation transactions.

Rate type

The rate type to be used for this step of the allocation rule.

If @Rate is not defined

The default action you want the system to perform if the value for the @Rate has not been defined after execution of the step.

Select one of the following options:

Set @Rate to 1: To set the @Rate to 1.
Set @Rate to 0: To set the @Rate to 0.
Raise error: To show the error message and stop processing.
Do not allocate: To skip the generation of the allocation transactions.

### The Calculation settings section

Element	Description
Quantity formula	The formula you want to use to calculate the quantity for allocation transactions. Click to open the window. You can also use other transaction parameters to calculate the quantity. The resulting value is normally used to track task or project completion or the total quantity for the task or project.
Formula invoiceable qty.	The formula for calculating the invoiceable quantity for allocation transactions. Click to open the window. You can also use any other transaction parameters to calculate the invoiceable quantity. Generally, you use this field to define the quantity for which you will charge the customer during invoicing.
Amount formula	The formula for calculating the amount of allocation transactions. Click to open the window. You can also use any other transaction parameters to calculate the amount. The resulting value is normally used to track task or project completion or the amount for the task or project.
Description formula	The formula you can use to generate the descriptions for allocation transactions. Click to open the window. If you use this step of the allocation rule to accumulate invoiceable amounts, the text the formula generates will be displayed on the invoice.

## The Allocation settings tab On this tab, for the step selected in the left pane, you can specify how to allocate the project amounts to specific accounts and account groups. ### The Transaction options section

Element	Description
Post transaction to General ledger	If you select this check box,the allocation transactions will be posted to the general ledger. If you do not select this check box, the transactions are not posted to the general ledger. Instead, they are only used to track analytical or statistical information for projects, and you can only specify account groups (not accounts) in the Debit transaction and Credit transaction sections.
Reverse allocation	Indicates when the allocation transactions should be reversed. Select one of the following options: On invoice release The allocation transaction is reversed immediately after the release of the invoice generated on the basis of this allocation transaction. On project invoicing The allocation transaction is reversed immediately after the invoice is generated on the basis of this allocation transaction. Never The allocation transaction is never reversed.
Date source	Indicates how the date for the allocation transactions is defined. The following options are available: Original transaction Take the date from the original transaction. Allocation date Use the date of the allocation.
Create transaction with zero qty.	If you select this check box,the system will create the allocation transaction, even if it has a quantity of zero. As a result, such transactions will be available in the invoice after you run invoicing. If you do not select this check box, the system will not create transactions with zero quantities.
Create transaction with zero amount	If you select this check box,the system will create the allocation transaction, even if it has an amount of zero. As a result, such transactions will be available in the invoice after you run invoicing. If you do not select this check box, the system will not create transactions with zero amounts.
Create non-invoiceable transaction	If you select this check box,the system will create the allocation transaction, even if it is not invoiceable. As a result, such transactions will be available in the invoice after you run invoicing. If you do not select this check box, the system will not create transactions that are not invoiceable.
Can be used as source in another allocation	When this is selected, you can use it as a source in another allocation.

### The Debit transaction section

Element	Description
Project	Two fields that you can use to select the project for the allocation’s debit transactions. In the left field, choose one of the following options: Use source Use the project specified in the original transaction. Replace Enables the field on the right, where you can click to specify the project for the allocation’s debit transactions.
Task	Two fields that you can use to select the task for the allocation’s debit transactions. In the left field, choose one of the following options: Use source Use the task specified in the original transaction. Replace Enables the field on the right, where you can click to specify the task for the allocation’s debit transactions.
Account group	When the Post transaction to general ledger check box is selected for the current allocation step, you see two fields. If not, you see one. In the left field, choose one of the following options: Use source Use the account group specified in the original transaction. Replace Enables the field on the right, where you can click to specify the account group for the allocation’s debit transactions. In the right field, you can (if the above mentioned check box is selected) select the account group for the allocation’s debit transactions.
Account origin	Two fields that you can use to select the account for the allocation’s debit transactions. These fields are available only if you have selected the Post transaction to general ledger check box for the current allocation step. In the left field, choose one of the following options: Use source Use the account group specified in the original transaction. Replace Enables the field on the right, where you can click to specify the account group for the allocation transaction. In the field to the right, you can only select an account that is included in an account group. Credit source To have the system generate an allocation transaction that debits the credit account of the underlying (source) transaction.
Subaccount	Two fields that you can use to select the subaccount for the allocation’s debit transactions. Note These fields are only available if the Post the transaction to the general ledger check box is selected for the current allocation step. Use the left field to specify the subaccount mask to be used to generate subaccounts for this step. To specify the mask, for each segment, select the source of segment values, which can be one of the following options: A The subaccount that is associated with the current allocation step and specified in the right field. P The default subaccount of the project. S The subaccount from the source transaction. T The default subaccount of the project task.

### The Credit transaction section

Element	Description
Project	Two fields that you can use to select the project for the allocation’s credit transactions. In the left field, choose one of the following options: Use source Use the project specified in the original transaction. Replace Enables the field on the right, where you can select the project for the allocation’s credit transactions.
Task	Two fields that you can use to select the task for the allocation’s credit transactions. In the left field, choose one of the following options: Use source Use the task specified in the original transaction. Replace Enables the field on the right, where you can click to specify the task for the allocation’s credit transactions.
Account group	Two fields that you can use to select the account group for the allocation’s credit transactions. These fields are only available if the Post transaction to general ledger check box is selected for the current allocation step. In the left field, choose one of the following options: Use source Use the account group specified in the original transaction. Replace Enables the field on the right, where you can click to specify the account group for the allocation’s credit transactions. Replace Do not use an account group. In the right field, you can (if the above mentioned check box is selected) select the account group for the allocation’s credit transactions.
Account origin	Two fields that you can use to select the account for the allocation’s debit transactions. These fields are available only if you have selected the Post transaction to general ledger check box for the current allocation step. In the left field, choose one of the following options: Use source Use the account group specified in the original transaction. Replace Enables the field on the right, where you can click to specify the account group for the allocation transaction. In the field to the right, you can only select an account that is included in an account group. Credit source To have the system generate an allocation transaction that debits the credit account of the underlying (source) transaction.
Subaccount	Two fields that you can use to select the subaccount to be used for the allocation’s credit transactions. These fields are available only if the Post transaction to General ledger check box is selected for the current allocation step. Use the left field to specify the subaccount mask to be used to generate subaccounts for this step. To specify the mask, for each segment, select the source of segment values, which can be one of the following options: A The subaccount that is associated with the current allocation step and specified in the right text field P The default subaccount of the project S The subaccount from the source transaction T The default subaccount of the project task Use the right field to select the subaccount if the A option is selected at least for one segment.

### The Aggregate transactions section

Element	Description
The Aggregate transactions section	A set of check boxes that control how the system breaks the underlying transactions into groups when it generates the corresponding project transactions. You can also group transactions by using multiple criteria. For instance: If you apply grouping by employee and by item, Visma Net first breaks the underlying transactions by employee and then combines the transactions within the groups by stock items. The amount of each resulting transaction will be a sum of all transaction amounts in each subgroup. By date Groups the underlying transactions by date By employee Combines the underlying transactions by employee By supplier Combines the underlying transactions by supplier or customer By item Combines the underlying transactions by stock item.

The Aggregate transactions section

A set of check boxes that control how the system breaks the underlying transactions into groups when it generates the corresponding project transactions.

You can also group transactions by using multiple criteria.

For instance: If you apply grouping by employee and by item, Visma Net first breaks the underlying transactions by employee and then combines the transactions within the groups by stock items. The amount of each resulting transaction will be a sum of all transaction amounts in each subgroup.

By date: Groups the underlying transactions by date
By employee: Combines the underlying transactions by employee
By supplier: Combines the underlying transactions by supplier or customer
By item: Combines the underlying transactions by stock item.

Concepts

About allocating transactions

Tasks

Set allocation rules

Budget details (PMGI0010) /visma-net-erp/help/project-accounting/project-accounting-windows/budget-details-pmgi0010 page You use this window to view the budget details of all the projects. 2026-02-19T17:09:06+01:00 # Budget details (PMGI0010) You use this window to view the budget details of all the projects. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## The table The table shown on each filter tab contains the list of projects that match the criteria of the selected filter tab. The table on each tab has the following columns.

Element	Description
Project ID	The unique ID for the project. You can click the link to navigate to the Projects (PM301000) window and view the details of the selected project.
Description	The description of the project.
Task ID	The identifier of the task.
Item ID	The item that is used in the revenue or cost budget line.
Account Group	The account group of the revenue or cost budget line.
Type	The type of the budget line, which has one of the following values: Asset, Expense, Liability, Income, or Off-balance.
Description	The description of the revenue or cost budget line.
Budgeted quantity	The budgeted quantity of the revenue or cost budget line.
UoM	The unit of measure of the revenue or cost budget line.
Unit rate	The price of the specified unit.
Budgeted amount	The original budgeted amount of the revenue or cost budget line.
Revised quantity	The revised quantity if the budget quantity has been revised for the project after the initial budgeting. By default, this quantity is equal to the Budgeted quantity value specified for the line.
Revised amount	The revised amount if the budget amount has been revised for the project after the initial budgeting. By default, this quantity is equal to the Budgeted quantity value specified for the line.
Actual quantity	The total quantity of the released project transactions that correspond to the budget line with the complex key of project, project task, account group, item ID, and cost code (if applicable).
Actual amount	The total amount of the released project transactions that correspond to the budget line with the complex key of project, project task, account group, item ID, and cost code (if applicable).
Committed amount	The total amount of the commitments that are associated with the project, project task, and account group.
Committed open amount	The total open amount of the commitments that are associated with the project, project task, account group, item ID, and cost code (if applicable).
Committed invoiced amount	The total invoiced amount of the commitments that are associated with the project, project task, account group, item ID, and cost code (if applicable).

## The Table filter tabs Each of the default filter tabs listed below has a table whose records may be filtered by certain criteria.

Element	Description
All records tab	This tab lists all the existing project budget lines of any balance type ( Asset, Expense, Liability, Income, or Off-balance ).
Expenses tab	This tab lists all the existing project budget lines of the Expense type.
Income tab	This tab lists all the existing project budget lines of the Income type.

Concepts

About project budgets

Budget summary by account group (PMPV0010) /visma-net-erp/help/project-accounting/project-accounting-windows/budget-summary-by-account-group-pmpv0010 page You use this window to explore the particular amounts of project budgets provided by the Budget details (PMGI0010) generic inquiry. 2026-02-19T17:09:06+01:00 # Budget summary by account group (PMPV0010) You use this window to explore the particular amounts of project budgets provided by the Budget details (PMGI0010) generic inquiry. For more information: [Budget details (PMGI0010)](/visma-net-erp/help/project-accounting/project-accounting-windows/budget-details-pmgi0010/). This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. You use this window to explore the particular amounts of project budgets provided by the [Budget details (PMGI0010)](/visma-net-erp/help/project-accounting/project-accounting-windows/budget-details-pmgi0010/) generic inquiry. To see the elements that you can add to or delete from your pivot table, click **Customise** at the top of the working area. The system navigates to the [Pivot tables (SM208010)](/visma-net-erp/help/customisation/customisation-windows/pivot-tables-sm208010/) window, where you can edit this specific pivot table or other pivot tables, if needed. ## The table The table displays the summarised data from the [Budget details (PMGI0010)](/visma-net-erp/help/project-accounting/project-accounting-windows/budget-details-pmgi0010/) generic inquiry window. Please note that the language of the table columns is the language of the company template. Also, the content of the table depends on the customisation you have done.

Column	Description
Project ID	The unique identifier for the project.

Column	Description
Type	The type of the budget line, which has one of the following values: Asset, Expense, Liability, Income, or Off-balance.

Concepts

About project budgets

Change orders (PM3080PL) /visma-net-erp/help/project-accounting/project-accounting-windows/change-orders-pm3080pl page In this window, you can select and open the change order you want to edit in the Change orders (PM308000) window. 2026-02-19T17:09:06+01:00 # Change orders (PM3080PL) In this window, you can select and open the change order you want to edit in the Change orders (PM308000) window. For more information: [Change orders (PM308000)](/visma-net-erp/help/project-accounting/project-accounting-windows/change-orders-pm308000/). This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## The table columns The first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view. There are two types of search fields: + White: here you can type a specific search term to display results in this column containing this exact value. + Grey: you can click this to open the column filter pop-up window where you can filter the results for this column.

Element	Description
Ref. no.	The reference number of the change order, which the system automatically assigns.
Status	The status of the document, which can be one of the following: On hold The user can edit or delete the change order with only this status but cannot release it. Pending approval The order is pending approval. Open The system assigns this status to the change order if the employee who was assigned to approve the change order has approved it. If no approval is configured for change orders, the system assigns this status to the change order immediately after a user clears the Hold check box. The user can release the change order or save it with the On hold status for further editing. Closed The change order has been released and cannot be edited. Rejected The change order has been rejected and cannot be edited.
Class ID	The change order class of the order.
Customer name	The name of the customer on the change order.
Customer no.	The number of the customer on the change order.
Project ID	The ID of the project connected with the change order.
Description	The description of the project.
Revenue change no.	The number of the change order that affect the project revenue within the project, which the system uses for printing. The revenue change number is an integer that the system assigns sequentially, starting from 1 and then 2, 3, and so on. The last assigned number for the change orders of the project is shown in the Last revenue change no. field in the Project properties section of the Summary tab of this window.
Description	The description provided for the change order.
Change date	The date on which the changes made with the change order should be recorded in the project balances.
Approval date	The date that is communicated to the customer as the approval date of the agreed-upon changes.
Project no	The number of the project associated with the change order. If the change order has at least one line on the Revenue budget, Cost budget, or Commitments tab, you cannot change the project for the change order.
Revenue budget change total	The total amount of the changes of the change order to the revenue budget of the project.
Gross margin	The difference between the Revenue budget change total and the Cost budget change total values.
Created on	The creation date of the change order.
Display name	The display name of the change order.
Last modified	The date when the change order has been last modified.
Selected	The check box you select to select the order for processing.

Change orders (PM308000) /visma-net-erp/help/project-accounting/project-accounting-windows/change-orders-pm308000 page You can use this window to view and modify a change order, as well as to add or delete an existing change order. 2026-02-19T17:09:06+01:00 # Change orders (PM308000) You can use this window to view and modify a change order, as well as to add or delete an existing change order. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Search line in list window If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view. There are two types of search fields: + White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or **%** and get different results: + space: the result contains the words in any order, + **%**: the result contains the words in the specific order, and the **%** functions as a wildcard as well. + Grey: you can click this to open the column filter pop-up window where you can filter the results for this column. ## The window toolbar

Element	Description
Release	Releases the change order.
Actions	Provides the following menu commands: Email change order Sends the selected change order as an email. Reverse Invokes the creation of a new change order with lines that reverse the impact of the currently selected change order. This action is available if the currently selected change order is released.
Reports	Provides the Print change order menu command, which you click to navigate to the Change order (PM643000) report.

Release

Releases the change order.

Actions

Provides the following menu commands:

Email change order: Sends the selected change order as an email.
Reverse: Invokes the creation of a new change order with lines that reverse the impact of the currently selected change order.

This action is available if the currently selected change order is released.

Reports

Provides the Print change order menu command, which you click to navigate to the Change order (PM643000) report.

## The top part You can use the elements in this area to add a new change order or to select an existing change order and view its details.

Field	Description
Ref. no	The reference number of the change order, which the system automatically assigns.
Status	The status of the document, which can be one of the following: On hold You can edit or delete the change order with only this status but cannot release it. Open The system assigns this status to the change order if the employee who was assigned to approve the change order has approved it. If no approval is configured for change orders, the system assigns this status to the change order immediately after a user clears the Hold check box. The user can release the change order or save it with the On Hold status for further editing. Closed The change order has been released and cannot be edited. Rejected The system assigns this status to the change order if the employee who was assigned to approve the change order has rejected it. The change order can be saved with the On hold status for further editing. Pending approval The change order has been taken off hold (that is, this status was assigned when the Hold check box was cleared for the change order). If Approval is activated, a change order with this status is visible to the employee who has been assigned to approve it. If the change order is approved, it is assigned the Open status; if the change order is rejected, its status changes to Rejected.The change order can be also saved with the On hold status for further editing.
Hold	A check box that indicates (if selected) that the change order is a draft and thus has the On hold status.
Change date	The date on which the changes made on the change order should be recorded in the project balances.
Approval date	The date that has been communicated to the customer as the approval date of the agreed-upon changes.
Contract time change, days	A positive or negative number of days that represents the delay of the contract and is used in reports.
Description	The description provided for the change order.
Class	The class of the change order, which is defined in the Change order classes (PM203000) window and provides default settings for the change order. If a change order class has been selected in the Default change order class field on General settings tab of the Project accounting preferences (PM101000) window that class is inserted into this field by default when you create a new change order, but you can select another class.
Project	The project associated with the change order. If the change order has at least one line on the Revenue budget, Cost budget, or Commitments tab, you cannot change the project for the change order.
Customer	The customer associated with the project.
External reference no	The external reference number of the change order.
Revenue change no.	The number of the change order that can affect the revenue within the project. That is, the change order class has the Revenue budget check box selected on the Details tab of the Change order classes (PM203000) window. You can manually change the Revenue change no. (duplicate numbers within the project are not allowed, however). If you change this number for the change order, you should respectively change the last revenue change no. of the project in the Project properties section of the Summary tab of the Projects (PM301000) window so that the system continues to assign these numbers correctly. For the changes orders that cannot affect the project revenue and the reversing change orders, this number is read-only and equal to N/A.
Revenue budget change total	The total amount of the changes of the change order to the revenue budget of the project, which is the total of the Amount column on the Revenue budget tab of the Change orders (PM308000) window.
Commitments change total	The total amount of the changes of the change order to the commitments of the project, which is the total of the Amount in base currency column on the Commitments tab of the Change orders (PM308000) window.
Cost budget change total	The total amount of the changes of the change order to the cost budget of the project, which is the total of the Amount column on the Cost budget tab of the Change orders (PM308000) window.
Gross margin amount	The difference between the revenue budget change total and the cost budget change total values.
Gross margin %	The system calculates this percentage by using the following formula: (Revenue budget change total – Cost budget change total ) / Revenue budget change total * 100.

## The Cost budget tab This tab lists all the changes that affect the cost budget of the project. Each line can modify an existing line of the cost budget or add a new one. ### The table toolbar ### The table columns

Element	Description
Project task	A task of the project. If you add a new line and the project has the default project task, this task is automatically populated in the column.
Item ID	The identifier of the item associated with the cost budget line of the project. This column is shown if Task and item is selected as the Revenue budget level of the project on the Summary tab of the Projects (PM301000) window.
Cost code	The cost code associated with the cost budget line of the project. This column is shown if the Cost codes functionality is enabled in the Enable/disable functionalities (CS100000) window and Task and cost code is selected as the Cost budget level of the project on the Summary tab of the Projects (PM301000) window.
Account group	The income account group associated with the cost budget line of the project.
Description	The description of the cost budget line that is associated with the project, project task, account group, and cost code or item.
Quantity	The quantity of the change order line.
UoM	The unit of measure of the cost budget line. This column is read-only for existing cost budget lines.
Unit rate	The price of the specified unit of the cost budget line. This column is read-only for existing cost budget lines.
Amount	The amount of the change order line in the base currency.
Original budgeted quantity	The original budgeted quantity of the cost budget line that is associated with the same project, project task, account group, and cost code or item. This column is read-only.
Original budgeted amount	The original budgeted amount of the cost budget line that is associated with the same project, project task, account group, and cost code or item. The amount is displayed in the base currency. This column is read-only.
Previously approved CO quantity	The total quantity of the released change orders that were created before the current one and that are associated with the same project, project task, account group, and cost code or item. This column is read-only.
Previously approved CO amount	The total amount of the released change orders that were created before the current one and that are associated with the same project, project task, account group, and cost code or item. The amount is displayed in the base currency. This column is read-only.
Revised budgeted quantity	The sum of the Original budgeted quantity and Quantity values. This column is read-only.
Revised budgeted amount	The sum of the Original budgeted amount and Amount values. The amount is displayed in the base currency. This column is read-only.
Revised committed quantity	The total revised quantity of the commitments that are associated with the project, project task, account group, and cost code or item. This column is read-only and is shown only if the Internal cost commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
Revised committed amount	The total revised amount of the commitments that are associated with the project, project task, account group, and cost code or item. The amount is displayed in the base currency. This column is read-only and is shown only if the Internal cost commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
Committed received quantity	The total received quantity of the commitments that are associated with the project, project task, and account group. This column is read-only and is shown only if the Internal cost commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
Committed invoiced amount	The total invoiced quantity of the commitments that are associated with the project, project task, and account group. This column is read-only and is shown only if the Internal cost commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
Committed open quantity	The total open quantity of the commitments that are associated with the project, project task, and account group. This column is read-only and is shown only if the Internal cost commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
Committed invoiced amount	The total invoiced quantity of the commitments that are associated with the project, project task, and account group. This column is read-only and is shown only if the Internal cost commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
Committed CO quantity	The total quantity of the commitment lines of released change orders that were created before the current one and that are associated with the same project, project task, account group, and cost code or item. This column is read-only and is shown only if the Internal cost commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
Committed CO amount	This column is read-only and is shown only if the Internal cost commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
Actual quantity	The total amount of the commitment lines of released change orders that were created before the current one and that are associated with the same project, project task, account group, and cost code or item. The amount is displayed in the base currency. The total quantity of the lines of the released customer invoices that refer to the cost budget line with the same project, project task, account group, and cost code or item. This column is read-only.
Actual amount	The total amount of the lines of the released customer invoices that refer to the cost budget line with the same project, project task, account group, and cost code or item. The amount is displayed in the base currency. This column is read-only.
Other draft CO amount	The total amount of the lines of the unreleased change orders (except for the current one) that refer to the cost budget line with the same project, project task, account group, and cost code or item. The amount is displayed in the base currency. This column is read-only.

### The Select budget lines dialog box This dialog box, which opens when you click **Select budget lines** on the table toolbar, shows the list of cost budget lines of the project. In this dialog box, you can select specific cost budget lines or all the lines and add them to the change order.

Element	Description
Included	An unlabelled check box that you select to upload this cost budget line to the change order if you then click Add lines or Add lines and close.
Add lines	Uploads the selected cost budget lines to the change order. The dialog box remains open.
Add lines and close	Uploads the selected cost budget lines to the change order and closes the dialog box.
Cancel	Cancels your selections and closes the dialog box.

## The Commitments tab This tab lists all the changes that affect the commitments of the project. On each line you can modify an existing commitment or add a new one. ### The table toolbar

Select commitments

Opens the Select commitments dialog box, which shows the list of purchase order lines associated with the corresponding project that you can add to the change order.

### The table columns

Element	Description
Status	The status of the commitment line of the change order, which can be one of the following: Update The line updates an existing purchase order line associated with the project and project task. New line The line adds a new purchase order line associated with the project and project task to the selected purchase order. New document The line adds a new purchase order line associated with the project and project task to a new purchase order. This column is read-only for an existing commitment.
Project task	A task of the project. If you add a new line and the project has the default project task, this task is automatically populated in the column. This column is read-only for an existing commitment.
Item ID	The identifier of the item associated with the commitment. This column is read-only for an existing commitment.
Cost code	The cost code associated with the revenue budget line of the project. This column is shown if the Cost codes functionality is enabled in the Enable/disable functionalities (CS100000) window.
Description	The description of the commitment that is associated with the project, project task, account group, and cost code or item.
Quantity	The quantity of the commitment.
Description	The description provided for the change order.
UoM	The unit of measure of the commitment. This column is read-only for an existing commitment.
Unit cost	The price of the specified unit of the commitment in the currency of the purchase order. This column is read-only for an existing commitment.
Amount	The amount of the commitment in the currency of the purchase order.
Account	The expense account associated with the commitment. This column is read-only for an existing commitment.
Supplier	The supplier associated with the commitment. This column is read-only if the supplier is selected for the commitment line.
Purchase order no.	The reference number of the purchase order. In this column, you can select any normal purchase order with the On hold, Pending printing, Pending email, or Open status that has at least one non-cancelled or non-completed line. If a supplier is selected for the line, you can select a purchase order associated with only the selected supplier.
Order date	The date of the commitment. For an existing commitment, this is the date of the purchase order associated with the commitment. For a commitment line with the New document status, this column is empty by default. This column is read-only.
Currency	The currency of the purchase order associated with the commitment. For a commitment line with the New document status, this is the default currency. This column is read-only for an existing commitment.
Purchase order line no.	The number of the purchase order line associated with the commitment. For a commitment line with the New line or New document status, this column is empty by default.
Draft invoices amount	The total amount of the lines of pro forma invoices that refer to the revenue budget line with the same project, project task, account group, and cost code or item and for which the corresponding customer invoices have not been released yet. This column is read-only.
Line description	The description of the purchase order line associated with the commitment. This column is read-only. For a commitment line with the New line or New document status, this column is empty.
Order qty.	The original quantity of the purchase order line associated with the commitment. This column is read-only. For a commitment line with the New line or New document status, this column is empty.
Line amount	The original amount of the purchase order line associated with the commitment. The amount is displayed in the currency of the purchase order. This column is read-only. For a commitment line with the New line or New document status, this column is empty.
Open qty.	The open quantity of the purchase order line associated with the commitment. This column is read-only. For a commitment line with the New line or New document status, this column is empty.
Open amount	The open amount of the purchase order line associated with the commitment. The amount is displayed in the currency of the purchase order. This column is read-only. For a commitment line with the New line or New document status, this amount is zero.
Amount in base currency	The amount of the commitment in the base currency. This column is read-only.
Total potentially revised amount	The sum of the Amount and Line amount values. The amount is displayed in the currency of the purchase order. This column is read-only.
Total potentially revised quantity	The sum of the Quantity and Order qty. values. The amount is displayed in the currency of the purchase order. This column is read-only.

### The Select commitments dialog box This dialog box, which opens when you click **Select commitments** on the table toolbar, shows the list of purchase order lines associated with the project. Purchase order lines are listed in the dialog box only if they are not cancelled or completed and if the status of the corresponding purchase order is **Pending printing**, **Pending email**, or **Open**. In this dialog box, you can select specific lines or all the lines and add them to the change order. ### The Selection area The Selection area of the dialog box has the following elements, which you can use to select the criteria of purchase order lines to be displayed in the table.

Element	Description
Supplier	The supplier for which you want to view purchase order lines. If you want to see the purchase order lines associated with all suppliers, leave this field blank.
Purchase order no.	The reference number of the purchase order for which you want to view lines. If you want to see purchase order lines associated with all purchase orders, leave this field blank. In this column, you can select any normal purchase order with the Pending printing, Pending email, or Open status that has at least one non-cancelled or non-completed line. If a supplier is selected in the Selection area of the dialog box, you can select only a purchase order associated with the selected supplier.
Cost code from	The first cost code of the range for which you want to view purchase order lines. If you want to see the purchase order lines associated with all cost codes, leave this field blank. This field is shown if the Cost code functionality is enabled in the Enable/disable functionalities (CS100000) window.
Cost code to	The last cost code of the range for which you want to view purchase order lines. If you want to see the purchase order lines associated with all cost codes, leave this field blank. This field is shown if the Cost code functionality is enabled in the Enable/disable functionalities (CS100000) window.
Item ID	The item for which you want to view purchase order lines. If you want to see the purchase order lines associated with all items, leave this field blank.
Project task	The project task for which you want to view purchase order lines. If you want to see the purchase order lines associated with all tasks, leave this field blank.

#### The table columns

Element	Description
Project task	The project task associated with the purchase order line.
Item ID	The item of the purchase order line.
Cost code	The cost code associated with the purchase order line. This field is shown if the Cost code functionality is enabled in the Enable/disable functionalities (CS100000) window.
Purchase order no.	The reference number of the purchase order.
Supplier	The supplier associated with the purchase order.
Order date	The date of the purchase order.
Purchase order line no.	The number of the purchase order line.
Line description	The description of the purchase order line.
Order qty.	The quantity of the purchase order line. This column is read-only. For a commitment line with the New line or New document status, this column is empty.
UoM	The unit of measure of the purchase order line.
Unit cost	The price of the specified unit of the purchase order line in the currency of the purchase order.
Received qty.	The received quantity of the purchase order line.
Line amount	The amount of the purchase order line.
Alternate ID	The alternate identifier used for the item of the purchase order line.
Promised	The date when the item’s delivery was promised.
Supplier ref.	The supplier reference number specified for the purchase order.
Add lines	Uploads the selected cost budget lines to the change order. The dialog box remains open.
Add lines and close	Uploads the selected cost budget lines to the change order and closes the dialog box.
Cancel	Cancels your selections and closes the dialog box.

## The Attributes tab On the Attributes tab, you can view, add, change, or delete attribute values for the change order.

Element	Description
Attribute	The attribute used for the change order.
Required	When this check box is selected, this attribute is required for the change order.
Value	The value of the attribute for the change order.

Concepts

About change orders

Change order classes (PM203000) /visma-net-erp/help/project-accounting/project-accounting-windows/change-order-classes-pm203000 page 2026-02-19T17:09:06+01:00 # Change order classes (PM203000) This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. + Change order classes enable grouping of change orders by their impact on projects and by additional attributes that classes can have. + You can also segregate changes by class in reports to analyse, for example, which types of changes have the greatest impact on project profitability. + By using a change order class, you can create an internal change order that does not affect the revenue budget of projects and is not assigned any reference number within a project. This class of change orders will not have the **Revenue budget** tab in the [Change orders (PM308000)](/visma-net-erp/help/project-accounting/project-accounting-windows/change-orders-pm308000/) window. + Change order classes also support the use of global attributes defined in the [Attributes (CS205000)](/visma-net-erp/help/common-settings/common-settings-windows/attributes-cs205000/) window. A list of attributes can be specified for a change order class to be available in each change order belonging to the class. + You can specify a default change order class in the **Default change order class** field on the **General settings** tab of the [Project accounting preferences (PM101000)](/visma-net-erp/help/project-accounting/project-accounting-windows/project-accounting-preferences-pm101000/) window. The default change order class is then assigned to each newly created document in the [Change orders (PM308000)](/visma-net-erp/help/project-accounting/project-accounting-windows/change-orders-pm308000/) window. ## Search line in list window If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view. There are two types of search fields: + White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or **%** and get different results: + space: the result contains the words in any order, + **%**: the result contains the words in the specific order, and the **%** functions as a wildcard as well. + Grey: you can click this to open the column filter pop-up window where you can filter the results for this column. ## The top part

Element	Description
Class ID	The unique identifier of the change order class.
Description	The description of the change order class.
Active	A check box that indicates (if selected) that the change order class is available for selection in the Change orders (PM308000) window.

## The Details tab This tab includes general information about the change order class.

Element	Description
Cost budget	A check box that indicates (if selected) that you can modify existing cost budget lines and add new ones with change orders of this class.
Revenue budget	A check box that indicates (if selected) that you can modify existing revenue budget lines and add new ones with change orders of this class.
Commitments	A check box that indicates (if selected) that you can modify existing commitments and add new ones with change orders of this class.

## The Attributes tab On the Attributes tab, you can select attributes for this change order class. You can add only attributes that have been defined in the [Attributes (CS205000)](/visma-net-erp/help/common-settings/common-settings-windows/attributes-cs205000/) window. The table toolbar includes only standard buttons.

Element	Description
Active	A check box that indicates (if selected) that the attribute is available for the change orders of this class. You can deactivate an obsolete attribute by clearing the check box. In this case, the deactivated attribute will no longer be displayed for the change orders of this class, but all attribute values that have already been specified for existing change order still will be stored in the database. Thus, if you re-activate the attribute, its values will become visible in the system again.
Attribute ID	The attribute identifier, which has been specified in the Attributes (CS205000) window.
Description	A read-only field showing the description that has been provided for the attribute.
Sort order	An integer that defines the position of the attribute in the list of attributes available for the entity type. You should specify 1 for the first attribute you want to be listed, 2 for the second, and so on.
Required	A check box that indicates (if selected) that the user must specify a value for this attribute on the appropriate data entry form.
Control type	A read-only field displaying the element type of the attribute.
Default value	A default value of the selected attribute, which is specified in the Attributes (CS205000) window.

Commitments (PM306000) /visma-net-erp/help/project-accounting/project-accounting-windows/commitments-pm306000 page In this window, you can view the list of internal and external commitments associated with projects and create external commitments. 2026-02-19T17:09:06+01:00 # Commitments (PM306000) In this window, you can view the list of internal and external commitments associated with projects and create external commitments. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. In this window, you can view the list of internal and external commitments associated with projects and create external commitments. You can use selection criteria to narrow the list of commitments displayed. You can display only the commitments associated with a specific project, account group, project task, or stock item or any combination of these criteria. ## The window toolbar

Element	Description
Create external commitment	Opens the External commitments (PM209000) window, which you can use to create a new external commitment.

## The top part You use the elements in this area to select the criteria of commitments to be displayed in the table and to review the totals calculated for the selected commitments.

Element	Description
Project	The identifier of the project whose commitments you want to view. To see the commitments associated with all projects, leave this field blank.
Account group	The account group for which you want to view commitments. To see the commitments associated with all account groups, leave this field blank.
Project task	The project task for which you want to view commitments. To see the commitments associated with all tasks, leave this field blank.
Cost code	The cost code for which you want to view commitments. If you want to see commitments associated with all cost codes, leave this field blank. The field is available if the Cost code functionality is enabled in the Enable/disable functionalities (CS100000) window.
Item ID	The item for which you want to view commitments. To see the commitments associated with all items, leave this field blank.
Revised quantity	A read-only field that displays the total quantity of the commitments that meet the criteria you have selected.
Revised amount	A read-only field that displays the total amount of the commitments that meet the criteria you have selected.
Open quantity	A read-only field that displays the total open quantity of the commitments that meet the criteria you have selected.
Open amount	A read-only field that displays the total open amount of the commitments that meet the criteria you have selected.
Received quantity	A read-only field that displays the total received quantity of the commitments that satisfy the criteria you have selected.
Invoiced quantity	A read-only field that displays the total invoiced quantity of the commitments that satisfy the criteria you have selected.
Invoiced amount	A read-only field that displays the total invoiced amount of the commitments that meet the criteria you have selected.

## The table In the table, you can view the commitments that meet the selection criteria you have specified.

Element	Description
Related document	The document related with the commitment.
Type	The type of the commitment, which can be one of the following options: Internal The commitment originates from a document created in the system. External The commitment has been imported to Visma Net or created manually.
Project	The project associated with the commitment.
Account group	The account group that was updated by the commitment.
Project task	The project task associated with the commitment.
Item ID	The item associated with the commitment.
Cost codes	The cost code associated with the commitment. The field is available if the Cost code functionality is enabled in the Enable/disable functionalities (CS100000) window.
External ref. no	The reference number of the commitment of the External type. You can click the link in this column to open in a pop-up window the External commitments (PM209000) window, which you can use to modify or delete the external commitment.
UoM	The unit of measure of the commitment.
Original committed quantity	The original quantity of the commitment that does not include the changes of change orders. For a the commitment of the Internal type, this quantity is equal to the quantity of the corresponding line of the sales or purchase order from which the commitment originates. In the Projects (PM301000) window, this quantity is included in the Committed quantity of the budget line associated with the same project, project task, stock item, and account group if the budget line has a UoM that the system can convert to the UoM of the commitment by using the list of unit conversions defined in the Units of measure (CS203100) window.
Original committed amount	The original amount of the commitment that does not include the changes of change orders. For a commitment of the Internal type, this amount is equal to the amount of the corresponding line of the sales or purchase order from which the commitment originates. For a commitment of the Internal type, this amount is equal to the ext. price of the corresponding line of the sales order or to the ext. cost of the corresponding line of the purchase order from which the commitment originates.
Committed CO quantity	The total quantity of the cost commitment lines of released change orders that are associated with the commitment. This quantity is calculated as the difference between the revised committed quantity and the original committed quantity.
Committed CO amount	The total amount of the cost commitment lines of released change orders that are associated with the commitment. This amount is calculated as the difference between the revised committed amount and the original committed amount.
Revised committed quantity	The received quantity of the commitment. The revised quantity of the commitment. For a the commitment of the Internal type, the revised quantity is equal to the quantity of the corresponding line of the sales or purchase order from which the commitment originates. For a newly created commitment or for a commitment that no change order affects, this quantity is equal to the original committed quantity.
Revised committed amount	The invoiced quantity of the commitment. The original amount of the commitment. For a commitment of the Internal type, the revised amount is equal to the ext. price of the corresponding line of the sales order or to the ext. cost of the corresponding line of the purchase order from which the commitment originates For a newly created commitment or for a commitment that no change order affects, this amount is equal to the original committed amount.
Committed open quantity	The open quantity of the commitment that has not been received yet. For a commitment of the Internal type, the system calculates this quantity as the difference between the revised committed quantity and the committed received quantity of the commitment.
Committed open amount	The open amount of the commitment that has not been received yet. For a commitment of the Internal type, the system calculates this quantity as the difference between the revised committed amount and the received amount of the commitment.
Committed received quantity	The received quantity of the commitment. For a commitment of the Internal type, this is the received quantity of the purchase order line or the shipped quantity of the sales order line from which the commitment originates. If the commitment originates from a purchase order line, the system updates the received quantity of the commitment depending on the type of the purchase order line as follows: If the purchase order line is processed through a purchase receipt, the commitment is updated with the received quantity when the purchase receipt is released. If the purchase order line is invoiced directly without a purchase receipt being processed, the commitment is updated with the invoiced quantity when the purchase invoice is released. If the commitment originates from a sales order line, the system updates the received quantity of the commitment depending on whether a shipment is processed for the sales order as follows: If the sales order line is processed through a shipment, the commitment is updated with the shipped quantity when the shipment is confirmed. If the sales order line is invoiced directly without shipment processing, the commitment line is updated with the invoiced quantity when the sales invoice is released.
Committed invoiced quantity	The invoiced quantity of the commitment.
Committed invoiced amount	The invoiced amount of the commitment. For a commitment of the Internal type that originates from a purchase order line, the system updates the Committed invoiced amount with the amount of the corresponding line of the released purchase invoice. For a commitment of the Internal type that originates from a sales order line, the system updates the Committed invoiced amount with the amount of the corresponding line of the released sales invoice.

Concepts

About tracking commitments

Common tasks (PM208030) /visma-net-erp/help/project-accounting/project-accounting-windows/common-tasks-pm208030 page 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. 2026-02-19T17:09:06+01:00 # Common tasks (PM208030) 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. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. 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. While a common task is similar to a template task, a common task can be added to any new or existing project, rather than just any project associated with one project template. ## Search line in list window If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view. There are two types of search fields: + White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or **%** and get different results: + space: the result contains the words in any order, + **%**: the result contains the words in the specific order, and the **%** functions as a wildcard as well. + Grey: you can click this to open the column filter pop-up window where you can filter the results for this column. ## The top part By using this area, you can add a new common task or view the details of an existing one.

Element	Description
Task ID	The unique identifier of the common task. The structure of this identifier is defined by the PROTASK segmented key, which was configured in the Segment keys (CS202000) window.
Description	The description of the common task.

## The Summary tab This tab includes general information about the common task. ### The Task properties section

Element	Description
Completion method	The method of calculating the percentage of completion for the common task when it is added to a project. The following options are available: Manual Users manually specify the task completion percentage for each task in the Completed (%) field. Budgeted quantity The system automatically calculates the task completion percentage based on the total actual and budgeted quantities of the budget lines for which the Completed (%) column is selected on the Budget tab of this window. We recommend that you select the check box in the Completed (%) column for only one expense budget line of the task if you use this method of calculation or you need to select the most important cost for evaluating the task completion percentage. Budgeted amount The system automatically calculates the task completion percentage based on the total actual and budgeted amounts of the budget lines for which the Completed (%) column is selected on the Budget tab of this window. If the original budgets were revised at some point in the task progress for any of the budget lines, the completion percentage is calculated with respect to the revised budget amounts. For more information, see: About the calculation of task completion percentage
Approver	The default approver to be assigned to the common task to approve time activities.

Completion method

The method of calculating the percentage of completion for the common task when it is added to a project. The following options are available:

Manual: Users manually specify the task completion percentage for each task in the Completed (%) field.
Budgeted quantity: The system automatically calculates the task completion percentage based on the total actual and budgeted quantities of the budget lines for which the Completed (%) column is selected on the Budget tab of this window. We recommend that you select the check box in the Completed (%) column for only one expense budget line of the task if you use this method of calculation or you need to select the most important cost for evaluating the task completion percentage.
Budgeted amount: The system automatically calculates the task completion percentage based on the total actual and budgeted amounts of the budget lines for which the Completed (%) column is selected on the Budget tab of this window. If the original budgets were revised at some point in the task progress for any of the budget lines, the completion percentage is calculated with respect to the revised budget amounts.

For more information, see: About the calculation of task completion percentage

Approver

The default approver to be assigned to the common task to approve time activities.

### The Invoicing and allocation settings section

Element	Description
Invoice separately	A check box that (if selected) indicates that this common task should be invoiced by a separate invoice.
Allocation rule	The rule that Visma Net uses to run allocation for this common task.
Invoicing rule	The rule that Visma Net uses to run invoicing for this common task.
Branch	The branch of your company with which this common task is associated.
Rate table	The rate table to be used for the tasks created based on this common task.
Invoicing option	The way the common task becomes eligible for invoicing. You can select one of the following options: By invoicing period The task is available for invoicing on demand for the projects with the On demand invoicing period and is available for invoicing at the end of the invoicing period specified for the projects with another invoicing period. On task completion You can invoice the task only when it has been completed. On project completion The task is available for invoicing on project completion.
WIP account group	The work-in-progress account group associated with this common task.

### The Default values section

Element	Description
Default account	The account to be used as one of the sources of possible accounts for the invoices and transactions that are generated for the common task.
Default subaccount	The subaccount to be used as one of the sources of possible segment values for subaccounts to be used in the invoices and transactions that are generated for the common task.
Accrual account	The account to be used as an expense accrual account in the transactions that are generated for the common task.
Accrual subaccount	The subaccount to be used as an expense accrual subaccount in the transactions that are generated for the common task
VAT category	The VAT category (if applicable) to be used as the default VAT category for the common task.

### The Visibility settings section

Element	Description
General ledger	A check box that indicates whether transactions in the General ledger workspace can be associated with tasks created by using this common task. With this check box selected, users can select the task in general ledger documents, and the release of such documents automatically updates the project data.
Supplier ledger	A check box that indicates whether transactions in the Supplier ledger workspace can be associated with tasks created by using this common task. With this check box selected, users can select the task in supplier ledger documents, and the release of such documents automatically updates the project data.
Customer ledger	A check box that indicates whether transactions in the Customer ledger workspace can be associated with tasks created by using this common task. With this check box selected, users can select the task in customer ledger documents, and the release of such documents automatically updates the project data.
Sales	A check box that indicates whether transactions in the Sales workspace can be associated with tasks created by using this common task. With this check box selected, users can select the task in sales documents, and the release of such documents automatically updates the project data.
Purchases	A check box that indicates whether transactions in the Purchases workspace can be associated with tasks created by using this common task. With this check box selected, users can select the task in purchase documents, and the release of such documents automatically updates the project data.
Inventory	A check box that indicates whether transactions in the Inventory workspace can be associated with tasks created by using this common task. With this check box selected, users can select the task in inventory documents, and the release of such documents automatically updates the project data.
Cash management	A check box that indicates whether transactions in the Cash management workspace can be associated with tasks created by using this common task. With this check box selected, users can select the task in cash management documents, and the release of such documents automatically updates the project data.
Time entries	A check box that indicates whether the transactions of the Employee time card (EP305000) and Employee time activities (EP307000) windows (in the Time and expenses workspace) can be associated with the tasks created based on this common task. If you select this check box, users can select the task in documents, and the release of these documents automatically updates the task data.
Expenses	A check box that indicates whether transactions of the Equipment time card (EP308000) window (in the Time and expenses workspace) can be associated with the tasks created based on this common task. If you select this check box, users can select the task in documents in the window, and the release of these documents automatically updates the task data.

## The Budget tab On the **Budget** tab of the window, you can specify budgeted amounts for account groups.

Column	Description
Type	A read-only field that displays the type of the selected account group: Asset, Liability, Income, or Expense.
Account group	The group of accounts for which the budgeted amount are specified.
Item ID	The stock or non-stock item. You can select an item from the list of items associated with accounts of the specified account group and specify the budget for this item. By default, the system populates this field with the empty item code (N/A), which is defined in the Empty item code field in the Project accounting preferences (PM101000) window. For the empty item code, you can specify the budget for all transactions associated with this account group that are not linked to any particular stock item.
Description	The description of the budget line.
Budgeted quantity	The quantity of the item or service planned for the common task.
UoM	The unit of measure for the budget line, such as HOUR or BOX.
Unit rate	The price of the item or the rate of the service.
Budgeted amount	The total budgeted amount for the budget line. Visma Net automatically calculates the value as the product of the values in the Budget qty. and Rate columns, but you can override the value in this column by specifying the amount manually as long as the task has the In planning status.
Auto completed (%)	A check box that you select to make the system automatically calculate the percentage of task completion for a project based on the selected Completion method. You can select this check box for any number of lines of the Expense type.

## The Recurring invoicing tab By using the **Recurring invoicing** tab, you can implement a regular flat-rate invoicing model for the common task, for example, to provide a certain number of hours of service to a customer for a flat monthly rate.

Column	Description
Non-stock item	The non-stock item that designates the service or labour associated with the common task.
Description	The description of the service or labour associated with the common task.
Item fee	The flat price for the service or labour.
Account source	The source of the account for the invoicing transactions, which can be one of the following: Recurring item The sales account associated with the non-stock item specified for the row Project The sales account associated with the project Task The sales account specified for the row in the Account column Customer The sales account associated with the customer
Subaccount mask	The rule for selecting segment values for the subaccount to be used for recurring invoicing transactions. To set up the rule for selecting segment values, select a segment, press F3, and select a source of the segment value, which is one of the following options: B The subaccount associated with the non-stock item specified for the row P The subaccount associated with the project T The subaccount specified for the row in the Subaccount column
Account	The account to be used in the invoicing transaction if the account source is set to Task.
Subaccount	The subaccount to be used in the invoicing transaction if the subaccount mask uses T.
Reset usage	The setting that indicates whether the system resets the quantity of the service or labour, which is specified as the Included value, when invoicing is performed. You can select one of the following options: Never Visma Net carries over any used amount to the next period. On invoicing The system resets the quantity of the service or labour when invoicing is performed. Any unused hours of service in the current period are not carried over to the next period.
Included	The quantity of the service or labour that is included in the invoicing period. If the quantity of service or labour provided to the customer exceeds this value for the current invoicing period, the entire extra quantity is charged at the regular rate.
UoM	The unit of measure used for the service or labour.

## The Attributes tab On the **Attributes** tab, you can specify attributes for this common task. The attributes on this tab are those with the **Task** type in the [Project attributes (PM202000)](/visma-net-erp/help/project-accounting/project-accounting-windows/project-attributes-pm202000/) window.

Element	Description
Attribute	The attribute name.
Required	A check box that indicates (if selected) that this is a mandatory attribute.
Value	The value of the attribute for this common task.

Tasks

Create a common task

External commitments (PM209000) /visma-net-erp/help/project-accounting/project-accounting-windows/external-commitments-pm209000 page In this window, you can create a new external commitment or edit or delete an existing external commitment. 2026-02-19T17:09:06+01:00 # External commitments (PM209000) In this window, you can create a new external commitment or edit or delete an existing external commitment. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. You can open this window only through the [Commitments (PM306000)](/visma-net-erp/help/project-accounting/project-accounting-windows/commitments-pm306000/) window, by clicking **Create external commitment** in the window toolbar, or by clicking the reference number in the **External ref. no.** column for an external commitment. ## The top part

Column	Description
External ref. no ID	The identifier of the external commitment.
Account group	The account group of the account to be updated with this commitment.
Project	The project associated with this commitment.
Project task	The project task associated with this commitment. If you select a project that has the default project task, this task is automatically populated in the column.
Item ID	The stock or non-stock item that is used in the commitment. By default, the system populates this field with the empty item code, which is initially N/A and you can change it in the Empty item code field in the Project accounting preferences (PM101000) window.
UoM	The unit of measure of the commitment. If a stock item is selected in the Item ID field, the system automatically fills this field with the base unit of measure of this item; you can change it to another UoM available for the item.
Revised committed amount	The original amount of the commitment. In the Projects (PM301000) window, this amount is included in the revised committed amount of the budget line associated with the same project, project task, account group, and item.
Revised committed quantity	The revised quantity of the commitment. In the Projects (PM301000) window, this quantity is included in the revised committed quantity of the budget line associated with the same project, project task, account group, and item if the budget line has a UoM that the system can convert to the UoM of the commitment by using the list of unit conversions defined in the Units of measure (CS203100) window.
Committed open amount	The open amount of the commitment that has not been received yet, which is included in the committed open amount of the budget line associated with the same project, project task, item, and account group.
Committed open quantity	The open quantity of the commitment that has not been processed yet. In the Projects (PM301000) window, this quantity is included in the committed open quantity of the budget line associated with the same project, project task, item, and account group if the budget line has a UoM that the system can convert to the UoM of the commitment by the list of unit conversions defined in the Units of measure (CS203100) window.
Committed received quantity	The processed quantity of the commitment (for example, the quantity that has been processed or shipped). In the Projects (PM301000) window, this quantity is included in the committed received quantity of the budget line associated with the same project, project task, item, and account group if the budget line has an UoM that the system can convert to the UoM of the commitment by using the list of unit conversions defined in the Units of measure (CS203100) window.
Committed invoiced amount	The invoiced amount of the commitment, which is included in the committed invoiced amount of the budget line associated with the same project, project task, item, and account group.
Committed invoiced quantity	The invoiced quantity of the commitment. In the Projects (PM301000) window, this quantity is included in the committed invoiced quantity of the budget line associated with the same project, project task, item, and account group if the budget line has a UoM that the system can convert to the UoM of the commitment by using the list of unit conversions defined in the Units of measure (CS203100) window.

Invoicing rules (PM207000) /visma-net-erp/help/project-accounting/project-accounting-windows/invoicing-rules-pm207000 page You can use this window to define the rules for invoicing customers by project. 2026-02-19T17:09:06+01:00 # Invoicing rules (PM207000) You can use this window to define the rules for invoicing customers by project. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Search line in list window If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view. There are two types of search fields: + White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or **%** and get different results: + space: the result contains the words in any order, + **%**: the result contains the words in the specific order, and the **%** functions as a wildcard as well. + Grey: you can click this to open the column filter pop-up window where you can filter the results for this column. ## The top part By using the elements in this area, you can specify the settings for a new rule or select an existing rule to view or modify its details.

Element	Description
Invoicing rule ID	The unique identifier of the rule.
Description	The description of the invoicing rule.
Active	A check box that you can select to make the rule available for use in projects and tasks in Visma Net.

## The Left pane In the table in the left pane, you can define the sequence of steps for the selected invoicing rule. You then define the actual calculation rules and invoice settings for each step by using the right pane.

Element	Description
Active	A check box that indicates (if selected) that the step is performed as part of the invoicing process of the project with this invoicing rule applied.
Step ID	The identifier, which can be only a numeric value, of the step in the invoicing rule. The steps are performed in ascending order by identifier.
Description	The description of the step.
Invoice group	The identifier that is used to group the pro forma invoices generated by the steps of the invoicing rule. You can enter any symbols in this column. The lines generated by the steps of the invoicing rules of the project tasks with the same Invoice group (except for those for which the Invoice separately check box is selected on the Summary tab of the Project tasks (PM302000) window) are grouped into a single invoice. A task with the selected Invoice separately check box in the Summary tab of the Project tasks (PM302000) window is invoiced by a separate invoice.

## The right pane In the right pane, for the step selected in the left pane, you can specify the rules and calculation settings that the system will use for the process of invoicing projects.

Element	Description
Invoicing type	The data source for the project invoicing of the step. The following options are available: Time and material The project is invoiced by the time and material spent during its implementation. As the data source for invoicing, the system uses the transactions of the Projects workspace associated with the project tasks within the invoicing period of the project. The transactions are selected by the Account group of the invoicing step they are associated with. Progress invoicing The project is invoiced gradually by the percentage of work completion. As the data source for invoicing, the system uses invoiceable project revenue or the revenue budget lines with a non-zero Pending invoice amount listed on the Revenue budget tab of the Projects (PM301000) window. You can mix both types of steps in a single invoicing rule if needed, but we recommend that you create no more than one Progress invoicing step per invoicing rule.

Invoicing type

The data source for the project invoicing of the step. The following options are available:

Time and material: The project is invoiced by the time and material spent during its implementation. As the data source for invoicing, the system uses the transactions of the Projects workspace associated with the project tasks within the invoicing period of the project. The transactions are selected by the Account group of the invoicing step they are associated with.
Progress invoicing: The project is invoiced gradually by the percentage of work completion. As the data source for invoicing, the system uses invoiceable project revenue or the revenue budget lines with a non-zero Pending invoice amount listed on the Revenue budget tab of the Projects (PM301000) window.

You can mix both types of steps in a single invoicing rule if needed, but we recommend that you create no more than one Progress invoicing step per invoicing rule.

### The Transaction selection criteria section The settings of the section define the selection criteria for the transactions of the Projects workspace used for invoicing. This section is shown only if the selected step has the **Time and material** invoicing type.

Element	Description
Account group	The account group whose transactions are involved in this invoicing step.
Rate type	The rate type to be used for this step of the invoicing rule.
If @Rate is not defined	The default action to be performed on execution of the step if the value for @Rate has not been defined in the Rate table maintenance (PM206000) window. Select one of the following: Set @Rate to 1 To set @Rate to 1 Set @Rate to 0 To set @Rate to 0 Raise error To show the error message and stop the invoicing process Do not invoice To skip the use of the transaction for invoicing

Account group

The account group whose transactions are involved in this invoicing step.

Rate type

The rate type to be used for this step of the invoicing rule.

If @Rate is not defined

The default action to be performed on execution of the step if the value for @Rate has not been defined in the Rate table maintenance (PM206000) window. Select one of the following:

Set @Rate to 1: To set @Rate to 1
Set @Rate to 0: To set @Rate to 0
Raise error: To show the error message and stop the invoicing process
Do not invoice: To skip the use of the transaction for invoicing

### The Invoice settings section The settings of the section are used to create a pro forma invoice and fill it in with the invoicing data.

Element	Description
Invoice description formula	The formula to be used to generate the description for the pro forma invoice that is created during invoicing. To enter the formula, click the magnifier icon to open the Formula editor window. If multiple steps of the invoicing rule are used in the creation of a single pro forma invoice, the formula of the topmost step is used for the invoice description.
Line quantity formula	The formula for calculating the quantity of a line of the pro forma invoice. To enter the formula, click the magnifier icon to open the window. In addition to the quantities specified in the underlying transactions, you can use any other transaction parameters to calculate the quantity. If you define no formula in this field, the invoiceable quantity of the transaction will be used. This field is shown only if the step has the Time and material invoicing type.
Line amount formula	The formula for calculating the amount of a line of the pro forma invoice. To enter the formula, click the magnifier icon to open the window. In addition to the amount specified in the underlying transactions, you can use any other transaction parameters to calculate the amount. This field is shown only if the step has the Time and material invoicing type. Instead of the @Rate parameter, you can also use the @Price parameter to retrieve the effective sales price to calculate the invoicing amount.
Line description formula	The formula to be used to generate the description for a line of the pro forma invoice that is created during the invoicing. To enter the formula, click the magnifier icon to open the window.
Use destination branch from	The branch to be used for invoicing as the destination branch. The following options are available: Source transaction: The branch of the source transaction. This option is available only if the step has the Time and material invoicing type. Current branch: The current branch selected in the window title bar. This option is available only if the step has the Progress invoicing invoicing type. Invoicing rule: The branch associated with the invoicing rule, specified in the Destination branch field. Project: The branch of the project, which is defined on the Summary tab of the Projects (PM301000) window. Task: The branch of the project task, which is defined on the Summary tab of the Project tasks (PM302000) window. Customer: The branch of the customer location, which is defined on the General settings tab of the Customer locations (CR303010) window. Employee: The branch of the employee, which is defined on the General settings tab of the Employees (EP203000) window.
Use sales account from	The account to be used for invoicing as a sales account. The following options are available: Source transaction: The sales account of the source transaction. This option is available only if the step has the Time and material invoicing type. Account group: The default account of the account group of the revenue budget line, which is defined in the Account groups (PM201000) window. This option is available only if the step has the Progress invoicing invoicing type. Invoicing rule: The account associated with the invoicing rule, specified in the Sales account field. This option is available only if the step has the Time and material invoicing type. Project: The default account of the project, which is defined on the General ledger accounts tab of the Projects (PM301000) window. Task: The default account of the project task, which is defined on the Summary tab of the Project tasks (PM302000) window. Item: The sales account of the item, which is defined on the General ledger accounts tab of the Stock items (IN202500) or Non-stock items (IN202000) window. If the empty item code is selected as the stock item, the system uses the sales account of the customer location, which is defined on the General ledger accounts tab of the Customer locations (CR303010). The customer location of the project is defined on the Summary tab of the Projects (PM301000) window. Customer: The sales account of the customer, which is defined on the General ledger accounts tab of the Customers (AR303000) window. This option is available only if the step has the Time and material invoicing type. Employee: The sales account of the employee, which is defined on the Financial settings tab of the Employees (EP203000) window. This option is available only if the step has the Time and material invoicing type.
Sales subaccount mask	The subaccount mask to be used for generating sales subaccounts for invoicing. To set up the rule for selecting segment values, select a segment, press F3, and select the source of the segment value, which is one of the following options: B: The subaccount associated with the invoicing rule, specified in the Sales subaccount column. C: The sales subaccount of the customer, which is defined on the General ledger accounts tab of the Customers (AR303000) window. E: The sales subaccount of the employee, which is defined on the Financial settings tab of the Employees (EP203000) window. This option is available only if the step has the Time and material invoicing type. I: The subaccount associated with the item specified on the General ledger accounts tab of the Stock items (IN202500) or Non-stock items (IN202000) window. If the empty item code is selected as the stock item, the system uses the sales subaccount of the customer location, which is defined on the General ledger accounts tab of the Customer locations (CR303010) window. The customer location of the project is defined on the Summary tab of the Projects (PM301000) window. P: The default subaccount of the project, which is defined on the General ledger accounts tab of the Projects (PM301000) window. R: The sales subaccount of the branch, which is defined on the General ledger accounts tab of the Branches (CS102000) window. T: The default subaccount of the project task, which is defined on the Summary tab of the Project tasks (PM302000) window. For a segment, the characters designating each option are repeated as many times as there are characters in the segment. This field is available only if the Subaccounts functionalities is enabled in the Enable/disable functionalities (CS100000) window.
Destination branch	The destination branch to be used for invoicing if Invoicing rule is selected in the Use destination branch from field.
Sales account	The account to be used for invoicing if the Invoicing rule option is selected in the Use sales account from field. This option is available only if the step has the Time and material invoicing type.
Sales subaccount	The subaccount to be used for invoicing or as a source of segment values for the mask specified in the Sales subaccount field. This field is available only if the Subaccounts functionalities is enabled in the Enable/disable functionalities (CS100000) window.

### The Invoicing options section

Element	Description
Copy notes and file	A check box that indicates (if selected) that the system will copy to the pro forma invoice the notes and files of the corresponding lines.
Include non-invoiceable transactions	A check box that indicates (if selected) that the system will include non-invoiceable transactions in the pro forma invoice. If this check box is not selected, the system will not include non-invoiceable transactions in the pro forma invoice. This option is available only if the step has the Time and material invoicing type.
Include transactions with zero amounts	A check box that indicates (if selected) that the system will include a line in the pro forma invoice even if the line has an amount of zero. If this check box is not selected, the system will not add lines with zero amounts to the pro forma invoice.
Include transactions with zero quantities	A check box that indicates (if selected) that the system will include a transaction in the pro forma invoice even if the transaction has a quantity of zero. If this check box is not selected, the system will not process transactions that have quantities of zero. This check box is shown only if the step has the Time and material invoicing type.

### The Aggregate transactions by section The settings of the **Aggregate transactions by** section define how to aggregate the transactions used for invoicing in the pro forma invoice. This section is shown only if the selected step has the **Time and material** invoicing type.

Element	Description
Date	A check box that you select to aggregate the transactions with the same date in a single line of the pro forma invoice that is created during the invoicing.
Employee	A check box that you select to aggregate the transactions with the same employee in a single line of the pro forma invoice that is created during the invoicing.
Supplier	A check box that you select to aggregate the transactions with the same supplier in a single line of the pro forma invoice that is created during the invoicing.
Item ID	A check box that you select to aggregate the transactions with the same item in a single line of the pro forma invoice that is created during the invoicing.

Concepts

About project invoicing

Tasks

Create an invoicing rule

Not yet invoiced project transactions (PM40107S) /visma-net-erp/help/project-accounting/project-accounting-windows/not-yet-invoiced-project-transactions-pm40107s page 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). 2026-02-19T17:09:06+01:00 # Not yet invoiced project transactions (PM40107S) 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). This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## The top part You use the elements in this area to select the projects you want to view in the table.

Element	Description
View project (button)	Opens the Projects (PM301000) window, where you can view the details of a project you select.
Project manager	The project manager of the projects whose transactions you want view in the table.
From project	The ID of the project you want to start your selection from.
To project	The ID of the project to you want to end your selection to.
From period	The period you want to start your selection from.
To period	The period you want to end your selection at.
Customer	The customer of the transaction.
Invoicing rule	The invoicing rule that applies to the transaction.
Status	The status of the projects that you want to view in the table: In planning This status is automatically assigned to any new project with the Hold check box selected and reflects that the project is a draft and not available for selection in data entry windows. Active The project can be associated with documents and activities in data entry windows in the modules integrated with the Projects module. Completed All tasks for the project have been completed. Cancelled Project is stopped before its completion. A cancelled project can be activated again. Suspended All activities on the project are suspended. A suspended project can be re-activated or cancelled.
Total amount	The total amount of the transaction.

## The table

Element	Description
From period	The period you want to start your selection from.
To period	The period you want to end your selection at.
Project ID	The ID of the project that the transaction belongs to.
Project name	The name of the project that the transaction belongs to.
Status	The status of the transaction.
Amount	The amount of the transaction.
Project manager	The manager of the project that the transaction belongs to.
Customer	The name of the customer.
Invoicing rule	The invoicing rule that applies to the transaction.
Invoicing rule description	The description of the invoicing rule.
Account group ID	The ID of the account group.
Account group description	The description of the account group.

Pro forma invoice (PM642000) /visma-net-erp/help/project-accounting/project-accounting-windows/pro-forma-invoice-pm642000 section By using this report, you can view and print the selected pro forma invoice. 2026-02-19T17:09:06+01:00 # Pro forma invoice (PM642000) By using this report, you can view and print the selected pro forma invoice. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. See below for a description of each parameter on the **Report parameters** tab. ## Report parameters Use the following parameters to select the information to be displayed on the report:

Element	Description
Reference no.	The reference number of the document.

## The report settings and options Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated. ### The report window toolbar The following table lists the buttons of the report window toolbar when you are configuring a report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab. Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} The schedule for report processing. Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The template area Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window. The **Additional sort and filters** tab contains additional sorting and filtering conditions: Additional sorting conditions : Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column. Additional filtering conditions : Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets. ### The Print and email settings tab #### The Print settings section If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Email settings section If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report versions tab This tab shows the data only to users assigned with the Report designer user role If the report has multiple versions, you can select one of them. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} Click this button to select an exported report you want to import into this company. This button is only available for users assigned with the Report designer user role. The imported report will be set as the active report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}}

Concepts

Windows

Pro forma invoices (PM307000) /visma-net-erp/help/project-accounting/project-accounting-windows/pro-forma-invoices-pm307000 page You can use this window to view and modify pro forma invoices. 2026-02-19T17:09:06+01:00 # Pro forma invoices (PM307000) You can use this window to view and modify pro forma invoices. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. You can use this window to view and modify pro forma invoices. Pro forma invoices are created during the project invoicing process in the [Projects (PM301000)](/visma-net-erp/help/project-accounting/project-accounting-windows/projects-pm301000/) window. ## Search line in list window If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view. There are two types of search fields: + White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or **%** and get different results: + space: the result contains the words in any order, + **%**: the result contains the words in the specific order, and the **%** functions as a wildcard as well. + Grey: you can click this to open the column filter pop-up window where you can filter the results for this column. ## The window toolbar

Release

Releases the document.

The pro forma invoices of a project can be released only one by one, starting from the earliest one, on the Invoices tab of the Projects (PM301000) window. The only exception is when multiple pro forma invoices grouped by invoice group have been generated during a single iteration of the invoicing process; in this case, these pro forma invoices can be released in any order.
A pro forma invoice of a particular project can be released only after the sales invoice of the preceding pro forma invoice of the project has been released.

Actions

Provides the following menu commands, which you can click to invoke actions:

Approve: Changes the status of the pro forma invoice from Pending approval to Active.

This action is available if the Approval workflow functionality is enabled in the Enable/disable functionalities (CS100000) window and approval is configured for pro forma invoices.

Reject: Changes the status of the pro forma invoice from Pending approval to Rejected.

This action is available if the Approval workflow functionality is enabled in the Enable/disable functionalities (CS100000) window and approval is configured for pro forma invoices.

Email pro forma invoice: Sends the selected document as an email.

Reports

Provides the Print pro forma invoice menu command, which you click to navigate to the report that is specified for the PROFORMA mailing of the corresponding project on the Mailing Settings tab of the Projects (PM301000) window. If the corresponding project has no mailing setting with the PROFORMA identifier, an error occurs.

## The top part You can use the elements in this area to select an existing pro forma invoice and view its details.

Element	Description
Reference no.	The reference number of the pro forma invoice in the system.
Status	The status of the document, which can be one of the following: On hold: The user can edit the document but cannot release it. Pending approval: The pro forma invoice has been taken off hold (that is, the status was assigned when the Hold check box was cleared for the pro forma invoice). If Approval is activated, a pro forma invoice with this status is visible to the employee who has been assigned to approve the pro forma invoice. Once the pro forma invoice is approved, it is assigned the Open status; if the pro forma invoice is rejected, its status changes to Rejected. This status is available only if the Approval Workflow functionality is enabled in the Enable/disable functionalities (CS100000) window and pro forma invoice approval is configured. Rejected: The system assigns this status to the pro forma invoice if the employee who was assigned to approve the pro forma invoice has rejected it. This status is available only if the Approval workflow functionality is enabled in the Enable/disable functionalities (CS100000) window and pro forma invoice approval is configured. Open: The system assigns this status to the pro forma invoice if the employee who was assigned to approve the pro forma invoice has approved it. If no approval is configured for pro forma invoices, the system assigns this status to the pro forma invoice when the Hold check box is cleared. The user can release the pro forma invoice or save it with the On Hold status for further editing. Closed: The document has been released and cannot be edited.
Hold	A check box that indicates (if selected) that the pro forma invoice is a draft and thus has the On hold status.
Invoice date	The date on which the pro forma invoice was created. You can change this date, if needed.
Post period	The period that corresponds to the invoice date and to which the corresponding customer ledger document should be posted.
Description	The description of the pro forma invoice, which is provided by the invoicing rule and can be manually modified.
Project	The project associated with the pro forma invoice.
Customer	The customer associated with the project.
Location	The location of the project related to the pro forma invoice. This element is available only if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.
Currency	The currency of the pro forma invoice. This element is available only if the Multi-currency accounting functionality is enabled in the Enable/disable functionalities (CS100000) window.
Progress invoicing total	The total of the Amount to invoice column on the Progressing invoicing tab.
Time and material total	The total of the Amount to invoice column on the Time and material tab.
Detail total	The document total, which the system calculates as the sum of the Progress invoicing total and the Time and material total.
VAT total	The tax amount of the document, as defined on the VAT details tab.
Invoice total	The sum of the Detail total and VAT total values.
Over-limit total	The total Over-limit amount from the Time and material tab that exceeds the invoicing limit. The total is shown only if the Use time and material revenue budget limits check box is selected for the project on the Summary tab of the Projects (PM301000) window. The validation level of the invoicing limit may vary, from a simple warning that is shown in this field and does not block the processing of the pro forma invoice to an error that prevents the pro forma invoice from being processed further until the invoice amount is within the limit. The desired behaviour is specified in the Validate time and material revenue budget limits field in the Project accounting preferences (PM101000) window.

## The Progress invoicing tab This tab lists all the lines of the pro forma invoice generated by the **Progress invoicing** steps of the invoicing rules of the project tasks. You can review, modify, and delete these lines if needed. For more information, see: [About project invoicing](/visma-net-erp/help/project-accounting/manage-allocations-and-invoicing-rules/about-project-invoicing/)

Element	Description
Branch	The branch that sells the item or provides the service. The branch is provided from the source defined by the Use destination branch from setting of the particular step of the invoicing rule in the Invoicing rules (PM207000) window.
Project task	The particular task of the project with which this document line is associated.
Cost code	The cost code associated with the revenue budget line. The column is available if the Cost code functionality is enabled in the Enable/disable functionalities (CS100000) window.
Item ID	The stock item which this document line is associated.
Description	The description of the line, which is provided by the invoicing rule and can be manually modified.
Revised amount	The Revised amount of the corresponding revenue budget line of the project on the Revenue budget tab of the Projects (PM301000) window.
Previously invoiced	The running total of the Amount to invoice column on this tab for all the preceding pro forma invoice lines that refer to the same revenue budget line.
Total completed (%)	The percentage of the revised amount of the revenue budget line of the project that has been invoiced by all the pro forma invoices of the project, including the current one. You can modify this percentage; in this case, the system automatically recalculates the values in the Amount to invoice and Current invoiced (%) columns of the line.
Amount	The original line amount calculated by the progress invoicing rule. This column appears only if the Construction functionality is enabled in the Enable/disable functionalities (CS100000) window.
Stored material	The amount of material stored. This column appears only if the Construction functionality is enabled in the Enable/disable functionalities (CS100000) window.
Amount to invoice	The amount to invoice the customer. By default, this is the Pending invoice amount of the corresponding line of the project on the Revenue budget tab of the Projects (PM301000) window. You can modify the amount in this column; in this case, the system automatically recalculates the values in the Total completed (%) and Current invoiced (%) columns of the line. On creation of the sales invoice from the pro forma invoice, the system copies this amount to the Ext. price column of the corresponding line of the sales invoice.
Current invoiced (%)	The percentage of the revised amount of the revenue budget line of the project that is invoiced by this pro forma invoice line. You can modify this percentage; in this case, the system automatically recalculates the values in the Amount to invoice and Total completed (%) columns of the line.
VAT category	By default, the VAT category of the corresponding revenue budget line of the project on the Revenue budget tab of the Projects (PM301000) window. If no VAT category has been specified for the revenue budget line, the VAT category remains unspecified for the pro forma invoice line. You can override the default value.
Sales account	The sales account used for the transaction. The sales account is provided from the source defined by the Use sales account from setting of the particular step of the invoicing rule in the Invoicing rules (PM207000) window.
Sales subaccount	The corresponding subaccount used to record this sale transaction. The sales subaccount is provided according to the Sales subaccount mask setting of the particular step of the invoicing rule in the Invoicing rules (PM207000) window. This column appears only f the Subaccounts functionality is enabled in the Enable/disable functionalities (CS100000) window.
Deferral code	The deferral code assigned to the stock item or non-stock item specified in this document line. Upon release of this document, the system generates a deferral schedule (or multiple schedules) based on the settings defined in this deferral code. You can change the deferral code in this field manually if needed. This column appears only if the Deferred revenue management functionality is enabled in the Enable/disable functionalities (CS100000) window. If you change an MDA deferral code (which indicates that an item is a package) to any non-MDA deferral code, the system will consider the item to not be a package and will ignore its components while generating a deferral schedule. That is, the system will generate the deferral schedule for the item based on the settings of the specified non-MDA deferral code.
Actual amount	The Actual amount of the corresponding revenue budget line on the Revenue budget tab of the Projects (PM301000) window that shows the total of the corresponding lines of the released sales invoices.
Draft invoices amount	The Draft invoices amount of the corresponding revenue budget line on the Revenue budget tab of the Projects (PM301000) window that shows the total of the corresponding lines of the pro forma invoices for which the corresponding sales invoices have not been released yet.
Sort order	The sequence number of the line, which is used to sort the lines on the tab. These numbers are assigned automatically and are changed automatically if you reorder the lines by dragging them to appropriate positions.
Line number	The original sequence number of the line among all the pro forma invoice lines.

## The Time and material tab This tab lists all the lines of the pro forma invoice generated by the **Time and material** steps of the invoicing rules of the project tasks. You can review, modify, and delete these lines or add new ones if needed.

Element	Description
Upload non-invoiced transactions	Opens the Upload non-invoiced transactions dialog box, which shows the list of non-invoiced transactions of the corresponding project that can be added to the pro forma invoice.
View transaction details	Opens the Transaction details dialog box, which shows the list of project transactions corresponding to the invoice line that were grouped during the invoicing according to the invoicing rule settings.
Status	The status that defines how to invoice the line, which can be one of the following: Invoice To invoice the line in the full amount or a greater amount than was initially invoiced or in the Amount to invoice of the line that is greater than or equal to the Invoiced amount of the line. Hold remainder To partially invoice the line in the Amount to invoice of the line that is less than the Invoiced amount of the line, and later invoice the remainder, which is the difference between the Invoiced amount and the Amount to invoice. Write off remainder To partially invoice the line in the Amount to invoice of the line that is less than the Invoiced amount of the line, and write off the remainder, which is the difference between the Invoiced amount and the Amount to invoice. Write off To write off the line in the full amount or a greater amount than was initially invoiced or in the Amount to invoice of the line that is greater than or equal to the Invoiced amount of the line. You can also delete a selected line of the pro forma invoice to invoice it later in the full amount.
Branch	The branch that sells the item or provides the service. The branch is provided from the source defined by the Use destination branch from setting of the particular step of the invoicing rule in the Invoicing rules (PM207000) window.
Project task	The particular task of the project with which this document line is associated.
Item ID	The stock item associated with the corresponding project transaction or the group of transactions aggregated based on the settings of the invoicing rule.
Cost code	The cost code associated with the corresponding project transaction. The column is available if the Cost code functionality is enabled in the Enable/disable functionalities (CS100000) window.
Description	The description of the line, which is provided by the invoicing rule and can be manually modified.
Employee	The employee who provided the labour or service associated with the corresponding project transaction or the group of transactions aggregated based on the settings of the invoicing rule.
Supplier	The supplier associated with the corresponding project transaction or the group of transactions aggregated based on the settings of the invoicing rule.
Date	The date of creation of the corresponding project transaction.
Invoiced quantity	The quantity to invoice the customer provided by the invoicing rule.
Invoiced amount	The amount to invoice the customer provided by the invoicing rule.
Quantity to invoice	The quantity to be invoiced. When the sales invoice is created based on the pro forma invoice, the system copies this quantity to the corresponding line of the sales invoice. By default, this quantity is equal to the invoiced quantity and can be manually modified.
UoM	The unit of measure of the corresponding project transaction.
Unit price	The price of the item or the rate of the service of the corresponding project transaction. You can modify the unit price.
Amount to invoice	The amount to invoice the customer. On creation of the sales invoice from the pro forma invoice, the system copies this amount to the Ext. price column of the corresponding line of the sales invoice. By default, this amount is equal to the Invoiced amount and can be manually modified. The difference between the calculated Invoiced amount and the corrected Amount to invoice is processed based on the Status of the line. If you manually modify the Unit price or Quantity to invoice, the system automatically recalculates this amount as follows.
VAT category	By default, this is the VAT category of the item specified in the pro forma invoice line, or the VAT category of the project task if there is no item in the line or the VAT category of the item is not specified. If neither the item nor the task has a VAT category specified, the VAT category is unspecified for the pro forma invoice line. You can override the default value.
Sales account	The sales account of the corresponding project transaction. The sales account is provided from the source defined by the Use sales account from setting of the particular step of the invoicing rule.
Sales subaccount	The sales subaccount of the corresponding project transaction. The sales account is provided according to the Sales subaccount mask setting of the particular step of the invoicing rule. This column appears only if the Subaccounts functionality is enabled in the Enable/disable functionalities (CS100000) window.
Deferral code	The deferral code assigned to the stock item or non-stock item specified in this document line. When the document is released, the system generates a deferral schedule (or schedules) based on the settings defined in this deferral code. You can change the deferral code in this field manually if needed. This column appears only if the Deferred revenue management functionality is enabled in the Enable/disable functionalities (CS100000) window. If you change an MDA deferral code (the deferral code that indicates that an item is a package) to any non-MDA deferral code, the system will consider the item to not be a package and will ignore its components while generating a deferral schedule. That is, the system will generate the deferral schedule for the item based on the settings of the specified non-MDA deferral code.
Max. available amount	The maximum amount available to invoice the customer based on the invoicing limit amount of the corresponding revenue budget line of the project. If no invoicing limit amount is defined for the revenue budget line of the project or if the Max. limit amount is 0, the max. available amount of each corresponding pro forma invoice line is 0. This column is shown if the Use time and material revenue budget limits check box is selected for the project on the Summary tab of the Projects (PM301000) window.
Max. limit amount	The invoicing limit amount ( Maximum amount ) of the corresponding revenue budget line of the project on the Revenue budget tab of the Projects (PM301000) window. If no invoicing limit amount is defined for the revenue budget line of the project, the Max. limit amount of each corresponding pro forma invoice line is 0. The column is shown if the Use time and material revenue budget Limits check box is selected for the project on the Summary tab of the Projects (PM301000) window.
Over-limit amount	The amount that exceeds the invoicing limit. The amount is calculated as the difference between the Amount to invoice and Max available amount. If this difference is negative or if the Max available amount is greater than the Amount to invoice, the Over-limit amount is 0. The invoice lines for which the Over-limit amount becomes non-zero exceed the limit. This column is shown if the Use time and material revenue budget limits check box is selected for the project on the Summary tab of the Projects (PM301000) window.
Sort order	The sequence number of the line, which is used to sort the lines on the tab. These numbers are assigned automatically and are changed automatically if you reorder the lines by dragging them to the appropriate positions.
Line number	The original sequence number of the line among all the pro forma invoice lines.

### The Upload non-invoiced transactions dialog box This dialog box shows the list of non-invoiced transactions of the corresponding project that can be uploaded to the pro forma invoice. In this dialog box, you can select specific transactions or all transactions and upload them to the pro forma invoice.

Element	Description
Branch	The branch in which the transaction was created.
Ref. number	The identifier of the transaction.
Stock ID	The identifier of the stock or non-stock item associated with the transaction.
Description	The detailed description provided for the transaction.
Employee	The employee associated with the transaction, such as the employee who provided the labour or service to the customer.
Customer/supplier	The name of the supplier (if the transaction originated in the Supplier ledger workspace) or customer (if the transaction originated in another workspace).
Date	The date the transaction was created.
Invoiceable	When this check box is selected, the transaction is used when the system calculates the amount that will be charged to the customer. If this check box is not selected, the transaction does not affect the invoicing for the project.
Quantity	The quantity of the item or service.
UoM	The unit of measure used for the item or service.
Invoiced quantity	The quantity that will be invoiced to the customer.
Unit rate	The price of the item or the rate of the service.
Amount	The amount of the transaction.
Account group	The account group of the debit side account of the transaction.
Credit account	The account the transaction will credit if it is released.
Credit subaccount	The subaccount the transaction will credit if it is released.
Debit account	The account the transaction will debit if it is released.
Debit subaccount	The subaccount the transaction will debit if it is released.
Upload (button)	Uploads the selected transactions to the pro forma invoice. The dialog box remains open.
Upload and close (button)	Uploads the selected transactions to the pro forma invoice and closes the dialog box. When a pro forma invoice is created, the system orders the lines of the pro forma invoice on the Time and material tab by the invoicing rule steps applied and by the project transaction reference number within each invoicing step. When you upload non-invoiced transactions, they are appended to the end of list of pro forma lines (so that after upload, you can identify them easily).
Cancel (button)	Cancels your selections and closes the dialog box.

### The Transaction details dialog box This dialog box shows the list of project transactions corresponding to the invoice line that were grouped during the invoicing according to the invoicing rule settings. In this dialog box, you can manually delete transactions you do not want to invoice at the moment, which affects the amount and quantity of the pro forma invoice line.

Element	Description
Ref. number	The identifier of the transaction in Visma Net.
Stock ID	The identifier of the stock or non-stock item associated with the transaction.
Description	The detailed description provided for the transaction.
Employee	The employee associated with the transaction, such as the employee who provided the labour or service to the customer.
Customer/supplier	The name of the supplier (if the transaction originated in the Supplier ledger workspace) or customer (if the transaction originated in another workspace).
Date	The date the transaction was created.
Invoiceable	When check box is selected, the transaction is used to calculate the amount that will be charged to the customer. If this check box is not selected, the transaction does not affect the invoicing for the project.
Quantity	The quantity for the transaction.
UoM	The unit of measure used for the transaction.
Amount	The amount of the transaction.
Invoiced quantity	The quantity that is used for invoicing the customer.
Invoiced amount	The amount that is used for invoicing the customer.

## The VAT details tab The table on this tab contains information about the taxes to be paid on the invoice. The VAT details are calculated based on the VAT category specified in each line of the pro forma invoice on the **Progress invoicing** and **Time and material** tabs. Inclusive taxes are not supported. If you apply an inclusive VAT to a pro forma invoice, the system shows an error message and does not allow you to release the pro forma invoice.

Column	Description
VAT ID	The identifier of the tax applied to the document.
VAT rate	The VAT rate of the tax.
Taxable amount	The taxable amount for the tax, which is calculated at the document level.
VAT amount	The VAT amount for the specific tax, which is calculated at the document level.
Retained taxable	The retained taxable amount for this document. This column appears in the table if the Retainage support functionality is enabled in the Enable/disable functionalities (CS100000) window.
Retained VAT	The retained VAT amount for this document. This column appears in the table if the Retainage support functionality is enabled in the Enable/disable functionalities (CS100000) window.

## The Financial details tab This tab contains information to be used for the creation of the corresponding customer ledger document. For a released pro forma invoice, the tab also shows the information about the created customer ledger document. ### The Invoice settings section

Element	Description
Customer ledger doc type	The type of the corresponding customer ledger document created when the pro forma invoice is released. Either a sales invoice or an sales credit note can be generated on release of a pro forma invoice, depending on the sign of the Detail total of the pro forma invoice.
Customer ledger ref. no.	The reference number of the corresponding customer ledger document created on release of the pro forma invoice.
Branch	The branch to be used on creation of the customer ledger document, which is provided by the project settings.
Customer VAT zone	The VAT zone of the customer location. By default, the system inserts the VAT zone associated with the Customer location specified on the Summary tab of the Projects (PM301000) window; if no VAT zone has been specified for the customer location, the customer VAT zone is not filled in. You can override the default value.
Terms	The credit terms to be used on creation of the customer ledger document, which is provided by the project settings.
Due date	The date when payment for the document is due, in accordance with the credit terms.
Cash discount date	The end date of the cash discount period, which the system calculates by using the credit terms.

## The Invoicing settings tab This tab displays the invoicing address of the customer and the contact information of the corresponding project for invoicing purposes. The invoicing settings are populated based on the information specified on the **Invoicing settings** tab of the [Projects (PM301000)](/visma-net-erp/help/project-accounting/project-accounting-windows/projects-pm301000/) window. ### The Invoice-to contact section

Element	Description
Override contact	A check box that indicates (if selected) that the contact information provided by the project settings can be overridden.
Business name	The name of the business.
Attention	The department or person to be noted on the attention line, if this line is used by your company.
Phone 1	The phone number of the contact person.
Email	The email address of the contact person.

### The Invoice-to address section

Element	Description
Override address	A check box that indicates (if selected) that the invoicing address provided by the project settings can be overridden.
Address line 1	The first line of the invoicing address.
Address line 2	The second line of the invoicing address.
City	The city of the invoicing address.
Country	The country of the invoicing address.
County	The state or province of the invoicing address.
Postcode	The postal code for the invoicing address. An input mask for the postal code can be set in the Countries/counties/postcodes (CS20400S) window.

Concepts

Windows

Process pro forma invoices (PM506000)

Process pro forma invoices (PM506000) /visma-net-erp/help/project-accounting/project-accounting-windows/process-pro-forma-invoices-pm506000 page 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 the filtered pro form invoices or only selected ones. 2026-02-19T17:09:06+01:00 # Process pro forma invoices (PM506000) 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 the filtered pro form invoices or only selected ones. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## The window toolbar

Element	Description
Process	Initiates the selected processing (based on the Action you select) for the pro forma invoices you have selected (by using the unlabelled check boxes) in the table.
Process all	Initiates the selected processing (based on the Action you select) for all pro forma invoices listed in the table.

## The top part In this area, you can define the criteria for the pro forma invoices to be displayed in the table, as well as the action to be applied if you click **Process** or **Process all**.

Action

The action to be taken when clicking Process or Process all in the window toolbar.

At this time, the Release option is available, which you select to release the pro forma invoices to produce sales invoices.

Start date

The start date of the date range for the pro forma invoice dates.

You can leave the box blank to view all pro forma invoices up to and including the End date.

End date

The end date of the date range for the pro forma invoice dates.

You can leave the box blank to view all pro forma invoices starting on the Start date.

## The table This table contains the list of pro forma invoices that match any criteria specified in the top part. You can select pro forma invoices for processing by using the check boxes in the unlabelled column.

Element	Description
Project	The project for which the pro forma invoice has been created.
Reference no.	The reference number of the pro forma invoice.
Status	The status of the pro forma invoice. Only invoices of the Open status, which indicates that the user can release these invoices, are listed in this window.
Invoice date	The date of the pro forma invoice.
Post period	The period to which the corresponding customer ledger document will be posted.
Customer	The identifier of the customer associated with the pro forma invoice.
Customer name	The name of the customer.
Pro forma gross amount in customer currency	The gross amount of the invoice in the customer’s currency.
Pro forma customer currency	The amount of the invoice in the customer’s currency.
Due date	The date when payment for the document is due, in accordance with the credit terms.
Cash discount date	The end date of the cash discount period, which the system calculates by using the credit terms.

Concepts

Windows

Pro forma invoices (PM307000)

Project access (PM102000) /visma-net-erp/help/project-accounting/project-accounting-windows/project-access-pm102000 page 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 removing users or projects. 2026-02-19T17:09:06+01:00 # Project access (PM102000) 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 removing users or projects. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. You can also use the [Restriction groups by project (PM102010)](/visma-net-erp/help/access-management/row-level-security/row-level-security-windows/restriction-groups-by-project-pm102010/) window to manage the visibility of projects to users, but you cannot create restriction groups in this window. ## The top part In this area, you can enter the settings of a new restriction group or select an existing group and edit its settings.

Element	Description
Group name	The name of the restriction group. You can type a name of a new group or select an existing group.
Description	The description of the restriction group. You can type a description if this field is empty or edit an existing description.
Group type	The type of the restriction group. You can select one of the following types: A, A inverse, B, or B inverse. For more information, see: About types of restriction groups.
Active	A check box that (if selected) indicates that the restriction group is active. You can clear the check box to make the group inactive, which means that restrictions imposed by the restriction group do not affect the visibility of entities to users. By default, this check box is selected.

## The Users tab On this tab, you can view the list of users defined in the system and select those to be included in the restriction group.

Column	Description
Login	Read-only. The login of the user.
Full name	Read-only. The full name of the user.
Comment	Read-only. The additional information that has been specified for the user in the Users (SM201010) window.

## The Projects tab By using this tab, you can view the list of projects defined in the system and select those to be included in the restriction group.

Column	Description
Project ID	Read-only. The identifier of the project.
Description	Read-only. The description of the project.
Customer	Read-only. The customer associated with the project, if this project is external. For an internal project, no customer is specified.
Template	Read-only. The template used for creating this project, if applicable.
Status	Read-only. The status of the project.

Projects (PM301000) /visma-net-erp/help/project-accounting/project-accounting-windows/projects-pm301000 page In this window, you can create, view, modify, and delete projects. 2026-02-19T17:09:06+01:00 # Projects (PM301000) In this window, you can create, view, modify, and delete projects. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Search line in list window If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view. There are two types of search fields: + White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or **%** and get different results: + space: the result contains the words in any order, + **%**: the result contains the words in the specific order, and the **%** functions as a wildcard as well. + Grey: you can click this to open the column filter pop-up window where you can filter the results for this column. ## The window toolbar

Element	Description
Run project invoicing	Initiates invoicing for the currently selected project. You can run invoicing for an Active, Completed, or Suspended project that is not an internal project.
Create change order	Initiates creating of a change order. A change order is a document for profitability analysis and an audit trial of changes to the project revenue budget, cost budget, commitments, and time and material. To use the change orders functionality, enable it in the Enable/disable functionalities (CS100000) window.
Actions	Provides the following menu commands: Lock budget Prevents the Original budgeted quantity, Unit rate, and Original budgeted amount columns from being edited on the Revenue budget and Cost budget tabs of the window. The Unlock budget action reverses the effects of this action. Unlock budget Allows the Original budgeted quantity, Unit rate, and Original budgeted amount columns to be edited on the Revenue budget and Cost budget tabs of the current window. The Lock budget action reverses the effects of this action. Lock commitments: Prevents the direct creation of purchase orders for this project in the Purchase orders (PO301000) window. This action appears if the Change orders functionality is enabled in the Enable/disable functionalities (CS100000) window and the Internal cost commitment tracking check box is selected on the General settings tab of the Project accounting preferences (PM101000) window. Unlock commitments: Allows direct creation of purchase orders for this project in the Purchase orders (PO301000) window. Create template: Opens the New project template dialog box, where you can specify an ID for the project template. Change ID: Opens the Specify new ID dialog box, where you can specify a new ID for the project. Automatic budgeting: Calculates the projected revenue and updates the Balances and Revenue budget tabs of the current window with this revenue. This action is available only when the project has the In planning, Active, or Completed status. For the calculation to be accurate, the project must be properly configured, with the necessary account groups and allocation rules created, and the projected budget for expenses must be specified. For more information about tracking future revenues, see: About labour and revenue allocation
Reports	Print project balance : Opens the Project balance (PM621000) report report for the selected project.

## The top part You can use this area to add a new project or to select an existing project and view its details.

Element	Description
Project ID	The unique ID for the project.
Customer	The customer for the project if this project is external. This value will be used in all invoices generated when you run the invoicing for the project. If you leave this field empty, the project is considered internal and you will not be able to run invoicing for it.
Template ID	The template used for creating this project, if applicable.
Description	The description of the project. > [!NOTE] > This field supports the multi-language functionality, where you can translate the entered text to multiple languages. For more information, see: About multi-language support
Status	The status of the project, which can be one of the following options: In planning This status is automatically assigned to any new project where the Hold check box is selected. It reflects that the project is a draft and is not available for selection on data entry windows. Active Indicates that the project can be associated with documents and activities in data entry windows in the workspaces integrated with the Projects workspace. Completed Indicates that all tasks for the project have been completed. Suspended Indicates that the project and all underlying activities are suspended. You can reactivate or cancel a suspended project. Cancelled Indicates that the project is cancelled. You can reactivate a cancelled project.
Hold	A check box that you select to indicate that the project should have the In planning status. When you clear the check box, the status changes to Active.
Completed %	Manually enter the percentage of finished work. This value is only used in certain reports.
Assets	The actual assets for the project.
Liabilities	The actual liabilities for the project.
Income	The income expected from the project.
Expenses	The total of the current expenses incurred by the project.

## The Summary tab This tab includes general information about the project. ### The Project properties section

Element	Description
Revenue budget level	The detail level of the revenue budget. Depending on the selected level, which can be one of the following options, the Item ID or Cost code column is shown or hidden on the Revenue budget tab: Task The project revenue is budgeted at the task ( Task ID ) level. With this option selected, the Item ID column is hidden on the Revenue budget tab of the window. Task and item The project revenue is budgeted at the task ( Task ID ) and item ( Item ID ) level. The option is not available if the Cost code functionality is enabled in the Enable/disable functionalities (CS100000) window. Task and cost code The project revenue is budgeted at the task ( Task ID ) and cost code ( Cost code ) level. The option is available if the Cost code functionality is enabled in the Enable/disable functionalities (CS100000) window.
Start date	The date when the project starts.
End date	The date when the project is expected to end.
Project manager	The person who is responsible for managing the project and authorised to approve the project task and task activities.
Last revenue change no.	The last revenue change number on the project.
Change order workflow	When this check box is selected, the creation of change orders is enabled.
Restrict employees	When this check box is selected, only the employees listed on the Employees tab of this window can create activities and documents associated with the current project. These capabilities include creating activities on the Activity history tab of this window, time cards in the Employee time card (EP305000) window, and project transactions in the Project transactions (PM304000) window.
Track production data	A check box that you select to track the extra values reported by the people at the work site for the project. If you select this check box, the following columns appear on the Cost budget tab: Cost to complete, Cost at completion, Percentage of completion, Last cost to complete, Last cost at completion, and Last percentage of completion.
Webhook notifications	When this check box is selected, the system will send a notification when a project is created or updated. An update can consist of changes made to the following tabs: Summary, Employee, Tasks.

### The Invoicing and allocation settings section

Element	Description
Invoicing period	The frequency of invoicing, which can be one of the following options: Week invoicing occurs once a week. Month invoicing occurs once a month. Quarter invoicing occurs once a quarter. Year invoicing occurs once a year. On demand invoicing can be performed at any time. For projects with the Active status, the Invoicing period field is read-only.
Next invoicing date	The date for which the next invoicing is scheduled for the project. A value is displayed in this field only for active projects. For newly created projects, the Next invoicing date is calculated as the Start date plus one Invoicing period. For the projects for which the project invoicing has been successfully performed at least once, the Next invoicing date is calculated as the Next invoicing date plus one Invoicing period. For the projects with the On demand invoicing period, the Next invoicing date is always empty.
Last invoicing date	The date when the latest invoicing was performed for the project. A value is displayed in this field only for active projects.
Terms	The type of credit terms used for invoices in the project. You define credit terms in the Credit terms (CS206500) window.
Allocation rule	The default allocation rule that is used for the tasks created for the project.
Run allocation when you release project transactions	When this check box is selected, allocation is run automatically during the release of the documents associated with this project.
Invoicing rule	The default invoicing rule that is used for the tasks created for the project.
Rate table	The rate table to be used with the allocation rules, if applicable.
Create a pro forma at the time of invoicing	When this check box is selected, a pro forma invoice is created automatically for the project when you run project invoicing.
Use the revenue budget limits for time and material	When this check box is selected, the system will validate the limits of the revenue budget of the project when you process pro forma invoices for the project. The Limit amount and Maximum amount columns are shown on the Revenue budget tab if this check box is selected.
Automatically release customer documents	When this check box is selected, invoice documents are released automatically after the project invoicing is completed.

### The Invoice to section

Customer location

The location of the project’s customer. When the customer is selected, the system populates this field with the customer’s default location.

This element is available if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.

### The Invoice contact section This section contains the contact information of the customer for invoicing purposes. These settings are initially populated with the information specified on the **Invoicing settings** tab of the [Customers (AR303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/) window, but you can override any of the default settings.

Element	Description
Override contact	When this check box is selected, the contact information provided by the customer’s settings can be overridden.
Business name	The name of the business.
Attention	The department or person to be noted on the attention line, if this line is used by your company.
Phone 1	The phone number of the contact person.
Email	The email address of the contact person.

### The Invoice address section This section contains the invoicing address of the customer for invoicing purposes. These settings are initially populated with the information specified on the **Invoicing settings** tab of the [Customers (AR303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/) window, but you can override any of the default settings.

Element	Description
Override address	When this check box is selected, the invoicing address provided by the customer’s settings can be overridden.
Address 1	The first line of the invoicing address.
Address 2	The second line of the invoicing address.
City	The city of the invoicing address.
Country	The country of the invoicing address.
County	The county of the invoicing address.
Postcode	The postcode for the invoicing address. An input mask for the postal code can be set in the Countries/counties/postcodes (CS20400S) window.

### The Visibility settings section

Option	Description
General ledger	A check box that indicates whether transactions in the General ledger workspace can be associated with the project based on this template. If you select this check box, users can select the project in general ledger documents, and the release of these documents will automatically update the project data.
Supplier ledger	A check box that indicates whether transactions in the Supplier ledger workspace can be associated with the project based on this template. If you select this check box, users can select the project in supplier ledger documents, and the release of these documents will automatically update the project data.
Customer ledger	A check box that indicates whether transactions in the Customer ledger workspace can be associated with the project based on this template. If you select this check box, users can select the project in customer ledger documents, and the release of these documents will automatically update the project data.
Sales	A check box that indicates whether transactions in the Sales workspace can be associated with the project based on this template. If you select this check box, users can select the project in sales documents, and the release of these documents will automatically update the project data.
Purchases	A check box that indicates whether transactions in the Purchases workspace can be associated with the project based on this template. If you select this check box, users can select the project in purchase documents, and the release of these documents will automatically update the project data.
Inventory	A check box that indicates whether transactions in the Inventory workspace can be associated with the project based on this template. If you select this check box, users can select the project in inventory documents, and the release of these documents will automatically update the project data.
Cash management	A check box that indicates whether transactions in the Cash management workspace can be associated with the project based on this template. If you select this option, users can select the associated project and task when they enter a document in the Cash management workspace.
Time entries	A check box that indicates whether the transactions in the Time and expenses workspace can be associated with the task based on this template. If you select this check box, users can select the project in documents, and the release of these documents automatically updates the project data.
Expenses	A check box that indicates whether transactions from Expense can be associated with the task based on this template. If you select this check box, users can select the project in documents, and the release of these documents automatically updates the project data.

## The Tasks tab On this tab, you can view and modify project tasks, delete project tasks, and add new tasks to the project.

Button	Description
Add common tasks	Opens the Add tasks dialog box, where you can add a common task or a task associated with the template this project is based on. For more information about common and template tasks, see: About templates for projects and tasks
Activate tasks	Assigns the Active status to all the project tasks.
Complete tasks	Assigns the Completed status to all the active project tasks and sets 100.00 as the value of the Completed (%) column for all of them.
Set as default	Use this button to set a project task as the default for a project.
Task ID	The ID of the task.
Description	The description of the task.
Rate table	The rate table to be used in the allocation rules, if applicable. If the task is created based on the project template selected in the Template field in the top part of this window, the system uses the rate table of the corresponding task of this project template. If no project template is selected for the project, or no rate table is defined for the corresponding task of the selected project template, the system uses the rate table of the project specified in the Rate table field on the Summary tab of this window.
Allocation rule	The rule that Visma Net uses to run allocations for the task. If the task is created based on the project template selected in the Template field in the top part of this window, the system uses the allocation rule of the corresponding task of this project template. If no project template is selected for the project, or no allocation rule is defined for the corresponding task of the selected project template, the system uses the allocation rule of the project specified in the Allocation rule field on the Summary tab of this window.
Invoicing rule	The rule that Visma Net uses to run invoicing for the task. If the task is created based on the project template selected in the Template field in the top part of this window, the system uses the invoicing rule of the corresponding task of this project template. If no project template is selected for the project, or no invoicing rule is defined for the corresponding task of the selected project template, the system uses the invoicing rule of the project specified in the Invoicing rule field on the Summary tab of this window.
Status	The status of the task, which can be one of the following: In planning The task is a draft and is not available for selection in data entry windows. This status is automatically assigned to any new task. Active The task is active and can be selected on data entry windows. Cancelled Task execution has been stopped before task completion. A cancelled task can be activated again. Completed The task has been completed.
Completed (%)	The percentage of the work on the task that has been completed, which is determined as follows based on the value selected in the Completion method field on the Summary tab of the Project tasks (PM302000) window: Manual Entered manually by a user. Budgeted quantity Calculated automatically as the actual quantity divided by the revised budgeted quantity for the cost budget lines associated with the task that have the Auto completed (%) check box selected on the Cost budget tab. Budgeted amount Calculated automatically as the actual amount divided by the revised budgeted amount for the cost budget lines associated with the task that have the Auto completed (%) check box selected on the Cost budget tab. For more information, see: About the calculation of task completion percentage
Start date	The date when the task was actually started.
End date	The date when the task actually ended.
Approver	The employee who is authorised to approve the time activities related to the task.
Invoicing option	The way the task becomes eligible for invoicing, which can be one of the following: By invoicing period The task is available for invoicing on demand if the project is assigned the On demand invoicing period, and is available for invoicing at the end of the specified invoicing period if the project is assigned other invoicing periods. On task completion The task can be invoiced only when it is completed. On project completion The task is available for invoicing when the project is completed.
Default	This check box is automatically selected on the active line, when you click the Set as default button on the top part of the table.
Cash management	A check box that indicates whether transactions in the Cash management workspace can be associated with the project based on this template. If you select this option, users can select the associated project and task when they enter a document in the Cash management workspace.
Customer ledger	A check box that indicates whether transactions in the Customer ledger workspace can be associated with the project based on this template. If you select this check box, users can select the project in customer ledger documents, and the release of these documents will automatically update the project data.
Expenses	A check box that indicates whether transactions from Expense can be associated with the task based on this template. If you select this check box, users can select the project in documents, and the release of these documents automatically updates the project data.
General ledger	A check box that indicates whether transactions in the General ledger workspace can be associated with the project based on this template. If you select this check box, users can select the project in general ledger documents, and the release of these documents will automatically update the project data.
Inventory	A check box that indicates whether transactions in the Inventory workspace can be associated with the project based on this template. If you select this check box, users can select the project in inventory documents, and the release of these documents will automatically update the project data.
Purchases	A check box that indicates whether transactions in the Purchases workspace can be associated with the project based on this template. If you select this check box, users can select the projectchase documents, and the release of these documents will automatically update the project data.
Sales	A check box that indicates whether transactions in the Sales workspace can be associated with the project based on this template. If you select this check box, users can select the project in sales documents, and the release of these documents will automatically update the project data.
Supplier ledger	A check box that indicates whether transactions in the Supplier ledger workspace can be associated with the project based on this template. If you select this check box, users can select the project in supplier ledger documents, and the release of these documents will automatically update the project data.
Time entries	A check box that indicates whether the transactions in the Time and expenses workspace can be associated with the task based on this template. If you select this check box, users can select the project in documents, and the release of these documents automatically updates the project data.

### The Add tasks dialog box

Column	Description
Included	A check box that you select for the tasks that you want to add to the project.
Task ID	The ID of the task.
Description	The description of the task.
Approver	The employee assigned to approve time activities associated with the task.
Is global	When this is checked, the task is in global use.
Add common tasks (button)	Adds the common tasks that you have selected to the current project and closes the dialog box.
Cancel (button)	Closes the dialog box without adding any tasks to the current project.

## The Revenue budget tab This tab lists all the project revenues that can be created manually or generated by the project transactions and commitments—that is, generated for the corresponding project, project task, stock item or cost code, and account group.

Element	Description
Project task	A task on the project. If a task is selected, the table lists the revenue budget lines for only this task.
Task description	The free-form description of the task you can enter.
Group by task	A check box that you select to make the table show all the revenue budget lines with the same task as a single line. When the budget lines are grouped by task, the system shows the total for each numeric column of the table in the bottom-most row.
View commitments (button)	Opens the Commitments (PM306000) window in a pop-up window. This window shows the list of commitments that correspond to the selected revenue budget line. This button is available only if the Internal commitment tracking check box is selected in the Commitments (PM306000) window.
View transactions (button)	Opens the Project transactions (PM304000) window in a pop-up window. This window shows the list of project transactions that correspond to the selected revenue budget line.
Project task	A task on the project.
Item ID	The stock or non-stock stock item that is used for the time and material project invoicing. By default, the system populates this field with the empty item code, which is initially N/A and can be changed in the Empty item code field in the Project accounting preferences (PM101000) window. The column is shown if Task and item is selected as the Revenue budget level on the Summary tab of the window for the project.
Account group	The income account group of the revenue budget line.
Cost code	The cost code that is associated with a revenue budget line. You can change the cost code value for each revenue line. The column is shown if Task and cost code is selected as the Revenue budget level on the Summary tab of the window for the project.
Description	The description of the revenue budget line.
Original budgeted quantity	The budgeted quantity of the revenue budget line.
UoM	The unit of measure of the revenue budget line. If a stock item is selected in the Item ID column, the UoM column is automatically filled in with the base unit of measure of this stock item, which can be changed to another UoM available for the item. The base unit of measure of the empty item code is HOUR. If the revenue budget line is created based on the project template selected in the Template field in the top part of this window, the system uses the UoM of the corresponding revenue budget line of this project template. If no UoM is defined for the corresponding revenue budget line of the selected project template, the system selects the UoM by using the logic described above.
Unit rate	The price of the specified unit of the revenue budget line.
Original budgeted amount	The budgeted amount of the revenue budget line. For the Budgeted quantity, UoM, and Unit rate specified for the line, the amount is calculated as Budgeted amount = Budgeted quantity * Unit rate.
Revised budgeted quantity	The revised budgeted quantity if the budget quantity has been revised for the project after the initial budgeting. By default, this quantity is equal to the Budgeted quantity value specified for the line.
Revised budgeted amount	The revised budgeted amount if the budget amount has been revised for the project after the initial budgeting. By default, this amount is equal to the Budgeted amount value specified for the line.
Budgeted CO quantity	The budgeted change order quantity of the line. This is available, if the Change order workflow check box is selected on the project.
Budgeted CO amount	The budgeted change order amount of the line. This is available, if the Change order workflow check box is selected on the project.
Amount limit	A check box that you select to be able to specify the Maximum amount. This column is shown if the Use the revenue budget limits for time and material check box is selected on the Summary tab.
Maximum amount	The maximum invoiceable amount for the revenue budget line. This column is shown if the Use the revenue budget limits for time and material check box is selected on the Summary tab.
Committed quantity	The total quantity of the commitments that are associated with the project, project task, and account group. This column is available only if the Internal commitment tracking check box is selected in the Project accounting preferences (PM101000) window. The quantity is updated only if the UoM is specified in the budget line and if the system can convert the UoM of the document line to the UoM of the budget line by using the list of unit conversions defined in the Units of measure (CS203100) window.
Committed amount	The total amount of commitments that are associated with the project, project task, and account group. This column is available only if the Internal commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
Committed received quantity	The total received quantity of the commitments that are associated with the project, project task, and account group. This column is available only if the Internal commitment tracking check box is selected in the Project accounting preferences (PM101000) window. The quantity is updated only if the UoM is specified in the budget line and if the system can convert the UoM of the document line to the UoM of the budget line by using the list of unit conversions defined in the Units of measure (CS203100) window.
Committed invoiced quantity	The total invoiced quantity of the commitments that are associated with the project, project task, and account group. This column is available only if the Internal commitment tracking check box is selected in the Project accounting preferences (PM101000) window. The quantity is updated only if the UoM is specified in the budget line and if the system can convert the UoM of the document line to the UoM of the budget line by using the list of unit conversions defined in the Units of measure (CS203100) window.
Committed invoiced amount	The total invoiced amount of the commitments that are associated with the project, project task, and account group. This column is available only if the Internal commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
Committed open quantity	The total open quantity of the commitments that are associated with the project, project task, and account group. This column is available onlyif the Internal commitment tracking check box is selected in the Project accounting preferences (PM101000) window. The quantity is updated only if the UoM is specified in the budget line and if the system can convert the UoM of the document line to the UoM of the budget line by using the list of unit conversions defined in the Units of measure (CS203100) window.
Committed open amount	The total open amount of the commitments that are associated with the project, project task, and account group. This column is available only if the Internal commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
Amount for draft invoices	If the Create pro forma on invoicing check box is selected for the project, the total amount of the lines of pro forma invoices for which the corresponding sales invoices have not been released yet. If the Create pro forma on invoicing check box is cleared for the project, the column shows the total amount of unreleased sales invoices.
Actual quantity	The total quantity of the lines of the released sales invoices that correspond to the revenue budget line. The quantity is updated only if the UoM is specified in the budget line and if the system can convert the UoM of the document line to the UoM of the budget line by using the list of unit conversions defined in the Units of measure (CS203100) window.
Actual amount	The total amount of the lines of the released sales invoices that correspond to the revenue budget line.
Actual + open committed amount	The sum of the Actual amount and Committed open amount values.
Variance amount	The difference between the Revised amount and Actual + open committed amount values.
Completed (%)	The percentage of the work on the task that has been completed. If the Pending invoice amount is manually changed, the Completed (%) is recalculated as follows: `Completed (%) = (Draft invoices amount + Actual amount + Pending invoice amount) / Revised amount \* 100%`.
Pending invoice amount	The amount to be invoiced on the next execution of the project invoicing process. If the Completed (%) value is manually changed, the column values are recalculated as follows: `Pending invoice amount = Revised amount \* Completed (% ) / 100 - (Actual amount + Draft invoices amount)`.
Performance (%)	The task performance measure, which the system estimates as the ratio (expressed as a percentage) of the actual amount to the revised budgeted amount.
VAT category	The VAT category for the revenue budget line. By default, the system inserts the VAT category that has been specified for the item specified in the line. If no item is selected in the line or the item has no VAT category defined, the system inserts into this column the VAT category of the task specified in the line. If the task also has no VAT category defined, this column is empty. If the revenue budget line is copied from a template defined in the Project templates (PM208000) window, by default, the system inserts the VAT category defined in the template. If no VAT category is defined at the template level, the system selects the VAT category using the logic described in the previous paragraph. You can override any default value the system inserts into this column. If you change the item or task for the revenue budget line, the system changes the VAT category by using the logic described above.

## The Cost budget tab This tab lists all the project costs that can be created manually or generated by the project transactions and commitments or that can be generated for the corresponding project, project task, stock item, and expense account mapped to the account group. The **Cost budget update** setting in the [Project accounting preferences (PM101000)](/visma-net-erp/help/project-accounting/project-accounting-windows/project-accounting-preferences-pm101000/) window determines whether the system generates a cost budget line for each item or generates a single line with the empty item code for multiple cost transactions that have the same task and account group but different items.

Element	Description
Project task	A task on the project. If a task is selected, the table lists the revenue budget lines with only this task.
Task description	The free-form description of the task you can enter.
Group by task	A check box that you select to make the table show all the revenue budget lines with the same task as a single line. When the budget lines are grouped by task, the system shows the total for each numeric column of the table in the bottom-most row.
View commitments (button)	Opens the Commitments (PM306000) window in a pop-up window. It shows the list of commitments that correspond to the selected cost budget line. This button is available only if the Internal commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
View transactions (button)	Opens the Project transactions (PM304000) window in a pop-up window. It shows the list of project transactions that correspond to the selected cost budget line.
Project task	A task on the project.
Item ID	The stock or non-stock stock item that is associated with the cost budget line. The column is shown if Task and item is selected as the Revenue budget level on the Summary tab of the window for the project.
Cost code	The cost code that is associated with the cost budget line. You can change the cost code value for each line. The column is shown if Task and cost code is selected as the Revenue budget level on the Summary tab of the window for the project.
Account group	The account group to which the corresponding expense account is mapped. In addition to the account groups of the Expense type, you can select the Off-balance account groups for which the Expense check box is selected in the Account groups (PM201000) window.
Description	The description of the cost budget line.
Original budgeted amount	The budgeted amount of the revenue budget line. For the Budgeted quantity, UoM, and Unit rate specified for the line, the amount is calculated as Budgeted amount = Budgeted quantity * Unit rate.
UoM	The unit of measure of the cost budget line. If a stock item is selected in the Item ID column, the UoM is automatically selected as the base unit of measure of this stock item and can be changed to another UoM available for the item. If the cost budget line is created based on the project template selected in the Template field in the top part of this window, the system uses the UoM of the corresponding cost budget line of this project template. If no UoM is defined for the corresponding cost budget line of the selected project template, the system selects the UoM by using the logic described above. If the item is not specified, any existing UoM can be selected.
Unit rate	The price of the specified unit of the cost budget line.
Budgeted quantity	The budgeted quantity of the task and optionally the stock item.
Budgeted amount	The budgeted amount of the task and optionally the stock item. For the Budgeted quantity, UoM, and Unit rate specified for the line, the amount is calculated as Budgeted amount = Budgeted quantity * Unit rate.
Revised quantity	The revised quantity if the budget quantity has been revised for the project after the initial budgeting.
Revised amount	The revised amount if the budget amount has been revised for the project after the initial budgeting.
Budgeted CO quantity	The budgeted change order quantity of the line. You can use this is available, if the Change order workflow check box is selected on the project.
Budgeted CO amount	The budgeted change order amount of the line. You can use this is available, if the Change order workflow check box is selected on the project.
Committed quantity	The total quantity of the commitments that are associated with the project, project task, and account group. This column is available only if the Internal commitment tracking check box is selected in the Project accounting preferences (PM101000) window. The quantity is updated only if the UoM is specified in the budget line and if the system can convert the UoM of the document line to the UoM of the budget line by using the list of unit conversions defined in the Units of measure (CS203100) window.
Committed amount	The total amount of the commitments that are associated with the project, project task, and account group. This column is available only if the Internal commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
Committed received quantity	The total received quantity of the commitments that are associated with the project, project task, and account group. This column is available only if the Internal commitment tracking check box is selected in the Project accounting preferences (PM101000) window. The quantity is updated only if the UoM is specified in the budget line and if the system can convert the UoM of the document line to the UoM of the budget line by using the list of unit conversions defined in the Units of measure (CS203100) window.
Committed invoiced quantity	The total invoiced quantity of the commitments that are associated with the project, project task, and account group. This column is available only if the Internal commitment tracking check box is selected the Project accounting preferences (PM101000) window. The quantity is updated only if the UoM is specified in the budget line and if the system can convert the UoM of the document line to the UoM of the budget line by using the list of unit conversions defined in the Units of measure (CS203100) window.
Committed invoiced amount	The total invoiced amount of the commitments that are associated with the project, project task, and account group. This column is available only if the Internal commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
Committed open quantity	The total open quantity of the commitments that are associated with the project, project task, and account group. This column is available only if the Internal commitment tracking check box is selected in the Project accounting preferences (PM101000) window. The quantity is updated only if the UoM is specified in the budget line and if the system can convert the UoM of the document line to the UoM of the budget line by using the list of unit conversions defined in the Units of measure (CS203100) window.
Committed open amount	The total open amount of the commitments that are associated with the project, project task, and account group. This column is available only if the Internal commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
Actual quantity	The total quantity of the released Projects transactions that correspond to the cost budget line. The quantity is updated only if the UoM is specified in the budget line and if the system can convert the UoM of the document line to the UoM of the budget line by using the list of unit conversions defined in the Units of measure (CS203100) window.
Actual amount	The total amount of the released project transactions that correspond to the cost budget line.
Actual + open committed amount	The sum of the Actual amount and Committed open amount values.
Variance quantity	The difference between the Revised budgeted quantity and Actual quantity.
Variance amount	The difference between the Revised amount and Actual + open committed amount values.
Performance (%)	The task performance measure, which the system estimates as the percentage of the actual amount to the revised budgeted amount.
Automatically completed (%)	When this check box is selected, the Completed (%) of the corresponding task is calculated automatically, based on the completion method of the task, which is specified in the Project tasks (PM302000) window.
Performance (%)	The task performance measure, which the system estimates as the percentage of the actual amount to the revised budgeted amount.
Automatically completed (%)	When this check box is selected, the Completed (%) of the corresponding task is calculated automatically, based on the completion method of the task, which is specified in the Project tasks (PM302000) window.
Revenue task	The task for which the revenue budget is specified for the cost budget line.
Revenue item	The item for which the revenue budget is specified for the cost budget line. This column is shown if Task and item is selected as the Revenue budget level on the Summary tab of this window for the project.

## The Balances tab You use this tab to view the budget broken down by account groups.

Button	Description
View transactions	Opens the Project transactions (PM304000) window in a pop-up window. It shows the list of project transactions that correspond to the selected budget line.
View commitments	Opens the Commitments (PM306000) window in a pop-up window. It window shows the list of commitments that correspond to the selected budget line. This column is available only if the Internal commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
Account group	The group of accounts for which the actual and budgeted amounts are specified.
Description	The description of the account group.
Original budgeted amount	The amount budgeted for the project with respect to this account group.
Current budgeted amount	The revised budgeted amount for the project with respect to this account group.
Actual amount	The actual amount spent on the project with respect to this account group.
Performance (%)	The project completion measure, estimated as the ratio (expressed as a percentage) of the actual amount to the revised budgeted amount.
Budgeted CO quantity	The budgeted change order quantity of the line. You can use this is available, if the Change order workflow check box is selected on the project.
Budgeted CO amount	The budgeted change order amount of the line. You can use this is available, if the Change order workflow check box is selected on the project.
Committed amount	The total amount of the commitments that are associated with the project, project task, and account group. This column is available only if the Internal commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
Committed open amount	The total open amount of the commitments that are associated with the project, project task, and account group. This column is available only if the Internal commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
Committed invoiced amount	The total invoiced amount of the commitments that are associated with the project, project task, and account group. This column is available only if the Internal commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
Actual + open committed amount	The sum of the Actual amount and Committed open amount values.
Variance amount	The difference between the Revised amount and Actual + open committed amount values.

## The Commitments tab You use this tab to view purchase orders that have at least one line related to the project. ### The top part

Element	Description
Show purchases	When this check box is selected, you will see the purchase orders connected with the projects, which have purchases order types with the Commitment check box selected.
Show sales	When this check box is selected, you will see the sales orders connected with the projects, which have sales order types with the Commitment check box selected.

### The table

Column	Description
Workspace	The workspace connected with the transactions.
Type	The type of the purchase order.
Order no.	The unique reference number of the purchase order.
Date	The date the purchase order was created.
Customer/ supplier	The number of the customer/supplier to/from which the items are sold/purchased.
Account name	The name of the customer/supplier.
Order qty.	The total quantity of the item that has been ordered, expressed in the unit of measure of the purchase order line.
Open qty.	The quantity of the ordered items yet to be received for the purchase order.
Order total	The total sum for the purchase order.
Currency	The currency of the purchase order.
Status	The status of the purchase order.
Line total	The total amount of the line.
Order description	The description of the sales or purchase order.

## The Customer invoice tab This tab lists all the invoices generated during various stages of project execution. If the invoicing workflow of the project includes the creation of pro forma invoices or the **Create pro forma on invoicing** check box is selected for the project and the sales invoices are listed in the same row with the pro forma invoice they were created based on.

Column	Description
Invoicing number	The serial number of the invoice that is being assigned to the invoices of the project in order of the creation of the invoices in accordance with the numbering sequence specified in the Pro forma number series field in the Project accounting preferences (PM101000) window.
Pro forma date	The date of the pro forma invoice.
Pro forma ref. no.	The reference number of the pro forma invoice.
Pro forma net amount in base currency	The net amount of the pro forma invoice in the base currency.
Pro forma gross amount in base currency	The gross amount of the pro forma invoice in the base currency.
Pro forma customer currency	The customer currency of the pro forma invoice.
Pro forma gross amount in customer currency	The gross amount of the pro forma invoice in the customer currency.
Pro forma net amount in customer currency	The net amount of the pro forma invoice in the customer currency.
Description	The description provided for the pro forma invoice.
Status	The status of the pro forma invoice.
Invoice total	The total amount of the pro forma invoice.
Doc. type	The type of the customer ledger document.
Ref. no. customers	The reference to the customer ledger document.
Doc. date	The date of the customer ledger document.
Doc. status	The status of the customer ledger document.
Doc. description	The description of the customer ledger document.
Doc. amount	The total amount of the customer ledger document.
Currency	The currency of the invoice.
Open CL balance	The current open balance of the invoice.
Customer doc. net amount	The net amount of the customer document.
Open balance in currency	The open balance of the invoice in currency.

## The Supplier invoices tab This tab displays the list of supplier documents associated with the project.

Column	Description
Supplier	The ID of the supplier of the invoice assigned to the project.
Supplier name	The name of the supplier.
Supplier ref.	The supplier reference on the connected supplier document.
Invoice no.	The invoice number of the supplier document.
Description	The description of the supplier document.
Date	The date of the supplier document.
Type	The type of supplier document.
Amount	The amount of the document.
Status	The status of the document.
Gross amount	The gross amount of the document.
Net amount	The net amount of the document.
Open balance	The open balance of the document.
Currency	The currency of the document.
Open balance in currency	The open balance of the document in currency.

## The Change orders tab This tab lists change orders connected with the project. If the invoicing workflow of the project includes the creation of pro forma invoices or the **Create pro forma on invoicing** check box is selected for the project and the sales invoices are listed in the same row with the pro forma invoice they were created based on.

Column	Description
Ref. no	The reference number of the change order.
Class	The class of the change order, which is defined in the Change order classes (PM203000) window.
Revenue change no.	The number of the change order that affect the project revenue within the project, which the system uses for printing. The Revenue change no. is an integer that the system assigns sequentially, starting from 1 and then 2, 3, and so on. The last assigned number for the change orders of the project is shown in the Last revenue change no. field in the Project properties section of the Summary tab of this window.
Status	The status of the change order, which can be one of the following: On hold The change order is a draft that can be edited but cannot be released. Open The order is open. Pending approval The change order is pending the approval of the employee who has been assigned to approve the change order. Rejected The employee who was assigned to approve the change order has rejected it. Open The change order is ready to be released. Closed The change order has been released.
Description	The description provided for the change order.
Change date	The date on which the changes made with the change order should be recorded in the project balances.
Approval date	The date that is communicated to the customer as the approval date of the agreed-upon changes.
External reference no	The external reference number of the change order.
Revenue budget change total	The total amount of the changes of the change order to the revenue budget of the project, which is the total of the Amount column on the Revenue budget tab of the Change orders (PM308000) window.
Commitments change total	The total amount of the changes of the change order to the commitments of the project, which is the total of the Amount in base currency column on the Commitments tab of the Change orders (PM308000) window.
Cost budget change total	The total amount of the changes of the change order to the cost budget of the project, which is the total of the Amount column on the Cost budget tab of the Change orders (PM308000) window.
Reverse status	The reverse status of the change order, which can be one of the following: None The change order is a normal change order. Reversing The change order is a reversing change order that reverses the impact of the original change order, whose reference number is shown in the Original CO ref. no. column. Reversed The change order that has been reversed.
Orig. CO ref. no	The reference number of the original change order that the current change order reverses.

## The Activity history tab This tab displays the list of the activities that are associated with the project. If the **Restrict employees** check box is selected for the project on the **Summary** tab of this window, only the employees listed on the **Employees** tab of this window can add activities to the project. Activities cannot be added to a project with the **Completed** or **Cancelled** status. If activities have been added to a project that has the **In Planning** status, any related transactions cannot be released until the project status is set to **Active**. ### The activity type buttons

Button	Description
Add task	Opens the Task (CR306020) window in a pop-up window; you can use the window to create a new task associated with the project.
Add event	Opens the Event (CR306030) window in a pop-up window; you can use the window to create a new event associated with the project.
Add email	Opens the Send (CR306015) window in a pop-up window; you can use the window to create and send an email associated with the project.
Add activity	Includes the following predefined menu commands: Add note Opens the Activity (CR306010) window, which you can use to create an activity with the Note type, in a pop-up window. Add chat Opens the Activity (CR306010) window, which you can use to create a new activity with the Chat type, in a pop-up window. Add appointment Opens the Activity (CR306010) window, which you can use to create a new activity with the Appointment type, in a pop-up window. Add message Opens the Activity (CR306010) window, which you can use to create a new activity with the Message type, in a pop-up window. Add phone call Opens the Activity (CR306010) window, which you can use to create a new activity with the Phone call type, in a pop-up window. Add work item Opens the Activity (CR306010) window, which you can use to create a new activity with the Work item type, in a pop-up window.

### The table columns In addition to the columns described below, the tab includes columns (labelled with icons) that you can use to attach notes and files to the activity, to check what priority level is specified for the activity, and whether the activity is completed.

Column	Description
Type	The type of the activity.
Summary	The description provided for the activity. Click the link in this column for a specific activity to open the activity in a pop-up window.
Status	The status of the activity.
Start date	The start date and time of the activity.
Category	The category of the activity.
Invoiceable	A check box that indicates (if selected) that the time spent on the activity is invoiceable.
Time spent	The total time spent on the activity.
Overtime	The time in excess of normal work hours spent on the activity.
Invoiceable time	The number of invoiceable hours spent on the activity.
Invoiceable overtime	The invoiceable time in excess of normal work hours spent on the activity.
Work group	The work group to which the activity is assigned.
Owner	The employee to whom the activity is assigned.
Created by	The user who has created the activity.
Project	The project connected with the activity.
Project task	The project task connected with the activity.
Released	This check box is selected if the activity has been released.

## The Employees tab The tab contains a list of the employees assigned to the project and the relevant details about each employee. If the **Restrict employees** check box is selected for the project on the **Summary** tab of this window, only the listed employees can create activities and documents associated with the current project, which includes creating activities on the **Activity history** tab of this window, time cards in the [Employee time card (EP305000)](/visma-net-erp/help/time-and-expenses/time-and-expenses-windows/employee-time-card-ep305000/) window, or project transactions in the [Project transactions (PM304000)](/visma-net-erp/help/project-accounting/project-accounting-windows/project-transactions-pm304000/) window.

Column	Description
Employee ID	The ID of the employee assigned to the project.
Employee name	The name of the employee assigned to the project.
Department	The department of the employee.
Type of hour	The hour type determines the labour cost of this employee with respect to the current project. You can create a new hour type by using the Type of hours (EP102000) window.
Description	The description of the earning type.
Labour item	The non-stock item of the Labour type used to account for the labour effort of the employee for this project.
Default price	The price associated with the labour item by default.

## The General ledger accounts tab On this tab, you can select general ledger accounts that the system uses if the project is selected as the source of a particular account. ### The Default values section

Element	Description
Default account	The account to be used as one of the sources of possible accounts for the invoices and transactions for the project. This account is used as the expense account in project transactions if the Project option is selected in the Expense account source field in the Invoicing rules (PM207000) window. This account is also used as the sales account for the invoice lines generated for the project by the invoicing rule with the Project selected in the Use sales account from field in the Invoicing rules (PM207000) window.
Default subaccount	The subaccount to be used as one of the sources of possible segment values for subaccounts to be used in the invoices and transactions for the project. This subaccount is used as a source of segment values (to be used for project transactions) for the segments with the P option selected in the Expense sub. source field in the Project accounting preferences (PM101000) window. This subaccount is also used as a source of segment values for the sales subaccount for the invoice lines generated for the project by the invoicing rule with the P mask specified in the Sales subaccount mask field in the Invoicing rules (PM207000) window.
Accrual account	The default accrual account to be used in project transactions for the project; also, this account is used as the default expense accrual account for transactions if the Project accrual option is selected in the Expense accrual account source field in the Project accounting preferences (PM101000) window.
Accrual subaccount	The default accrual subaccount to be used in project transactions for the project; also, this subaccount is used as a source of segment values for the expense accrual subaccount (to be used for project transactions) for the segments with the P option selected in the Expense accrual sub. source field in the Project accounting preferences (PM101000) window.

### The Default task for the general ledger account table When you create a document, you specify a project task for each transaction where it is applicable. However, no project task is specified for an automatically added transaction (such as a freight transaction added to an Customer ledger invoice), which causes an error. You use this table to map project tasks to the accounts that may be used in transactions automatically added to documents. If the same mapping should be used for multiple similar projects, you specify the corresponding rules by using the [Project templates (PM208000)](/visma-net-erp/help/project-accounting/project-accounting-windows/project-templates-pm208000/) window.

Column	Description
Account	The General ledger account that may appear in a transaction that is automatically added by the system to the documents associated with this project.
Default task	The task of this project to be associated with the account.

## The Attributes tab On the **Attributes** tab, you can view, add, change, or delete attribute values for the project. The project-related attributes are selected in the [Project attributes (PM202000)](/visma-net-erp/help/project-accounting/project-accounting-windows/project-attributes-pm202000/) window.

Column	Description
Attribute	The attribute used for the project.
Required	A check box that indicates (if selected) that this attribute is required for the project.
Value	The value of the attribute for the project.

## The Mailing settings tab The **Mailing settings** tab contains the list of predefined mailings that can be used for electronically (by email) sending the customer pro forma invoices and other documents related to the project. When a new project is created, the system copies to the project all the default mailing settings from the **Mailing settings** tab of the [Project accounting preferences (PM101000)](/visma-net-erp/help/project-accounting/project-accounting-windows/project-accounting-preferences-pm101000/) window. You can override these default settings. ### The Mailing table You use this table to view and modify the list of active mailings that can be used to send emails to the customer. For each mailing, you can select either a report or a email template to be used by default as the body of the email.

Column	Description
Mailing ID	The unique ID of the mailing.
Branch	The branch of your company with which this mailing is associated.
Email account	The email account to be used for as the sender of emails for this mailing. If no account is specified, the default email account, which is defined in the Email preferences (SM204001) window, will be used.
Report	The report to be used by default for printing an invoice for the project and as the body or attachment of the email. The report you select here must be a report in the Projects workspace
Notification template	The email template, which is defined in the Notification templates (SM204003) window, to be used by default to generate personalised emails for this mailing, if a template is used rather than a report.
Format	The format in which the report (if applicable) will be sent by default if no preferences have been specified for a particular recipient in the Customers (AR303000) window (for customer contacts). Select one of the following options: HTML, Excel, or PDF.
Active	When this check box is selected, this mailing is active. Emails will be generated only for active mailings. For the PROFORMA mailing, you cannot clear this check box.

### The Recipients table You use this table to view and modify the list of default types of recipients for the selected mailing.

Column	Description
Contact type	The type of contact to receive emails: Primary A primary contact of the customer Employee An employee of your company who handles documents of the project Contact One of the contacts of the customer
Contact ID	The specific contact. A particular recipient can be selected only if you have selected Employee or Contact as the Contact type. The selected employee or contact will receive the emails.
Email	The email address associated with the contact.
Format	The format in which the report (if applicable) will be sent to recipients. Select one of the following options: HTML, Excel, or PDF.
Active	A check box that indicates (if selected) that the contact is active. Only active recipients receive the emails generated for this mailing.
Bcc	A check box that indicates (if selected) that the contact will receive a bcc of the emails.

## The Webhook notifications tab The Webhook notifications tab is visible only if the **Webhook notifications** check box is selected. In this tab you can see all triggered events from the Project window. Every time you make change in this window and save, a new notification will be created and sent to the recipient. ### The top part

Element	Description
View notification feedback	Opens the Webhook notification feedback window where the message from the third-party integrator is visible.
Resend notification	Is used to resend the notification.

### The table

Column	Description
Success	Indicates if the message has been sent successfully or not.
Event	Represents the event category indicating if an entity has been created or updated.
Status	Indicates the status of the message. If the source is Visma Net, the status can be sent or resent. If the source is an API, the status is available meaning it is ready to be sent to third party integrators. If the source is Third party-integrators, the status is Consumed meaning that the customer confirms receiving the message.
Source	Indicates the source of the event: VNE, API, or Third Party-Integrators.
User	Indicates which user made a change to the entity.
Date	Indicates the date when the change was made.
Message	Indicates the detailed message identifier that has been sent.

Concepts

Tasks

Windows

Project accounting preferences (PM101000) /visma-net-erp/help/project-accounting/project-accounting-windows/project-accounting-preferences-pm101000 page You use this window to set up the Projects workspace and to establish appropriate project management settings. 2026-02-19T17:09:06+01:00 # Project accounting preferences (PM101000) You use this window to set up the Projects workspace and to establish appropriate project management settings. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## The General information tab Here, you will find the general settings of the Projects workspace. ### The General settings section

Element	Description
Transaction number series	The system uses this number to automatically assign reference numbers to project-related transactions.
Batch number series	The system uses this number to assign reference numbers to project-related batches.
Pro forma number series	The number series the system uses to assign reference numbers to pro forma invoices.
Non-project code	The project ID that indicates that a specific transaction or task is not related to any project. The default value is X. When the Projects workspace is integrated with other modules, data entry windows in those modules include the Project column, where the user must specify the project associated with the transaction. You must enter the non-project code specified here if a transaction is not associated with any project.
Empty item code	The code to be specified as the Item ID to indicate that no specific item is associated with a project transaction, commitment, budget line of a project, or pro forma invoice line. In the Projects workspace, if a window includes the mandatory Item ID column where the user must specify an item, the system automatically populates this column with the empty item code, which the user can replace with the identifier of a particular item. The default empty item code is <N/A>; you can specify a different code if needed. The default UoM of the empty item code is HOUR. In the windows of the Projects workspace, when the empty item code is selected as the Item ID, you can select any other UoM instead of HOUR. The empty item code is treated as a real item in the Projects workspace, which gives users the opportunity to use this value in inquiries filtered by item, or to filter the rows in the windows of the Projects workspace by the empty item code you specify. In other workspaces, the empty item code is not supported and treated as NULL. For example, if a pro forma invoice has lines with the empty item code selected as the Item ID in the Pro forma invoices (PM307000) window, when the pro forma invoice is released, the system creates a sales invoice that has an empty Item ID setting in the corresponding lines in the Sales invoices (AR301000) window.
Invoiceable cut-off date	In the Run project invoicing (PM503000) window, you have specified an Invoice date. Now, you can choose whether you want to include or exclude the transactions that are created on the invoice date for the automatic invoices. Select one of the following options: Include transactions created on invoice date Exclude transactions created on invoice date
Validate revenue budget limits for time and material	Defines how the system validates the limits of the revenue budget of a project when you process pro forma invoices for the project. You can select one of the following options: Ignore The system shows a warning message when revenue budget limits are exceeded. Validate (default): The system shows an error message when revenue budget limits are exceeded.
Cost budget update	The way the system updates the cost budget of projects with cost transactions. When a cost transaction is posted to the Projects workspace, the system updates the corresponding project with this transaction. If the cost budget of the project has a line with the same project task, account group, and item, the system updates the actual quantity and actual amount of this line on the Cost budget tab of the Projects (PM301000) window with the quantity and amount of the transaction, respectively. Otherwise, the system adds a new cost budget line. The account group is the group to which the expense account updated by the transaction is mapped. The item is the item of the cost transaction or the empty item code based on the option selected in the Cost budget update field. You can select one of the following options: Detailed (default): The system updates the cost budget line that has the same item as in the cost transaction. If the cost budget has no line that has this item, a new line with the item is added. Summary The system updates the cost budget line with the empty item code selected as the item, regardless of the item of the cost transaction. If the cost budget has no line with the empty item code, a new line with the empty item code is added.
Automatically post on release	A check box that determines whether project transactions will be automatically posted to General ledger once they are released.
Automatically release allocations	A check box that indicates whether Projects allocation transactions will be automatically released when generated. If you do not select this check box, you will be able to release the project allocation transactions manually by using the Release transactions (PM501000) window.
Internal cost commitment tracking	If you select this check box,, purchase orders are tracked by project as cost commitment.
Internal revenue commitment tracking	If you select this check box, sales orders are tracked by project as revenue commitment.

### The Visibility settings section By using the check boxes in this section, you can select the workspaces you want to integrate with the Projects workspace.

Option	Description
General ledger	A check box that indicates whether transactions in the General ledger workspace can be associated with the project based on this template. If you select this check box, users can select the project in general ledger documents, and the release of these documents will automatically update the project data.
Supplier ledger	A check box that indicates whether transactions in the Supplier ledger workspace can be associated with the project based on this template. If you select this check box, users can select the project in supplier ledger documents, and the release of these documents will automatically update the project data.
Customer ledger	A check box that indicates whether transactions in the Customer ledger workspace can be associated with the project based on this template. If you select this check box, users can select the project in customer ledger documents, and the release of these documents will automatically update the project data.
Sales	A check box that indicates whether transactions in the Sales workspace can be associated with the project based on this template. If you select this check box, users can select the project in sales documents, and the release of these documents will automatically update the project data.
Purchases	A check box that indicates whether transactions in the Purchases workspace can be associated with the project based on this template. If you select this check box, users can select the project in purchase documents, and the release of these documents will automatically update the project data.
Inventory	A check box that indicates whether transactions in the Inventory workspace can be associated with the project based on this template. If you select this check box, users can select the project in inventory documents, and the release of these documents will automatically update the project data.
Cash management	A check box that indicates whether transactions in the Cash management workspace can be associated with the project based on this template. If you select this option, users can select the associated project and task when they enter a document in the Cash management workspace.
Time entries	A check box that indicates whether the transactions in the Time and expenses workspace can be associated with the task based on this template. If you select this check box, users can select the project in documents, and the release of these documents automatically updates the project data.
Expenses	A check box that indicates whether transactions from Expense can be associated with the task based on this template. If you select this check box, users can select the project in documents, and the release of these documents automatically updates the project data.
Restrict available projects in customer ledger	Select where the project selection list will be restricted, either for all projects or projects with a customer (in the customer ledger only).

### The Account settings section These elements define the rules for selecting the expense account and expense subaccount to be used in transactions generated in the Projects workspace on release of time cards.

Element	Description
Expense account source	The source of the account for the debit side of the project transactions: The following options are available: Labour item Select this option to have the system use in projects transactions the default account associated with the labour item specified on the time card. For labour items, the default expense account is specified in the Expense account field on the General ledger accounts tab of the Non-stock items (IN202000) window. Project Select this option to have the system use in project transactions the default account associated with the underlying project and specified in the Default account field on the General ledger accounts tab of the Project tasks (PM302000) window. Task Select this option to have the system use in project transactions the default account associated with the underlying task and specified in the Default account field on the Summary tab of the Project tasks (PM302000) window. Resource Select this option to have the system use in project transactions the default account associated with the employee. For employees, the default expense account is specified in the Expense account field on the Financial settings tab of the Employees (EP203000) window.
Expense sub. source	The subaccount mask that defines the rule of selecting segment values for the expense subaccount to be used for project transactions. For a segment, the character designating the needed option is repeated as many times as there are characters in the segment. To set up the rule, select a segment, press F3, and select a source of the segment value, which is one of the following options: E The subaccount associated with the employee specified in the time card. For employees, the default expense subaccount is specified in the Expense sub. field on the Financial settings tab of the Employees (EP203000) window. I The subaccount associated with the non-stock item (labour item) used in the time card. For labour items, the default expense subaccount is specified in the Expense sub. field on the General ledger accounts tab of the Non-stock items (IN202000) window. P The subaccount associated with the project and specified in the Default subaccount field on the General ledger accounts tab of the Projects (PM301000) window. T The subaccount associated with the project task and specified in the Default subaccount field on the Summary tab of the Project tasks (PM302000) window. This element is available only if the Subaccounts functionality is enabled in the Enable/disable functionalities (CS100000) window.
Expense accrual account source	The source of the account for the credit side of the project transaction to be generated on release of the time cards. The following options are available: Labour item accrual Select this option to use by default in project transactions the accrual account associated with the labour item on the time card. For labour items, this account is specified in the Expense accrual account field on the General ledger accounts tab of the Non-stock items (IN202000) window. Project accrual Select this option to use in project transactions the accrual account associated with the project and specified in the Accrual account field on the General ledger accounts tab of the Projects (PM301000) window. Task accrual Select this option to use by default in project transactions the default account associated with the task and specified in the Accrual account field on the Summary tab of the Project tasks (PM302000) window.
Expense accrual sub. source	The subaccount mask that defines the rule of selecting segment values for the expense accrual subaccount to be used for the Projects transactions generated on release of time cards. For a segment, the character designating the needed option is repeated as many times as there are characters in the segment. To set up the rule, select a segment, press F3, and select the source of the segment value, which is one of the following options: E The default accrual expense subaccount associated with the employee specified in the time card. For employees, the default expense subaccount is specified in the Expense sub. field on the Financial settings tab of the Employees (EP203000) window. I The default expense accrual subaccount associated with the non-stock item (labour item) used in the time card. For labour items, the default accrual subaccount is specified in the Expense accrual sub. field on the General ledger accounts tab of the Non-stock items (IN202000) window. P The default accrual subaccount associated with the project and specified in the Accrual subaccount field on the General ledger accounts tab of the Projects (PM301000) window. T The default accrual subaccount associated with the project task and specified in the Accrual subaccount field on Summary tab of the Project tasks (PM302000) window. This element is available only if the Subaccounts functionality is enabled in the Enable/disable functionalities (CS100000) window.

## The Mailing settings tab The **Mailing settings** tab contains the list of predefined mailings that you can use for printing and electronically (by email) sending documents related to projects to customers. When a new project or a project template is created, the mailing settings specified on this tab are copied to the project or the project template. ### The Default sources table By using the **Default sources** table, you can view and modify the list of active mailings that can be used to send emails for projects. For each mailing, you can select either a report or an email template to be used by default as the body of the email.

Column	Description
Mailing ID	The unique identifier of the mailing. Visma Net provides two predefined system mailings: PROFORMA The mailing is used to print and email pro forma invoices. INVOICE The mailing is used to print and email sales invoices that originate from the Projects workspace.
Default email account	The system email account to be used by default for sending emails for this mailing. If no account is specified, the default system account will be used.
Report ID	The report of the Projects workspace to be used by default for printing and also as the body or attachment of the email, if a report is used rather than an email template. By default, the following reports are used for the predefined system mailings: PROFORMA The Pro forma invoices (PM307000) report INVOICE The Project invoice (PM641000) report, which is a copy of the Invoice/note (AR641000) report
Notification template	The email template to be used by default to generate personalised emails for this mailing, if a template is used rather than a report. This template is defined in the Notification templates (SM204003) window.
Format	The format in which the report (if applicable) will be sent by default if no preferences have been specified for a particular recipient. Select one of the following options: HTML, Excel, or PDF.
Active	A check box that indicates (if selected) that this mailing is active. Emails can be generated only for active mailings. For the PROFORMA mailing, this check box is automatically selected and cannot be cleared.

### The Default recipients table You use the **Default recipients** table to view and modify the list of default types of recipients for the selected mailing. The contact types specified in the table are used as the default values for the contact types for projects.

Column	Description
Contact type	The type of contact to receive emails: Primary A primary contact of the project Employee An employee of your company who handles documents of the project
Contact ID	The specific contact. A particular recipient can be selected only if you have selected Employee as the Contact type.
Format	The format in which the report (if applicable) will be sent to recipients of this type. Select one of the following options: HTML, Excel, or PDF.
Active	A check box that indicates (if selected) that the contact of this type is active. Only active recipients receive the emails generated for this mailing.
BCC	A check box that indicates (if selected) that the contact of this type will receive a blind carbon copy (BCC) of the emails.

Concepts

Tasks

Windows

Time and expenses preferences (EP101000)

Project attributes (PM202000) /visma-net-erp/help/project-accounting/project-accounting-windows/project-attributes-pm202000 page An attribute group is a collection of additional elements to gather and store information related to specific entity types: projects, tasks, or account groups. 2026-02-19T17:09:06+01:00 # Project attributes (PM202000) An attribute group is a collection of additional elements to gather and store information related to specific entity types: projects, tasks, or account groups. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. An attribute group is a collection of additional elements to gather and store information related to specific entity types: projects, tasks, or account groups. If a group is defined for the entity type, the attributes will be displayed on the **Attributes** tab of the corresponding window, so that users can specify them when they create an entity of that type. By using this window, you can create, view, modify, and delete attribute groups. To define the attributes, you use the [Attributes (CS205000)](/visma-net-erp/help/common-settings/common-settings-windows/attributes-cs205000/) window. Only one group of attributes can be defined for each entity type used in the Projects workspace. ## The top part In this area, you can select the entity type and then create, modify, or delete its attribute group.

Name

The entity type for which you want to specify the attribute group. The following options are available:

Project: The listed attributes will be added to the Projects (PM301000) window.
Task: To add the listed attributes to the Project tasks (PM302000) window.
Account group: To add the listed attributes to the Account groups (PM201000) window.

## The table In the table, you can create the list of attributes to be used for the specified entity type.

Column	Description
Active	A check box that indicates (if selected) that the attribute is available for all records of a particular type. You can deactivate an obsolete attribute by clearing the check box.
Attribute ID	The attribute ID.
Description	A read-only field showing the description that has been provided for the attribute.
Sort order	An integer that defines the position of the attribute in the list of attributes available for the entity type. You should specify 1 for the first attribute you want to be listed, 2 for the second, and so on.
Required	A check box that indicates (if selected) that the user must specify a value for this attribute in the appropriate data entry window.
Control type	A read-only box displaying the element type of the attribute: Text, Combo, Check box, or Date-time.

Tasks

Create project attributes

Project balance (PM40102S) /visma-net-erp/help/project-accounting/project-accounting-windows/project-balance-pm40102s page This report shows the project balances for projects you wish to see. 2026-02-19T17:09:06+01:00 # Project balance (PM40102S) This report shows the project balances for projects you wish to see. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. This report shows the project balances for projects you wish to see. ## The top part You use the elements in this area to select the projects whose balances you want to view in the table.

Element	Description
View project (button)	Opens the Projects (PM301000) window, where you can view the details of a project you select.
From project	The ID of the project you want to start your selection from.
To project	The ID of the project to you want to end your selection at.
Project manager	The project manager of the projects you want view in the table.
Customer	The customer connected to the projects you want view in the table.
Start date	The start date of the range of projects you want to view in the table.
End date	The end date of the range of projects you want to view in the table.
Account group	The account group of the projects you want to view in the table.
Status	The status of the projects that you want to view in the table.

## The table

Element	Description
Project	The ID of the project.
Project name	The name of the project.
Customer	The name of the customer of the project.
Customer no.	The number of the customer of the project.
Account group	The name of the account group of the project.
Account group ID	The ID of the account group of the project.
Current budget amount	The current budget amount of the project.
Actual amount	The actual amount of the project.
Difference	The difference between the current budget amount and the actual amount.
Performance	The performance of the project.
Status	The status of the project.

Tasks

View project balance

Project budget (PM309000) /visma-net-erp/help/project-accounting/project-accounting-windows/project-budget-pm309000 page By using this window, you can do the following: 2026-02-19T17:09:06+01:00 # Project budget (PM309000) By using this window, you can do the following: This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. + Add and update budget records of any type for any project + View transactions and commitments that correspond to budget lines + Upload to and export budget lines of any type from Excel + Import and export budget lines of any type with the help of integration scenarios ## The window toolbar

View transactions

Opens the Project transactions (PM304000) window in a pop-up window. This window shows the list of project transactions that correspond to the selected budget line.

View commitment details

Opens the Commitments (PM306000) window in a pop-up window. This window shows the list of commitments that correspond to the selected budget line.

This button appears if at least one of the following check boxes is selected in the Project accounting preferences (PM101000) window: Internal cost commitment tracking or Revenue commitment tracking.

## The table

Element	Description
Project	The identifier of the project.
Project task	The identifier of a project task. If you select a project that has the default project task, this task is automatically populated in the column.
Item ID	The item that is associated with the budget line. By default, the system populates this column with the empty item code, which is initially N/A and can be changed in the Empty item code field in the Project accounting preferences (PM101000) window.
Cost code	The cost code that is associated with the budget line. You can change the cost code value for each line. The column is shown if the Cost code functionality is enabled in the Enable/disable functionalities (CS100000) window.
Account group	The account group of the budget line.
Description	The detailed description of the budget line.
UoM	The unit of measure of the budget line. If a stock item is selected in the Item ID column, the UoM column is automatically filled in with the base unit of measure of this stock item, which can be changed to another UoM available for the item.
Original budgeted quantity	The budgeted quantity of the budget line.
Unit rate	The price of the specified unit of the budget line.
Original budgeted amount	The budgeted amount of the budget line. For the original budgeted quantity, UoM, and unit rate specified for the line, the amount is calculated as Original budgeted amount = Original budgeted quantity * Unit rate.
Revised budgeted quantity	If the Change order workflow check box is cleared for the project on the Summary tab of the Projects (PM301000) window, you can change the quantity manually.
Revised budgeted amount	The revised budgeted amount if the original budget amount has been revised for the project after the initial budgeting. By default, this amount is equal to the Original budgeted amount value specified for the line.
Revised committed quantity	The quantity is updated only if the UoM is specified in the budget line and if the system can convert the UoM of the document line to the UoM of the budget line by using the list of unit conversions defined in the Units of measure (CS203100) window. This column appears if at least one of the following check boxes is selected in the Project accounting preferences (PM101000) window: Internal cost commitment tracking or Revenue commitment tracking.
Revised committed amount	The total amount of commitments that are associated with the project, project task, and account group. This column appears if at least one of the following check boxes is selected in the Project accounting preferences (PM101000) window: Internal cost commitment tracking or Revenue commitment tracking.
Committed revised quantity)	The total received quantity of the commitments that are associated with the project, project task, and account group. This column appears if at least one of the following check boxes is selected in the Project accounting preferences (PM101000) window: Internal cost commitment tracking or Revenue commitment tracking. The quantity is updated only if the UoM is specified in the budget line and if the system can convert the UoM of the document line to the UoM of the budget line by using the list of unit conversions defined in the Units of measure (CS203100) window.
Committed invoiced quantity	The total invoiced quantity of the commitments that are associated with the project, project task, and account group. This column appears if at least one of the following check boxes is selected in the Project accounting preferences (PM101000) window: Internal cost commitment tracking or Revenue commitment tracking. The quantity is updated only if the UoM is specified in the budget line and if the system can convert the UoM of the document line to the UoM of the budget line by using the list of unit conversions defined in the Units of measure (CS203100) window.
Committed invoiced amount	The total invoiced amount of the commitments that are associated with the project, project task, and account group. This column appears if at least one of the following check boxes is selected in the Project accounting preferences (PM101000) window: Internal cost commitment tracking or Revenue commitment tracking.
Committed open quantity	The total open quantity of the commitments that are associated with the project, project task, and account group. This column appears if at least one of the following check boxes is selected in the Project accounting preferences (PM101000) window: Internal cost commitment tracking or Revenue commitment tracking. The quantity is updated only if the UoM is specified in the budget line and if the system can convert the UoM of the document line to the UoM of the budget line by using the list of unit conversions defined in the Units of measure (CS203100) window.
Committed open amount	The total open amount of the commitments that are associated with the project, project task, and account group. This column appears only if at least one of the following check boxes is selected in the Project accounting preferences (PM101000) window: Internal cost commitment tracking or Revenue commitment tracking.
Actual quantity	The total quantity of the lines of the released customer invoices that correspond to the budget line. The quantity is updated only if the UoM is specified in the budget line and if the system can convert the UoM of the document line to the UoM of the budget line by using the list of unit conversions defined in the Units of measure (CS203100) window.
Actual amount	The total amount of the lines of the released customer invoices that correspond to the budget line.
Type	The type of the account group of the budget line that can be one of the following: Asset The account group may include asset and liability accounts. Liability The account group may include liability and asset accounts. Income The account group may include income, expense and liability accounts. Expense The account group may include expense and income accounts. Off-balance The account group is used to track statistical information.

Concepts

About project budgets

Tasks

View project balances and update project tasks

Project list (PM40101S) /visma-net-erp/help/project-accounting/project-accounting-windows/project-list-pm40101s page You use the elements in this area to select the projects you want to view in the table. 2026-02-19T17:09:06+01:00 # Project list (PM40101S) You use the elements in this area to select the projects you want to view in the table. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## The top part You use the elements in this area to select the projects you want to view in the table.

Element	Description
View project (button)	Opens the Projects (PM301000) window, where you can view the details of a project you select.
From project	The ID of the project you want to start your selection from.
To project	The ID of the project to you want to end your selection at.
Project manager	The project manager of the projects you want view in the table.
Customer	The customer connected to the projects you want view in the table.
Start date	The start date of the range of projects you want to view.
End date	The end date of the range of projects you want to view.
Status	The status of the projects that you want to view in the table.

## The table

Column	Description
Project ID	The ID of the project.
Project name	The name of the project.
Project manager	The manager of the project.
Completed (%)	The percentage of the project that has been completed.
Start date	The start date of the project.
End date	The end date of the project.
Customer	The customer of the project.
Currency	The currency of the project.
Allocation rule	The allocation rule that applies to the project.
Status	The status of the project.

Project revenue and cost (PM40103S) /visma-net-erp/help/project-accounting/project-accounting-windows/project-revenue-and-cost-pm40103s page 2026-02-19T17:09:06+01:00 # Project revenue and cost (PM40103S) This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## The top part

Element	Description
View project (button)	Opens the Projects (PM301000) window, where you can view the details of a project you select.
From project	The ID of the project you want to start your selection from.
To project	The ID of the project to you want to end your selection at.
Project manager	Use this field to filter projects belonging to a specific project manager.
Customer	Use this field to filter projects belonging to a specific customer.
Start date	The start date of the project. To change the date, you can either type a specific date into the date field, or select it by using the calendar.
End date	The end date of the project. To change the date, you can either type a specific date into the date field, or select it by using the calendar.
Status	The status of the projects that you want to view in the table: In planning This status is automatically assigned to any new project with the Hold check box selected and reflects that the project is a draft and not available for selection in data entry windows. Active The project can be associated with documents and activities in data entry windows in the modules integrated with the Projects module. Completed All tasks for the project have been completed. Cancelled Project is stopped before its completion. A cancelled project can be activated again. Suspended All activities on the project are suspended. A suspended project can be re-activated or cancelled.

## The table

Element	Description
Project ID	The ID of the project.
Project name	The name of the project.
Budget revenue	The budget revenue of the project.
Actual revenue	The actual revenue of the project.
Budget cost	The budget cost of the project.
Actual cost	The actual cost of the project.
Net revenue	The net revenue of the project.
Gross margin (%)	The gross margin of the project, shown in percentage.

Project tasks (PM302000) /visma-net-erp/help/project-accounting/project-accounting-windows/project-tasks-pm302000 page You can use this window to do the following: 2026-02-19T17:09:06+01:00 # Project tasks (PM302000) You can use this window to do the following: This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. + Add new tasks to projects + View and modify the settings of existing project tasks + Delete tasks from projects ## Search line in list window If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view. There are two types of search fields: + White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or **%** and get different results: + space: the result contains the words in any order, + **%**: the result contains the words in the specific order, and the **%** functions as a wildcard as well. + Grey: you can click this to open the column filter pop-up window where you can filter the results for this column. ## The top part You use the elements in this area to add a new task or to select an existing task and view its details.

Element	Description
Project ID	The project to which the task is assigned.
Task ID	The unique identifier of the task. The structure of this identifier is defined by the PROTASK segmented key, whose configuration is defined in the Segment keys (CS202000) window.
Description	A detailed description of the task.
Status	The status of the project task, which can be one of the following: In planning Use this status, which is automatically assigned to a new task, if the task is a draft. Tasks with this status are not available for selection in data entry windows. Active Select this status when the task is active and should be available for selection in data entry windows. Completed Assign this status when the task is completed. Cancelled Select this status if task execution has been stopped before task completion. A cancelled task can be activated again.
Default	If this check box is selected, the project task has been set as the default.

## The Summary tab This tab includes the general information about the project task. ### The Task properties section

Element	Description
Planned start date	The date when the task is expected to start.
Planned end date	The date when the task is expected to end.
Start date	The actual start date of the task. When the status of the project task is changed to Active, the system automatically specifies the current business date as the task’s start date.
End date	The actual end date of the task. When the status of the task is changed to Completed, the system automatically specifies this date as the current business date.
Completion method	The method of calculating the percentage of completion of the task. The following options are available: Manual Users manually specify the task completion percentage for each task in the Completed (%) field. Budgeted quantity The system automatically calculates the task completion percentage based on the total actual and revised budgeted quantities of the budget lines selected to be used for the calculation. Budgeted amount The system automatically calculates the task completion percentage based on the total actual and revised budgeted amounts of the budget lines selected to be used for the calculation. If the original budgets were revised at some point in the task progress for any of the budget lines, the completion percentage is calculated with respect to the revised budget amounts. For more information, see: About the calculation of task completion percentage
Completed (%)	The actual percentage of task completion, which is determined as follows: If the Manual option is selected in the Completion method field, the percentage is entered manually by a user. If the Budgeted quantity option is selected in the Completion method field, the percentage is calculated automatically as the actual quantity divided by the budgeted quantity for the budget line that has the check box selected in the Production column on the Budget tab. If the Budgeted amount option is selected in the Completion method field, the percentage is calculated automatically as the total actual amount divided by the total budgeted amount for the budget lines that have the check boxes selected in the Production column. The value is set to 100 once the task is completed. The completion percentage is used in revenue allocations for the project. For more information, see: About labour and revenue allocation
Approver	The employee who is authorised to approve the time activities related to this project task.
Restrict employees	A check box that (if selected) indicates that only the employees listed on the Employees tab of this window can create activities and documents associated with the current project task.

### The Invoicing and allocation settings section

Element	Description
Invoice separately	A check box that indicates (if selected) that the task should be invoiced by a separate invoice.
Customer	The customer associated with the task.
Location	The customer location associated with the task. This element is available if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.
Allocation rule	The allocation rule to be used for this project task.
Invoicing rule	The rule that the system uses to run invoicing for the task.
Branch	The branch of your company with which this task is associated.
Rate table	The rate table to be used for this project task.
Invoicing option	The way the task becomes eligible for invoicing. You can select one of the following options: By invoicing period The task is available for invoicing on demand for the projects with the On demand invoicing period and is available for invoicing at the end of the invoicing period specified for the project with another invoicing period. On task completion The task can be invoiced only when it is completed. On project completion The task is available for invoicing when the project is completed.
WIP account group	The work-in-progress account group associated with the task.

### The Default values section

Element	Description
Default account	The account to be used as one of the sources of possible accounts for the invoices and transactions for the task.
Default subaccount	The subaccount to be used as one of the sources of possible segment values for subaccounts to be used in the invoices and transactions for the task.
Accrual account	The account to be used as an expense accrual account in the transactions that are generated for the task.
Accrual subaccount	The subaccount to be used as an expense accrual subaccount in the transactions that are generated for the task.
VAT category	The VAT category (if applicable) to be used as the default VAT category for the task.

### The Visibility settings section

Option	Description
General ledger	A check box that indicates whether transactions in the General ledger workspace can be associated with the project based on this template. If you select this check box, users can select the project in general ledger documents, and the release of these documents will automatically update the project data.
Supplier ledger	A check box that indicates whether transactions in the Supplier ledger workspace can be associated with the project based on this template. If you select this check box, users can select the project in supplier ledger documents, and the release of these documents will automatically update the project data.
Customer ledger	A check box that indicates whether transactions in the Customer ledger workspace can be associated with the project based on this template. If you select this check box, users can select the project in customer ledger documents, and the release of these documents will automatically update the project data.
Sales	A check box that indicates whether transactions in the Sales workspace can be associated with the project based on this template. If you select this check box, users can select the project in sales documents, and the release of these documents will automatically update the project data.
Purchases	A check box that indicates whether transactions in the Purchases workspace can be associated with the project based on this template. If you select this check box, users can select the project in purchase documents, and the release of these documents will automatically update the project data.
Inventory	A check box that indicates whether transactions in the Inventory workspace can be associated with the project based on this template. If you select this check box, users can select the project in inventory documents, and the release of these documents will automatically update the project data.
Cash management	A check box that indicates whether transactions in the Cash management workspace can be associated with the project based on this template. If you select this option, users can select the associated project and task when they enter a document in the Cash management workspace.
Time entries	A check box that indicates whether the transactions in the Time and expenses workspace can be associated with the task based on this template. If you select this check box, users can select the project in documents, and the release of these documents automatically updates the project data.
Expenses	A check box that indicates whether transactions from Expense can be associated with the task based on this template. If you select this check box, users can select the project in documents, and the release of these documents automatically updates the project data.

## The Recurring invoicing tab On the **Recurring invoicing** tab, you can implement a regular flat-rate invoicing model. An invoicing rule with at least one step is required for the project task to make the system produce an invoice even with a single recurring invoicing line.

Column	Description
Non-stock item	The non-stock item that designates a service or labour associated with the task.
Description	The description of the service or labour associated with the task.
Item fee	The flat price for the service or labour.
Account source	The source of the account for the invoicing transactions, which can be one of the following: Recurring item The sales account associated with the non-stock item specified for the row Project The sales account associated with the project Task The sales account specified for the row in the Account column Customer The sales account associated with the customer
Subaccount mask	The rule for selecting segment values for the subaccount to be used for recurring invoicing transactions. To set up the rule for selecting segment values, select a segment, press F3, and select a source of the segment value, which is one of the following options: B The subaccount associated with the non-stock item specified for the row P The subaccount associated with the project T The subaccount specified for the row in the Subaccount column
Account	The account to be used in the invoicing transaction if the account source is set to Task.
Subaccount	The subaccount to be used in the invoicing transaction if the subaccount mask uses T.
Reset usage	The setting that indicates whether the system resets the quantity of the service or labour, which is specified as the Included value, when invoicing is performed. You can select one of the following options: Never Visma Net carries over any used amount to the next period. On invoicing The system resets the quantity of the service or labour when invoicing is performed. Any unused hours of service in the current period are not carried over to the next period.
Included	The quantity of the service or labour that you plan to provide when executing this task.
UoM	The unit of measure used for the service or labour.
Used	The quantity of the service or labour that was actually provided to the customer when this task was executed. If you select On invoicing as the Reset usage, the value in this column resets to zero each time you run the invoicing procedure.

## The Activity history tab This tab displays the list of activities (including emails and events) associated with the project task.

Element	Description
Add task	Opens the Task (CR306020) window in a pop-up window so you can create a new task associated with the project.
Add event	Opens the Event (CR306030) window in a pop-up window so you can create a new event associated with the project.
Add email	Opens the Send (CR306015) window in a pop-up window so you can create and send an email associated with the project.
Add activity	Includes the following menu commands: Add chat Opens the Activity (CR306010) window in a pop-up window so you can create a new activity with the Chat type. Add appointment Opens the Activity (CR306010) window in a pop-up window so you can create a new activity with the Appointment type. Add message Opens the Activity (CR306010) window in a pop-up window so you can create a new activity with the Message type. Add note Opens the Activity (CR306010) window in a pop-up window to let you create an activity with the Note type. Add phone call Opens the Activity (CR306010) window in a pop-up window so you can create a new activity with the Phone Call type. Add work item Opens the Activity (CR306010) window in a pop-up window so you can create a new activity with the Work Item type. If you added activities to the project task that is in the In planning status, any related transactions cannot be released until the project task status changes to Active.
Type	The type of activity: Event, Task, Email, or Activity.
Summary	The description provided for the activity. Click the Summary column of a specific activity to open the activity in a separate dialog box.
Status	The status of the activity.
Start date	The start date and time of the activity.
Category	The category of the activity.
Invoiceable	A check box indicating whether the time spent on the activity is invoice able.
Time spent	The total time spent on the activity.
Overtime	The time in excess of normal work hours spent on the activity.
Invoiceable time	The number of invoiceable hours spent on the activity.
Invoiceable overtime	The number of invoiceable hours spent on the activity in excess of normal work hours.
Work group	The work group to which the activity is assigned.
Owner	The employee to whom the activity is assigned.

## The Attributes tab On this tab, you can specify attribute values for the project task. The task-related attributes are selected in the [Project attributes (PM202000)](/visma-net-erp/help/project-accounting/project-accounting-windows/project-attributes-pm202000/) window.

Element	Description
Attribute	The attribute used for the task.
Required	A check box that indicates (if selected) that this attribute is required for the project task.
Value	The value of the attribute for the task.

## The Employees tab If the **Restrict employees** check box is selected for the project task on the **Summary** tab of this window, this tab is visible. Only the employees listed here will be able to create activities and documents associated with the current project task, including creating activities on the **Activity history** tab of this window, creating time cards in the [Employee time card (EP305000)](/visma-net-erp/help/time-and-expenses/time-and-expenses-windows/employee-time-card-ep305000/) window, or creating project transactions in the [Project transactions (PM304000)](/visma-net-erp/help/project-accounting/project-accounting-windows/project-transactions-pm304000/) window.

Element	Description
Employee ID	The identifier of the employee assigned to the project task.
Employee name	The name of the employee assigned to the project task.
Department	The department of the employee.

Concepts

Tasks

Windows

Project task list (PM40105S) /visma-net-erp/help/project-accounting/project-accounting-windows/project-task-list-pm40105s page You use the elements in this area to select the project tasks you want to view in the table. 2026-02-19T17:09:06+01:00 # Project task list (PM40105S) You use the elements in this area to select the project tasks you want to view in the table. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## The top part You use the elements in this area to select the project tasks you want to view in the table.

Element	Description
View project (button)	Opens the Projects (PM301000) window, where you can view the details of a project you select.
Type	The type of projects you want to view in the table.
From project	The ID of the project you want to start your selection from.
To project	The ID of the project to you want to end your selection at.
Project manager	The project manager of the projects you want view in the table.
Customer	The customer connected to the projects you want view in the table.
Start date	The start date of the range of projects you want to view.
End date	The end date of the range of projects you want to view.
Status	The status of the projects that you want to view in the table.

## The table

Column	Description
Project ID	The ID of the project.
Project name	The name of the project.
Task ID	The task ID of the project task.
Description	The description of the project.
Type	The type of the project.
Status	The status of the project.
Allocation rule	The allocation rule that applies to the project.
Invoicing option	The invoicing option applied to the project.
Start date	The start date of the project.
End date	The end date of the project.
Completed (%)	The percentage of the project that has been completed.
Current budget amount	The current budget amount of the project.
Actual amount	The actual amount of the project.
Expected amount	The expected amount of the project.
Actual vs. expected amount %	The actual versus the expected amount of the project in %.

Project template tasks (PM208010) /visma-net-erp/help/project-accounting/project-accounting-windows/project-template-tasks-pm208010 page You can use this window to create tasks for project templates. 2026-02-19T17:09:06+01:00 # Project template tasks (PM208010) You can use this window to create tasks for project templates. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. You can use this window to create tasks for project templates. If the **Automatically include in project** check box is selected for the template task, it will be included in any created project that uses the associated project template. ## Search line in list window If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view. There are two types of search fields: + White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or **%** and get different results: + space: the result contains the words in any order, + **%**: the result contains the words in the specific order, and the **%** functions as a wildcard as well. + Grey: you can click this to open the column filter pop-up window where you can filter the results for this column. ## The top part You use the elements in this area to add a new template task, or to view the details of an existing template task.

Element	Description
Template ID	The identifier of the project template to be associated with the task. Select one of the project templates defined in your system.
Task ID	The unique identifier of the template task. The structure of this identifier is defined by the PROTASK segmented key, which was configured in the Segment keys (CS202000) window.
Description	The description of the template task.
Default	If this check box is selected, the project task has been set as the default.

## The Summary tab This tab includes general information about the template task. ### The Task properties section

Automatically include in project

A check box that (if selected) indicates that the system should include this template task in any project created by using the associated project template.

Completion method

The method of calculating the percentage of completion for tasks based on this task template. The following options are available:

Manual: Users manually specify the task completion percentage for each task in the Completed (%) field.
Budgeted quantity: The system automatically calculates the task completion percentage based on the total actual and revised budgeted quantities of the budget lines selected to be used for the calculation.
Budgeted amount: The system automatically calculates the task completion percentage based on the total actual and revised budgeted amounts of the budget lines selected to be used for the calculation. If the original budgets were revised at some point in the task progress for any of the budget lines, the completion percentage is calculated with respect to the revised budget amounts.

For more information, see: About the calculation of task completion percentage

Approver

The employee who is authorised to approve all task activities for tasks based on this task template.

### The Invoicing and allocation settings section

Element	Description
Invoice separately	A check box that indicates (if selected) that the tasks created based on this template task are being invoiced by a separate invoice.
Allocation rule	The rule that Visma Net uses to run allocation for the tasks created based on this template task.
Invoicing rule	The rule that Visma Net uses to run invoicing for the tasks created based on this template task.
Branch	The branch of your company with which the tasks created based on this template task are associated.
Rate table	The rate table to be used for the tasks created based on this template task.
Invoicing option	The way the task becomes eligible for invoicing. You can select one of the following options: By invoicing period The task is available for invoicing on demand for the projects with the On demand invoicing period and is available for invoicing at the end of the invoicing period specified for the project with another invoicing period. On task completion The task can be invoiced only when it is completed. On project completion The task is available for invoicing at the end of the project.
Work un progress account group	The work-in-progress account group associated with the tasks created based on this template task.

### The Default values section

Element	Description
Default account	The account to be used as one of the sources of possible accounts for the invoices and transactions for the task based on this task template.
Default subaccount	The subaccount to be used as one of the sources of possible segment values for subaccounts to be used in the invoices and transactions for the task based on this task template.
Accrual account	The account to be used as an expense accrual account in transactions generated for the task based on this task template.
Accrual subaccount	The subaccount to be used as an expense accrual subaccount in transactions generated for the task based on this task template.
VAT category	The VAT category (if applicable) to be used as the default VAT category for the task based on this template task.

### The Visibility settings section

Element	Description
General ledger	A check box that indicates whether transactions in the General ledger workspace can be associated with tasks created by using this template task. With this check box selected, users can select the task in general ledger documents, and the release of these documents automatically updates the project data.
Supplier ledger	A check box that indicates whether transactions in the Supplier ledger workspace can be associated with tasks created by using this template task. With this check box selected, users can select the task in supplier ledger documents, and the release of these documents automatically updates the project data.
Customer ledger	A check box that indicates whether transactions in the Customer ledger workspace can be associated with tasks created by using this template task. With this check box selected, users can select the task in customer ledger documents, and the release of these documents automatically updates the project data.
Sales	A check box that indicates whether transactions in the Sales workspace can be associated with tasks created by using this template task. With this check box selected, users can select the task in sales documents, and the release of these documents automatically updates the project data.
Purchases	A check box that indicates whether transactions in the Purchases workspace can be associated with tasks created by using this template task. With this check box selected, users can select the task in purchase documents, and the release of these documents automatically updates the project data.
Inventory	A check box that indicates whether transactions in the Inventory workspace can be associated with tasks created by using this template task. With this check box selected, users can select the task in inventory documents, and the release of these documents automatically updates the project data.
Cash management	A check box that indicates whether transactions in the Cash management workspace can be associated with tasks created by using this template task. With this check box selected, users can select the task in cash management, and the release of these documents automatically updates the project data.
Time entries	A check box that indicates whether the transactions of the Employee time card (EP305000) and Employee time activities (EP307000) windows (in the Time and expenses s workspace) can be associated with the task based on this template. If you select this check box, users can select the task in documents, and the release of these documents automatically updates the task data.
Expenses	A check box that indicates whether transactions from Expense can be associated with the task based on this template. If you select this check box, users can select the project in documents, and the release of these documents automatically updates the project data.

## The Recurring invoicing tab By using the **Recurring invoicing** tab, you can implement a regular flat-rate invoicing model. For instance: You can use this tab in the following scenario. Suppose that the project task stipulates that you provide 100 hours of service to a customer for a flat rate of €500 on monthly basis. When you run invoicing for the project, €500 is automatically invoiced to the customer's account, while any extra hours (beyond 100 hours) are charged at a rate based on your invoicing rules.

Column	Description
Non-stock item	The non-stock item that designates the service or labour that is associated with the task created by using this template task.
Description	The description of the service or labour that is associated with the task created by using this template task.
Item fee	The flat price for the service or labour.
Account source	The source of the account for the invoicing transactions, which can be one of the following: Recurring item The sales account associated with the non-stock item specified for the row Project The sales account associated with the project Task The sales account specified for the row in the Account column Customer The sales account associated with the customer
Subaccount mask	The rule for selecting segment values for the subaccount to be used for recurring invoicing transactions. To set up the rule for selecting segment values, select a segment, press F3, and select a source of the segment value, which is one of the following options: B The subaccount associated with the non-stock item specified for the row P The subaccount associated with the project T The subaccount specified for the row in the Subaccount column
Account	The account to be used in the invoicing transaction if the account source is set to Task.
Subaccount	The subaccount to be used in the invoicing transaction if the subaccount mask uses T.
Reset usage	The setting that indicates whether the system resets the quantity of the service or labour, which is specified as the Included value, when invoicing is performed. You can select one of the following options: Never Visma Net carries over any used amount to the next period. On invoicing The system resets the quantity of the service or labour when invoicing is performed. Any unused hours of service in the current period are not carried over to the next period.
Included	The quantity of the service or labour that is included in invoicing period. If the quantity of service or labour provided to customer exceeds this value for the current invoicing period, all extra quantity is charged at the regular rate.
UoM	The unit of measure used for the service or labour.

## The Attributes tab By using the **Attributes** tab, you can specify attributes for this template task. The attributes on this tab are those with the **Task** type in the [Project attributes (PM202000)](/visma-net-erp/help/project-accounting/project-accounting-windows/project-attributes-pm202000/) window.

Column	Description
Attribute	The attribute ID.
Required	A check box that you select to indicate that this is a mandatory attribute.
Value	The value of the attribute for this template task.

Project templates (PM208000) /visma-net-erp/help/project-accounting/project-accounting-windows/project-templates-pm208000 page In this window, you can add, view, modify, and delete project templates. 2026-02-19T17:09:06+01:00 # Project templates (PM208000) In this window, you can add, view, modify, and delete project templates. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Search line in list window If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view. There are two types of search fields: + White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or **%** and get different results: + space: the result contains the words in any order, + **%**: the result contains the words in the specific order, and the **%** functions as a wildcard as well. + Grey: you can click this to open the column filter pop-up window where you can filter the results for this column. ## The top part You use the elements in this area to add a new project template, or to select an existing project template and view its details.

Template ID

The unique identifier for the project template.

The structure of this identifier is defined by the PROJECT segmented key, which was configured using the Segment keys (CS202000) window.

Status

The status of the project template. You can select one of the following options:

Active: The project template is active and can be used for creating projects.
On hold: The template is inactive and cannot be used to create projects.

Description

A detailed description of the template.

## The Summary tab You use this tab to provide details for the project template. ### Project properties section

Element	Description
Revenue budget level	The detail level of the revenue budget for the projects created by using this template: options: Task The project revenue is budgeted at the task level. Task and item The project revenue is budgeted at the task ( Task ID ) and item ( Stock ID ) level. The option is not available if the Cost code functionality is enabled in the Enable/disable functionalities (CS100000) window.
Project manager	The person who is responsible for managing the project and authorised to approve the project task and task activities (for projects based on this template).
Restrict employees	A check box that you select to allow time cards to be associated with the current project only if the employee is listed on the Employees tab.
Webhook notifications	A check box which (if selected) indicates that the system will send a notification when a project is created or updated. An update can consist of changes made to the following tabs: Summary, Employee, Tasks.

### Invoicing and allocation settings section

Element	Description
Invoicing period	The frequency of invoicing in the projects based on this template, which can be one of the following options: Week Invoicing occurs once a week. Month Invoicing occurs once a month. Quarter Invoicing occurs once a quarter. Year Invoicing occurs once a year. On Demand Invoicing is performed when it is needed.
Terms	The type of credit terms used for invoices of the project created based on this template. Credit terms are defined in the Credit terms (CS206500) window.
Allocation rule	The rule that Visma Net uses to run the allocation of transactions for the projects created using this template.
Run allocation on release of project transactions	A check box that indicates (if selected) that allocation is run automatically during the release of the documents associated with the project.
Invoicing rule	The rule that Visma Net uses to run invoicing for the projects created by using this template.
Branch	The branch of your company with which the projects created by using this template will be associated.
Rate table	The rate table to be used for pricing.
Create pro forma at the time of invoicing	A check box that indicates (if selected) that pro forma invoices are created automatically when you run project invoicing for the projects created based on this template.
Use the revenue budget limits for the time and material	A check box that indicates (if selected) that the system will validate the limits of the revenue budget when you process pro forma invoices for the projects created based on this template.
Automatically release customer documents	A check box that indicates whether the system will automatically release invoice documents after invoicing is complete in Projects for the projects based on this template.

### Visibility settings section

Option	Description
General ledger	A check box that indicates whether transactions in the General ledger workspace can be associated with the project based on this template. If you select this check box, users can select the project in general ledger documents, and the release of these documents will automatically update the project data.
Supplier ledger	A check box that indicates whether transactions in the Supplier ledger workspace can be associated with the project based on this template. If you select this check box, users can select the project in supplier ledger documents, and the release of these documents will automatically update the project data.
Customer ledger	A check box that indicates whether transactions in the Customer ledger workspace can be associated with the project based on this template. If you select this check box, users can select the project in customer ledger documents, and the release of these documents will automatically update the project data.
Sales	A check box that indicates whether transactions in the Sales workspace can be associated with the project based on this template. If you select this check box, users can select the project in sales documents, and the release of these documents will automatically update the project data.
Purchases	A check box that indicates whether transactions in the Purchases workspace can be associated with the project based on this template. If you select this check box, users can select the project in purchase documents, and the release of these documents will automatically update the project data.
Inventory	A check box that indicates whether transactions in the Inventory workspace can be associated with the project based on this template. If you select this check box, users can select the project in inventory documents, and the release of these documents will automatically update the project data.
Cash management	A check box that indicates whether transactions in the Cash management workspace can be associated with the project based on this template. If you select this option, users can select the associated project and task when they enter a document in the Cash management workspace.
Time entries	A check box that indicates whether the transactions in the Time and expenses workspace can be associated with the task based on this template. If you select this check box, users can select the project in documents, and the release of these documents automatically updates the project data.
Expenses	A check box that indicates whether transactions from Expense can be associated with the task based on this template. If you select this check box, users can select the project in documents, and the release of these documents automatically updates the project data.

## The Tasks tab You use the **Tasks** tab to view, add, modify, and delete the tasks that are typical for the projects you will create by using this template.

Column	Description
Set as default	Use this button to set a project task as the default for a project.
Task ID	The task template associated with the project template.
Description	The description of the task.
Rate table	The rate table to be used for pricing.
Allocation rule	The rule that is used to run allocation for the task.
Invoicing rule	The invoicing rule that is used to run invoicing for this project.
Invoicing option	The option that defines how the project task should be invoiced, which can be one of the following options: By invoicing period, On task completion, or On project completion.
VAT category	The VAT category (if applicable) of the task.
Default	This check box is automatically selected on the active line, when you click the Set as default button on the top part of the table.

## The Revenue budget tab This tab lists the revenues that are typical for the projects you will create by using this template.

Button	Description
Project task	A template task of the project template.
Item ID	A stock or non-stock item that is used for the time and material project invoicing. By default, the system populates this box with the empty item code (N/A), which is defined in the Empty item code field in the Project accounting preferences (PM101000) window. The column is shown if Task and item is selected as the Revenue budget level on the Summary tab of the template project.
Cost code	The cost code that is associated with a revenue budget line. You can change the cost code value for each revenue line. The column is shown if Task and cost code is selected as the Revenue budget level on the Summary tab of the window for the project.
Account group	The income account group of the revenue budget line.
Description	The description of the revenue budget line.
Budgeted quantity	The budgeted quantity of the revenue budget line.
UoM	The unit of measure of the revenue budget line. If an stock item is selected in the Item ID column, the UoM is automatically selected as the base unit of measure of this stock item and can be changed to another UoM available for the item. The base unit of measure of the empty item code ( N/A ) is HOUR.
Unit rate	The price of the specified unit of the revenue budget line.
Budgeted amount	The budgeted amount of the revenue budget line. For the Budgeted quantity, UoM, and Unit rate specified for the line, the amount is calculated as Budgeted amount = Budgeted quantity * Unit rate.
VAT category	The VAT category (if applied) for the revenue budget line.

## The Cost budget tab This tab lists the costs that are typical for the projects you will create by using this template.

Button	Description
Project task	A template task of the project template.
Item ID	The stock or non-stock item that is associated with the cost budget line. The column is shown if Task and item is selected as the Revenue budget level on the Summary tab of the window for the project.
Cost code	The cost code that is associated with the cost budget line. You can change the cost code value for each line. The column is shown if Task and cost code is selected as the Revenue budget level on the Summary tab of the window for the project.
Account group	The account group to which the corresponding expense account is mapped.
Description	The description of the cost budget line.
UoM	The unit of measure of the cost budget line. If an stock item is selected in the Item ID column, the UoM is automatically selected as the base unit of measure of this stock item and can be changed by another UoM available for the item. If the item is not specified ( N/A ), any existing UoM can be selected.
Unit rate	The price of the specified unit of the cost budget line.
Budgeted quantity	The budgeted quantity of the cost budget line.
Budgeted amount	The budgeted amount of the cost budget line. For the Budgeted quantity, UoM, and Unit rate specified for the line, the amount is calculated as Budgeted amount = Budgeted quantity * Unit rate.
Auto completed (%)	A check box that indicates (if selected) that the system automatically updates the Completed (%) percentage of the work on the tasks.
Revenue task	The task by which the revenue budget is specified for the cost budget line.
Revenue item	The item by which the revenue budget is specified for the cost budget line. The column is shown if Time and item is selected as the Revenue budget level on the Summary tab of the project template.

## The Employees tab By using the **Employees** tab, you can view, add, modify, and delete the employees for the projects you will create by using this template.

Element	Description
Employee ID	The identifier of the employee who will be assigned to the project created by using this template.
Employee name	The name of the employee who will be assigned to any project created by using this project template.
Department	The department of the employee who will be assigned to the project created by using this template.
Earning type	The earning type that determines how the labour of this employee is costed in projects based on this template. You can create a new earning type by using the Type of hours (EP102000) window.
Description	The description of the earning type.
Labour item	The labour-type non-stock item used to account for the labour effort of the employee in projects based on this template.
Default price	The price associated with the labour item by default.

## The General ledger accounts tab On this tab, you can select general ledger accounts that the system uses if the projects based on this template are selected as the source of a particular account. ### Default values section

Element	Description
Default account	The sales account to be used as one of the sources of possible accounts for the invoices and transactions for projects based on this template.
Default subaccount	The sales subaccount to be used as one of the sources of possible segment values for subaccounts to be used in the invoices and transactions for projects based on this template.
Accrual account	The optional account to be used as the debit account (instead of the expense accrual account associated with the Labour non-stock item) in transactions generated based on time cards for projects based on this template.
Accrual subaccount	The subaccount to be used as the debit subaccount (instead of the expense accrual subaccount associated with the labour non-stock item) in transactions generated based on time cards for projects based on this template.

### The Default task for General ledger account table This tab is used to map the accounts that may appear in the transactions automatically added to the transactions generated by the system for specific documents related to the projects based on this template, for instance, the system can add a freight transaction for a sales invoice. When users will be creating documents associated with the projects based on this template, they will specify project tasks for each transaction, but for transactions automatically added by the system later, there will be no association with projects, and this may cause an error. You should provide mapping for the accounts that may be used in the transactions automatically added by the system.

Column	Description
Account	The general ledger account that may appear in a transaction automatically added by the system to the documents associated with the projects based on this template.
Default task	The task to be associated with the account that may appear in a transaction automatically generated by Visma Net.

## The Attributes tab On the **Attributes** tab, you can view, add, change, or delete attribute values for the projects based on this template. The project-related attributes are created and edited in the [Project attributes (PM202000)](/visma-net-erp/help/project-accounting/project-accounting-windows/project-attributes-pm202000/) window.

Attribute

The attribute used for the project template.

Required

A check box that indicates (if selected) that this attribute is required for the project template.

Value

The value of the attribute for the project template.

This value will be used as the default value of the attribute of projects based on this template, but it can be overridden.

## The Mailing settings tab The **Mailing settings** tab contains the list of predefined mailings that can be used for printing and electronically (by email) sending the customer pro forma invoices and other documents related to the projects you will create by using this template. When a new project template is created, the system copies to the project template all the default mailing settings from the **Mailing settings** tab of the [Project accounting preferences (PM101000)](/visma-net-erp/help/project-accounting/project-accounting-windows/project-accounting-preferences-pm101000/) window. You can override these default settings. ### The Mailing table You use this table to view and modify the list of active mailings that can be used to send emails to the customer. For each mailing, you can select either a report or a email template to be used by default as the body of the email.

Column	Description
Mailing ID	The unique identifier of the mailing.
Branch	The branch of your company with which this mailing is associated.
Email account	The email account to be used for sending emails for this mailing. If no account is specified, the default email account, which is defined in the Email preferences (SM204001) window, will be used.
Report	The report of the Projects module to be used by default for printing and also as the body or attachment of the email, if a report is used rather than an email template.
Notification template	The email template, which is defined in the Notification templates (SM204003) window, to be used by default to generate personalized emails for this mailing, if a template is used rather than a report.
Format	The format in which the report (if applicable) will be sent by default if no preferences have been specified for a particular recipient in the Customers (AR303000) window (for customer contacts). Select one of the following options: HTML, Excel, or PDF.
Active	A check box that indicates (if selected) that this mailing is active. Emails will be generated only for active mailings. For the PROFORMA mailing, you cannot clear this check box.

### The Recipients table You use this table to view and modify the list of default types of recipients for the selected mailing.

Column	Description
Contact type	The type of contact to receive emails: Primary A primary contact of the customer Employee An employee of your company who handles documents of the project
Contact ID	The specific contact. A particular recipient can be selected only if you have selected Employee or Contact as the Contact type. The employee or contact, if one is selected, will receive the emails of the customer.
Format	The format in which the report (if applicable) will be sent to recipients of this type. Select one of the following options: HTML, Excel, or PDF.
Active	A check box that indicates (if selected) that the contact of this type is active. Only active recipients receive the emails generated for this mailing.
Bcc	A check box that indicates (if selected) that the contact of this type will receive a blind carbon copy (BCC) of the emails.

Concepts

Tasks

Windows

Project transactions (PM304000) /visma-net-erp/help/project-accounting/project-accounting-windows/project-transactions-pm304000 page By using this window, you can view particular transactions associated with projects, review all the transaction details, and release the transaction or reverse the allocation that generated this transaction. 2026-02-19T17:09:06+01:00 # Project transactions (PM304000) By using this window, you can view particular transactions associated with projects, review all the transaction details, and release the transaction or reverse the allocation that generated this transaction. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. By using this window, you can view particular transactions associated with projects, review all the transaction details, and release the transaction or reverse the allocation that generated this transaction. Also, you can use this window to create new simple transactions, for instance, when you are testing new allocation rules. ## Search line in list window If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view. There are two types of search fields: + White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or **%** and get different results: + space: the result contains the words in any order, + **%**: the result contains the words in the specific order, and the **%** functions as a wildcard as well. + Grey: you can click this to open the column filter pop-up window where you can filter the results for this column. ## The window toolbar

Element	Description
Release	Releases the currently selected transaction.
Reverse allocation	Creates a new transaction that reverses (offsets) the currently selected transaction.

## The top part You use the elements in this area, described in the following table, to create a new transaction or select an existing transaction for viewing its details.

Element	Description
Workspace	The workspace where the transactions have originated. Select a workspace from the drop-down list, which includes Projects and all the workspaces for which the visibility option is selected in the Project accounting preferences (PM101000) window.
Ref. no.	The reference number of the transaction, which the system automatically assigns by using the number series specified in the Project accounting preferences (PM101000) window.
Status	The transaction status. The following statuses are possible: Balanced The transaction is fully balanced and available for release. Released The transaction has been released.
Description	The description provided for the transaction.
Total quantity	The total quantity of items in the transactions listed in the table.
Total invoiceable quantity	The total invoiceable quantity for the transactions listed in the table.
Total amount	The total amount for the transactions listed in the table.

## The table By using this table, you can provide details for a new transaction or view the details of an existing transaction.

Element	Description
Branch	The branch in which the transaction was created.
Project	The project associated with the transaction.
Project task	The project task associated with the transaction.
Cost code	The cost code associated with the transaction. The column is available if the Cost code functionality is enabled in the Enable/disable functionalities (CS100000) window.
Account group	The account group of the debit account of the transaction.
Employee	The employee associated with the transaction, such as the employee who worked on the project for the customer.
Customer/supplier	The name of the supplier (if the transaction originated in the Supplier ledger workspace) or customer (if the transaction originated in another workspace).
Location	The location of the customer or supplier. This column is available only if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.
Item ID	The identifier of the item associated with the transaction. The item is the source of the expense accounts used for posting the transaction.
Description	The description provided for the transaction.
UoM	The unit of measure used to estimate the quantity for the transaction, such as HOUR or BOX.
Quantity	The quantity for the transaction, such as the number of service hours provided to the customer.
Invoiceable	A check box indicating whether the transaction is used in calculating the amount charged to the customer for the project task.
Invoiceable quantity	The quantity that is used for invoicing the customer. For instance: You can invoice the customer based on the hours of service you have provided to the customer.
Unit rate	The price of the item or the rate of the service. In the case of a labour item, the employee’s hourly rate is used as the unit rate.
Amount	The amount of the transaction.
Debit account	For released transactions, the account the transaction debited when it was released; for unreleased transactions, the account the transaction debits if it is released (mainly for the transactions that originate in the Projects workspace).
Debit subaccount	For released transactions, the subaccount the transaction debited when it was released; for unreleased transactions, the subaccount the transaction debits if it is released.
Credit account	For released transactions, the account the transaction credited when it was released; for unreleased transactions, the account the transaction credits if it is released.
Credit subaccount	For released transactions, the subaccount the transaction credited when it was released; for unreleased transactions, the subaccount the transaction credits if it is released.
Date	The date when the transaction was created.
Fin. period	The financial period associated with the transaction.
Batch no.	The batch number of the transaction in the General ledger workspace.
Earning type	The earning type specified for the transaction to calculate the labour cost.
Multiplier	The multiplier by which the unit rate is multiplied when the labour cost is calculated. The multiplier can differ from 1 only for earning types marked as overtime.
Use the quantity that can be invoiced in amount formula	A check box that you select if you want the system to use the invoiceable quantity (the Invoiceable quantity column) instead of the overall quantity (the Quantity column) of the transaction when calculating the amount of transaction.
Allocated	A check box that indicates whether the amounts of the transactions were allocated for the project. The transaction amount is allocated if this check box is selected; otherwise, the transaction amount is not allocated.
Released	A check box indicating whether the transaction has been released.

Tasks

Project transactions - overview (PM401000) /visma-net-erp/help/project-accounting/project-accounting-windows/project-transactions-overview-pm401000 page In this window, you can view the list of transactions associated with a particular project. 2026-02-19T17:09:06+01:00 # Project transactions - overview (PM401000) In this window, you can view the list of transactions associated with a particular project. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. In this window, you can view the list of transactions associated with a particular project. You can filter the list of transactions by using selection criteria. The table list includes two types of transactions associated with the project: + Transactions that have not yet been released in the Projects module. + Transactions that have been released in all modules. ## The top part You use the elements in this area to select transactions for display in the table.

Element	Description
Project	The identifier of the project whose transactions you want to view.
Account group	The account group for which you want to view transactions. If you want to see transactions associated with all account groups, leave this field blank.
Project task	The project task for which you want to view transactions. If you want to see transactions associated with all tasks, leave this field blank.
Cost code	The cost code for which you want to view transactions. If you want to see transactions associated with all cost codes, leave this field blank. The field is available if the Cost code functionality is enabled in the Enable/disable functionalities (CS100000) window.
Item ID	The stock item for which you want to view transactions. If you want to see transactions associated with all items, leave this field blank.
From	The starting date of the range for which you want to view transactions. If you want to see transactions for all dates, leave this field (and To ) blank.
To	The ending date of the range for which you want to view transactions. If you want to see transactions for all dates, leave this field (and From ) blank.
Employee	The employee for which you want to view transactions. If you want to see transactions associated with all employees, leave this field blank.
Show only allocation	A check box that you select to view only allocation transactions; any source transactions are not listed in the table. If you clear this check box, the table displays all transactions, including source transactions and allocation transactions.

## The table In the table, you can view the transactions that meet your selection criteria. This list includes two types of transactions associated with the project: + Transactions created and not yet released in the Projects module + Transactions released in all workspaces

Element	Description
Branch	The branch in which the transaction was created.
Workspace	The workspace where this transaction was created or released.
Ref. no.	The identifier of the transaction in Visma Net.
Project task	The project task associated with the transaction.
Date	The date the transaction was created.
Description	The detailed description provided for the transaction.
Item ID	The identifier of the stock or non-stock item associated with the transaction.
Cost code	The identifier of the cost code associated with the transaction. The column is available if the Cost code functionality is enabled in the Enable/disable functionalities (CS100000) window.
UoM	The unit of measure used for the transaction, such as HOUR or BOX.
Quantity	The quantity for the transaction, such as the number of service hours provided to the customer.
Invoiceable	When this check box is selected, the transaction is used to calculate the amount that will be charged to the customer. If this check box is not selected, the transaction does not affect the invoicing for the project.
Invoiceable quantity	The quantity that is used for invoicing the customer. For instance, you can invoice the customer based on the hours of service that your employees have provided to the customer.
Unit rate	The price of the item or the rate of the service.
Amount (reversed)	The amount of the transaction with the sign reversed (incomes and liabilities).
Amount (normal)	The amount of the transaction with the positive sign (expenses and assets).
Customer/supplier	The name of the supplier (if the transaction originated in the Supplier ledger workspace) or customer (if the transaction originated in another workspace).
Employee	The employee associated with the transaction, such as the employee who provided the labour or service to the customer.
Debit account group	The account group of the account to be debited in this transaction.
Debit account	For a released transaction, the account the transaction debited when it was released, and for an unreleased transaction, the account the transaction will debit if it is released.
Debit subaccount	For a released transaction, the subaccount the transaction debited when it was released, and for an unreleased transaction, the subaccount the transaction will debit if it is released.
Credit account group	The account group of the account to be credited in this transaction.
Credit account	For a released transaction, the account the transaction credited when it was released, and for an unreleased transaction, the account the transaction will credit when it is released.
Credit subaccount	For a released transaction, the subaccount the transaction credited when it was released, and for an unreleased transaction, the subaccount the transaction will credit if it is released.
Batch no.	The reference number of the batch generated for the transaction in the General ledger workspace.
Earning type	The earning time specified for the transaction to calculate the labour cost.
Multiplier	The multiplier to be used with the earning time to calculate the labour cost.
Released	When this check box is selected, the transaction has been released. If the check box is cleared, the transaction has not been released.
Allocated	When this check box is selected, the transaction has been allocated as either an underlying (source) transaction or an allocation transaction. If this check box is cleared, no allocation transaction has been yet generated for the transaction.
Allocation ref. number	The reference number of the allocation performed for the transaction.
Invoiced	When this check box is selected, the invoicing transactions have been already generated for this transaction. If this check box is cleared, this transaction did not yet spawn invoicing transactions.
Orig. doc. type	The type of the document that generated the transaction.
Orig. doc. no.	The number of the document that generated the transaction when releasing it.
Invoice ref. number	The reference number of the invoice generated when the transaction was used in invoicing.

Tasks

View project transactions in Project transactions - overview

Rate lookup rules (PM205000) /visma-net-erp/help/project-accounting/project-accounting-windows/rate-lookup-rules-pm205000 page 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 for each series. 2026-02-19T17:09:06+01:00 # Rate lookup rules (PM205000) 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 for each series. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. For information about how to create rate lookup rules, see: [Create rate lookup rules](/visma-net-erp/help/project-accounting/manage-pricing-in-projects/create-rate-lookup-rules/) ## The top part You use the elements in this area to select a rate table and a specific rate type. You can then view or modify the sequences for the rate table when used with this rate type.

Rate table

The rate table for which you want to view or specify sequences.

Rate type

The rate type for which you want to view or specify sequences.

By using these rate types, you can use different rates in different steps of allocation rules.

## The table In this table, you can create sequences that the system will use to find the rate in the rate table.

Column	Description
View rates	This button opens the Rate table maintenance (PM206000) window, where you can view and modify the rate for the selected sequence.
Sequence	The sequence number. This number is automatically generated by the system, but you can change it manually. by clicking the arrow next to it.
Description	A description of the sequence.
Project	A check box that you use to indicate whether the project is a factor that affects rate selection.
Project task	A check box that you use to indicate whether the project task is a factor that affects rate selection.
Account group	A check box that you use to indicate whether the account group is a factor that affects rate selection.
Item	A check box that you use to indicate whether the item is a factor that affects rate selection.
Employee	A check box that you use to indicate whether the employee is a factor that affects rate selection.

Concepts

About rate tables

Tasks

Windows

Create rate types

Rate types (PM204100) /visma-net-erp/help/project-accounting/project-accounting-windows/rate-types-pm204100 page You use this window to add, view, edit, and delete the rate types that can be used in allocation rules. 2026-02-19T17:09:06+01:00 # Rate types (PM204100) You use this window to add, view, edit, and delete the rate types that can be used in allocation rules. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. You use this window to add, view, edit, and delete the rate types that can be used in allocation rules. Rate types define how rates should be selected for specific steps of the allocation rules. For more information about how to create rate types, see: [Create rate types](/visma-net-erp/help/project-accounting/manage-pricing-in-projects/create-rate-types/) ## The table

Column	Description
Rate type	The unique ID for the rate type, an alphanumeric string of up to 10 characters.
Description	A more detailed description of the rate type. An alphanumeric string of up to 50 characters.

Concepts

About rate tables

Tasks

Create rate types

Rate tables (PM204200) /visma-net-erp/help/project-accounting/project-accounting-windows/rate-tables-pm204200 page You use this window to add new blank rate tables that can be used in projects for building pricing models. 2026-02-19T17:09:06+01:00 # Rate tables (PM204200) You use this window to add new blank rate tables that can be used in projects for building pricing models. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. For more information about rate tables, see: [About rate tables](/visma-net-erp/help/project-accounting/manage-pricing-in-projects/about-rate-tables/) ## The table

Column	Description
Rate table	The unique identifier for the rate table, an alphanumeric string of up to 10 characters.
Description	A more detailed description of the rate table. An alphanumeric string of up to 50 characters.

Concepts

About rate tables

Rate table maintenance (PM206000) /visma-net-erp/help/project-accounting/project-accounting-windows/rate-table-maintenance-pm206000 page You use this window to specify rates for different sequences of rate tables. 2026-02-19T17:09:06+01:00 # Rate table maintenance (PM206000) You use this window to specify rates for different sequences of rate tables. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. For information about how to configure a rate table, see: [Configure a rate table](/visma-net-erp/help/project-accounting/manage-pricing-in-projects/configure-a-rate-table/) For information about how to specify rates for rate tables, see: [Specify rates for rate tables](/visma-net-erp/help/project-accounting/manage-pricing-in-projects/specify-rates-for-rate-tables/) ## The top part In this area, you can select a rate table, its sequence, and the applicable price class, so that you can specify particular rates on the **Rate** tab.

Element	Description
Rate table	The rate table, which is created in the Rate tables (PM204200) window and is configured on the current window.
Rate type	The rate type for which you want to view (and possibly change) rates. The rate types, which are defined in the Rate types (PM204100) window, are associated with particular steps of the allocation rules.
Sequence	The sequence of the rate table for which you want to view (and possibly change) rates. Sequences are created in the Rate lookup rules (PM205000) window.
Rate code	The rate code for which you want to define rates. You can create a new rate code by typing its identifier in this box (an alphanumeric string of up to 10 characters can be used). By using multiple rate codes with one sequence, you can specify for this sequence as many different rates (for different sets of particular factors defined by the sequence) as there are rate codes instead of creating a long list of similar sequences. For instance: suppose that you want to use different rates for three projects.
Description	The description of the rate code.

## The Rate tab On the **Rate** tab, you can specify the specific rates to be used to calculate amounts to be invoiced, as well as the date ranges they are effective. You can specify multiple date ranges for a single rate.

Element	Description
Start date	The start date of the range when the rate is valid.
End date	The end date of the range when the rate is valid.
Rate	The value of the rate for the selected sequence, rate code, and price class. When you run allocations, this value is assigned to the @Rate variable, which you can use in formulas to calculate the allocation amount, quantity, and other values. The value can be used as a multiplier, a constant, or an addend.

## The Projects tab You can use the **Projects** tab to specify the projects for which the particular rate value is applied. This tab appears only if the sequence includes the project as a factor; the types of factors are specified in the [Rate lookup rules (PM205000)](/visma-net-erp/help/project-accounting/project-accounting-windows/rate-lookup-rules-pm205000/) window. The rate application condition is defined as follows: Conditions on particular projects, particular items, particular employees, or particular account groups are joined by OR operators, while conditions on different types of factors are joined by AND operators. For instance, a special rate is valid for tasks 1, 2, and 3 of Project 1 and Project 2 if employees JOHN or JACK are involved. The resulting condition is expressed as follows: `((Project=Project1) OR (Project=Project2))AND`

Element	Description
Project	The project for which you want to apply the rate specified on the Rate tab.
Description	The description of the project, as specified in the project settings.

## The Tasks tab

Element	Description
Project task	The task for which you want to apply the rate specified on the Rate tab.
Description	The description of the project task.

## The Account groups tab By using the **Account groups** tab, you specify the account groups for which the particular rate value is applied. This tab appears only if the sequence includes the account group as a rate factor; rate factors are specified in the [Rate lookup rules (PM205000)](/visma-net-erp/help/project-accounting/project-accounting-windows/rate-lookup-rules-pm205000/) window.

Element	Description
Account group	The account group for which you want to apply the rate specified on the Rate tab.
Description	The description of the account group, as specified in the account group settings.

## The Inventory tab You can use the **Inventory** tab to specify the items for which the particular rate value is applied. This tab appears only if the sequence includes the item as a rate factor; rate factors are specified in the [Rate lookup rules (PM205000)](/visma-net-erp/help/project-accounting/project-accounting-windows/rate-lookup-rules-pm205000/) window.

Element	Description
Item ID	The item for which you want to apply the rate specified on the Rate tab.
Description	The description of the item, as specified in the item settings.

## The Employee tab You can use the **Employee** tab to specify the employees for which the particular rate value is applied. This tab appears only if the sequence includes the employee as a rate factor; rate factors are specified by using the [Rate lookup rules (PM205000)](/visma-net-erp/help/project-accounting/project-accounting-windows/rate-lookup-rules-pm205000/) window.

Element	Description
Employee ID	The employee for which you want to apply the rate specified on the Rate tab.
Employee name	The name of the employee, as specified in the employee account.

Tasks

Windows

Create rate types

Restriction groups by project (PM102010) /visma-net-erp/help/project-accounting/project-accounting-windows/restriction-groups-by-project-pm102010 page In this window, you can view the restriction groups that contain a particular project. 2026-02-19T17:09:06+01:00 # Restriction groups by project (PM102010) In this window, you can view the restriction groups that contain a particular project. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. In this window, you can view the restriction groups that contain a particular project. You can also change the visibility of the project in the system by including it in other restriction groups or excluding it from restriction groups that currently contain it. You can create restriction groups for managing the visibility of projects by using the [Project access (PM102000)](/visma-net-erp/help/project-accounting/project-accounting-windows/project-access-pm102000/) window. For more information about restriction groups, see: [About restriction groups in Visma Net](/visma-net-erp/help/access-management/row-level-security/about-restriction-groups-in-visma-net-erp/) ## The top part In this area, you can select the project for which you want to view or edit its membership in restriction groups. You can also view additional information about the selected project.

Element	Description
Project ID	The project for which you want to view (and possibly edit) related restriction groups.
Status	Read-only. The status of the selected project.
Customer	Read-only. The customer for the selected project, if the project is external. For an internal project, this field is empty.
Template	Read-only. The template used for creating the selected project, if applicable.
Description	Read-only. The description of the selected project.

## The table In this table, you can view the full list of restriction groups in the system, along with basic information about each group. The check box in the unlabeled **Included** column is selected for each group that contains the selected project. You can select and clear these check boxes to change the membership of the project in restriction groups.

Column	Description
Group name	Read-only. The name of the restriction group.
Description	Read-only. The description of the restriction group.
Active	Read-only. A check box that indicates (if selected) that the restriction group is active.
Group type	Read-only. The type of the restriction group: A, A inverse, B, or B inverse. For more information, see: About types of restriction groups

Release transactions (PM501000) /visma-net-erp/help/project-accounting/project-accounting-windows/release-transactions-pm501000 page By using this window, you can release transactions that are ready to be released ( Balanced ). 2026-02-19T17:09:06+01:00 # Release transactions (PM501000) By using this window, you can release transactions that are ready to be released ( Balanced ). This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. The system automatically posts the transactions if the **Automatically post on release** check box is selected in the [Project accounting preferences (PM101000)](/visma-net-erp/help/project-accounting/project-accounting-windows/project-accounting-preferences-pm101000/) window. ## The window toolbar

Release

Releases the Projects transactions that you have selected.

The transactions are immediately posted on release if the Automatically post on release check box is selected in the Project accounting preferences (PM101000) window.

Release all

Releases all the project transactions available on the list.

The transactions may be posted on release, depending on the Automatically post on release setting.

## The table This table displays the transactions available for release.

Element	Description
Ref. no.	The identifier of the transaction, which was automatically assigned when the transaction was generated.
Transaction date	The date when the transaction was created.
Description	The description of the transaction.

Tasks

Release transactions

Reverse non-invoiced transactions (PM505000) /visma-net-erp/help/project-accounting/project-accounting-windows/reverse-non-invoiced-transactions-pm505000 page By using this window, you can reverse transactions that have been allocated but not yet invoiced. 2026-02-19T17:09:06+01:00 # Reverse non-invoiced transactions (PM505000) By using this window, you can reverse transactions that have been allocated but not yet invoiced. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## The window toolbar

Element	Description
Process	Reverses the not yet invoiced transactions you have selected in the table.
Process all	Reverses all not yet invoiced transactions listed in the table.

## The top part By making selections in this part, you can narrow the range of transactions displayed in the table below.

Element	Description
Allocation rule	The allocation rule for which not yet invoiced transactions will be listed, which you select from the list of available rules. If you do not select any value, the list in the table includes the transactions for all allocation rules.
Customer class	The customer class for which not yet invoiced transactions will be listed. Select a customer class to include in the table only the not yet invoiced transactions associated with the selected class.
Customer	The customer for which not yet invoiced transactions will be listed. Select a customer to include in the table only the not yet invoiced transactions associated with this customer.
Employee	The employee for which not yet invoiced transactions will be listed. Select an employee to include in the table only the not yet invoiced transactions associated with the selected employee.
Project	The project for which not yet invoiced transactions will be listed. Select a project to include in the table only the not yet invoiced transactions associated with this project.
Project task	The project task for which not yet invoiced transactions will be listed. Select a project task to include in the table only the not yet invoiced transactions associated with the selected project task.
Item ID	The item ID for which not yet invoiced transactions will be listed. Select the identifier of a stock or non-stock item to include in the table only the not yet invoiced transactions associated with this stock item.
From	The starting date of the date range for which not yet invoiced transactions will be included in the table. If you do not select this date, the table will include not yet invoiced transactions starting from the first not yet invoiced transaction available in the system.
To	The ending date of the date range for which not yet invoiced transactions will be included in the table. If you do not select this date, the table will include not yet invoiced transactions until the last not yet invoiced transaction available in the system. If you specify neither a From date nor a To date, the table includes all not yet invoiced transactions available in the system.

## The table The table lists the not yet invoiced transactions that match the criteria you have specified in the top part.

Element	Description
Ref. no.	The identifier of the transaction in Visma Net.
Date	The date the transaction was created.
Period	The financial period associated with the transaction.
Project	The project associated with the transaction.
Project task	The project task associated with the transaction.
Customer class	The customer class associated with the transaction.
Customer	The number of the customer associated with the transaction.
Customer name	The name of the customer.
Employee	The detailed description provided for the transaction.
Item ID	The identifier of the stock or non-stock item associated with the transaction.
Description	The description provided for the transaction.
UoM	The unit of measure used for the transaction, such as ITEM or BOX.
Quantity	The quantity for the transaction, such as the number of service hours provided to the customer.
Invoiceable	A check box that indicates whether the transaction is intended for charging any amounts to the customer. If this check box is not selected, the transaction does not affect the invoicing for the project.
Qty. that can be invoiced	The quantity that is used for invoicing the customer. For instance: You can invoice the customer based on the hours of service you provided to the customer.
Unit rate	The price of the item or rate of the service.
Amount	The amount of the transaction.
Invoicing rule	The invoicing rule associated with the transaction.
Branch	The branch in which the transaction was created.
Type of hour	The type of hour specified for the transaction to calculate the labour cost.
Multiplier	The multiplier to be used with the earning time to calculate the labour cost.

Tasks

Reverse non-invoiced transactions

Run allocations by project (PM502500) /visma-net-erp/help/project-accounting/project-accounting-windows/run-allocations-by-project-pm502500 page By using this window, you can process all allocations in the Projects workspace or only selected ones. 2026-02-19T17:09:06+01:00 # Run allocations by project (PM502500) By using this window, you can process all allocations in the Projects workspace or only selected ones. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. By using this window, you can process all allocations in the Projects workspace or only selected ones. For more information on how to do this, see: [Run allocations by project](/visma-net-erp/help/project-accounting/manage-allocations-and-invoicing-rules/run-allocations-by-project/) ## The window toolbar

Button	Description
Allocate	Processes the project tasks you have selected and performs allocation of transaction amounts.
Allocate all	Processes all listed project tasks and performs allocation of transaction amounts.

## The top part You can use the elements in this part to filter the project tasks for which you might want to run the allocation procedure.

Element	Description
Allocation rule	The rule for which you want to view projects. If you do not select any value here, the list in the table will include the project tasks for all allocation rules.
Project	The project whose tasks you want to view. If you do not select any value here, the list in the table will include all the active projects.
Customer class	The customer class for which you want to display data. If you select a value here, the list in the table will include only the active projects for the selected customer class.
Customer	The customer for which you want to display data. If you select a value here, the list in the table will include only the active projects for the selected customer.
Posting date	The date to assign all the allocation transactions that will be generated when running the allocation procedure.
From	The start date of the date range for which you want to allocate transactions. The system will allocate only transactions from the date range specified in the Date range restrictions section. If you do not select any value here, Visma Net will allocate transactions starting with the oldest allocation transaction in the system.
To	The end date of the date range for which you want to allocate transactions. The system will allocate only transactions from the date range specified in the Date range restrictions section. If you do not select any value here, Visma Net will allocate transactions up to the last allocation transaction in the system.

## The table The table contains the list of projects matching the criteria you have specified in the top part.

Column	Description
Project ID	The identifier of the project.
Description	The description of the project.
Allocation rule	The invoicing rule associated with the project to be used to generate invoices.
Customer	The number of the customer associated with the project.
Customer name	The name of the customer associated with the project.

Concepts

About allocating transactions

Tasks

Run allocations by project

Run allocations by task (PM502000) /visma-net-erp/help/project-accounting/project-accounting-windows/run-allocations-by-task-pm502000 page By using this window, you can process all allocations in the Projects workspaces or only selected ones. 2026-02-19T17:09:06+01:00 # Run allocations by task (PM502000) By using this window, you can process all allocations in the Projects workspaces or only selected ones. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. For more information about how to do this, see: [Run allocations by task](/visma-net-erp/help/project-accounting/manage-allocations-and-invoicing-rules/run-allocations-by-task/) ## The window toolbar

Element	Description
Allocate	Processes the project tasks you have selected and performs allocation of transaction amounts.
Allocate all	Processes all listed project tasks and performs allocation of transaction amounts.

## The top part You can use the elements in this part to filter the project tasks for which you want to run the allocation procedure.

Element	Description
Allocation rule	The allocation rule whose tasks you want to list. If you do not select any value here, the list in the table will include the project tasks for all allocation rules.
Project	The project whose tasks you want to list. If you do not select any value here, the list in the table will include all the active project tasks.
Project task	The particular project task. If you do not select any task, the list in the table will include all the active project tasks.
Customer class	The customer class for which you want to display data. If you select a value here, the list in the table will include only the active project tasks for the selected customer class.
Customer	The customer for which you want to display data. If you select a value here, the list in the table will include only the active project tasks for the selected customer.
Posting date	The date to assign all the allocation transactions that will be generated when running the allocation procedure.
From	The start of the date range for which you want to allocate transactions. The system will allocate only transactions from the date range specified in the Date range restrictions section. If you do not select any value here, the system will allocate transactions starting with the oldest allocation transaction in the system.
To	The end of the date range for which you want to allocate transactions. The system will allocate only transactions from the date range specified in the Date range restrictions section. If you do not select any value here, the system will allocate transactions up to the last allocation transaction in the system.

## The table

Column	Description
Project	The identifier of the project.
Task ID	The identifier of the project task.
Description	The description of the project task.
Allocation rule	The allocation rule associated with the task. This allocation rule will be used for the allocation operation.
Customer	The customer associated with the project and the project task.

Concepts

About allocating transactions

Tasks

Run allocations by task

Run project invoicing (PM503000) /visma-net-erp/help/project-accounting/project-accounting-windows/run-project-invoicing-pm503000 page You can use this window to perform invoicing for projects. 2026-02-19T17:09:06+01:00 # Run project invoicing (PM503000) You can use this window to perform invoicing for projects. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. You can use this window to perform invoicing for projects. Invoices are generated for each project and for each customer involved. For more information about invoicing settings and procedures, see: [About project invoicing](/visma-net-erp/help/project-accounting/manage-allocations-and-invoicing-rules/about-project-invoicing/) ## The window toolbar

Element	Description
Process	Initiates the invoicing process for the projects you have selected (using the unlabelled check boxes) in the table.
Process all	Initiates the invoicing process for all the projects listed in the table.

## The top part By making specifications in this area, you can select the criteria the system uses to list projects that you can invoice.

Element	Description
Invoice date	The date to be specified on the invoices generated during the invoicing procedure, which also serves as a cut-off date for the project to be invoiced. For more information about how the system applies the filtering criteria for projects to be shown in the window, see: About project invoicing If no invoice date is specified, the system uses the following date as the invoice date, depending on the invoicing period of the projects: On demand The business date Another invoicing period The next invoicing date of the projects
Post period	The financial period for which the invoice transactions will be posted.
Statement cycle	The statement cycle to which the customers to be listed are assigned.
Customer class	The customer class for which you want to invoice projects. Leave the field blank to view information on all classes.
Customer	The customer whose projects you want to invoice. Leave the field blank to see information on all customers of the specified class (or all customers of all classes).
Project template	The project template associated with the projects to be listed. Leave the field blank to view projects based on all templates.

## The table The table contains the list of projects matching any criteria specified in the top part. Only projects with at least one not yet invoiced (but completed) invoicing period are displayed. If multiple invoicing periods were not invoiced for the project, you should run the invoicing process once for each not yet invoiced period. You can select projects by using the check boxes in the first column.

Element	Description
Project	The project by its identifier.
Description	The description provided for the project.
Customer	The ID of the customer associated with the project, if any.
Customer name	The name of the customer.
From	The start date of the invoicing period that is the first not yet invoiced period for the project.
To	The end date of this invoicing period.
Last invoicing date	The date when the project was last invoiced.

Tasks

Start the invoicing process for projects

Validate project balances (PM504000) /visma-net-erp/help/project-accounting/project-accounting-windows/validate-project-balances-pm504000 page For information about how to validate balances, see: Validate project balances 2026-02-19T17:09:06+01:00 # Validate project balances (PM504000) For information about how to validate balances, see: Validate project balances For more information: [Validate project balances](/visma-net-erp/help/project-accounting/manage-project-budgets/validate-project-balances/). This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## The window toolbar

Button	Description
Validate	Recalculates the balances for the projects you have selected.
Validate all	Recalculates the balances for all listed projects.

## The top part By using the check boxes in this area, you can indicate to the system to perform the selected additional actions on the selected projects (or all projects) during the next processing.

Element	Description
Recalculate not yet invoiced summary	If you select this check box, the system recalculates the balances that have not been invoiced.
Rebuild commitments	If you select this check box, the system will rebuild internal commitment records for the selected projects or for all listed projects.
Recalculate the amount of draft invoices	If you select this check box, the value of the Draft invoices amount column on the Revenue budget tab of the Projects (PM301000) window will be recalculated.
Recalculate change orders	When this check box is selected, the value affected by change orders in the Projects (PM301000) window will be recalculated for the selected projects or for all listed projects when you click Process or Process all in the window toolbar.

## The table The table lists all the projects available in the system.

Column	Description
Project ID	The ID of the project.
Description	The description of the project.
Customer	The number of the customer for the project.
Customer name	The name of the customer for the project.
Status	The status of the project, which can be: In Planning This status is automatically assigned to any new project with the Hold check box selected and reflects that the project is a draft and not available for selection in data entry windows. Completed All tasks for the project have been completed. Cancelled Project is stopped before its completion. You can reactivate a cancelled project. Projects that are in planning are not included in the list.
Start date	The date when the project was started.
End date	The date when the project was completed.

Tasks

Validate project balances

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