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.

ElementDescription
View project (button)Opens the Projects (PM301000) window, where you can view the details of a project you select.
From projectThe ID of the project you want to start your selection from.
To projectThe ID of the project to you want to end your selection at.
Project managerThe project manager of the projects you want view in the table.
CustomerThe customer connected to the projects you want view in the table.
Start dateThe start date of the range of projects you want to view in the table.
End dateThe end date of the range of projects you want to view in the table.
Account groupThe account group of the projects you want to view in the table.
StatusThe status of the projects that you want to view in the table.

The table

ElementDescription
ProjectThe ID of the project.
Project nameThe name of the project.
CustomerThe name of the customer of the project.
Customer no.The number of the customer of the project.
Account groupThe name of the account group of the project.
Account group IDThe ID of the account group of the project.
Current budget amountThe current budget amount of the project.
Actual amountThe actual amount of the project.
DifferenceThe difference between the current budget amount and the actual amount.
PerformanceThe performance of the project.
StatusThe status of the project.

Related pages

Tasks

Last modified February 19, 2026