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.

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

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.

Related pages

Tasks

Last modified October 9, 2026