Run allocations by project (PM502500)
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
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. |