About setup and configuration of the workspace
This section will help you configure the Projects module in Visma Net.
| No. | Action | Description |
|---|---|---|
| 1 | Define the structure of project IDs | Use the Segment keys (CS202000) window to define the segmentation of the following IDs: + Project ID (by using the PROJECT key) + Project task ID (by using the PROTASK key) + Account group ID (by using the ACCGROUP key) |
| 2 | Enter segment values for validated segments | Use the Segment values (CS203000) window to enter allowed values for segments of the project ID, task ID, and account group ID that are configured as validated. |
| 3 | Define auto-number series | Use the Number series (CS201010) window to create or review number series to be used for batches and transactions originating in the Projects module. Visma Net is installed with the following predefined, ready-to-use number series: + BATCH: Shared number sereis for batches of all workspaces, ranging from 0000000001 to 9999999999 + PMTRAN: Number series for Projects transactions, ranging from PM00000001 to PM99999999 You can use these sequences or design other ones to better fit your organisation’s needs. If needed, create a sequence for the auto-number series of the PROJECT segmented key. |
| 4 | Specify projects preferences | Use the Project accounting preferences (PM101000) window to configure the Projects module. For more information, see: Set preferences for projects |
| 5 | Create account groups | Use the Account groups (PM201000) window to create the designed account groups and map them to general ledger accounts. For more information, see: Create an account group |
| 6 | Create roles | Create roles by using the User roles (SM201005) window, and for roles, assign the proper levels of access to the Projects windows. |
| 7 | Attributes | Create attributes, which are defined in the Attributes (CS205000) window. The definition of an attribute includes: 1. Attribute ID 1. Description 1. Control type: text, combo (selection from predefined list), check box (yes/no), or date and time. 1. Required or optional 1. Entry mask to validate entry for text or combo. 1. Regular expression for advanced validation of entry in text or combo (optional) 1. List of valid values for combo only; each value has a description and a sort order Finally, create the lists of attributes on the respective windows: + For account groups: Account groups (PM201000) window + For common tasks: Common tasks (PM208030) window (when common tasks will be created) + For task templates: Project template tasks (PM208010) window (when template tasks will be created) |
| 8 | Create rate types | Use the Rate types (PM204100) window to create rate types to be used in the rate tables for different steps of allocation rules. For more information, see: Create rate types |
| 9 | Create rate tables | Use the Rate tables (PM204200) window to create empty rate tables. Define rates in the rate tables by using the Rate lookup rules (PM205000) and the Rate table maintenance (PM206000) windows. For more information, see: Configure a rate table |
| 10 | Create sequences | Use the Rate lookup rules (PM205000) window to create sequences (that is, lookup rules for factors defining the rates). |
| 11 | Fill in rate tables | Use the Rate table maintenance (PM206000) window to enter current rates for all defined combinations of factors. For more information, see: Configure a rate table |
| 12 | Create allocation rules | Use the Allocation rules (PM207500) window to create the rules for project allocation. For more information, see: Set allocation rules |
| 13 | Create invoicing rules | Use the Invoicing rules (PM207000) window to create the rules for project invoicing. For more information, see: Create an invoicing rule |
| 14 | Create project templates | Use the Project templates (PM208000) window to create project templates. For more information, see: Create a project template |
| 15 | Create template tasks and common tasks | Use the Project template tasks (PM208010) window to create template tasks and the Common tasks (PM208030) window to create common tasks. For more information, see: Create a project template task and Create a common task |