---
title: "Settings and configuration"
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/settings-and-configuration/index.md
lastmod: 2026-02-19
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/settings-and-configuration/llms.txt


# Settings and configuration

Last modified February 19, 2026



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[View this page](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/settings-and-configuration/)


## In this section


- [Preparation](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/settings-and-configuration/preparation/index.md): This topic covers the prerequisites and preparatory steps needed before you begin configuring the Projects workspace.

- [About setup and configuration of the workspace](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/settings-and-configuration/about-setup-and-configuration-of-the-workspace/index.md): This section will help you configure the Projects module in Visma Net.

- [Set up and configure the workspace](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/settings-and-configuration/set-up-and-configure-the-workspace/index.md): General settings Number series Go to the Number series (CS201010) window. Check which number series your company uses and, if necessary, create the following:…

- [Set preferences for projects](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/settings-and-configuration/set-preferences-for-projects/index.md): There are the following steps you need to go through to set the preferences for the project accounting workspace.

- [Create a project template](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/settings-and-configuration/create-a-project-template/index.md): Go to the Project templates (PM208000) window. Click . In the Status field, click the drop down and choose between Active or On hold. In the Description field,…