Visma.net ERP
About setup and configuration of the workspace
This section will help you configure the Projects module in Visma.net ERP.
| No. | Action | Description |
|---|---|---|
| 1 | Define the structure of project IDs | Use the Segment keys (CS202000) window to define the segmentation of the following IDs:
|
| 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 ERP is installed with the following predefined, ready-to-use number series:
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:
Finally, create the lists of attributes on the respective windows:
|
| 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. |
| 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 |
