Projects (PM301000)

Search line in list window

If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view.

There are two types of search fields:

White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or % and get different results:
- space: the result contains the words in any order,
- %: the result contains the words in the specific order, and the % functions as a wildcard as well.
Grey: you can click this to open the column filter pop-up window where you can filter the results for this column.

The window toolbar

Element	Description
Run project invoicing	Initiates invoicing for the currently selected project. You can run invoicing for an Active, Completed, or Suspended project that is not an internal project.
Create change order	Initiates creating of a change order. A change order is a document for profitability analysis and an audit trial of changes to the project revenue budget, cost budget, commitments, and time and material. To use the change orders functionality, enable it in the Enable/disable functionalities (CS100000) window.
Actions	Provides the following menu commands: Lock budget: Prevents the Original budgeted quantity, Unit rate, and Original budgeted amount columns from being edited on the Revenue budget and Cost budget tabs of the window. The Unlock budget action reverses the effects of this action. Unlock budget: Allows the Original budgeted quantity, Unit rate, and Original budgeted amount columns to be edited on the Revenue budget and Cost budget tabs of the current window. The Lock budget action reverses the effects of this action. Lock commitments: Prevents the direct creation of purchase orders for this project in the Purchase orders (PO301000) window. This action appears if the Change orders functionality is enabled in the Enable/disable functionalities (CS100000) window and the Internal cost commitment tracking check box is selected on the General settings tab of the Project accounting preferences (PM101000) window. Unlock commitments: Allows direct creation of purchase orders for this project in the Purchase orders (PO301000) window. Create template: Opens the New project template dialog box, where you can specify an ID for the project template. Change ID: Opens the Specify new ID dialog box, where you can specify a new ID for the project. Automatic budgeting: Calculates the projected revenue and updates the Balances and Revenue budget tabs of the current window with this revenue. This action is available only when the project has the In planning, Active, or Completed status. For the calculation to be accurate, the project must be properly configured, with the necessary account groups and allocation rules created, and the projected budget for expenses must be specified. For more information about tracking future revenues, see: About labour and revenue allocation
Reports	Print project balance: Opens the Project balance (PM621000) report for the selected project.

The top part

You can use this area to add a new project or to select an existing project and view its details.

Element	Description
Project ID	The unique ID for the project.
Customer	The customer for the project if this project is external. This value will be used in all invoices generated when you run the invoicing for the project. If you leave this field empty, the project is considered internal and you will not be able to run invoicing for it.
Template ID	The template used for creating this project, if applicable.
Description	The description of the project. This field supports the multi-language functionality, where you can translate the entered text to multiple languages. For more information, see:About multi-language support
Status	The status of the project, which can be one of the following options: In planning: This status is automatically assigned to any new project where the Hold check box is selected. It reflects that the project is a draft and is not available for selection on data entry windows. Active: Indicates that the project can be associated with documents and activities in data entry windows in the workspaces integrated with the Projects workspace. Completed: Indicates that all tasks for the project have been completed. Suspended: Indicates that the project and all underlying activities are suspended. You can reactivate or cancel a suspended project. Cancelled: Indicates that the project is cancelled. You can reactivate a cancelled project.
Hold	A check box that you select to indicate that the project should have the In planning status. When you clear the check box, the status changes to Active.
Completed %	Manually enter the percentage of finished work. This value is only used in certain reports.
Assets	The actual assets for the project.
Liabilities	The actual liabilities for the project.
Income	The income expected from the project.
Expenses	The total of the current expenses incurred by the project.

The Summary tab

This tab includes general information about the project.

The Project properties section

Element	Description
Revenue budget level	The detail level of the revenue budget. Depending on the selected level, which can be one of the following options, the Item ID or Cost code column is shown or hidden on the Revenue budget tab: Task: The project revenue is budgeted at the task (Task ID) level. With this option selected, the Item ID column is hidden on the Revenue budget tab of the window. Task and item: The project revenue is budgeted at the task (Task ID) and item (Item ID) level. The option is not available if the Cost code functionality is enabled in the Enable/disable functionalities (CS100000) window. Task and cost code: The project revenue is budgeted at the task (Task ID) and cost code (Cost code) level. The option is available if the Cost code functionality is enabled in the Enable/disable functionalities (CS100000) window.
Start date	The date when the project starts.
End date	The date when the project is expected to end.
Project manager	The person who is responsible for managing the project and authorised to approve the project task and task activities.
Last revenue change no.	The last revenue change number on the project.
Change order workflow	When this check box is selected, the creation of change orders is enabled.
Restrict employees	When this check box is selected, only the employees listed on the Employees tab of this window can create activities and documents associated with the current project. These capabilities include creating activities on the Activity history tab of this window, time cards in the Employee time card (EP305000) window, and project transactions in the Project transactions (PM304000) window.
Track production data	A check box that you select to track the extra values reported by the people at the work site for the project. If you select this check box, the following columns appear on the Cost budget tab: Cost to complete, Cost at completion, Percentage of completion, Last cost to complete, Last cost at completion, and Last percentage of completion.
Webhook notifications	When this check box is selected, the system will send a notification when a project is created or updated. An update can consist of changes made to the following tabs: Summary, Employee, Tasks.

The Invoicing and allocation settings section

Element	Description
Invoicing period	The frequency of invoicing, which can be one of the following options: Week: invoicing occurs once a week. Month: invoicing occurs once a month. Quarter: invoicing occurs once a quarter. Year: invoicing occurs once a year. On demand: invoicing can be performed at any time. For projects with the Active status, the Invoicing period field is read-only.
Next invoicing date	The date for which the next invoicing is scheduled for the project. A value is displayed in this field only for active projects. For newly created projects, the Next invoicing date is calculated as the Start date plus one Invoicing period. For the projects for which the project invoicing has been successfully performed at least once, the Next invoicing date is calculated as the Next invoicing date plus one Invoicing period. For the projects with the On demand invoicing period, the Next invoicing date is always empty.
Last invoicing date	The date when the latest invoicing was performed for the project. A value is displayed in this field only for active projects.
Terms	The type of credit terms used for invoices in the project. You define credit terms in the Payment terms (CS206500) window.
Allocation rule	The default allocation rule that is used for the tasks created for the project.
Run allocation when you release project transactions	When this check box is selected, allocation is run automatically during the release of the documents associated with this project.
Invoicing rule	The default invoicing rule that is used for the tasks created for the project.
Rate table	The rate table to be used with the allocation rules, if applicable.
Create a pro forma at the time of invoicing	When this check box is selected, a pro forma invoice is created automatically for the project when you run project invoicing.
Use the revenue budget limits for time and material	When this check box is selected, the system will validate the limits of the revenue budget of the project when you process pro forma invoices for the project. The Limit amount and Maximum amount columns are shown on the Revenue budget tab if this check box is selected.
Automatically release customer documents	When this check box is selected, invoice documents are released automatically after the project invoicing is completed.

The Invoice to section

Element	Description
Customer location	The location of the project's customer. When the customer is selected, the system populates this field with the customer's default location. This element is available if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.

Element

Description

Customer location

The location of the project's customer.

When the customer is selected, the system populates this field with the customer's default location.

This element is available if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.

The Invoice contact section

This section contains the contact information of the customer for invoicing purposes.
These settings are initially populated with the information specified on the Invoicing settings tab of the Customers (AR303000) window, but you can override any of the default settings.

Element	Description
Override contact	When this check box is selected, the contact information provided by the customer's settings can be overridden.
Business name	The name of the business.
Attention	The department or person to be noted on the attention line, if this line is used by your company.
Phone 1	The phone number of the contact person.
Email	The email address of the contact person.

The Invoice address section

This section contains the invoicing address of the customer for invoicing purposes.
These settings are initially populated with the information specified on the Invoicing settings tab of the Customers (AR303000) window, but you can override any of the default settings.

Element	Description
Override address	When this check box is selected, the invoicing address provided by the customer's settings can be overridden.
Address 1	The first line of the invoicing address.
Address 2	The second line of the invoicing address.
City	The city of the invoicing address.
Country	The country of the invoicing address.
County	The county of the invoicing address.
Postcode	The postcode for the invoicing address. An input mask for the postal code can be set in the Countries/counties/postcodes (CS20400S) window.

The Visibility settings section


Option	Description
General ledger	A check box that indicates whether transactions in the General ledger workspace can be associated with the project based on this template. If you select this check box, users can select the project in general ledger documents, and the release of these documents will automatically update the project data.
Supplier ledger	A check box that indicates whether transactions in the Supplier ledger workspace can be associated with the project based on this template. If you select this check box, users can select the project in supplier ledger documents, and the release of these documents will automatically update the project data.
Customer ledger	A check box that indicates whether transactions in the Customer ledger workspace can be associated with the project based on this template. If you select this check box, users can select the project in customer ledger documents, and the release of these documents will automatically update the project data.
Sales	A check box that indicates whether transactions in the Sales workspace can be associated with the project based on this template. If you select this check box, users can select the project in sales documents, and the release of these documents will automatically update the project data.
Purchases	A check box that indicates whether transactions in the Purchases workspace can be associated with the project based on this template. If you select this check box, users can select the project in purchase documents, and the release of these documents will automatically update the project data.
Inventory	A check box that indicates whether transactions in the Inventory workspace can be associated with the project based on this template. If you select this check box, users can select the project in inventory documents, and the release of these documents will automatically update the project data.
Cash management	A check box that indicates whether transactions in the Cash management workspace can be associated with the project based on this template. If you select this option, users can select the associated project and task when they enter a document in the Cash management workspace.
Time entries	A check box that indicates whether the transactions in the Time and expenses workspace can be associated with the task based on this template. If you select this check box, users can select the project in documents, and the release of these documents automatically updates the project data.
Expenses	A check box that indicates whether transactions from Expense can be associated with the task based on this template. If you select this check box, users can select the project in documents, and the release of these documents automatically updates the project data.

The Tasks tab

On this tab, you can view and modify project tasks, delete project tasks, and add new tasks to the project .

Button	Description
Add common tasks	Opens the Add tasks dialog box, where you can add a common task or a task associated with the template this project is based on. For more information about common and template tasks, see: About templates for projects and tasks
Activate tasks	Assigns the Active status to all the project tasks.
Complete tasks	Assigns the Completed status to all the active project tasks and sets 100.00 as the value of the Completed (%) column for all of them.
Set as default	Use this button to set a project task as the default for a project.
Task ID	The ID of the task.
Description	The description of the task.
Rate table	The rate table to be used in the allocation rules, if applicable. If the task is created based on the project template selected in the Template field in the top part of this window, the system uses the rate table of the corresponding task of this project template. If no project template is selected for the project, or no rate table is defined for the corresponding task of the selected project template, the system uses the rate table of the project specified in the Rate table field on the Summary tab of this window.
Allocation rule	The rule that Visma Net uses to run allocations for the task. If the task is created based on the project template selected in the Template field in the top part of this window, the system uses the allocation rule of the corresponding task of this project template. If no project template is selected for the project, or no allocation rule is defined for the corresponding task of the selected project template, the system uses the allocation rule of the project specified in the Allocation rule field on the Summary tab of this window.
Invoicing rule	The rule that Visma Net uses to run invoicing for the task. If the task is created based on the project template selected in the Template field in the top part of this window, the system uses the invoicing rule of the corresponding task of this project template. If no project template is selected for the project, or no invoicing rule is defined for the corresponding task of the selected project template, the system uses the invoicing rule of the project specified in the Invoicing rule field on the Summary tab of this window.
Status	The status of the task, which can be one of the following: In planning: The task is a draft and is not available for selection in data entry windows. This status is automatically assigned to any new task. Active: The task is active and can be selected on data entry windows. Cancelled: Task execution has been stopped before task completion. A cancelled task can be activated again. Completed: The task has been completed.
Completed (%)	The percentage of the work on the task that has been completed, which is determined as follows based on the value selected in the Completion method field on the Summary tab of the Project tasks (PM302000) window: Manual: Entered manually by a user. Budgeted quantity: Calculated automatically as the actual quantity divided by the revised budgeted quantity for the cost budget lines associated with the task that have the Auto completed (%) check box selected on the Cost budget tab. Budgeted amount: Calculated automatically as the actual amount divided by the revised budgeted amount for the cost budget lines associated with the task that have the Auto completed (%) check box selected on the Cost budget tab. For more information, see: About the calculation of task completion percentage
Start date	The date when the task was actually started.
End date	The date when the task actually ended.
Approver	The employee who is authorised to approve the time activities related to the task.
Invoicing option	The way the task becomes eligible for invoicing, which can be one of the following: By invoicing period: The task is available for invoicing on demand if the project is assigned the On demand invoicing period, and is available for invoicing at the end of the specified invoicing period if the project is assigned other invoicing periods. On task completion: The task can be invoiced only when it is completed. On project completion: The task is available for invoicing when the project is completed.
Default	This check box is automatically selected on the active line, when you click the Set as default button on the top part of the table.
Cash management	A check box that indicates whether transactions in the Cash management workspace can be associated with the project based on this template. If you select this option, users can select the associated project and task when they enter a document in the Cash management workspace.
Customer ledger	A check box that indicates whether transactions in the Customer ledger workspace can be associated with the project based on this template. If you select this check box, users can select the project in customer ledger documents, and the release of these documents will automatically update the project data.
Expenses	A check box that indicates whether transactions from Expense can be associated with the task based on this template. If you select this check box, users can select the project in documents, and the release of these documents automatically updates the project data.
General ledger	A check box that indicates whether transactions in the General ledger workspace can be associated with the project based on this template. If you select this check box, users can select the project in general ledger documents, and the release of these documents will automatically update the project data.
Inventory	A check box that indicates whether transactions in the Inventory workspace can be associated with the project based on this template. If you select this check box, users can select the project in inventory documents, and the release of these documents will automatically update the project data.
Purchases	A check box that indicates whether transactions in the Purchases workspace can be associated with the project based on this template. If you select this check box, users can select the projectchase documents, and the release of these documents will automatically update the project data.
Sales	A check box that indicates whether transactions in the Sales workspace can be associated with the project based on this template. If you select this check box, users can select the project in sales documents, and the release of these documents will automatically update the project data.
Supplier ledger	A check box that indicates whether transactions in the Supplier ledger workspace can be associated with the project based on this template. If you select this check box, users can select the project in supplier ledger documents, and the release of these documents will automatically update the project data.
Time entries	A check box that indicates whether the transactions in the Time and expenses workspace can be associated with the task based on this template. If you select this check box, users can select the project in documents, and the release of these documents automatically updates the project data.

The Add tasks dialog box

Column	Description
Included	A check box that you select for the tasks that you want to add to the project.
Task ID	The ID of the task.
Description	The description of the task.
Approver	The employee assigned to approve time activities associated with the task.
Is global	When this is checked, the task is in global use.
Add common tasks (button)	Adds the common tasks that you have selected to the current project and closes the dialog box.
Cancel (button)	Closes the dialog box without adding any tasks to the current project.

The Revenue budget tab

This tab lists all the project revenues that can be created manually or generated by the project transactions and commitments—that is, generated for the corresponding project, project task, stock item or cost code, and account group.

Element	Description
Project task	A task on the project. If a task is selected, the table lists the revenue budget lines for only this task.
Task description	The free-form description of the task you can enter.
Group by task	A check box that you select to make the table show all the revenue budget lines with the same task as a single line. When the budget lines are grouped by task, the system shows the total for each numeric column of the table in the bottom-most row.
View commitments (button)	Opens the Commitments (PM306000) window in a pop-up window. This window shows the list of commitments that correspond to the selected revenue budget line. This button is available only if the Internal commitment tracking check box is selected in the Commitments (PM306000) window.
View transactions (button)	Opens the Project transactions (PM304000) window in a pop-up window. This window shows the list of project transactions that correspond to the selected revenue budget line.
Project task	A task on the project.
Item ID	The stock or non-stock stock item that is used for the time and material project invoicing. By default, the system populates this field with the empty item code, which is initially N/A and can be changed in the Empty item code field in the Project accounting preferences (PM101000) window. The column is shown if Task and item is selected as the Revenue budget level on the Summary tab of the window for the project.
Account group	The income account group of the revenue budget line.
Cost code	The cost code that is associated with a revenue budget line. You can change the cost code value for each revenue line. The column is shown if Task and cost code is selected as the Revenue budget level on the Summary tab of the window for the project.
Description	The description of the revenue budget line.
Original budgeted quantity	The budgeted quantity of the revenue budget line.
UoM	The unit of measure of the revenue budget line. If a stock item is selected in the Item ID column, the UoM column is automatically filled in with the base unit of measure of this stock item, which can be changed to another UoM available for the item. The base unit of measure of the empty item code is HOUR. If the revenue budget line is created based on the project template selected in the Template field in the top part of this window, the system uses the UoM of the corresponding revenue budget line of this project template. If no UoM is defined for the corresponding revenue budget line of the selected project template, the system selects the UoM by using the logic described above.
Unit rate	The price of the specified unit of the revenue budget line.
Original budgeted amount	The budgeted amount of the revenue budget line. For the Budgeted quantity, UoM, and Unit rate specified for the line, the amount is calculated as Budgeted amount = Budgeted quantity * Unit rate.
Revised budgeted quantity	The revised budgeted quantity if the budget quantity has been revised for the project after the initial budgeting. By default, this quantity is equal to the Budgeted quantity value specified for the line.
Revised budgeted amount	The revised budgeted amount if the budget amount has been revised for the project after the initial budgeting. By default, this amount is equal to the Budgeted amount value specified for the line.
Budgeted CO quantity	The budgeted change order quantity of the line. This is available, if the Change order workflow check box is selected on the project.
Budgeted CO amount	The budgeted change order amount of the line. This is available, if the Change order workflow check box is selected on the project.
Amount limit	A check box that you select to be able to specify the Maximum amount. This column is shown if the Use the revenue budget limits for time and material check box is selected on the Summary tab.
Maximum amount	The maximum invoiceable amount for the revenue budget line. This column is shown if the Use the revenue budget limits for time and material check box is selected on the Summary tab.
Committed quantity	The total quantity of the commitments that are associated with the project, project task, and account group. This column is available only if the Internal commitment tracking check box is selected in the Project accounting preferences (PM101000) window. The quantity is updated only if the UoM is specified in the budget line and if the system can convert the UoM of the document line to the UoM of the budget line by using the list of unit conversions defined in the Units of measure (CS203100) window.
Committed amount	The total amount of commitments that are associated with the project, project task, and account group. This column is available only if the Internal commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
Committed received quantity	The total received quantity of the commitments that are associated with the project, project task, and account group. This column is available only if the Internal commitment tracking check box is selected in the Project accounting preferences (PM101000) window. The quantity is updated only if the UoM is specified in the budget line and if the system can convert the UoM of the document line to the UoM of the budget line by using the list of unit conversions defined in the Units of measure (CS203100) window.
Committed invoiced quantity	The total invoiced quantity of the commitments that are associated with the project, project task, and account group. This column is available only if the Internal commitment tracking check box is selected in the Project accounting preferences (PM101000) window. The quantity is updated only if the UoM is specified in the budget line and if the system can convert the UoM of the document line to the UoM of the budget line by using the list of unit conversions defined in the Units of measure (CS203100) window.
Committed invoiced amount	The total invoiced amount of the commitments that are associated with the project, project task, and account group. This column is available only if the Internal commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
Committed open quantity	The total open quantity of the commitments that are associated with the project, project task, and account group. This column is available onlyif the Internal commitment tracking check box is selected in the Project accounting preferences (PM101000) window. The quantity is updated only if the UoM is specified in the budget line and if the system can convert the UoM of the document line to the UoM of the budget line by using the list of unit conversions defined in the Units of measure (CS203100) window.
Committed open amount	The total open amount of the commitments that are associated with the project, project task, and account group. This column is available only if the Internal commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
Amount for draft invoices	If the Create pro forma on invoicing check box is selected for the project, the total amount of the lines of pro forma invoices for which the corresponding sales invoices have not been released yet. If the Create pro forma on invoicing check box is cleared for the project, the column shows the total amount of unreleased sales invoices.
Actual quantity	The total quantity of the lines of the released sales invoices that correspond to the revenue budget line. The quantity is updated only if the UoM is specified in the budget line and if the system can convert the UoM of the document line to the UoM of the budget line by using the list of unit conversions defined in the Units of measure (CS203100) window.
Actual amount	The total amount of the lines of the released sales invoices that correspond to the revenue budget line.
Actual + open committed amount	The sum of the Actual amount and Committed open amount values.
Variance amount	The difference between the Revised amount and Actual + open committed amount values.
Completed (%)	The percentage of the work on the task that has been completed. If the Pending invoice amount is manually changed, the Completed (%) is recalculated as follows: `Completed (%) = (Draft invoices amount + Actual amount + Pending invoice amount) / Revised amount * 100%`.
Pending invoice amount	The amount to be invoiced on the next execution of the project invoicing process. If the Completed (%) value is manually changed, the column values are recalculated as follows: `Pending invoice amount = Revised amount * Completed (% ) / 100 - (Actual amount + Draft invoices amount)`.
Performance (%)	The task performance measure, which the system estimates as the ratio (expressed as a percentage) of the actual amount to the revised budgeted amount.
VAT category	The VAT category for the revenue budget line. By default, the system inserts the VAT category that has been specified for the item specified in the line. If no item is selected in the line or the item has no VAT category defined, the system inserts into this column the VAT category of the task specified in the line. If the task also has no VAT category defined, this column is empty. If the revenue budget line is copied from a template defined in the Project templates (PM208000) window, by default, the system inserts the VAT category defined in the template. If no VAT category is defined at the template level, the system selects the VAT category using the logic described in the previous paragraph. You can override any default value the system inserts into this column. If you change the item or task for the revenue budget line, the system changes the VAT category by using the logic described above.

The Cost budget tab

This tab lists all the project costs that can be created manually or generated by the project transactions and commitments or that can be generated for the corresponding project, project task, stock item, and expense account mapped to the account group.

The Cost budget update setting in the Project accounting preferences (PM101000) window determines whether the system generates a cost budget line for each item or generates a single line with the empty item code for multiple cost transactions that have the same task and account group but different items.

Element	Description
Project task	A task on the project. If a task is selected, the table lists the revenue budget lines with only this task.
Task description	The free-form description of the task you can enter.
Group by task	A check box that you select to make the table show all the revenue budget lines with the same task as a single line. When the budget lines are grouped by task, the system shows the total for each numeric column of the table in the bottom-most row.
View commitments (button)	Opens the Commitments (PM306000) window in a pop-up window. It shows the list of commitments that correspond to the selected cost budget line. This button is available only if the Internal commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
View transactions (button)	Opens the Project transactions (PM304000) window in a pop-up window. It shows the list of project transactions that correspond to the selected cost budget line.
Project task	A task on the project.
Item ID	The stock or non-stock stock item that is associated with the cost budget line. The column is shown if Task and item is selected as the Revenue budget level on the Summary tab of the window for the project.
Cost code	The cost code that is associated with the cost budget line. You can change the cost code value for each line. The column is shown if Task and cost code is selected as the Revenue budget level on the Summary tab of the window for the project.
Account group	The account group to which the corresponding expense account is mapped. In addition to the account groups of the Expense type, you can select the Off-balance account groups for which the Expense check box is selected in the Account groups (PM201000) window.
Description	The description of the cost budget line.
Original budgeted amount	The budgeted amount of the revenue budget line. For the Budgeted quantity, UoM, and Unit rate specified for the line, the amount is calculated as Budgeted amount = Budgeted quantity * Unit rate.
UoM	The unit of measure of the cost budget line. If a stock item is selected in the Item ID column, the UoM is automatically selected as the base unit of measure of this stock item and can be changed to another UoM available for the item. If the cost budget line is created based on the project template selected in the Template field in the top part of this window, the system uses the UoM of the corresponding cost budget line of this project template. If no UoM is defined for the corresponding cost budget line of the selected project template, the system selects the UoM by using the logic described above. If the item is not specified, any existing UoM can be selected.
Unit rate	The price of the specified unit of the cost budget line.
Budgeted quantity	The budgeted quantity of the task and optionally the stock item.
Budgeted amount	The budgeted amount of the task and optionally the stock item. For the Budgeted quantity, UoM, and Unit rate specified for the line, the amount is calculated as Budgeted amount = Budgeted quantity * Unit rate.
Revised quantity	The revised quantity if the budget quantity has been revised for the project after the initial budgeting.
Revised amount	The revised amount if the budget amount has been revised for the project after the initial budgeting.
Budgeted CO quantity	The budgeted change order quantity of the line. You can use this is available, if the Change order workflow check box is selected on the project.
Budgeted CO amount	The budgeted change order amount of the line. You can use this is available, if the Change order workflow check box is selected on the project.
Committed quantity	The total quantity of the commitments that are associated with the project, project task, and account group. This column is available only if the Internal commitment tracking check box is selected in the Project accounting preferences (PM101000) window. The quantity is updated only if the UoM is specified in the budget line and if the system can convert the UoM of the document line to the UoM of the budget line by using the list of unit conversions defined in the Units of measure (CS203100) window.
Committed amount	The total amount of the commitments that are associated with the project, project task, and account group. This column is available only if the Internal commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
Committed received quantity	The total received quantity of the commitments that are associated with the project, project task, and account group. This column is available only if the Internal commitment tracking check box is selected in the Project accounting preferences (PM101000) window. The quantity is updated only if the UoM is specified in the budget line and if the system can convert the UoM of the document line to the UoM of the budget line by using the list of unit conversions defined in the Units of measure (CS203100) window.
Committed invoiced quantity	The total invoiced quantity of the commitments that are associated with the project, project task, and account group. This column is available only if the Internal commitment tracking check box is selected the Project accounting preferences (PM101000) window. The quantity is updated only if the UoM is specified in the budget line and if the system can convert the UoM of the document line to the UoM of the budget line by using the list of unit conversions defined in the Units of measure (CS203100) window.
Committed invoiced amount	The total invoiced amount of the commitments that are associated with the project, project task, and account group. This column is available only if the Internal commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
Committed open quantity	The total open quantity of the commitments that are associated with the project, project task, and account group. This column is available only if the Internal commitment tracking check box is selected in the Project accounting preferences (PM101000) window. The quantity is updated only if the UoM is specified in the budget line and if the system can convert the UoM of the document line to the UoM of the budget line by using the list of unit conversions defined in the Units of measure (CS203100) window.
Committed open amount	The total open amount of the commitments that are associated with the project, project task, and account group. This column is available only if the Internal commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
Actual quantity	The total quantity of the released Projects transactions that correspond to the cost budget line. The quantity is updated only if the UoM is specified in the budget line and if the system can convert the UoM of the document line to the UoM of the budget line by using the list of unit conversions defined in the Units of measure (CS203100) window.
Actual amount	The total amount of the released project transactions that correspond to the cost budget line.
Actual + open committed amount	The sum of the Actual amount and Committed open amount values.
Variance quantity	The difference between the Revised budgeted quantity and Actual quantity.
Variance amount	The difference between the Revised amount and Actual + open committed amount values.
Performance (%)	The task performance measure, which the system estimates as the percentage of the actual amount to the revised budgeted amount.
Automatically completed (%)	When this check box is selected, the Completed (%) of the corresponding task is calculated automatically, based on the completion method of the task, which is specified in the Project tasks (PM302000) window.
Performance (%)	The task performance measure, which the system estimates as the percentage of the actual amount to the revised budgeted amount.
Automatically completed (%)	When this check box is selected, the Completed (%) of the corresponding task is calculated automatically, based on the completion method of the task, which is specified in the Project tasks (PM302000) window.
Revenue task	The task for which the revenue budget is specified for the cost budget line.
Revenue item	The item for which the revenue budget is specified for the cost budget line. This column is shown if Task and item is selected as the Revenue budget level on the Summary tab of this window for the project.

The Balances tab

You use this tab to view the budget broken down by account groups.

Button	Description
View transactions	Opens the Project transactions (PM304000) window in a pop-up window. It shows the list of project transactions that correspond to the selected budget line.
View commitments	Opens the Commitments (PM306000) window in a pop-up window. It window shows the list of commitments that correspond to the selected budget line. This column is available only if the Internal commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
Account group	The group of accounts for which the actual and budgeted amounts are specified.
Description	The description of the account group.
Original budgeted amount	The amount budgeted for the project with respect to this account group.
Current budgeted amount	The revised budgeted amount for the project with respect to this account group.
Actual amount	The actual amount spent on the project with respect to this account group.
Performance (%)	The project completion measure, estimated as the ratio (expressed as a percentage) of the actual amount to the revised budgeted amount.
Budgeted CO quantity	The budgeted change order quantity of the line. You can use this is available, if the Change order workflow check box is selected on the project.
Budgeted CO amount	The budgeted change order amount of the line. You can use this is available, if the Change order workflow check box is selected on the project.
Committed amount	The total amount of the commitments that are associated with the project, project task, and account group. This column is available only if the Internal commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
Committed open amount	The total open amount of the commitments that are associated with the project, project task, and account group. This column is available only if the Internal commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
Committed invoiced amount	The total invoiced amount of the commitments that are associated with the project, project task, and account group. This column is available only if the Internal commitment tracking check box is selected in the Project accounting preferences (PM101000) window.
Actual + open committed amount	The sum of the Actual amount and Committed open amount values.
Variance amount	The difference between the Revised amount and Actual + open committed amount values.

The Commitments tab

You use this tab to view purchase orders that have at least one line related to the project.

The top part

Element	Description
Show purchases	When this check box is selected, you will see the purchase orders connected with the projects, which have purchases order types with the Commitment check box selected .
Show sales	When this check box is selected, you will see the sales orders connected with the projects, which have sales order types with the Commitment check box selected.

The table

Column	Description
Workspace	The workspace connected with the transactions.
Type	The type of the purchase order.
Order no.	The unique reference number of the purchase order.
Date	The date the purchase order was created.
Customer/ supplier	The number of the customer/supplier to/from which the items are sold/purchased.
Account name	The name of the customer/supplier.
Order qty.	The total quantity of the item that has been ordered, expressed in the unit of measure of the purchase order line.
Open qty.	The quantity of the ordered items yet to be received for the purchase order.
Order total	The total sum for the purchase order.
Currency	The currency of the purchase order.
Status	The status of the purchase order.
Line total	The total amount of the line.
Order description	The description of the sales or purchase order.

The Customer invoice tab

This tab lists all the invoices generated during various stages of project execution.
If the invoicing workflow of the project includes the creation of pro forma invoices or the Create pro forma on invoicing check box is selected for the project and the sales invoices are listed in the same row with the pro forma invoice they were created based on.

Column	Description
Invoicing number	The serial number of the invoice that is being assigned to the invoices of the project in order of the creation of the invoices in accordance with the numbering sequence specified in the Pro forma number series field in the Project accounting preferences (PM101000) window.
Pro forma date	The date of the pro forma invoice.
Pro forma ref. no.	The reference number of the pro forma invoice.
Pro forma net amount in base currency	The net amount of the pro forma invoice in the base currency.
Pro forma gross amount in base currency	The gross amount of the pro forma invoice in the base currency.
Pro forma customer currency	The customer currency of the pro forma invoice.
Pro forma gross amount in customer currency	The gross amount of the pro forma invoice in the customer currency.
Pro forma net amount in customer currency	The net amount of the pro forma invoice in the customer currency.
Description	The description provided for the pro forma invoice.
Status	The status of the pro forma invoice.
Invoice total	The total amount of the pro forma invoice.
Doc. type	The type of the customer ledger document.
Ref. no. customers	The reference to the customer ledger document.
Doc. date	The date of the customer ledger document.
Doc. status	The status of the customer ledger document.
Doc. description	The description of the customer ledger document.
Doc. amount	The total amount of the customer ledger document.
Currency	The currency of the invoice.
Open CL balance	The current open balance of the invoice.
Customer doc. net amount	The net amount of the customer document.
Open balance in currency	The open balance of the invoice in currency.

The Supplier invoices tab

This tab displays the list of supplier documents associated with the project.

Column	Description
Supplier	The ID of the supplier of the invoice assigned to the project.
Supplier name	The name of the supplier.
Supplier ref.	The supplier reference on the connected supplier document.
Invoice no.	The invoice number of the supplier document.
Description	The description of the supplier document.
Date	The date of the supplier document.
Type	The type of supplier document.
Amount	The amount of the document.
Status	The status of the document.
Gross amount	The gross amount of the document.
Net amount	The net amount of the document.
Open balance	The open balance of the document.
Currency	The currency of the document.
Open balance in currency	The open balance of the document in currency.

The Change orders tab

This tab lists change orders connected with the project.
If the invoicing workflow of the project includes the creation of pro forma invoices or the Create pro forma on invoicing check box is selected for the project and the sales invoices are listed in the same row with the pro forma invoice they were created based on.

Column	Description
Ref. no	The reference number of the change order.
Class	The class of the change order, which is defined in the Change order classes (PM203000) window.
Revenue change no.	The number of the change order that affect the project revenue within the project, which the system uses for printing. The Revenue change no. is an integer that the system assigns sequentially, starting from 1 and then 2, 3, and so on. The last assigned number for the change orders of the project is shown in the Last revenue change no. field in the Project properties section of the Summary tab of this window.
Status	The status of the change order, which can be one of the following: On hold: The change order is a draft that can be edited but cannot be released. Open: The order is open. Pending approval: The change order is pending the approval of the employee who has been assigned to approve the change order. Rejected: The employee who was assigned to approve the change order has rejected it. Open: The change order is ready to be released. Closed: The change order has been released.
Description	The description provided for the change order.
Change date	The date on which the changes made with the change order should be recorded in the project balances.
Approval date	The date that is communicated to the customer as the approval date of the agreed-upon changes.
External reference no	The external reference number of the change order.
Revenue budget change total	The total amount of the changes of the change order to the revenue budget of the project, which is the total of the Amount column on the Revenue budget tab of the Change orders (PM308000) window.
Commitments change total	The total amount of the changes of the change order to the commitments of the project, which is the total of the Amount in base currency column on the Commitments tab of the Change orders (PM308000) window.
Cost budget change total	The total amount of the changes of the change order to the cost budget of the project, which is the total of the Amount column on the Cost budget tab of the Change orders (PM308000) window.
Reverse status	The reverse status of the change order, which can be one of the following: None: The change order is a normal change order. Reversing: The change order is a reversing change order that reverses the impact of the original change order, whose reference number is shown in the Original CO ref. no. column. Reversed: The change order that has been reversed.
Orig. CO ref. no	The reference number of the original change order that the current change order reverses.

The Activity history tab

This tab displays the list of the activities that are associated with the project.

If the Restrict employees check box is selected for the project on the Summary tab of this window, only the employees listed on the Employees tab of this window can add activities to the project. Activities cannot be added to a project with the Completed or Cancelled status. If activities have been added to a project that has the In Planning status, any related transactions cannot be released until the project status is set to Active.

The activity type buttons

Button	Description
Add task	Opens the Task (CR306020) window in a pop-up window; you can use the window to create a new task associated with the project.
Add event	Opens the Event (CR306030) window in a pop-up window; you can use the window to create a new event associated with the project.
Add email	Opens the Send (CR306015) window in a pop-up window; you can use the window to create and send an email associated with the project.
Add activity	Includes the following predefined menu commands: Add note: Opens the Activity (CR306010) window, which you can use to create an activity with the Note type, in a pop-up window. Add chat: Opens the Activity (CR306010) window, which you can use to create a new activity with the Chat type, in a pop-up window. Add appointment: Opens the Activity (CR306010) window, which you can use to create a new activity with the Appointment type, in a pop-up window. Add message: Opens the Activity (CR306010) window, which you can use to create a new activity with the Message type, in a pop-up window. Add phone call: Opens the Activity (CR306010) window, which you can use to create a new activity with the Phone call type, in a pop-up window. Add work item: Opens the Activity (CR306010) window, which you can use to create a new activity with the Work item type, in a pop-up window.

The table columns

In addition to the columns described below, the tab includes columns (labelled with icons) that you can use to attach notes and files to the activity, to check what priority level is specified for the activity, and whether the activity is completed.

Column	Description
Type	The type of the activity.
Summary	The description provided for the activity. Click the link in this column for a specific activity to open the activity in a pop-up window.
Status	The status of the activity.
Start date	The start date and time of the activity.
Category	The category of the activity.
Invoiceable	A check box that indicates (if selected) that the time spent on the activity is invoiceable.
Time spent	The total time spent on the activity.
Overtime	The time in excess of normal work hours spent on the activity.
Invoiceable time	The number of invoiceable hours spent on the activity.
Invoiceable overtime	The invoiceable time in excess of normal work hours spent on the activity.
Work group	The work group to which the activity is assigned.
Owner	The employee to whom the activity is assigned.
Created by	The user who has created the activity.
Project	The project connected with the activity.
Project task	The project task connected with the activity.
Released	This check box is selected if the activity has been released.

The Employees tab

The tab contains a list of the employees assigned to the project and the relevant details about each employee.

If the Restrict employees check box is selected for the project on the Summary tab of this window, only the listed employees can create activities and documents associated with the current project, which includes creating activities on the Activity history tab of this window, time cards in the Employee time card (EP305000) window, or project transactions in the Project transactions (PM304000) window.

Column	Description
Employee ID	The ID of the employee assigned to the project.
Employee name	The name of the employee assigned to the project.
Department	The department of the employee.
Type of hour	The hour type determines the labour cost of this employee with respect to the current project. You can create a new hour type by using the Type of hours (EP102000) window.
Description	The description of the earning type.
Labour item	The non-stock item of the Labour type used to account for the labour effort of the employee for this project.
Default price	The price associated with the labour item by default.

The General ledger accounts tab

On this tab, you can select general ledger accounts that the system uses if the project is selected as the source of a particular account.

The Default values section

Element	Description
Default account	The account to be used as one of the sources of possible accounts for the invoices and transactions for the project. This account is used as the expense account in project transactions if the Project option is selected in the Expense account source field in the Invoicing rules (PM207000) window. This account is also used as the sales account for the invoice lines generated for the project by the invoicing rule with the Project selected in the Use sales account from field in the Invoicing rules (PM207000) window.
Default subaccount	The subaccount to be used as one of the sources of possible segment values for subaccounts to be used in the invoices and transactions for the project. This subaccount is used as a source of segment values (to be used for project transactions) for the segments with the P option selected in the Expense sub. source field in the Project accounting preferences (PM101000) window. This subaccount is also used as a source of segment values for the sales subaccount for the invoice lines generated for the project by the invoicing rule with the P mask specified in the Sales subaccount mask field in the Invoicing rules (PM207000) window.
Accrual account	The default accrual account to be used in project transactions for the project; also, this account is used as the default expense accrual account for transactions if the Project accrual option is selected in the Expense accrual account source field in the Project accounting preferences (PM101000) window.
Accrual subaccount	The default accrual subaccount to be used in project transactions for the project; also, this subaccount is used as a source of segment values for the expense accrual subaccount (to be used for project transactions) for the segments with the P option selected in the Expense accrual sub. source field in the Project accounting preferences (PM101000) window.

The Default task for the general ledger account table

When you create a document, you specify a project task for each transaction where it is applicable.
However, no project task is specified for an automatically added transaction (such as a freight transaction added to an Customer ledger invoice), which causes an error.
You use this table to map project tasks to the accounts that may be used in transactions automatically added to documents.
If the same mapping should be used for multiple similar projects, you specify the corresponding rules by using the Project templates (PM208000) window.

Column	Description
Account	The General ledger account that may appear in a transaction that is automatically added by the system to the documents associated with this project.
Default task	The task of this project to be associated with the account.

The Attributes tab

On the Attributes tab, you can view, add, change, or delete attribute values for the project.
The project-related attributes are selected in the Project attributes (PM202000) window.

Column	Description
Attribute	The attribute used for the project.
Required	A check box that indicates (if selected) that this attribute is required for the project.
Value	The value of the attribute for the project.

The Mailing settings tab

The Mailing settings tab contains the list of predefined mailings that can be used for electronically (by email) sending the customer pro forma invoices and other documents related to the project. When a new project is created, the system copies to the project all the default mailing settings from the Mailing settings tab of the Project accounting preferences (PM101000) window.
You can override these default settings.

The Mailing table

You use this table to view and modify the list of active mailings that can be used to send emails to the customer.
For each mailing, you can select either a report or a email template to be used by default as the body of the email.

Column	Description
Mailing ID	The unique ID of the mailing.
Branch	The branch of your company with which this mailing is associated.
Email account	The email account to be used for as the sender of emails for this mailing. If no account is specified, the default email account, which is defined in the Email preferences (SM204001) window, will be used.
Report	The report to be used by default for printing an invoice for the project and as the body or attachment of the email. The report you select here must be a report in the Projects workspace
Notification template	The email template, which is defined in the Notification templates (SM204003) window, to be used by default to generate personalised emails for this mailing, if a template is used rather than a report.
Format	The format in which the report (if applicable) will be sent by default if no preferences have been specified for a particular recipient in the Customers (AR303000) window (for customer contacts). Select one of the following options: HTML, Excel, or PDF.
Active	When this check box is selected, this mailing is active. Emails will be generated only for active mailings. For the PROFORMA mailing, you cannot clear this check box.

The Recipients table

You use this table to view and modify the list of default types of recipients for the selected mailing.

Column	Description
Contact type	The type of contact to receive emails: Primary: A primary contact of the customer Employee: An employee of your company who handles documents of the project Contact: One of the contacts of the customer
Contact ID	The specific contact. A particular recipient can be selected only if you have selected Employee or Contact as the Contact type. The selected employee or contact will receive the emails.
Email	The email address associated with the contact.
Format	The format in which the report (if applicable) will be sent to recipients. Select one of the following options: HTML, Excel, or PDF.
Active	A check box that indicates (if selected) that the contact is active. Only active recipients receive the emails generated for this mailing.
Bcc	A check box that indicates (if selected) that the contact will receive a bcc of the emails.

The Webhook notifications tab

The Webhook notifications tab is visible only if the Webhook notifications check box is selected. In this tab you can see all triggered events from the Project window. Every time you make change in this window and save, a new notification will be created and sent to the recipient.

The top part

Element	Description
View notification feedback	Opens the Webhook notification feedback window where the message from the third-party integrator is visible.
Resend notification	Is used to resend the notification.

The table

Column	Description
Success	Indicates if the message has been sent successfully or not.
Event	Represents the event category indicating if an entity has been created or updated.
Status	Indicates the status of the message. If the source is Visma Net, the status can be sent or resent. If the source is an API, the status is available meaning it is ready to be sent to third party integrators. If the source is Third party-integrators, the status is Consumed meaning that the customer confirms receiving the message.
Source	Indicates the source of the event: VNE, API, or Third Party-Integrators.
User	Indicates which user made a change to the entity.
Date	Indicates the date when the change was made.
Message	Indicates the detailed message identifier that has been sent.