Visma Net
View project balances and update project tasks
- Go to the Project budget (PM309000) window.
- In the Account group field, select the account group whose balance you want to view.
- In the Project field, select the project whose balance you want to view.
The Project balance tab shows any existing tasks in the project's budget. - If you wan to add a project task, click and fill in the fields.
- If you want to delete a project task, place the cursor on the line you want to delete and click .
- Optional: Click View details to view the details of the selected project task line.
The Project budget by period dialog box is displayed. - Optional: Click View transactions to view the transactions associated with the selected task.
The Project transactions - overview dialog box is displayed, where you can see the project's transactions.
You can also filter transactions by item ID, employee, and date.
- Click .