View project balances and update project tasks

  1. Go to the Project budget (PM309000) window.
  2. In the Account group field, select the account group whose balance you want to view.
  3. 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.
  4. If you wan to add a project task, click and fill in the fields.
  5. If you want to delete a project task, place the cursor on the line you want to delete and click .
  6. Optional: Click View details to view the details of the selected project task line.
    The Project budget by period dialog box is displayed.
  7. 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.
  1. Click .

Related concepts

About project budgets

Related reports

Project profitability (PM624000)

Related windows

Project budget (PM309000)