Validate project balances (PM504000)

This topic gives you information about the elements that you find in this window in Visma Net, such as fields, field values, buttons, and check boxes.

For information about how to validate balances, see: Validate project balances

Button Description
Validate

Recalculates the balances for the projects you have selected.

Validate all

Recalculates the balances for all listed projects.

By using the check boxes in this area, you can indicate to the system to perform the selected additional actions on the selected projects (or all projects) during the next processing.

Element Description
Recalculate not yet invoiced summary

If you select this check box, the system recalculates the balances that have not been invoiced.
Rebuild commitments

If you select this check box, the system will rebuild internal commitment records for the selected projects or for all listed projects.
Recalculate the amount of draft invoices

If you select this check box, the value of the Draft invoices amount column on the Revenue budget tab of the Projects (PM301000) window will be recalculated.
Recalculate change orders When this check box is selected, the value affected by change orders in the Projects (PM301000) window will be recalculated for the selected projects or for all listed projects when you click Process or Process all in the window toolbar.

The table lists all the projects available in the system.

Column Description
Project ID The ID of the project.
Description The description of the project.
Customer The number of the customer for the project.
Customer name The name of the customer for the project.
Status

The status of the project, which can be:

  • In Planning - This status is automatically assigned to any new project with the Hold check box selected and reflects that the project is a draft and not available for selection in data entry windows.
  • Completed - All tasks for the project have been completed.
  • Cancelled - Project is stopped before its completion. You can reactivate a cancelled project.

Projects that are in planning are not included in the list.
Start date The date when the project was started.
End date The date when the project was completed.

Related tasks

Validate project balances