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Project

Main project management entity.

API Name: Project

Fields

Field Type Description
name varchar Project name (required)
referenceIdentifier varchar Reference identifier (max 30)
automaticReferenceIdentifier multiIncrement Automatic number (P-{YY}-{number})
status enum Project status
priority enum Priority
healthStatus enum Project health
description wysiwyg Description
requestDate date Request date
dateStart date Start date
dateEnd date End date
deadline date Deadline
internalDeadline date Internal deadline
orderPrice currency Order price
grandTotalAmount currency Total amount
costs currency Costs
revenues currency Revenues
incomes currency Incomes
billingAddress address Billing address
shippingAddress address Shipping address

Enum Values

status:

Value Description Color
WaitingForQuote Waiting for quote primary
WaitingForSalesOrder Waiting for order warning
InRealization In realization info
DeliveryNoteCreated Delivery note created success
Completed Completed success
Canceled Canceled danger
Archive Archived default

priority:

Value Description Color
Low Low primary
Normal Normal default
High High warning
Urgent Urgent danger

healthStatus:

Value Description Color
On Track On track success
At Risk At risk warning
Off Track Off track danger

Relationships

Relationship Type Target Entity Description
account belongsTo Account Customer (required)
contact belongsTo Contact Contact person
assignedUser belongsTo User Assigned user
projectManager belongsTo User Project manager
tasks hasChildren Task Project tasks
items hasMany ProjectItem Project items
projectRevenues hasMany ProjectRevenue Revenues
plannedCosts hasMany ProjectCost Planned costs
costTypeSummaries hasMany ProjectCostTypeSummary Cost summaries
projectGroups hasMany ProjectGroup Groups
productSerials hasMany ProductSerial Serial numbers