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 |