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REST API
SOAP API
FAQ
Changelog
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Help Center
  • Getting Started
  • AuthenticateService
  • AccountService
  • AttachmentService
  • BudgetService
  • ClientService
  • CompanyService
  • FileService
  • InvoiceService
  • PaymentService
  • PersonService
  • ProductService
  • ProjectService
  • SalesOppService
  • TemplateService
  • TimeService
  • TransactionService

ProjectService

ProjectServiceProjectService WSDL

Data Types

Guides

Save Project

The only required property when creating a new project is Name. If you don't specify an Id, the system will generate one. You can specify your own project Id, if you set an existing project Id then your request will update the existing project.

Warning

Please note: The property Owner cannot be set, it will always be set to the currently authenticated user in the integration

Tips

Please note: The property Enabled is always set to false (for legacy reasons). You can get active projects with the GetProjectsDetailed and GetProjectList methods and the inactive projects with the GetDeactivatedProjectNameList and GetDeactivatedProjects methods. So the Enabled property should be ignored in all cases and is always set to its default value false

Save Project Task

You must set the following properties: Name, ProjectId, DateStart and DateStop. Task Ids are set by the system. If you specify an Id this means that you are updating an existing task.

Methods

MethodInput typeReturn typeDescription
GetProjectNameList-ProjectShort[]Gets a list of the name and id of all projects
GetProjectListProjectSearchProject[]Gets a list of all projects
GetProjectsDetailedProjectSearchProject[]Gets a list of all projects with additional data
GetSingleProjectIntProjectGets a single project by id
GetProjectTasksIntTask[]Returns a list of tasks for a specific project
GetMyProjectTasks-Task[]Returns a list of the currently logged in user’s tasks
SaveProjectTaskTaskSaves a task.
GetProjectRoles-Role[]Returns a list of project roles
GetProjectStatuses-Status[]Returns a list of project statuses
GetProjectTypes-KeyValuePair[]Returns a list of project types. Key = Type Id, Value = Type Name
SaveProjectProjectIntCreates a new or edits an existing project
GetPipeLinesProjectKeyValuePair[]
GetProjectParticipantsProjectIds (int[]),
ChangedAfter (DateTime)
ProjectParticipants[]Returns a list of project participants
GetCategoriesKeyValue[]Returns a list of Project Task Categories
Last Updated: 1/24/24, 8:37 AM
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