Project

• Allowed query parameters
• Create a project
• Update a project
• Retrieve a project
• Delete a project
• List projects
• Merge a project

Allowed query parameters

Filters

Filter	Type	Description
search	String	Full-text search
own	Boolean	Show only own projects (as project leader)
involved	Boolean	Show only projects where user is involved
assigned	Boolean	Show only projects assigned to the current user
contact	Id	Filter by Contact Id
is_archived	Boolean	Show archived projects (completed)
is_internal	Boolean	Show only projects without billing
with_billable_costs	Boolean	Show only projects with billable costs
company	Id	Filter by Company Id
billing_type	String	Filter by billing type (flat, hourly)
status	String	Filter by status (active, completed)
custom_field	Key,String	Filter by Custom Field (eg. my_internal_id,42)

Sorting

name, created_at, starts_at, company, budget_used, billable_costs, last_time_tracked

Includes

company.media, owner.user, times.rate, unbilledTimes.rate, offers, approvedOffers, expenses, invoices, rates, timesCount, offersCount, invoicesCount, expensesCount, overdueInvoicesCount, assignedMembers.user.media

Create a project

post

/project

Attribute (* required)	Type	Description
name *	String	Project title
description	String	Project description
company_id *	String	A Company Id
member_id *	String	A Member Id
starts_at *	Date	Start date
billing_type	String	Billing type (flat, hourly)
costs_limit	Number	Cost limit for the project (minimum: 0)
assigned_member_ids	Array	Array of Member IDs assigned to the project
status	String	Status of project (active, completed, default: active)
custom_fields	Object?	Custom data as Custom Fields

Example response

// HTTP 201 Created
{
    // a project object
}

Update a project

put

/project/{id}

Attribute (* required)	Type	Description
name	String	Project title
description	String	Project description
company_id	String	A Company Id
member_id	String	A Member Id
starts_at	Date	Start date
billing_type	String	Billing type (flat, hourly)
costs_limit	Number	Cost limit for the project (minimum: 0)
assigned_member_ids	Array	Array of Member IDs assigned to the project
status	String	Status of project (active, completed)
custom_fields	Object?	Custom data as Custom Fields

Example response

// HTTP 200 OK
{
    // a project object
}

Retrieve a project

get

/project/{id}

Example response

// HTTP 200 OK
{
    "id": "EO6YGvqMRV",
    "name": "CMS Upgrade",
    "description": null,
    "starts_at": "2022-02-09T08:52:00.000000Z",
    "due_at": null,
    "billing_type": "flat",
    "company_id": "PQYLdqm4wR",
    "company": {
        // a company object
    },
    "owner": {
        // a member object
    },
    "involved_members": [
        // an array of member objects with user data
    ],
    "assigned_members": [
        // an array of assigned member objects
    ],
    "assigned_member_ids": [1, 2, 3],
    "times": [
        // an array of time objects
    ],
    "invoices": [
        // an array of invoice objects
    ],
    "expenses": [
        // an array of expense objects
    ],
    "times_count": 45,
    "invoices_count": 3,
    "expenses_count": 12,
    "status": "active",
    "is_archived": false,
    "is_ongoing": true,
    "is_internal": false,
    "costs_limit": 5000.0,
    "custom_fields": {},
    "created_at": "2021-12-09T09:05:28.000000Z",
    "updated_at": "2022-02-09T08:52:00.000000Z"
}

Delete a project

delete

/project/{id}

Example response

// HTTP 204 No Content

List projects

get

/project

The list endpoint accepts the same parameters as in Retrieve a project and returns a paginated array of the same project object in the data property.

Read more about Pagination, Filtering, Sorting and Includes on the Introduction page.

Merge a project

post

/project/{id}/merge

Merges a project into another active, top-level project of the same company. All related resources — offers, invoices, times, expenses, media and assigned members — are moved from the source project into the target project. The source project is then archived (status set to completed).

Required Permission

This endpoint requires the supervise project permission. Users without it receive a 403 Forbidden response.

The target must be a top-level project — a sub-project can never be a merge target.

Attribute (* required)	Type	Description
target_project_id *	String	A Project Id to merge into. Must be an active, top-level project of the same company (a sub-project cannot be a target)
move_sub_projects	Boolean	Re-parent the source's sub-projects under the target. If omitted or false, the sub-projects are archived together with the source project (default: false)

Example request

{
    "target_project_id": "PQYLdqm4wR",
    "move_sub_projects": true
}

Example response

The target project is returned.

// HTTP 200 OK
{
    // a project object
}