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Visma.net Financials API Data Model

Navigation: Schema: ProjectBasic > Tables

ProjectBasic

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Get a range of Projects - ScreenId=PM301000Request page size must be lower or equal to the allowed max page size which is returned as part of the metadata information.If requested page size is greater than allowed max page size, request will be limited to max page size

Catalog: VismaNet

Schema: ProjectBasic

The data in this table is partitioned per value of the COMPANY_CODE column.

This is a read-only table function. The Visma.net Financials API may not support changing the data or the Invantive SQL driver for Visma.net Financials does not cover it. In the latter case, please use the table NativePlatformScalarRequests to upload data to the Visma.net Financials API.

Select Visma.net Financials API URL: /controller/api/v1/projectbasic

Insert Visma.net Financials API URL: /controller/api/v1/projectbasic

Update Visma.net Financials API URL: /controller/api/v1/projectbasic

Delete Visma.net Financials API URL: /controller/api/v1/projectbasic

Field Selection Method: NotRequired

Select Visma.net Financials API Operation: get /controller/api/v1/projectbasic

Table Function Parameters

The following parameters can be used to control the behaviour of the table function ProjectBasic. A value must be provided at all times for required parameters, but optional parameters in general do not need to have a value and the execution will default to a pre-defined behaviour. Values can be specified by position and by name. In both cases, all parameters not specified will be treated using their default values.

Value specification by position is done by listing all values from the first to the last needed value. For example with `select * from table(value1, value2, value3)` on a table with four parameters will use the default value for the fourth parameter and the specified values for the first three.

Value specification by name is done by listing all values that require a value. For example with `select * from table(name1 => value1, name3 => value3)` on the same table will use the default values for the second and fourth parameters and the specified values for the first and third.

Name

Data Type

Required

Default Value

Documentation

COMPANY_CODE

string

 

Partition to retrieve data from.

createdDateTime

string

 

Creation date and time.

createdDateTimeCondition

string

 

System-retrieved information for state/condition

description

string

 

Project name/description

greaterThanValue

string

 

Greater than value. The item which is the object for this, varies from API to API.

lastModifiedDateTime

string

 

System generated value for last modification of transaction/record. Use format: YYYY-MM-DD HH:MM (date and time) to filter from date to present.

lastModifiedDateTimeCondition

string

 

System retrieved information for state/condition.

nonProject

boolean

 

Set to true to return the non-project.

numberToRead

int32

 

This field has been deprecated and will be removed in future versions. Use pagenumber and pagesize for pagination purposes. Pagenumber and pagesize does not work with NumberToRead and SkipRecords.

pageNumber

int32

 

Pagination parameter. Page number.

pageSize

int32

 

Pagination parameter. Number of items to be collected.

projectId

string

 

Identifies the Project

projectIdDesc

string

 

Identifies the Project by ID and description

publicId

string

 

Identifies the Project by its publicId

restrictedEmployee

string

 

Id of the employee where access restrictions apply

restrictedUser

int64

 

Id of the odp user where access restrictions apply

skipRecords

int32

 

This field has been deprecated and will be removed in future versions. Use pagenumber and pagesize for pagination purposes. Pagenumber and pagesize does not work with NumberToRead and SkipRecords.

startDate

datetime

 

Project's start date

status

string

 

Select project status. (Values: Planned, Active, Completed, Cancelled, OnHold, PendingApproval)

visibleInAp

boolean

 

If the project is visible in the Supplier ledger

visibleInAr

boolean

 

If the project is visible in the Customer ledger

visibleInCa

boolean

 

If the project is visible in the Cash management workspace

visibleInCr

boolean

 

If the project is visible in the CRM workspace

visibleInEa

boolean

 

If the project is visible in the Expense workspace

visibleInGl

boolean

 

If the project is visible in the General ledger workspace

visibleInIn

boolean

 

If the project is visible in the Inventory workspace

visibleInPo

boolean

 

If the project is visible in the Purchases workspace

visibleInSo

boolean

 

If the project is visible in the Sales workspace

visibleInTa

boolean

 

If the project is visible in the Time entities workspace

 

Table Function Columns

The columns of the table function ProjectBasic are shown below. Each column has an SQL data type.

Name

Data Type

Label

Required

Documentation

autoAllocate

boolean

 

Summary tab > Invoicing and allocation settings section > Run allocation when you release project transactions > A check box that indicates (if selected) that allocation is run automatically during the release of the documents associated with this project.

automaticReleaseAr

boolean

 

Summary tab > Invoicing and allocation settings section > Automatically release customer documents > A check box that indicates (if selected) that invoice documents are released automatically after the project invoicing is completed.

COMPANY_CODE

string(30)

Company Code

Partition code, segmenting the data.

COMPANY_NAME

string(240)

Company Name

Name of the partition.

customer_name

string

Customer Name

Click the magnifier. > The name.

customer_number

string

Customer Number

 

description

string

Description

Mandatory field: The top part > Description* > The description of the project.

endDate

datetime

End Date

Summary tab > Project properties section > End date > The date when the project is expected to end.

errorInfo

string

Error Message

 

hold

boolean

Hold

The top part > Hold > A check box that you select to indicate that the project should have the In planning status.

internalID

int32

Internal ID

 

lastModifiedDateTime

datetime

Last Modified

Systemgenerated information.

metadata_maxPageSize

int64

 

 

metadata_totalCount

int64

Total Count

 

projectID

string

Project ID

Mandatory field: The top part > Project ID* > The unique ID for the project.

publicId

string

Public ID

 

startDate

datetime

Start Date

Mandatory field: Summary tab > Project properties section > Start date* > The date when the project starts.

status

string

Status

The top part > Status > The status of the project, which can be one of the following options: In planning, Active, Completed, Suspended, Cancelled.

visibility_visibleInAp

boolean

 

Supplier ledger

visibility_visibleInAr

boolean

 

Customer ledger

visibility_visibleInCa

boolean

 

Cash management

visibility_visibleInCr

boolean

 

 

visibility_visibleInEa

boolean

 

Expenses

visibility_visibleInGl

boolean

 

General ledger

visibility_visibleInIn

boolean

 

Inventory

visibility_visibleInPo

boolean

 

Purchases

visibility_visibleInSo

boolean

 

Sales

visibility_visibleInTa

boolean

 

Time entries

 

06-04-2021 14:55 Version 20.1.393-BETA+3152