Projects
List, add, update and delete projects.
Table Specific Information
Select
The add-in uses the Zoho Books API to process WHERE clause conditions built with the following columns and operators:
- ProjectId supports the '=' comparison.
- CustomerId supports the '=' comparison.
- Status supports the '=' comparison.
The rest of the filter is executed client-side in the add-in.
For example:
SELECT * FROM Projects WHERE CustomerId = '1894553000000078233' AND ProjectId = '1894553000000078363'
SELECT * FROM Projects WHERE Status = 'Active'
Columns
| Name | Type | ReadOnly | References | SupportedOperators | Description |
| ProjectId [KEY] | String | True |
Id of the project. | ||
| ProjectName | String | False |
Name of the project. | ||
| ProjectCode | String | False |
Code of the project. | ||
| Rate | Decimal | False |
Hourly rate for a task. | ||
| Status | String | True |
Status of the project. The allowed values are All, Active, Inactive. | ||
| BillableHours | String | True |
Total number of billable hours. | ||
| BillingType | String | False |
Type of billing. | ||
| CanBeInvoiced | Boolean | True |
Check if the projecy can be invoiced. | ||
| CreatedTime | Datetime | True |
Time at which the project was created. | ||
| LastModifiedTime | Datetime | True |
Time at which the project was last modified. | ||
| CustomerId | String | False |
Contacts.ContactId |
Id of the customer or vendor. Search projects by customer id. | |
| CustomerName | String | True |
Name of the customer or vendor. | ||
| CustomerEmail | String | True |
Email of the customer. | ||
| CostBudgetAmount | Decimal | False |
Budgeted Cost to complete this project. | ||
| BudgetAmount | String | False |
Give value, if you are estimating total project revenue budget. | ||
| Description | String | False |
Description of the projects. | ||
| HasAttachment | Boolean | True |
Check if the projects has attachment. | ||
| OtherServiceAppSource | String | True |
Source of other service app. | ||
| TotalHours | String | True |
Total hours spent in the project. | ||
| ShowInDashboard | Boolean | True |
Check if the project can be shown in dashboard. This field will be populated with a value only when the Id is specified. | ||
| ProjectHeadId | String | True |
Id of the project head. This field will be populated with a value only when the Id is specified. | ||
| ProjectHeadName | String | True |
Name of the project head. This field will be populated with a value only when the Id is specified. | ||
| BillingRateFrequency | String | True |
Frequency at which bill is generated for this project. This field will be populated with a value only when the Id is specified. | ||
| BillableAmount | Decimal | True |
Amount which is billable for this project. This field will be populated with a value only when the Id is specified. | ||
| BilledAmount | Decimal | True |
Total amount which was billed for the project. This field will be populated with a value only when the Id is specified. | ||
| BilledHours | String | True |
Total number of billed hours. This field will be populated with a value only when the Id is specified. | ||
| BudgetThreshold | Decimal | True |
The amount of money to allocate to the reserve fund each fiscal year. This field will be populated with a value only when the Id is specified. | ||
| BudgetType | String | False |
Type of budget. This field will be populated with a value only when the Id is specified. | ||
| BudgetHours | String | False |
Task budget hours. | ||
| CurrencyId | String | True |
Currencies.CurrencyId |
Id of the currency. | |
| CurrencyCode | String | True |
Code of currency used in the project. This field will be populated with a value only when the Id is specified. | ||
| IsBudgetThresholdNotificationEnabled | Boolean | True |
Check if the budget threshold notification is enabled or not. This field will be populated with a value only when the Id is specified. | ||
| IsClientApprovalNeeded | Boolean | True |
Check if the client approval is needed. This field will be populated with a value only when the Id is specified. | ||
| IsExpenseInclusive | Integer | True |
Check if the expense is inclusive in the project. This field will be populated with a value only when the Id is specified. | ||
| IsUserApprovalNeeded | Boolean | True |
Check if the user approval is needed. This field will be populated with a value only when the Id is specified. | ||
| IsValidProjectHead | Boolean | True |
Check if the project has valid project head. This field will be populated with a value only when the Id is specified. | ||
| NonBillableAmount | Decimal | True |
Amount which are non billable for the project.. This field will be populated with a value only when the Id is specified. | ||
| NonBillableHours | String | True |
Hours which are non billable for the project. This field will be populated with a value only when the Id is specified. | ||
| TotalAmount | Decimal | True |
Total amount for the project. This field will be populated with a value only when the Id is specified. | ||
| TotalAmountExpenseInclusive | Decimal | True |
Total amount for the project including the project. This field will be populated with a value only when the Id is specified. | ||
| UnBilledAmount | Decimal | True |
Total amount unbilled for the project. This field will be populated with a value only when the Id is specified. | ||
| UnBilledHours | String | True |
Total number of unbilled hours. This field will be populated with a value only when the Id is specified. | ||
| UserId | String | False |
Users.UserId |
Id of the user to be added to the project. | |
| UsersWorking | Integer | True |
Total count of the users working on the project. | ||
| Tasks | String | False |
Tasks. | ||
| Users | String | False |
Users. | ||
| UnusedRetainerPayments | Decimal | True |
Payment of the project which is unused. This field will be populated with a value only when the Id is specified. |