Bookings
create
bookings.create
Create a new resource schedule booking
Risk: write
resource, project, start, and end dates (YYYY-MM-DD). Use allowOverschedule: true to bypass schedule warning thresholds. type: 'WAITING_FOR_APPROVAL' creates a booking request (requesting & approval extension).
Output
delete
bookings.delete
Delete a specific booking by ID
Risk: destructive
deleteBulk
bookings.deleteBulk
Bulk delete bookings by IDs, or every booking of one resource or one project
Risk: destructive
ids, resourceId or projectId. resourceId and projectId delete every booking of that resource or project.
Output
get
bookings.get
Get booking details by booking ID
Risk: read
list
bookings.list
List scheduled bookings with pagination and filters
Risk: read
object[]
Output full type
Output full type
patch
bookings.patch
Patch specific properties of a booking or approve/reject booking requests
Risk: write
type: 'APPROVED' or 'REJECTED'.
Output
search
bookings.search
Search bookings matching criteria such as date range or project
Risk: read
object[]
Output full type
Output full type
update
bookings.update
Update all properties of an existing booking
Risk: write
Categories
create
categories.create
Create a new booking category in a group
Risk: write
groupId, name and type. type: 'NON_OPTIONAL' sets the category as the group’s default; use 'CUSTOM' otherwise.
Output
createCostCategory
categories.createCostCategory
Create a new project cost category
Risk: write
deleteCostCategory
categories.deleteCostCategory
Delete a project cost category by ID
Risk: destructive
undefined
get
categories.get
Get booking category details by category ID
Risk: read
getCostCategory
categories.getCostCategory
Get project cost category by ID
Risk: read
list
categories.list
List all booking categories
Risk: read
object[]
Output full type
Output full type
listCostCategories
categories.listCostCategories
List all project cost categories
Risk: read
object[]
Output full type
Output full type
listGroups
categories.listGroups
List booking category groups
Risk: read
object[]
Output full type
Output full type
search
categories.search
Search booking categories by name or group
Risk: read
object[]
Output full type
Output full type
searchCostCategories
categories.searchCostCategories
Search project cost categories by name
Risk: read
object[]
Output full type
Output full type
update
categories.update
Update an existing booking category
Risk: write
name, gridColor and type together.
Output
updateCostCategory
categories.updateCostCategory
Update an existing project cost category
Risk: write
Custom Fields
addChoices
customFields.addChoices
Add options to dropdown or selection custom field templates
Risk: write
choices full type
choices full type
choices full type
choices full type
create
customFields.create
Create a new custom field template for projects or resources
Risk: write
entityType must be either 'project' or 'resource'. Requires type (e.g., 'TEXT', 'select') and label.
choices full type
choices full type
choices full type
choices full type
delete
customFields.delete
Delete a custom field template by ID
Risk: destructive
undefined
get
customFields.get
Get custom field template details by ID
Risk: read
choices full type
choices full type
list
customFields.list
List custom field templates for projects or resources
Risk: read
object[]
Output full type
Output full type
search
customFields.search
Search custom field templates matching filter parameters
Risk: read
object[]
Output full type
Output full type
update
customFields.update
Replace a custom field template; choices left out of the array are removed from records
Risk: destructive
choices array (existing choices with their _id), or the API answers 400.
choices full type
choices full type
choices full type
choices full type
Events
create
events.create
Create a new company event
Risk: write
name. Color and metadata custom fields are optional.
Output
delete
events.delete
Delete a company event by ID
Risk: destructive
boolean
get
events.get
Get company event details by event ID
Risk: read
list
events.list
List company events with pagination and sorting
Risk: read
object[]
Output full type
Output full type
search
events.search
Search events by name or event code
Risk: read
object[]
Output full type
Output full type
update
events.update
Update an existing company event
Risk: write
Milestones
create
milestones.create
Create a new project milestone date
Risk: write
name, date (YYYY-MM-DD), and project.
Output
delete
milestones.delete
Delete a project milestone by ID
Risk: destructive
boolean
get
milestones.get
Get milestone details by milestone ID
Risk: read
list
milestones.list
List milestones with pagination and sorting
Risk: read
object[]
Output full type
Output full type
search
milestones.search
Search milestones by project or date range
Risk: read
object[]
Output full type
Output full type
update
milestones.update
Update an existing project milestone
Risk: write
Projects
addClients
projects.addClients
Associate client organizations with a project
Risk: write
boolean
addResources
projects.addResources
Assign resources to a project
Risk: write
boolean
addTags
projects.addTags
Add tags to a project
Risk: write
create
projects.create
Create a new project
Risk: write
name is required. Optional properties like budgetHours and budgetCashAmount configure budget limits.
Output
delete
projects.delete
Delete a specific project by ID
Risk: destructive
boolean
deleteBulk
projects.deleteBulk
Delete multiple projects by their IDs
Risk: destructive
string[]
get
projects.get
Get project details by project ID
Risk: read
getTags
projects.getTags
List tags associated with a project
Risk: read
object[]
Output full type
Output full type
list
projects.list
List all projects with pagination and sorting
Risk: read
object[]
Output full type
Output full type
removeClient
projects.removeClient
Dissociate a client organization from projects
Risk: write
boolean
removeResource
projects.removeResource
Remove a resource from multiple projects
Risk: write
boolean
removeTag
projects.removeTag
Remove a tag from a project
Risk: destructive
undefined
search
projects.search
Search projects matching custom criteria
Risk: read
object[]
Output full type
Output full type
setProjectManagers
projects.setProjectManagers
Replace the project manager list of a project (managers not listed are removed)
Risk: destructive
update
projects.update
Bulk update projects with modified attributes
Risk: write
_id and the attributes to be modified.
projects full type
projects full type
object[]
Output full type
Output full type
Resources
addTags
resources.addTags
Add tags to a resource
Risk: write
create
resources.create
Create a new resource member
Risk: write
delete
resources.delete
Delete a specific resource by ID
Risk: destructive
string[]
deleteBulk
resources.deleteBulk
Delete multiple resources by their IDs
Risk: destructive
string[]
get
resources.get
Get resource details by resource ID
Risk: read
getTags
resources.getTags
List tags associated with a resource
Risk: read
object[]
Output full type
Output full type
list
resources.list
List all resources with pagination and sorting
Risk: read
object[]
Output full type
Output full type
removeTag
resources.removeTag
Remove a tag from a resource
Risk: destructive
undefined
search
resources.search
Search resources matching custom criteria
Risk: read
object[]
Output full type
Output full type
update
resources.update
Bulk update resources with modified attributes
Risk: write
resources full type
resources full type
object[]
Output full type
Output full type
Time Entries
create
timeEntries.create
Log new time entry on a project for a resource
Risk: write
resource, project, date (YYYY-MM-DD), and minutes.
Output
delete
timeEntries.delete
Delete a timesheet entry by ID
Risk: destructive
boolean
deleteBulk
timeEntries.deleteBulk
Delete multiple timesheet entries by their IDs
Risk: destructive
undefined
get
timeEntries.get
Get timesheet entry details by ID
Risk: read
list
timeEntries.list
List recorded timesheet entries with pagination and filters
Risk: read
object[]
Output full type
Output full type
search
timeEntries.search
Search time entries matching date ranges and resource/project filters
Risk: read
object[]
Output full type
Output full type
update
timeEntries.update
Update an existing timesheet entry
Risk: write