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Projects

•
Version: 12
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Note

This feature requires the CRM Suite Core plan.

CRMScript classes

There are no native CRMScript classes pertaining to projects. Use the NetServer classes:

  • NSProjectAgent
  • NSProject
  • NSProjectEntity
  • NSProjectMember
  • NSProjectStatus
  • NSProjectType

Frequently used fields

Field Description
project_id ID
name name of project
associate_id project manager or owner
type_idx type of project
status_idx status
done 0 = no, 1 = yes

For a complete list of fields, see the database reference.

Status of a project

Status Description
1 Planned
2 In progress
3 Completed
4 Stopped
5 Closing

Timestamp values

Field Description
registered UtcDateTime of registration
updated UtcDateTime of last update
endDate Expected closing time or when it was completed or stopped (DateTime)
nextMilestoneDate Closest non-complete future milestone activity (DateTime)

How-tos and examples

  • Create project
  • Get project
  • Update project
  • Work with a project guide
  • Manage project members
  • Various samples
In This Article
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