Projects
🛈 Note
Project management requires either a Sales Premium, Service Premium, or Marketing essentials license. For details, see the list of user plans.
CRMScript classes
There are no native CRMScript classes pertaining to projects. Use the NetServer classes:
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) |