Project Estimate Types

Project estimate types categorize project estimates for reporting purposes and for filtering which project estimate entries post to the GL.

You specify a project estimate type when creating project estimates.

Get Project Estimate Type Object Definition

lookup

List all the fields and relationships for the project estimate type object:

<lookup>
    <object>PJESTIMATETYPE</object>
</lookup>

Parameters

Name Required Type Description
object Required string Use PJESTIMATETYPE

List Project Estimate Types

query

List the name, record number, and selected workflow types for each project estimate type:

<query>
    <object>PJESTIMATETYPE</object>
    <select>
        <field>NAME</field>
        <field>RECORDNO</field>
        <field>SELECTEDWFTYPES</field>
    </select>
</query>

Parameters

Name Required Type Description
object Required string Use PJESTIMATETYPE
select Required sequence One or more field names and an optional aggregate function such as count or sum. Returning all fields is not supported.
filter Optional object Query filter expression. Check the value of a single field using operators such as equalto/like, or multiple fields using and/or. Query fields on related objects using the dot operator (for example, VENDOR.CREDITLIMIT on APBILL).
orderby Optional object Provide an order element with a field name and choose an ascending or descending sort order, for example:
<order>
        <field>RECORDNO</field>
        <descending/>
</order>
options Optional object Set the caseinsensitive element to true for a case-insensitive query:
    <caseinsensitive>true</caseinsensitive>
In a multi-entity company, set the showprivate element to true to query data in private entities:
   <showprivate>true</showprivate>
pagesize Optional integer Custom page size between 1 and 2000 items (Default: 100)
offset Optional integer Point at which to start indexing into records (Default: 0)

List Project Estimate Types (Legacy)

readByQuery

<readByQuery>
    <object>PJESTIMATETYPE</object>
    <fields>*</fields>
    <query></query>
    <pagesize>100</pagesize>
</readByQuery>

Parameters

Name Required Type Description
object Required string Use PJESTIMATETYPE
fields Optional string Comma-separated list of fields on the object to list. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide * for the value.
query Required string SQL-like query based on fields on the object. The following operators are supported: <, >, >=, <=, =, like, not like, in, not in, IS NOT NULL, IS NULL, AND, OR. Illegal XML characters must be properly encoded, and single quotes must be escaped with backslashes ('Jane\'s Deli'). Joins are not supported.
pagesize Optional integer Custom page size between 1 and 1000 items (Default: 100)

Get Project Estimate Type

read

<read>
    <object>PJESTIMATETYPE</object>
    <keys>4</keys>
    <fields>*</fields>
</read>

Parameters

Name Required Type Description
object Required string Use PJESTIMATETYPE
keys Required string Project estimate type RECORDNO to get
fields Optional string Comma-separated list of fields on the object to get. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide * for the value.

Get Project Estimate Type by Name

readByName

<readByName>
    <object>PJESTIMATETYPE</object>
    <keys>Post all</keys>
    <fields>*</fields>
</readByName>

Parameters

Name Required Type Description
object Required string Use PJESTIMATETYPE
keys Required string Project estimate type NAME to get
fields Optional string Comma-separated list of fields on the object to get. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide * for the value.

Create Project Estimate Type

Release Changes
2021 Release 3 Added ESTIMATECATEGORY

create

<create>
    <PJESTIMATETYPE>
        <NAME>Revision</NAME>
        <SELECTEDWFTYPES>original#~#revision</SELECTEDWFTYPES>
    </PJESTIMATETYPE>
</create>

Parameters

Name Required Type Description
PJESTIMATETYPE Required object Object to create

PJESTIMATETYPE

Name Required Type Description
NAME Required string Name of the project estimate type, which must be unique. Use 80 or fewer characters.
STATUS Optional string Status. Use active or inactive.
SELECTEDWFTYPES Optional string Workflow types. Use original, revision, forecast, pending change, approved change, or other. Implode multiple workflow types with #~#, for example, original#~#revision.
ESTIMATECATEGORY Optional string Standard project estimate categories for Construction projects. Use one of the following or a null value: Current Estimate, Original Estimate, Current Forecast - At Completion, Historical Forecast - At Completion, Future Forecast - At Completion, Current Forecast - To Completion, Historical Forecast - To Completion, Future Forecast - To Completion.
customfields Optional customfield[0…n] Custom fields

customfield

Name Required Type Description
customfieldname Optional string Custom field ID
customfieldvalue Optional varies Custom field value. For a multi-pick-list custom field, implode multiple field values with #~#.

Update Project Estimate Type

Release Changes
2021 Release 3 Added ESTIMATECATEGORY

update

<create>
    <PJESTIMATETYPE>
        <NAME>Revision</NAME>
        <SELECTEDWFTYPES>revision</SELECTEDWFTYPES>
    </PJESTIMATETYPE>
</create>

Parameters

Name Required Type Description
PJESTIMATETYPE Required object Object to update

PJESTIMATETYPE

Name Required Type Description
NAME Optional string Name of the project estimate type to update. Required if not providing a record number.
RECORDNO Optional integer Record number of the project estimate to update. Required if not providing a name.
STATUS Optional string Status. Use active or inactive.
SELECTEDWFTYPES Optional string Workflow types. Use original, revision, or forecast. Implode multiple workflow types with #~#, for example, original#~#revision. The values supply are a complete replacement of the existing set.
ESTIMATECATEGORY Optional string Standard project estimate categories for Construction projects. Use one of the following or a null value: Current Estimate, Original Estimate, Current Forecast - At Completion, Historical Forecast - At Completion, Future Forecast - At Completion, Current Forecast - To Completion, Historical Forecast - To Completion, Future Forecast - To Completion.
customfields Optional customfield[0…n] Custom fields

customfield

Name Required Type Description
customfieldname Optional string Custom field ID
customfieldvalue Optional varies Custom field value. For a multi-pick-list custom field, implode multiple field values with #~#.

Delete Delete Project Estimate Type

delete

<delete>
    <object>PJESTIMATETYPE</object>
    <keys>3</keys>
</delete>

Parameters

Name Required Type Description
object Required string Use PJESTIMATETYPE
keys Required string Project estimate type RECORDNO to delete

Provide feedback