Project Observed Percent Completed

You can provide an estimation of how complete a project is as of a specific date.

Depending on how the project is set up, these percentages can affect associated revenue recognition schedules.

Get Observed Percent Completed Entry Object Definition

lookup

List all the fields and relationships for the observed percent completed entry object:

<lookup>
    <object>OBSPCTCOMPLETED</object>
</lookup>

Parameters

Name Required Type Description
object Required string Use OBSPCTCOMPLETED

Query and List Observed Percent Completed Entries

query

List the record number and type of each observed percent completed entry:

<query>
    <object>OBSPCTCOMPLETED</object>
    <select>
        <field>RECORDNO</field>
        <field>TYPE</field>
    </select>
</query>

Parameters

Name Required Type Description
object Required string Use OBSPCTCOMPLETED
filter Optional object Filter expression to limit the response to only objects that match the 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).
select Required sequence The names of the fields that you want included in the response, and an optional aggregate function such as count or sum. Returning all fields is not supported.
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 Query options:
  • 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>
  • Specify the returnformat for the response: xml (default), json, or csv
     <returnformat>json</returnformat>
pagesize Optional integer Maximum number of matching objects to return in the response, between 1 and 2000 items (Default: 100)
offset Optional integer Point at which to start indexing into records (Default: 0)

Query and List Observed Percent Completed Entries (Legacy)

readByQuery

<readByQuery>
    <object>OBSPCTCOMPLETED</object>
    <fields>*</fields>
    <query>TYPE = 'P'</query>
    <pagesize>100</pagesize>
</readByQuery>

Parameters

Name Required Type Description
object Required string Use OBSPCTCOMPLETED
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)

query Fields

Name Required Type Description
TYPE Required string Type. Use P for projects.

Get Observed Percent Completed Entry

read

<read>
    <object>OBSPCTCOMPLETED</object>
    <keys>1</keys>
    <fields>*</fields>
</read>

Parameters

Name Required Type Description
object Required string Use OBSPCTCOMPLETED
keys Required string Comma-separated list of RECORDNO of the observed percent completed entry to get
fields Optional string Comma-separated list of fields on the object to get. To return all fields, omit the element or provide * for the value.
For best performance and predictability, limit the number of fields.
returnFormat Optional string Data format for the response body:
  • xml (default)
  • json
  • csv

Create Observed Percent Completed Entry

Be aware that after creating an observed percent completed entry for a project, you need to update the project to trigger updates for any associated revenue recognition schedules. (The update on the project need not actually change any data.)

create

<create>
    <OBSPCTCOMPLETED>
        <TYPE>Project</TYPE>
        <PROJECTKEY>1</PROJECTKEY>
        <ASOFDATE>2/22/2018</ASOFDATE>
        <PERCENT>33.33</PERCENT>
        <NOTE>One third complete</NOTE>
    </OBSPCTCOMPLETED>
</create>

Parameters

Name Required Type Description
OBSPCTCOMPLETED Required object Object to create

OBSPCTCOMPLETED

Name Required Type Description
TYPE Required string Use Project.
PROJECTKEY Required integer RECORDNO of project
ASOFDATE Required string As of date in format mm/dd/yyyy. Only one observed percent completed entry is allowed for a given date.
PERCENT Required number Observed percent complete for this entry
NOTE Optional string Description

Update Observed Percent Completed Entry

Be aware that after updating an observed percent completed entry, you need to call update on the project to trigger updates for any associated revenue recognition schedules. (The project update need not actually change any data.)

update

<update>
    <OBSPCTCOMPLETED>
        <RECORDNO>1</RECORDNO>
        <PERCENT>22.00</PERCENT>
    </OBSPCTCOMPLETED>
</update>

Parameters

Name Required Type Description
OBSPCTCOMPLETED Required object Object to update

OBSPCTCOMPLETED

Name Required Type Description
RECORDNO Required integer RECORDNO of the observed percent completed entry to update
ASOFDATE Optional string As of date in format mm/dd/yyyy
PERCENT Optional number Observed percent complete for this entry
NOTE Optional string Description

Delete Observed Percent Completed Entry

delete

<delete>
    <object>OBSPCTCOMPLETED</object>
    <keys>1</keys>
</delete>

Parameters

Name Required Type Description
object Required string Use OBSPCTCOMPLETED
keys Required string Comma-separated list of RECORDNO of the observed percent completed entry to delete

Provide feedback