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.


List Observed Percent Completed Entries

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. Illegal XML characters must be properly encoded. The following SQL operators are supported: <, >, >=, <=, =, like, not like, in, not in. When doing NULL comparisons: IS NOT NULL, IS NULL. Multiple fields may be matched using the AND and OR operators. Joins are not supported. Single quotes in any operands must be escaped with a backslash - For example, the value Erik's Deli would become 'Erik\'s Deli'.
pagesize Optional integer Custom page size between 1 and 1000 items (Default: 100)

query

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 RECORDNO of the observed percent completed entry 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 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 Optional 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 double 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 Optional 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 double 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 RECORDNO of the observed percent completed entry to delete

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