CustomerKey

CustomerKey

N/A

N/A

The customer key object that uniquely identifies a customer.

ProjectContractKey

ProjectContractKey

N/A

N/A

The project contract key object that uniquely identifies a project contract.

ProjectContractId

string

N/A

N/A

The contract ID assigned to a project.

ProjectId

string

N/A

N/A

The project ID assigned to a project.

Name

string

N/A

N/A

A descriptive name for a project.

Key

ProjectKey

N/A

N/A

The project key object that uniquely identifies a project.

ProjectClassKey

ProjectClassKey

N/A

N/A

The project class key object that uniquely identifies a project class.

Type

ProjectType

N/A

N/A

Determines how a contractor is to compute project costs and charge customers for such costs. It also is a way to determine how much revenues can be generated in a project.

AccountingMethod

ProjectAccountingMethod

N/A

N/A

Determines the Percentage Completion of a certain project, budget or fee to determine the revenues to be recognized.

Status

ProjectStatus

N/A

N/A

Identifies the status of the project.

CurrencyKey

CurrencyKey

N/A

N/A

The currency key object that uniquely identifies a currency.

CustomerPONumber

string

N/A

N/A

The purchase order number issued by the customer for the project.

CloseToProjectCosts

boolean

N/A

N/A

Option to allow or disallow cost transaction entry and posting for the project. False means to Allow. True means to Disallow.

CloseToBillings

boolean

N/A

N/A

Option to allow or disallow billing transaction entry and posting for the project. False means to Allow. True means to Disallow.

DepartmentKey

ProjectDepartmentKey

N/A

N/A

The project department key object that uniquely identifies a department.

EstimatorKey

EmployeeKey

N/A

N/A

The employee key object that uniquely identifies the estimator.

ProjectManagerKey

EmployeeKey

N/A

N/A

The employee key object that uniquely identifies a project manager.

BusinessManagerKey

EmployeeKey

N/A

N/A

The employee key object that uniquely identifies a business manager.

SalespersonKey

SalespersonKey

N/A

N/A

The salesperson key object that uniquely identifies a salesperson.

SalesTerritoryKey

SalesTerritoryKey

N/A

N/A

The sales territory key object that uniquely identifies a sales territory.

CommissionPercent

Percent

N/A

N/A

The commission percent for the project.

CommissionBasedOn

CommissionBasedOn

N/A

N/A

An option which determines whether the salesperson's commissions will be calculated as a percentage of the sale amount or as a percentage of the total, including the sale amount, freight, taxes, and miscellaneous charges

ContactPerson

string

N/A

N/A

The name of the contact person at the ship to address

BillToAddressKey

AddressKey

N/A

N/A

The address key object that uniquely identifies a bill to address.

LaborRateTableKey

ProjectLaborRateTableKey

N/A

N/A

The project labor rate table key object that uniquely identifies a labor rate table.

LaborRateTableType

ProjectLaborRateTableType

N/A

N/A

The project labor rate table key object that uniquely identifies a labor rate table.

DoesAcceptLaborRate
TableReplacement

boolean

N/A

N/A

An option to replace the labor rate table currently assigned to the project.

EquipmentRateTableKey

ProjectEquipmentRateTableKey

N/A

N/A

The project equipment rate table key object that uniquely identifies an equipment rate table.

DoesAcceptEquipment
RateTableReplacement

boolean

N/A

N/A

An option to replace the equipment rate table currently assigned to the project.

BillingType

BillingType

N/A

N/A

Identifies the billing type to be used when transactions are created for the project. For Time and materials, fixed price, cost plus project types select Standard to bill customers for project costs based on a specific profit type; for Time and materials project types select No charge when you won’t charge customers for project costs; for Time and materials project types select No Billing when you won’t bill customers for project costs.

ServiceFeeAmount

MoneyAmount

N/A

N/A

An amount for services to be rendered over a specified period.

ProjectFeeAmount

MoneyAmount

N/A

N/A

Management fee, professional fee, incentive fee or any other similar fee amount that forms part of the total project or contract amount.

RetainerAmount

MoneyAmount

N/A

N/A

Prepaid amount to be included in project billings. Professionals require retainer to ensure cash flow and bill collection.

RetentionFeeAmount

MoneyAmount

N/A

N/A

An amount that is not included in progress billings for a fixed price or cost plus project until the project is completed or until specified project conditions and guarantees are met.

ProjectAmount

MoneyAmount

N/A

N/A

Project Amount is the sum of Forecast Project Revenue for each Cost Category + sum of Project Fees + sum of Service Fees.

AccountAmount

MoneyAmount

N/A

N/A

The retainer amount applied to the customer account. Retainer is a prepaid amount given by a customer. Professionals usually require retainer to ensure cash flow and payment of services later

DefaultBillingFormat

string

N/A

N/A

Identifies the default billing format to be used when printing billings during cycle billing.

DiscountPercent

Percent

N/A

N/A

The discount percent given to the customer for this project.

RetentionPercent

Percent

N/A

N/A

The percentage of billing amount that will be withheld in progress billings for a fixed price and cost plus project.

UserDefinedText1

string

N/A

N/A

User defined data.

UserDefinedText2

string

N/A

N/A

User defined data.

DoesCombineForRevenue
Recognition

boolean

N/A

N/A

An option to combine earnings from various cost categories in the same project.

WriteUpDownAmount

MoneyAmount

N/A

N/A

The amount to be added or subtracted from the billing amount for the project. Contractors, and more often, professionals, usually use write up or write down to change the billing amount.

CostCompletedPercent

Percent

N/A

N/A

The percentage of cost expended, if you selected the accounting method When Performed, When Billed, Cost-to-Cost or Completed.

QuantityCompleted
Percent

Percent

N/A

N/A

The percentage of effort expended, if you selected the accounting method Effort-Expended. The Effort-Expended option is usually used to track the number of hours used in a project.

POCommittedCosts

MoneyAmount

N/A

N/A

The costs that are committed on a purchase order.

POCommittedQuantity

Quantity

N/A

N/A

The quantities that are committed on a purchase order.

WorkersCompensation
Key

WorkersCompensationKey

N/A

N/A

The workers compensation key object that uniquely identifies workers compensation classification that applies to the employee on a timesheet transaction.

SUTAState

string

N/A

N/A

Code assigned to the employee to which unemployment taxes are paid by the state.

BillingNotReceivable

MoneyAmount

N/A

N/A

Actual billing not receivables management.

RestrictToCustomerList

boolean

N/A

N/A

An option to restrict the Customer ID to customers included in the Third Party Customer List. When this option is marked, users can to choose only customers in the list when billing.

TransactionalCurrency
CodeKey

CurrencyKey

N/A

N/A

The currency key object that uniquely identifies the transactional (originating) currency.

Forecast

ProjectForecast

N/A

N/A

The forecast amounts for a project.

Baseline

ProjectBaseline

N/A

N/A

The baseline amounts for a project.

Billed

ProjectBilled

N/A

N/A

The billed amounts for a project.

Posted

ProjectPosted

N/A

N/A

The posted amounts for a project.

Unposted

ProjectUnposted

N/A

N/A

The unposted amounts for a project.

Actual

ProjectActual

N/A

N/A

The actual amounts for a project.

BillingCycles

ArrayOfProjectBillingCycle

N/A

N/A

A collection of billing cycles for a project.

Accounts

ArrayOfProjectAccountType

N/A

N/A

A collection of GL accounts for a project.

EquipmentList

ArrayOfProjectEquipmentItem

N/A

N/A

A collection of equipment for a project.

Fees

ArrayOfProjectFee

N/A

N/A

A collection of fees for a project.

Budgets

ArrayOfProjectBudget

N/A

N/A

A collection of budgets for a project.