Acumatica API - Endpoint Default 23 200 001 icon

Acumatica API - Endpoint Default 23 200 001

Interact with Acumatica Endpoint Default/23.200.001

Actions478

Project Task → Insert/Update

AI-generated

Summary

Insert or update a Project Task record in Acumatica

Inputs

  • ActivityHistory — Activity History sub-collection fields (Billable, Overtime, Summary, etc.)
  • Attributes — Attribute collection fields (AttributeID, AttributeDescription, IsActive, RefNoteID, Required, Value, ValueDescription)
  • BillingAndAllocationSettings — Billing and allocation settings fields (AllocationRule, BillingOption, BillingRule, BillSeparately, Branch, Customer, Location, RateTable, WIPAccountGroup)
  • CRMLink — CRM link fields (AccountedCampaign)
  • DefaultValues — Default value fields (AccrualAccount, AccrualSubaccount, DefaultAccount, DefaultSubaccount, DefaultCostAccount, DefaultCostSubaccount, TaxCategory)
  • Properties — Project task properties (Approver, Completed, CompletionMethod, EndDate, PlannedEndDate, PlannedStartDate, StartDate)
  • VisibilitySettings — Visibility settings flags (AP, AR, CA, CRM, Expenses, GL, IN, PO, SO, TimeEntries)
  • additionalFields — Additional fields collection (Default, Description, ExternalRefNbr, LastModifiedDateTime, ProjectID, ProjectTaskID, Status)

Output shape

a single Project Task record

Returns the created or updated Project Task object; may include an error envelope on failure.

Examples

Example 1: Create a new Project Task with minimal required fields

Set ActivityHistory to an empty object, leave other collections empty, and provide a Description in AdditionalFields.

Example 2: Update an existing Project Task by ID

Provide the ProjectTaskID value in AdditionalFields and fill in fields to update; other collections can remain default.

Example 3: Insert/Update with custom filter criteria

Use the Filter UI to add a filter on Status eq 'Open' and include it in the query parameters.

Links

Discussion