Actions478
- Account Actions
- Account Details For Period Inquiry Actions
- Account Group Actions
- Account Summary Inquiry Actions
- Activity Actions
- Amazon Store Actions
- Appointment Actions
- Attribute Definition Actions
- Big Commerce Stores Actions
- Bill Actions
- Budget Actions
- Business Account Actions
- Carrier Actions
- Case Actions
- Cash Sale Actions
- Cash Transaction Actions
- Change Order Actions
- Change Order Class Actions
- Check Actions
- Companies Structure Actions
- Company Financial Period Actions
- Contact Actions
- Contract Usage Actions
- Cost Code Actions
- Currency Actions
- Customer Actions
- Customer Class Actions
- Customer Location Actions
- Customer Payment Method Actions
- Customer Price Class Actions
- Deduction Benefit Code Actions
- Discount Actions
- Discount Code Actions
- Earning Type Code Actions
- Email Actions
- Email Processing Actions
- Employee Actions
- Employee Payroll Class Actions
- Employee Payroll Settings Actions
- Event Actions
- Expense Claim Actions
- Expense Receipt Actions
- External Commitment Actions
- Financial Period Actions
- Financial Year Actions
- F O B Point Actions
- Inventory Adjustment Actions
- Inventory Allocation Inquiry Actions
- Inventory Issue Actions
- Inventory Quantity Available Actions
- Inventory Receipt Actions
- Inventory Summary Inquiry Actions
- Invoice Actions
- Item Class Actions
- Item Sales Category Actions
- Item Warehouse Actions
- Journal Transaction Actions
- Kit Assembly Actions
- Kit Specification Actions
- Labor Cost Rate Actions
- Lead Actions
- Ledger Actions
- Lot Serial Class Actions
- Non Stock Item Actions
- Opportunity Actions
- Pay Group Actions
- Payment Actions
- Payment Method Actions
- Pay Period Actions
- Payroll Batch Actions
- Payroll Union Local Actions
- Payroll W C C Code Actions
- Physical Inventory Count Actions
- Physical Inventory Review Actions
- Pro Forma Invoice Actions
- Project Actions
- Project Budget Actions
- Project Task Actions
- Project Template Actions
- Project Template Task Actions
- Project Transaction Actions
- P T O Bank Actions
- Purchase Order Actions
- Purchase Receipt Actions
- Sales Invoice Actions
- Sales Order Actions
- Salesperson Actions
- Sales Prices Inquiry Actions
- Sales Price Worksheet Actions
- Service Order Actions
- Shipment Actions
- Shipping Box Actions
- Shipping Term Actions
- Shipping Zones Actions
- Ship Via Actions
- Shopify Store Actions
- Stock Item Actions
- Storage Details By Location Inquiry Actions
- Storage Details Inquiry Actions
- Subaccount Actions
- Subcontract Actions
- Task Actions
- Tax Actions
- Tax Category Actions
- Tax Reporting Settings Actions
- Tax Zone Actions
- Template Items Actions
- Time Entry Actions
- Transfer Order Actions
- Union Local Actions
- Units Of Measure Actions
- Vendor Actions
- Vendor Class Actions
- Vendor Prices Inquiry Actions
- Vendor Price Worksheet Actions
- Warehouse Actions
- Work Calendar Actions
- Work Class Compensation Code Actions
- Work Location Actions
Project → Insert/Update
AI-generatedSummary
Insert a new project or update an existing project record in Acumatica by providing detailed project data including activity history, approval details, attributes, balances, billing and allocation settings, contacts, employees, equipment, GL accounts, invoices, project properties, union locals, visibility, retainage, addresses, and general project fields.
Inputs
- Activity History — Collection of activity history items detailing billable times, status, owners, categories, and more.
- Approval Details — Collection of approval records including approver info, status, dates, and workgroups.
- Attributes — Multiple attributes with IDs, descriptions, values, and activity flags.
- Balances — Multiple balance entries including budget, actuals, commitments, performance, and variance amounts.
- Billing And Allocation Settings — Billing configuration settings such as rules, periods, branch, currency, and automation flags.
- Bill To Settings — Billing contact and address details, including overrides and location.
- Employees — List of employees associated with the project including department and names.
- Equipments — Details on associated equipment including IDs, rates, descriptions, and activity status.
- GL Accounts — General ledger account information with associated subaccounts and default tasks.
- Invoices — Invoice records linked to the project including dates, amounts, statuses, and references.
- Project Properties — General properties of the project such as dates, managers, statuses, budget levels, and tracking options.
- Union Locals — List of union locals tied to the project with descriptions and IDs.
- Visibility Settings — Boolean flags for project visibility across various modules like AP, AR, GL, etc.
- Retainage — Retainage configuration including modes, caps, percentages, and totals.
- Project Address — Project's physical address details including latitude and longitude.
- Additional Fields — Additional project-specific fields such as customer, description, IDs, financial figures, and status.
Output shape
A single JSON object representing the created or updated project record as acknowledged by Acumatica API.
The output reflects the upsert operation result for one project record. Input collections like Activity History, Approval Details, Attributes, and others are optional and can include multiple entries. Fields with default or empty values are typically stripped before sending to avoid errors. If an identifier (e.g., Project ID) matches an existing record, that record is updated; otherwise, a new project is inserted.
