Actions478
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Project Template → Insert/Update
AI-generatedSummary
Insert or update a Project Template in Acumatica by specifying its properties, including attributes, billing and allocation settings, employees, equipment, GL accounts, project properties, visibility settings, and additional optional fields.
Inputs
- Attributes — A collection of attributes for the project template, each with details such as Attribute ID, description, active status, required status, value, and reference note ID.
- Billing And Allocation Settings — Settings related to billing and allocation including allocation rule, billing period, billing rule, branch, and various boolean flags controlling billing behavior.
- Employees — A list of employees associated with the project template, each with department, employee ID, and name.
- Equipments — A list of equipment assigned to the project template, including ID, description, active status, run rate, setup rate, suspend rate, and related rate items.
- GL Accounts — General ledger accounts linked to the project template with information on accrual accounts, default accounts, cost accounts, subaccounts, and default tasks for GL accounts.
- Project Properties — Core properties of the project such as certified job flag, change order workflow flag, project manager, start and end dates, revenue and cost budget levels, tax zones, project currency, and other tracking flags.
- Visibility Settings — Visibility permissions across various modules such as AP, AR, CA, CRM, Expenses, GL, IN, PO, SO, and Time Entries.
- Additional Fields — Optional extra fields such as description, last modified date-time, unique project template ID, and status.
Output shape
a single record representing the newly inserted or updated Project Template or error information
The operation will upsert (insert or update) the Project Template based on provided identifiers and fields. Returned data shape depends on Acumatica API response; error envelopes may be included for failure cases.