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Projects → Create
AI-generatedSummary
Create a new project record in the BackOffice ERP system using specified project details.
Inputs
- Name (required) — Project Name.
- Rel type (required) — Project related type.
- Customer (required) — Related customer ID or searchable name/email/keyword.
- Billing type (required) — Billing Type as a numeric value.
- Start date (required) — Project start date and time.
- Status (required) — Numeric code representing the project status.
- Progress from tasks — Enable or disable progress calculation from tasks ('on' or 'off').
- Project cost — Cost associated with the project.
- Progress — Project progress as a string value.
- Project rate per hour — Hourly rate for the project.
- Estimated hours — Estimated number of hours for the project.
- Project members — String listing project members.
- Deadline — Project deadline as date and time.
- Tags — Tags associated with the project.
- Description — Project description.
Output shape
a single record representing the created project.
Returns the JSON response from the BackOffice ERP API after creating the project. If smart search is used for identifiers (e.g., customer), the node resolves them to the required numeric IDs before creation. Errors or multiple matches during smart search are reported with detailed messages.
Examples
Example 1: Create a new project with required and optional details
Provide project name, related type, customer identifier (ID or name), billing type, start date, and status as mandatory inputs. Optionally set progress tracking, cost, rates, deadlines, tags, and descriptions. Execute to create the project in BackOffice ERP.