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Project → Create
AI-generatedSummary
Creates a new project record in HaloPSA with a summary, client, and optional metadata.
Inputs
- summary (required) — The project summary or title.
- client_id (required) — The client this project belongs to. Choose from the list or specify an ID using an expression.
- additionalFields — Additional project details including budget amount, hours, dates, status, priority, assigned team/user, and more.
Output shape
a single item
Returns the newly created project object with all assigned IDs and metadata populated.
Examples
Example 1: Create a standard billable project for a client.
Set Summary, Client ID, Status ID, and Budget Amount.
Example 2: Create a non-billable project or opportunity.
Set Summary, Client ID, and 'Is Opportunity' to true.