PerfexCRM icon

PerfexCRM

Interact with PerfexCRM API

Actions181

Project → Update

AI-generated

Summary

Update a specific project in PerfexCRM by its ID with various optional fields such as name, description, status, billing type, start date, deadline, costs, rates, estimated hours, progress percentage, and custom fields.

Inputs

  • Project ID (required) — The ID of the project to update.
  • Update Fields — Optional fields to update on the project including name, description, status, billing type, start date, deadline, cost details, progress, and custom fields specified by ID or slug.

Output shape

a single project record reflecting the updated values.

The operation returns the updated project data. Date fields are validated and formatted. Numeric fields such as costs and hours are checked to be non-negative. Custom fields can be set by numeric ID or slug with their values. Errors are reported with detailed messages. The API request uses HTTP PUT to the endpoint /api/{version}/projects/{projectId}.

Examples

Example 1: Update a project's name, status, and progress by specifying the Project ID and providing new values in Update Fields.

Project ID set to target project, Update Fields include name, status (e.g. 'In Progress'), and progress (percentage 0-100).

Discussion