/rocketlane-projects | Type: Application | PCID required: Yes
Tools
rocketlane_projects_add_members
Add members to a project Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
projectId | integer | Yes | — | The project’s unique, system-generated identifier, which can be used to identify the project globally. |
customers | object[] | No | — | The project customers. |
members | object[] | No | — | The project team members. |
rocketlane_projects_archive_project
Archive project by Id Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
projectId | integer | Yes | — | The project’s unique, system-generated identifier, which can be used to identify the project globally. |
rocketlane_projects_assign_placeholders
Assign placeholders to an user in a project Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
projectId | integer | Yes | — | The project’s unique, system-generated identifier, which can be used to identify the project globally. |
body | object[] | Yes | — | Request body |
rocketlane_projects_create_phase
Create a phase Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
includeFields | string[] | No | — | This query parameter allows you to specify which fields should be returned in the response body by selecting from the drop down. To get the relevant fields, use comma separated values. If the field is left blank, the default properties are returned. |
includeAllFields | boolean | No | — | This query parameter allows you to specify if all the fields should be returned in the response body. If the field is left blank, the default properties are returned. |
dueDate | string | Yes | — | The day on which the phase’s execution is planned to be completed. The due date is required and cannot be left blank. The dueDate must be on or after the given startDate. The format for the due date is YYYY-MM-DD. |
phaseId | integer | No | — | The identifier of the phase is generated by the system and can be used to identify the phase globally. |
phaseName | string | Yes | — | The name of the phase. The name specified will be displayed everywhere else and can be used for filtering purposes. |
private | boolean | No | — | Describes the privacy of the phase i.e. if it is private or shared. |
project | object | Yes | — | The project associated with phase needs to be specified here and it is mandatory for the phase to get created and map accordingly. |
startDate | string | Yes | — | On this date the phase’s execution officially begins. The start date is required. The format for the start date is YYYY-MM-DD. |
status | object | No | — | The value of the phase status can be specified here and this is essential to keep track of the phase. |
rocketlane_projects_create_project
Create a project Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
includeFields | string[] | No | — | This query parameter allows you to specify which fields should be returned in the response body by selecting from the drop down. To get the relevant fields, use comma separated values. If the field is left blank, the default properties are returned. |
includeAllFields | boolean | No | — | This query parameter allows you to specify if all the fields should be returned in the response body. If the field is left blank, the default properties are returned. |
annualizedRecurringRevenue | integer | No | — | Indicates the value of the recurring revenue of the customer’s subscriptions for a single calendar year. |
assignProjectOwner | boolean | No | — | When a project is created, you can use this param to automatically assign any unassigned tasks to the project owner. Note: If the project hasn’t been created using sources, this value will be skipped. |
autoAllocation | boolean | No | — | The field autoAllocation defines whether Auto Allocation is enabled for the project or not. If auto allocation is enabled, instead of adding it manually, the allocations are computed from the tasks duration, effort and the assignees specified in the project. |
autoCreateCompany | boolean | No | — | The field auto create company defines whether company should be created as part of the project creation. If the field is set to true, then if the company exists we re-use the company and proceed further. Else we will create a new company. |
budgetedHours | number | No | — | Budgeted hours represent the total hours allocated for project execution. This value can be edited at any point throughout the project’s duration. You can enter the budgeted hours in decimal form, including both hours and minutes, with up to two decimal places of precision. Eg: 1.65 hrs = 1h 39m(1.65h * 60m = 99m). |
currency | string | No | — | The currency for handling the project’s financials. You can only specify a currency for a project that is added at the account level. Please note that the project’s currency cannot to changed once set. |
customer | object | Yes | — | This field is required to identify the customer as part of the request. The customer’s name is case-sensitive, and an exact match is required for further processing. It should be noted that once the customer information is entered, it cannot be modified during the project’s lifespan. |
dueDate | string | No | — | The day on which the project’s execution is planned to be completed. The due date is not required and can be left blank. If sources (templates) are included as part of the project creation, the project’s due date will be calculated depending on the duration of the specified sources. For projects where both startDate and dueDate are specified, the latter must be on or after the given startDate. The format for the due date is YYYY-MM-DD. |
externalReferenceId | string | No | — | An externalReferenceId is a unique identifier that links entities or transactions between external systems and Rocketlane, ensuring accurate data correlation and consistency. |
fields | object[] | No | — | The custom fields can be set during the project creation with the help of fields. The fieldValue can be either a string or a number or an array and it has to comply with the type of the field. Refer examples to know how to assign fieldValue based on their field_type. |
financials | object | No | — | This section addresses the financial aspects of the projects and the associated fields. |
owner | object | Yes | — | The project owner is mandatory to be specified along with the project creation. The owner gets access to everything in the project and can be used to control the activities that happens in the project. Project owner will receive project invite email based on their notification configuration |
partners | object[] | No | — | The partners field is used to specify partner companies. |
placeholders | object[] | No | — | Rocketlane’s placeholders are associated with roles. Based on the kind of roles and expertise that are needed to execute a task, placeholders can be added as assignees to templates as well as projects. Eventually, you can resolve placeholders by replacing them with team members according to their availability and role. Note: If the project is not built using sources, this value will be ignored but the mappings are retained and can be used in the future. |
projectFee | integer | No | — | The total fee that is charged for the project. |
projectId | integer | No | — | The identifier of the project is generated by the system and can be used to identify the project globally. |
projectName | string | Yes | — | The name of the project. The name specified will be displayed everywhere else and can be used for filtering purposes. |
sources | object[] | No | — | Sources denotes the project templates involved in creation/ imported post creation of the project. |
startDate | string | No | — | On this date the project’s execution officially begins. If sources (templates) are mentioned in the request, the start date is required. For projects without any defined sources, it may be empty. The format for the start date is YYYY-MM-DD. |
status | object | No | — | The value of the project status can be specified here and this is essential to keep track of the project. |
teamMembers | object | No | — | The teamMembers field can be used to specify the project members, customers and customerChampion. Once the project is created, an invite will be emailed to all the teamMembers specified. |
visibility | string | No | — | Set visibility parameters to restrict who can see your project. There are two options: EVERYONE and MEMBERS. Selecting EVERYONE allows all team members from your firm to view the project, while selecting MEMBERS restricts access to only those team members who have been specifically invited. |
rocketlane_projects_create_space
Create a space Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
private | boolean | No | — | Describes the privacy of the space i.e. if it is private or shared. |
project | object | Yes | — | The project where the space exists. |
spaceId | integer | No | — | The space’s unique, system-generated identifier, which can be used to identify the space globally. |
spaceName | string | Yes | — | The name of the space. |
rocketlane_projects_create_space_document
Create a space document Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
source | object | No | — | Sources denote the document templates based on which the document is created |
space | object | Yes | — | Information about the space to which the space document belongs to. |
spaceDocumentId | integer | No | — | The space document’s unique, system-generated identifier, which can be used to identify the space document globally. |
spaceDocumentName | string | No | — | The name of the space document.By default, the name is ‘Untitled’. |
spaceDocumentType | string | Yes | — | Defines the type of the space document. This could be a Rocketlane document or an embedded document. |
url | string | No | — | The url that is embedded in the space document. |
rocketlane_projects_delete_phase
Delete phase by Id Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
phaseId | integer | Yes | — | The identifier of the phase is generated by the system and can be used to identify the phase globally. |
rocketlane_projects_delete_project
Delete project by Id Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
projectId | integer | Yes | — | The project’s unique, system-generated identifier, which can be used to identify the project globally. |
rocketlane_projects_delete_space
Delete space by Id Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
spaceId | integer | Yes | — | The space’s unique, system-generated identifier, which can be used to identify the space globally. |
rocketlane_projects_delete_space_document
Delete space document by Id Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
spaceDocumentId | integer | Yes | — | The space document’s unique, system-generated identifier, which can be used to identify the space document globally. |
rocketlane_projects_get_all_phases
Get all phases Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
projectId | integer | Yes | — | The identifier of the project is generated by the system and can be used to identify the project globally. |
pageSize | number | No | — | This parameter sets the maximum number of responses to be displayed per page. If the page size is insufficient to accommodate the whole number of responses obtained, the pagination object will include a link to the next page as well as the next page token. If left blank, it defaults to 100. |
pageToken | string | No | — | Use this parameter to specify the pageToken of a page to which you want to navigate. This pageToken can be obtained from a previous request which specified a limit and will only be active for 15 minutes after it is created. |
includeFields | string[] | No | — | This query parameter allows you to specify which fields should be returned in the response body by selecting from the drop down. To get the relevant fields, use comma separated values. If the field is left blank, the default properties are returned. |
includeAllFields | boolean | No | — | This query parameter allows you to specify if all the fields should be returned in the response body. If the field is left blank, the default properties are returned. |
sortBy | string | No | — | You can use the sortBy param to sort the responses by the given field. |
sortOrder | string | No | — | The sortOrder param can be used to specify the sorting order, which can be Ascending (ASC) or Descending (DESC). Descending is the default option. |
match | string | No | — | You can use the match param to specify if we need to filter the entries using either AND(all) / OR(any). Defaults to AND. |
startDate.gt | string | No | — | You can use this param to specify some date and the responses will contain phases whose date are greater than the given date. |
startDate.eq | string | No | — | You can use this param to specify some date and the responses will contain exact matches of phases that match the given date. |
startDate.lt | string | No | — | You can use this param to specify some date and the responses will contain phases whose date are less than the given date. |
startDate.ge | string | No | — | You can use this param to specify some date and the responses will contain phases whose date are greater than or equal to the given date. |
startDate.le | string | No | — | You can use this param to specify some date and the responses will contain phases whose date are less than or equal to the given date. |
dueDate.gt | string | No | — | You can use this param to specify some date and the responses will contain phases whose date are greater than the given date. |
dueDate.eq | string | No | — | You can use this param to specify some date and the responses will contain exact matches of phases that match the given date. |
dueDate.lt | string | No | — | You can use this param to specify some date and the responses will contain phases whose date are less than the given date. |
dueDate.ge | string | No | — | You can use this param to specify some date and the responses will contain phases whose date are greater than or equal to the given date. |
dueDate.le | string | No | — | You can use this param to specify some date and the responses will contain phases whose date are less than or equal to the given date. |
startDateActual.gt | string | No | — | You can use this param to specify some date and the responses will contain phases whose date are greater than the given date. |
startDateActual.eq | string | No | — | You can use this param to specify some date and the responses will contain exact matches of phases that match the given date. |
startDateActual.lt | string | No | — | You can use this param to specify some date and the responses will contain phases whose date are less than the given date. |
startDateActual.ge | string | No | — | You can use this param to specify some date and the responses will contain phases whose date are greater than or equal to the given date. |
startDateActual.le | string | No | — | You can use this param to specify some date and the responses will contain phases whose date are less than or equal to the given date. |
dueDateActual.gt | string | No | — | You can use this param to specify some date and the responses will contain phases whose date are greater than the given date. |
dueDateActual.eq | string | No | — | You can use this param to specify some date and the responses will contain exact matches of phases that match the given date. |
dueDateActual.lt | string | No | — | You can use this param to specify some date and the responses will contain phases whose date are less than the given date. |
dueDateActual.ge | string | No | — | You can use this param to specify some date and the responses will contain phases whose date are greater than or equal to the given date. |
dueDateActual.le | string | No | — | You can use this param to specify some date and the responses will contain phases whose date are less than or equal to the given date. |
createdAt.gt | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain phases whose date are greater than the given phases created date. |
createdAt.eq | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain exact matches of phases that match the given phases created date. |
createdAt.lt | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain phases whose date are less than the given phases created date. |
createdAt.ge | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain phases whose date are greater than or equal to the given phases created date. |
createdAt.le | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain phases whose date are less than or equal to the given phases created date. |
updatedAt.gt | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain phases whose date are greater than the given phases updated date. |
updatedAt.eq | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain exact matches of phases that match the given phases updated date. |
updatedAt.lt | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain phases whose date are less than the given phases updated date. |
updatedAt.ge | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain phases whose date are greater than or equal to the given phases updated date. |
updatedAt.le | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain phases whose date are less than or equal to the given phases updated date. |
phaseName.eq | string | No | — | You can use this param to specify some phase name and the responses will contain exact matches of phases that match the given name. |
phaseName.cn | string | No | — | You can use this param to specify some phase name and the responses will contain matches of phases that match the given name. |
phaseName.nc | string | No | — | You can use this param to specify some phase name and the responses will not contain matches of phases that match the given name. |
rocketlane_projects_get_all_projects
Get all projects Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
pageSize | number | No | — | This parameter sets the maximum number of responses to be displayed per page. If the page size is insufficient to accommodate the whole number of responses obtained, the pagination object will include a link to the next page as well as the next page token. If left blank, it defaults to 100. |
pageToken | string | No | — | Use this parameter to specify the pageToken of a page to which you want to navigate. This pageToken can be obtained from a previous request which specified a limit and will only be active for 15 minutes after it is created. |
includeFields | string[] | No | — | This query parameter allows you to specify which fields should be returned in the response body by selecting from the drop down. To get the relevant fields, use comma separated values. If the field is left blank, the default properties are returned. |
includeAllFields | boolean | No | — | This query parameter allows you to specify if all the fields should be returned in the response body. If the field is left blank, the default properties are returned. |
sortBy | string | No | — | For sorting the responses by the provided field, use the sortBy parameter. |
sortOrder | string | No | — | The sortOrder param can be used to specify the sorting order, which can be Ascending (ASC) or Descending (DESC). Descending is the default option. |
match | string | No | — | You can use the match param to specify if we need to filter the entries using either AND(all) / OR(any). Defaults to AND. |
startDate.gt | string | No | — | You can use this param to provide a date and the responses will contain projects whose date are greater than the given start date. |
startDate.eq | string | No | — | You can use this param to provide a date and the responses will contain exact matches of projects that match the given start date. |
startDate.lt | string | No | — | You can use this param to provide a date and the responses will contain projects whose date are less than the given start date. |
startDate.ge | string | No | — | You can use this param to provide a date and the responses will contain projects whose date are greater than or equal to the given start date. |
startDate.le | string | No | — | You can use this param to provide a date and the responses will contain projects whose date are less than or equal to the given start date. |
dueDate.gt | string | No | — | You can use this param to provide a date and the responses will contain projects whose date are greater than the given due date. |
dueDate.eq | string | No | — | You can use this param to provide a date and the responses will contain exact matches of projects that match the given due date. |
dueDate.lt | string | No | — | You can use this param to provide a date and the responses will contain projects whose date are less than the given due date. |
dueDate.ge | string | No | — | You can use this param to provide a date and the responses will contain projects whose date are greater than or equal to the given due date. |
dueDate.le | string | No | — | You can use this param to provide a date and the responses will contain projects whose date are less than or equal to the given due date. |
startDateActual.gt | string | No | — | You can use this param to provide a date and the responses will contain projects whose date are greater than the given actual start date. |
startDateActual.eq | string | No | — | You can use this param to provide a date and the responses will contain exact matches of projects that match the given actual start date. |
startDateActual.lt | string | No | — | You can use this param to provide a date and the responses will contain projects whose date are less than the given actual start date. |
startDateActual.ge | string | No | — | You can use this param to provide a date and the responses will contain projects whose date are greater than or equal to the given actual start date. |
startDateActual.le | string | No | — | You can use this param to provide a date and the responses will contain projects whose date are less than or equal to the given actual start date. |
dueDateActual.gt | string | No | — | You can use this param to provide a date and the responses will contain projects whose date are greater than the given actual due date. |
dueDateActual.eq | string | No | — | You can use this param to provide a date and the responses will contain exact matches of projects that match the given actual due date. |
dueDateActual.lt | string | No | — | You can use this param to provide a date and the responses will contain projects whose date are less than the given actual due date. |
dueDateActual.ge | string | No | — | You can use this param to provide a date and the responses will contain projects whose date are greater than or equal to the given actual due date. |
dueDateActual.le | string | No | — | You can use this param to provide a date and the responses will contain projects whose date are less than or equal to the given actual due date. |
createdAt.gt | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain projects whose date are greater than the given project created date. |
createdAt.eq | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain exact matches of projects that match the given project created date. |
createdAt.lt | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain projects whose date are less than the given project created date. |
createdAt.ge | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain projects whose date are greater than or equal to the given project created date. |
createdAt.le | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain projects whose date are less than or equal to the given project created date. |
updatedAt.gt | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain projects whose date are greater than the given project updated date. |
updatedAt.eq | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain exact matches of projects that match the given project updated date. |
updatedAt.lt | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain projects whose date are less than the given project updated date. |
updatedAt.ge | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain projects whose date are greater than or equal to the given project updated date. |
updatedAt.le | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain projects whose date are less than or equal to the given project updated date. |
annualizedRecurringRevenue.eq | number | No | — | You can use this param to specify some value as ARR and the responses will contain exact matches of projects that match the given value. |
annualizedRecurringRevenue.gt | number | No | — | You can use this param to specify some value as ARR and the responses will contain exact matches of projects greater than that of the given value. |
annualizedRecurringRevenue.lt | number | No | — | You can use this param to specify some value as ARR and the responses will contain exact matches of projects lesser than that of the given value. |
projectFee.eq | number | No | — | You can use this param to specify some value as project fee and the responses will contain exact matches of projects that match the given value. |
projectFee.gt | number | No | — | You can use this param to specify some value as project fee and the responses will contain matches of projects greater than that of the given value. |
projectFee.lt | number | No | — | You can use this param to specify some value as project fee and the responses will contain matches of projects lesser than that of the given value. |
customerId.eq | string | No | — | You can use this param to provide a customer company id and the responses will contain exact matches of projects that match the given customer company id. |
customerId.oneOf | string | No | — | You can use this param to provide customer company ids separated by commas and the responses will contain matches of projects that match any of the given customer company id. |
customerId.noneOf | string | No | — | You can use this param to provide customer company id separated by commas and the responses will not contain matches of projects that match the given set of customer company id. |
teamMemberId.eq | string | No | — | You can use this param to provide a team member id and the responses will contain exact matches of projects that match the given team member id. |
teamMemberId.oneOf | string | No | — | You can use this param to provide team member ids separated by commas and the responses will contain matches of projects that match any of the given team member id. |
teamMemberId.noneOf | string | No | — | You can use this param to provide team member id separated by commas and the responses will not contain matches of projects that match the given set of team member id. |
companyId.eq | string | No | — | You can use this param to provide a customer company id and the responses will contain exact matches of projects that match the given customer company id. |
companyId.oneOf | string | No | — | You can use this param to provide customer company ids separated by commas and the responses will contain matches of projects that match any of the given customer company id. |
companyId.noneOf | string | No | — | You can use this param to provide customer company id separated by commas and the responses will not contain matches of projects that match the given set of customer company id. |
projectName.eq | string | No | — | You can use this param to specify some project name and the responses will contain exact matches of projects that match the given name. |
projectName.cn | string | No | — | You can use this param to specify some project name and the responses will contain matches of projects that match the given name. |
projectName.nc | string | No | — | You can use this param to specify some project name and the responses will not contain matches of projects that match the given name. |
inferredProgress.eq | string[] | No | — | You can use this param to provide a inferred progress and the responses will contain exact matches of projects that match the given inferred progress. |
contractType.eq | string[] | No | — | You can use this param to provide a contract type and the responses will contain exact matches of projects that match the given contract type |
contractType.oneOf | string[] | No | — | You can use this param to provide contract types separated by commas and the responses will contain matches of projects that match any of the given contract types. |
contractType.noneOf | string[] | No | — | You can use this param to provide contract types separated by commas and the responses will not contain matches of projects that match the given set of contract types. |
budgetedHours.gt | string | No | — | You can use this param to provide a budgeted hour and the responses will contain projects whose budgeted hours are greater than the given budgeted hour. |
budgetedHours.eq | string | No | — | You can use this param to provide a budgeted hour and the responses will contain exact matches of projects that match the given budgeted hour. |
budgetedHours.lt | string | No | — | You can use this param to provide a budgeted hour and the responses will contain projects whose budgeted hours are less than the given budgeted hour. |
budgetedHours.ge | string | No | — | You can use this param to provide a budgeted hour and the responses will contain projects whose budgeted hours are greater than or equal to the given budgeted hour. |
allocatedHours.le | string | No | — | You can use this param to provide a allocated hour and the responses will contain projects whose allocated hours are less than or equal to the given allocated hour. |
allocatedHours.gt | string | No | — | You can use this param to provide a allocated hour and the responses will contain projects whose allocated hours are greater than the given allocated hour. |
allocatedHours.eq | string | No | — | You can use this param to provide a allocated hour and the responses will contain exact matches of projects that match the given allocated hour. |
allocatedHours.lt | string | No | — | You can use this param to provide a allocated hour and the responses will contain projects whose allocated hours are less than the given allocated hour. |
allocatedHours.ge | string | No | — | You can use this param to provide a allocated hour and the responses will contain projects whose allocated hours are greater than or equal to the given allocated hour. |
customersInvited.gt | string | No | — | You can use this param to provide a number and the responses will contain projects that have more customers invited than given number of customers invited. |
customersInvited.eq | string | No | — | You can use this param to provide a number and the responses will contain exact matches of projects that exactly have the given number of customers invited. |
customersInvited.lt | string | No | — | You can use this param to provide a number and the responses will contain projects that have less customers invited than given number of customers invited. |
customersInvited.ge | string | No | — | You can use this param to provide a number and the responses will contain projects that have equal or more customers invited than given number of customers invited. |
customersInvited.le | string | No | — | You can use this param to provide a number and the responses will contain projects that have equal or less customers invited than given number of customers invited. |
customersJoined.gt | string | No | — | You can use this param to provide a number and the responses will contain projects that have more customers joined than given number of customers joined. |
customersJoined.eq | string | No | — | You can use this param to provide a number and the responses will contain exact matches of projects that exactly have the given number of customers joined. |
customersJoined.lt | string | No | — | You can use this param to provide a number and the responses will contain projects that have less customers joined than given number of customers joined. |
customersJoined.ge | string | No | — | You can use this param to provide a number and the responses will contain projects that have equal or more customers joined than given number of customers joined. |
customersJoined.le | string | No | — | You can use this param to provide a number and the responses will contain projects that have equal or less customers joined than given number of customers joined. |
includeArchive.eq | boolean | No | — | You can use this parameter to specify whether responses will include the archived projects. |
status.eq | string | No | — | You can use this param to provide status and the responses will contain projects that are equal to the given status |
status.oneOf | string | No | — | You can use this param to provide statuses and the responses will contain projects that match one of the given statuses |
status.noneOf | string | No | — | You can use this param to provide statuses and the responses will contain projects that matches none of the given statuses |
externalReferenceId.eq | string | No | — | You can use this param to provide external reference id and the responses will contain projects that are equal to the given id |
rocketlane_projects_get_all_space_documents
Get all space documents Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
projectId | integer | Yes | — | You can use this param to specify some value as project id and the responses will contain exact matches of space documents that match the given value. |
pageSize | number | No | — | This parameter sets the maximum number of responses to be displayed per page. If the page size is insufficient to accommodate the whole number of responses obtained, the pagination object will include a link to the next page as well as the next page token. If left blank, it defaults to 100. |
pageToken | string | No | — | Use this parameter to specify the pageToken of a page to which you want to navigate. This pageToken can be obtained from a previous request which specified a limit and will only be active for 15 minutes after it is created. |
sortBy | string | No | — | You can use the sortBy param to sort the responses by the given field. |
sortOrder | string | No | — | The sortOrder param can be used to specify the sorting order, which can be Ascending (ASC) or Descending (DESC). Descending is the default option. |
match | string | No | — | You can use the match param to specify if we need to filter the entries using either AND(all) / OR(any). Defaults to AND. |
spaceDocumentName.eq | string | No | — | You can use this param to specify some space document name and the responses will contain exact matches of space documents that match the given name. |
spaceDocumentName.cn | string | No | — | You can use this param to specify some space document name and the responses will contain matches of space documents that match the given name. |
spaceDocumentName.nc | string | No | — | You can use this param to specify some space document name and the responses will not contain matches of space documents that match the given name. |
createdAt.gt | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain space documents whose date are greater than the given space documents created date. |
createdAt.eq | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain exact matches of space documents that match the given space documents created date. |
createdAt.lt | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain space documents whose date are less than the given space documents created date. |
createdAt.ge | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain space documents whose date are greater than or equal to the given space documents created date. |
createdAt.le | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain space documents whose date are less than or equal to the given space documents created date. |
updatedAt.gt | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain space documents whose date are greater than the given space documents updated date. |
updatedAt.eq | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain exact matches of space documents that match the given space documents updated date. |
updatedAt.lt | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain space documents whose date are less than the given space documents updated date. |
updatedAt.ge | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain space documents whose date are greater than or equal to the given space documents updated date. |
updatedAt.le | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain space documents whose date are less than or equal to the given space documents updated date. |
spaceId.eq | number | No | — | You can use this param to specify some value as space id and the responses will contain exact matches of space documents that match the given value. |
rocketlane_projects_get_all_spaces
Get all spaces Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
projectId | integer | Yes | — | You can use this param to specify some value as project id and the responses will contain exact matches of spaces that match the given value. |
pageSize | number | No | — | This parameter sets the maximum number of responses to be displayed per page. If the page size is insufficient to accommodate the whole number of responses obtained, the pagination object will include a link to the next page as well as the next page token. If left blank, it defaults to 100. |
pageToken | string | No | — | Use this parameter to specify the pageToken of a page to which you want to navigate. This pageToken can be obtained from a previous request which specified a limit and will only be active for 15 minutes after it is created. |
sortBy | string | No | — | You can use the sortBy param to sort the responses by the given field. |
sortOrder | string | No | — | The sortOrder param can be used to specify the sorting order, which can be Ascending (ASC) or Descending (DESC). Descending is the default option. |
match | string | No | — | You can use the match param to specify if we need to filter the entries using either AND(all) / OR(any). Defaults to AND. |
spaceName.eq | string | No | — | You can use this param to specify some space name and the responses will contain exact matches of spaces that match the given name. |
spaceName.cn | string | No | — | You can use this param to specify some space name and the responses will contain matches of spaces that match the given name. |
spaceName.nc | string | No | — | You can use this param to specify some space name and the responses will not contain matches of spaces that match the given name. |
createdAt.gt | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain spaces whose date are greater than the given spaces created date. |
createdAt.eq | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain exact matches of spaces that match the given spaces created date. |
createdAt.lt | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain spaces whose date are less than the given spaces created date. |
createdAt.ge | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain spaces whose date are greater than or equal to the given spaces created date. |
createdAt.le | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain spaces whose date are less than or equal to the given spaces created date. |
updatedAt.gt | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain spaces whose date are greater than the given spaces updated date. |
updatedAt.eq | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain exact matches of spaces that match the given spaces updated date. |
updatedAt.lt | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain spaces whose date are less than the given spaces updated date. |
updatedAt.ge | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain spaces whose date are greater than or equal to the given spaces updated date. |
updatedAt.le | integer | No | — | You can use this param to provide an epoch milli value and the responses will contain spaces whose date are less than or equal to the given spaces updated date. |
rocketlane_projects_get_phase
Get phase by Id Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
phaseId | integer | Yes | — | The identifier of the phase is generated by the system and can be used to identify the phase globally. |
includeFields | string[] | No | — | This query parameter allows you to specify which fields should be returned in the response body by selecting from the drop down. To get the relevant fields, use comma separated values. If the field is left blank, the default properties are returned. |
includeAllFields | boolean | No | — | This query parameter allows you to specify if all the fields should be returned in the response body. If the field is left blank, the default properties are returned. |
rocketlane_projects_get_placeholders
Get placeholders Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
projectId | integer | Yes | — | Project Id |
rocketlane_projects_get_project
Get project by Id Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
projectId | integer | Yes | — | The project’s unique, system-generated identifier, which can be used to identify the project globally. |
includeFields | string[] | No | — | This query parameter allows you to specify which fields should be returned in the response body by selecting from the drop down. To get the relevant fields, use comma separated values. If the field is left blank, the default properties are returned. |
includeAllFields | boolean | No | — | This query parameter allows you to specify if all the fields should be returned in the response body. If the field is left blank, the default properties are returned. |
rocketlane_projects_get_space
Get space by Id Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
spaceId | integer | Yes | — | The space’s unique, system-generated identifier, which can be used to identify the space globally. |
rocketlane_projects_get_space_document
Get space document by Id Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
spaceDocumentId | integer | Yes | — | The space document’s unique, system-generated identifier, which can be used to identify the space document globally. |
rocketlane_projects_import_template
Import a template to a project Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
projectId | integer | Yes | — | The project’s unique, system-generated identifier, which can be used to identify the project globally. |
body | object[] | Yes | — | Request body |
rocketlane_projects_remove_members
Remove members from a project Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
projectId | integer | Yes | — | The project’s unique, system-generated identifier, which can be used to identify the project globally. |
members | object[] | Yes | — | The team members from your organization working on the project. |
rocketlane_projects_unassign_placeholders
Un assign placeholders from an user in a project Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
projectId | integer | Yes | — | The project’s unique, system-generated identifier, which can be used to identify the project globally. |
body | object[] | Yes | — | Request body |
rocketlane_projects_update_phase
Update phase by Id Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
phaseId | integer | Yes | — | The identifier of the phase is generated by the system and can be used to identify the phase globally. |
includeFields | string[] | No | — | This query parameter allows you to specify which fields should be returned in the response body by selecting from the drop down. To get the relevant fields, use comma separated values. If the field is left blank, the default properties are returned. |
includeAllFields | boolean | No | — | This query parameter allows you to specify if all the fields should be returned in the response body. If the field is left blank, the default properties are returned. |
dueDate | string | No | — | The day on which the phase’s execution is planned to be completed. The dueDate must be on or after the given startDate. The format for the due date is YYYY-MM-DD. |
phaseName | string | No | — | The name of the phase. The name specified will be displayed everywhere else and can be used for filtering purposes. |
private | boolean | No | — | Describes the privacy of the phase i.e. if it is private or shared. |
startDate | string | No | — | On this date the phase’s execution officially begins. The format for the start date is YYYY-MM-DD. |
status | object | No | — | The value of the phase status can be specified here and this is essential to keep track of the phase. |
rocketlane_projects_update_project
Update project by Id Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
projectId | integer | Yes | — | The project’s unique, system-generated identifier, which can be used to identify the project globally. |
includeFields | string[] | No | — | This query parameter allows you to specify which fields should be returned in the response body by selecting from the drop down. To get the relevant fields, use comma separated values. If the field is left blank, the default properties are returned. |
includeAllFields | boolean | No | — | This query parameter allows you to specify if all the fields should be returned in the response body. If the field is left blank, the default properties are returned. |
annualizedRecurringRevenue | integer | No | — | Indicates the value of the recurring revenue of the customer’s subscriptions for a single calendar year. |
autoAllocation | boolean | No | — | The field autoAllocation defines whether Auto Allocation is enabled for the project or not. If auto allocation is enabled, instead of adding it manually, the allocations are computed from the tasks duration, effort and the assignees specified in the project. |
budgetedHours | number | No | — | Budgeted hours represent the total hours allocated for project execution. This value can be edited at any point throughout the project’s duration. You can enter the budgeted hours in decimal form, including both hours and minutes, with up to two decimal places of precision. Eg: 1.65 hrs = 1h 39m(1.65h * 60m = 99m). |
dueDate | string | No | — | The day on which the project’s execution is planned to be completed. The due date is not required and can be left blank. If sources (templates) are included as part of the project creation, the project’s due date will be calculated depending on the duration of the specified sources. For projects where both startDate and dueDate are specified, the latter must be on or after the given startDate. The format for the due date is YYYY-MM-DD. |
externalReferenceId | string | No | — | An externalReferenceId is a unique identifier that links entities or transactions between external systems and Rocketlane, ensuring accurate data correlation and consistency. |
fields | object[] | No | — | The custom fields can be set during the project creation with the help of fields. The fieldValue can be either a string or a number or an array and it has to comply with the type of the field. Refer examples to know how to assign fieldValue based on their field_type. |
owner | object | No | — | The project owner gets access to everything in the project and can be used to control the activities that happens in the project. Note: Changing the owner can result in transfer of ownership from the older member to the specified member. All the access for the older member will be revoked. |
projectFee | integer | No | — | The total fee that is charged for the project. |
projectName | string | No | — | The name of the project. The name specified will be displayed everywhere else and can be used for filtering purposes. |
startDate | string | No | — | On this date the project’s execution officially begins. If sources (templates) are mentioned in the request, the start date is required. For projects without any defined sources, it may be empty. The format for the start date is YYYY-MM-DD. |
status | object | No | — | The value of the project status can be specified here and this is essential to keep track of the project. |
visibility | string | No | — | Set visibility parameters to restrict who can see your project. There are two options: EVERYONE and MEMBERS. Selecting EVERYONE allows all team members from your firm to view the project, while selecting MEMBERS restricts access to only those team members who have been specifically invited. |
rocketlane_projects_update_space
Update space by Id Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
spaceId | integer | Yes | — | The space’s unique, system-generated identifier, which can be used to identify the space globally. |
spaceName | string | No | — | The name of the space. |
rocketlane_projects_update_space_document
Update space document by Id Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
spaceDocumentId | integer | Yes | — | The space document’s unique, system-generated identifier, which can be used to identify the space document globally. |
spaceDocumentName | string | No | — | The name of the space document. |
url | string | No | — | The url that is embedded in the space document. |

