ProjectCharges

This entity describes a cost associated with an Autotask Project. A cost is a billing item for products or materials. Cost items can be billable or non-billable. Billable cost items appear in Approve and Post.

NOTE  You can refer to the Online Help to find root and child access URLs of the entity you wish to query. Refer to Finding resource and child access URLs of REST API entities for more information.

Entity details

Entity Name: ProjectCharges

Entity Path:

/atservicesrest/v1.0/ProjectCharges

Parent Entity:

Projects

Can Create:
Can Update:
Only when Billing = false
Can Query:
Can Delete:
Only when Billing = false
Can Have UDFs:  

Conditions and requirements

General

  • If Autotask receives a create, update, or delete request for this entity and its corresponding module is unavailable, the API will return the error message, "The logged in Resource does not have the adequate permissions to update this entity type." For more information about installed modules, refer to our Modules article.
  • The visibility of charges and expenses is controlled by the object permissions of the co-managed help desk security level. The API user's ability to interact with the entity is determined by these settings.
  • Create, update, delete, and query require Security Level permission to access the Projects module. The user must also have access to the specific project.
  • Project costs associated with projects of Type = Baseline are read-only and cannot be created, updated or deleted via the API.
  • If the Multi-currency Installed Module is enabled, the following fields will return the relevant Customer Currency values instead of the Internal Currency values: billableAmount and unitPrice.

The following fields will return the saved Internal Currency values: internalCurrencyBillableAmount and internalCurrencyUnitPrice.

Special field attributes

Field Conditions and Requirements

billableAmount

 

billableAmount = unitQuantity * unitPrice. If unitPrice is Null, the value will be set to the value from the Material Cost Code associated with billingCodeID.

If the Multi-currency Installed Module is enabled, this field will return the relevant Customer Currency values instead of the Internal Currency values.

The API will round the unitQuantity, unitCost, and unitPrice values to 4 decimal places prior to any calculations for the total price or extended cost.

billingCodeID

 

billingCodeID must reference a Material Cost Code type allocation code.

On create or update when billingCodeID has changed and is not Null, and if no value is supplied for the unitCost and unitPrice fields, then those fields take their values from the Material Cost Code associated with billingCodeID.

ProjectCharge must have either a productID or billingCodeID.
extendedCost

extendedCost = unitQuantity * unitCost. If unitCost is Null, the value will be set to the value from the Material Cost Code associated with billingCodeID.

This entity field will return no information if the user account making the query does not have sufficient privileges to view cost data in the Autotask UI. Additionally, if an update request does not have the necessary permissions, the API will ignore the call's values for the field even if they are blank or would be otherwise required.

The API will round the unitQuantity, unitCost, and unitPrice values to 4 decimal places prior to any calculations for the total price or extended cost.
internalCurrencyBillableAmount If the Multi-currency Installed Module is enabled, this field will return the saved Internal Currency values.
internalCurrencyUnitPrice If the Multi-currency Installed Module is enabled, this field will return the saved Internal Currency values.
isBillableToCompany If no value is supplied for isBillableToCompany, the value is set to True.

isBilled

 

update and delete are allowed only when isBilled = False (cost has not been approved and posted).

When isBilled = True (cost has been approved and posted), ProjectCharge is read-only.

productID

 

On create, or update when productID has changed and is not Null, if no value is supplied for the billingCodeID, unitCost, or unitPrice fields, then those fields take their values from the Product.

ProjectCharge must have either a productID or billingCodeID.
projectID projectID cannot be updated.

status

 

status is read-only.

On create, when Procurement is enabled, status is set as follows:

  • If productID is null, then Status = Ready to Ship.
  • If productID references a Product where doesNotRequireProcurement = True, then status = Ready to Ship.
  • If productID references a Product where doesNotRequireProcurement = False and the Product is not available in Inventory, then status = Need To Order.
  • If productID references a Product where doesNotRequireProcurement = False and the Product is available in Inventory, then status = Ready to Ship.
  • If Status = Need To Order and extendedCost is > the value set in the system setting "Require approval before ordering..." then status is automatically set to Waiting Approval.

When Procurement is disabled, status = Pending.

unitCost

This entity field will return no information if the user account making the query does not have sufficient privileges to view cost data in the Autotask UI. Additionally, if an update request does not have the necessary permissions, the API will ignore the call's values for the field even if they are blank or would be otherwise required.
unitPrice

If the Multi-currency Installed Module is enabled, this field will return the relevant Customer Currency values instead of the Internal Currency values. The unitPrice field will not be queryable if the API user does not have the Can view sensitive Charge data system security setting.

Field definitions

The following table describes the standard Autotask fields for this entity. Refer to the following articles for more information about working with these fields:

To learn how to query picklist endpoints, refer to Understanding picklists.

Notes

  • For string datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed.
  • LT indicates Local Term.
  • If this entity has child collections, they will appear in a Child collection access URLs or an Entity URLs and relationships drop-down in the Entity details section of this article.
  • You can call the /query/count/ endpoint of a resource to determine how many records a collection holds.
Field Name Datatype Read-Only Is Required Reference Name Picklist
billableAmount decimal      
billingCodeID long     BillingCodes  

chargeType

integer

 

 

contractServiceBundleID long     ContractServiceBundles  
contractServiceID long     ContractServices  

createDate

datetime

 

 

 
creatorResourceID long   Resources  
datePurchased datetime      
description string (2000)        
estimatedCost decimal        
extendedCost decimal      
id long    
internalCurrencyBillableAmount (Multi-currency module only) decimal      
internalCurrencyUnitPrice (Multi-currency module only) decimal      
internalPurchaseOrderNumber string (50)        
isBillableToCompany boolean        
isBilled boolean •      
name string (100)      
notes string (2000)        

organizationalLevelAssociationID

integer

 

OrganizationalLevelAssociations

 
productID long     Products  
projectID long   Projects  
purchaseOrderNumber string (50)        
startDate datetime      
status long    
statusLastModifiedBy long      
statusLastModifiedDate datetime      
unitCost decimal        
unitPrice decimal        
unitQuantity decimal      

Additional resources