Batch Create Portfolio Funds

post

/api/restapi/funds/portfolio/batch

Send a request to this endpoint to create one or more portfolio funds. An application object will be created for each JSON object provided in the request body.

Request

There are no request parameters for this operation.

Supported Media Types
Request Body - application/json ()
Root Schema : List<ApiEntityFundInput>
Type: array
Title: List<ApiEntityFundInput>
Show Source
Nested Schema : ApiEntityFundInput
Type: object
Title: ApiEntityFundInput
Show Source
Nested Schema : codeValuesFund
Type: array
The list of code values for a fund. This entity can only be used to assign codeValues or create codeValues on the fly.
Show Source
  • ApiEntityCodeValueFundInput
    Title: ApiEntityCodeValueFundInput
    This entity represents a CodeValueFund object, a unique CodeValueFund object can be identified by the following combinations of the fields.
    • codeValueFundId
    • codeValueId
    • codeTypeId,codeValueCode
    • codeTypeCode,codeValueCode
    • codeTypeCode,parentId,codeValueCode
    • codeValueCode,codeTypeId,parentId
    • codeTypeCode,codeValueCode,projectCode
    • codeTypeCode,codeValueCode,projectId
    • codeTypeCode,codeValueCode,parentId,projectCode
    • codeTypeCode,codeValueCode,parentId,projectId
Nested Schema : configuredFields
Type: array
The list of configured fields for a fund.
Show Source
  • ApiEntityFundConfiguredFieldValueInput
    Title: ApiEntityFundConfiguredFieldValueInput
    This entity represents a FundConfiguredFieldValue object, a unique FundConfiguredFieldValue object can be identified by the following combinations of the fields.
    • fundConfiguredFieldValueId
    • columnDefinitionId
    • columnName
    • columnLabel
Nested Schema : fundCost
Defines the fund cost of a fund.
Match All
Show Source
Nested Schema : spreadRows
Type: array
Defines the spread rows for a fund.
Show Source
Nested Schema : ApiEntityCodeValueFundInput
Type: object
Title: ApiEntityCodeValueFundInput
This entity represents a CodeValueFund object, a unique CodeValueFund object can be identified by the following combinations of the fields.
  • codeValueFundId
  • codeValueId
  • codeTypeId,codeValueCode
  • codeTypeCode,codeValueCode
  • codeTypeCode,parentId,codeValueCode
  • codeValueCode,codeTypeId,parentId
  • codeTypeCode,codeValueCode,projectCode
  • codeTypeCode,codeValueCode,projectId
  • codeTypeCode,codeValueCode,parentId,projectCode
  • codeTypeCode,codeValueCode,parentId,projectId
Show Source
Nested Schema : ApiEntityFundConfiguredFieldValueInput
Type: object
Title: ApiEntityFundConfiguredFieldValueInput
This entity represents a FundConfiguredFieldValue object, a unique FundConfiguredFieldValue object can be identified by the following combinations of the fields.
  • fundConfiguredFieldValueId
  • columnDefinitionId
  • columnName
  • columnLabel
Show Source
  • Allowed Values: [ "DELETE" ]
    Provide value for this field during object update to delete the assigned configured field value.
  • Unique identifier of the column. This value should not be provided in create operation request data, however, it is required for update requests.
  • Minimum Length: 1
    Maximum Length: 100
    The user-specified UDF column label.
  • Minimum Length: 1
    Maximum Length: 100
    The user-specified UDF column name.
  • Read Only: true
    Deprecated. As of 23.10.
    This holds values for Cost type configured fields in the base currency conversion. Input should be provided in numberValue field, in currency of record.
  • Read Only: true
    Deprecated. As of 23.10.
    This holds values for Cost type configured fields in the workspace1 currency conversion.
  • Read Only: true
    Deprecated. As of 23.10.
    This holds values for Cost type configured fields in the workspace2 currency conversion.
  • Read Only: true
    Deprecated. As of 23.10.
    This holds values for Cost type configured fields in the workspace3 currency conversion.
  • This holds values for Date type configured fields.
  • Read Only: true
    Maximum Length: 4000
    Deprecated. As of 23.10.
    Provides the error message for why the formula calculation resulted in an error.
  • The unique identifier for funds configured field
  • The system-generated identifier for funds
  • Read Only: true
    Deprecated. As of 23.10.
    Determines if formula calculation hit an error calculating a value for this field.
  • This holds values for Number, Integer and Cost type configured fields. Input for the cost configured field should be provided in the currency of record. For example project level currency in case of Activity, base currency for Company, workspace currency for Funds and record level currency for Project Actuals etc. configured fields.
  • Maximum Length: 4000
    This holds values for Boolean, List and Text type configured fields.
  • Read Only: true
    Deprecated. As of 23.10.
    Date when the record was last updated.
Nested Schema : ApiEntityFundCostInput
Type: object
Title: ApiEntityFundCostInput
Show Source
  • Deprecated. As of 23.4.
    The portion of the fund that has been distributed to projects, programs, or other workspaces. This field is in base currency and is calculated from allocatedProject field based on the specified exchange rate.
  • The portion of the fund that has been committed to work on a project. This is an input field, will not be a part of response.
  • The portion of the fund that has been committed to work on a project. This value is based on the project currency.
  • Minimum Value: 0
    Deprecated. As of 23.4.
    The portion of the fund that has been committed to work on projects or programs. This field is in base currency and is calculated from appropriatedProject field based on the specified exchange rate.
  • Minimum Value: 0
    The portion of the fund that has been committed to work on a project. This is an input field, will not be a part of response.
  • Minimum Value: 0
    The portion of the fund that has been committed to work on a project. This value is based on the project currency.
  • Minimum Value: 0
    Deprecated. As of 23.4.
    The portion of the fund that has been spent to complete work on projects or programs. This field is in base currency and is calculated from consumedProject field based on the specified exchange rate.
  • Minimum Value: 0
    The portion of the fund that has been spent to complete work on a project. This is an input field, will not be a part of response.
  • Minimum Value: 0
    The portion of the fund that has been spent to complete work on a project. The portion of the fund that has been spent to complete work on a project. This value is based on the project currency.
  • Deprecated. As of 23.4.
    The amount of money that has been distributed for the fund. This field is in base currency and is calculated from distributedTotalProject field based on the specified exchange rate.
  • The amount of money that has been distributed for the fund. This is an input field, will not be a part of response.
  • The amount of money that has been distributed for the fund. This value is based on the project currency.
  • The system generated identifier of a fund.
  • Deprecated. As of 23.4.
    The portion of the fund that has not been consumed. This field is in base currency and is calculated from remainingProject field based on the specified exchange rate.
  • The portion of the fund that has not been consumed. This is an input field, will not be a part of response.
  • The portion of the fund that has not been consumed. This value is based on the project currency.
  • Minimum Value: 0
    Deprecated. As of 23.4.
    The amount of money granted for the fund. This field is in base currency and is calculated from totalProject field based on the specified exchange rate.
  • Minimum Value: 0
    The amount of money granted for the fund. This is an input field, will not be a part of response.
  • Minimum Value: 0
    The amount of money granted for the fund. This value is based on the project currency.
  • Deprecated. As of 23.4.
    The portion of the fund that has not been reserved for work on projects, programs or in other workspaces. This field is in base currency and is calculated from unallocatedProject field based on the specified exchange rate.
  • The portion of the fund that has not been reserved for work on projects or in other workspaces. This is an input field, will not be a part of response.
  • The portion of the fund that has not been reserved for work on projects or in other workspaces. This value is based on the project currency.
  • Deprecated. As of 23.4.
    The portion of the fund that has not been committed to actual work. This field is in base currency and is calculated from unappropriatedProject field based on the specified exchange rate.
  • The portion of the fund that has not yet been committed to actual work. This is an input field, will not be a part of response.
  • The portion of the fund that has not yet been committed to actual work. This value is based on the project currency.
  • Deprecated. As of 23.4.
    The amount of money that has not been distributed for the fund. This field is in base currency and is calculated from undistributedTotalProject field based on the specified exchange rate.
  • The amount of money that has not been distributed for the fund. This is an input field, will not be a part of response.
  • The amount of money that has not been distributed for the fund. This value is based on the project currency.
Nested Schema : ApiEntityFundSpreadRowInput
Type: object
Title: ApiEntityFundSpreadRowInput
Show Source
Nested Schema : fundAllocationSpreadRows
Type: array
Defines the spread rows for a fund allocation.
Show Source
Nested Schema : fundSpreadRowCost
Defines the cost associated with the spread rows of the fund.
Match All
Show Source
Nested Schema : ApiEntityFundAllocationSpreadRowInput
Type: object
Title: ApiEntityFundAllocationSpreadRowInput
Show Source
Nested Schema : fund
Read Only: true
Deprecated. As of 23.12.
The unique identification code of the fund.
Match All
Show Source
Nested Schema : fundAllocationSpreadRowCost
Defines the cost associated with the spread rows of the workspace total item.
Match All
Show Source
Nested Schema : ApiEntityFund
Type: object
Title: ApiEntityFund
Read Only: true
Show Source
Nested Schema : codeValuesFund
Type: array
The list of code values for a fund. This entity can only be used to assign codeValues or create codeValues on the fly.
Show Source
Nested Schema : configuredFields
Type: array
The list of configured fields for a fund.
Show Source
Nested Schema : fundCost
Defines the fund cost of a fund.
Match All
Show Source
Nested Schema : spreadRows
Type: array
Defines the spread rows for a fund.
Show Source
Nested Schema : ApiEntityCodeValueFund
Type: object
Title: ApiEntityCodeValueFund
Show Source
Nested Schema : ApiEntityFundConfiguredFieldValue
Type: object
Title: ApiEntityFundConfiguredFieldValue
Show Source
Nested Schema : ApiEntityFundCost
Type: object
Title: ApiEntityFundCost
Show Source
Nested Schema : ApiEntityFundSpreadRow
Type: object
Title: ApiEntityFundSpreadRow
Show Source
Nested Schema : fundAllocationSpreadRows
Type: array
Defines the spread rows for a fund allocation.
Show Source
Nested Schema : fundSpreadRowCost
Defines the cost associated with the spread rows of the fund.
Match All
Show Source
Nested Schema : ApiEntityFundAllocationSpreadRow
Type: object
Title: ApiEntityFundAllocationSpreadRow
Show Source
Nested Schema : fund
The unique identification code of the fund.
Match All
Show Source
Nested Schema : fundAllocationSpreadRowCost
Defines the cost associated with the spread rows of the workspace total item.
Match All
Show Source
Nested Schema : ApiEntityFundAllocationSpreadRowCost
Type: object
Title: ApiEntityFundAllocationSpreadRowCost
Show Source
Nested Schema : ApiEntityFundCostSpreadRow
Type: object
Title: ApiEntityFundCostSpreadRow
Show Source
  • The portion of the fund that has been distributed to projects or other workspaces. This field is in base currency and is calculated from allocatedProject field based on the specified exchange rate.
  • The portion of the fund that has been committed to work on a project. This value is based on the project currency.
  • The portion of the fund that has been distributed to projects or other workspaces. This value is based on the workspace1 currency.
  • The portion of the fund that has been distributed to projects or other workspaces. This value is based on the workspace2 currency.
  • The portion of the fund that has been distributed to projects or other workspaces. This value is based on the workspace3 currency.
  • The portion of the fund that has been committed to work on projects. This field is in base currency and is calculated from appropriatedProject field based on the specified exchange rate.
  • The portion of the fund that has not yet been committed to actual work. This value is based on the project currency.
  • The portion of the fund that has been committed to work on projects. This value is based on the workspace1 currency.
  • The portion of the fund that has been committed to work on projects. This value is based on the workspace2 currency.
  • The portion of the fund that has been committed to work on projects. This value is based on the workspace3 currency.
  • The portion of the fund that has been spent to complete work on projects. This field is in base currency and is calculated from consumedProject field based on the specified exchange rate.
  • The portion of the fund that has been spent to complete work on project. This value is based on the project currency.
  • The portion of the fund that has been spent to complete work on projects. This value is based on the workspace1 currency.
  • The portion of the fund that has been spent to complete work on projects. This value is based on the workspace2 currency.
  • The portion of the fund that has been spent to complete work on projects. This value is based on the workspace3 currency.
  • The unique identification code of the spread row.
  • The amount left to be spent.
    If Rate By is set to Hours, then Remaining Cost equals Remaining Hours multiplied by Revised Cost Rate.
    If Rate By is set to Quantity, then Remaining Cost equals Remaining Quantity multiplied by Revised Cost Rate. This field is in base currency and is calculated from remainingProject field based on the specified exchange rate.
  • The portion of the fund that has not been consumed. This value is based on the project currency.
  • The amount left to be spent.
    If Rate By is set to Hours, then Remaining Cost equals Remaining Hours multiplied by Revised Cost Rate.
    If Rate By is set to Quantity, then Remaining Cost equals Remaining Quantity multiplied by Revised Cost Rate. This value is based on the workspace1 currency.
  • The amount left to be spent.
    If Rate By is set to Hours, then Remaining Cost equals Remaining Hours multiplied by Revised Cost Rate.
    If Rate By is set to Quantity, then Remaining Cost equals Remaining Quantity multiplied by Revised Cost Rate. This value is based on the workspace2 currency.
  • The amount left to be spent.
    If Rate By is set to Hours, then Remaining Cost equals Remaining Hours multiplied by Revised Cost Rate.
    If Rate By is set to Quantity, then Remaining Cost equals Remaining Quantity multiplied by Revised Cost Rate. This value is based on the workspace3 currency.
  • The cost to be added to or subtracted from the workspace or portfolio fund. This field is in base currency and is calculated from totalProject field based on the specified exchange rate.
  • The amount of money granted for the fund. This value is based on the project currency.
  • The cost to be added to or subtracted from the workspace or portfolio fund. This value is based on the workspace1 currency.
  • The cost to be added to or subtracted from the workspace or portfolio fund. This value is based on the workspace2 currency.
  • The cost to be added to or subtracted from the workspace or portfolio fund. This value is based on the workspace3 currency.
  • The portion of the fund that has not been reserved for work on projects or in other workspaces. This field is in base currency and is calculated from unallocatedProject field based on the specified exchange rate.
  • The portion of the fund that has not been reserved for work on projects or in other workspaces. This value is based on the project currency.
  • The portion of the fund that has not been reserved for work on projects or in other workspaces. This value is based on the workspace1 currency.
  • The portion of the fund that has not been reserved for work on projects or in other workspaces. This value is based on the workspace2 currency.
  • The portion of the fund that has not been reserved for work on projects or in other workspaces. This value is based on the workspace3 currency.
  • The portion of the fund that has not been committed to actual work. This field is in base currency and is calculated from unappropriatedProject field based on the specified exchange rate.
  • The portion of the fund that has not yet been committed to actual work. This value is based on the project currency.
  • The portion of the fund that has not been committed to actual work. This value is based on the workspace1 currency.
  • The portion of the fund that has not been committed to actual work. This value is based on the workspace2 currency.
  • The portion of the fund that has not been committed to actual work. This value is based on the workspace3 currency.
  • Date when the record was last updated.
Nested Schema : ApiEntityFundAllocationSpreadRowCostInput
Type: object
Title: ApiEntityFundAllocationSpreadRowCostInput
Show Source
Nested Schema : ApiEntityFundCostSpreadRowInput
Type: object
Title: ApiEntityFundCostSpreadRowInput
Show Source
  • Deprecated. As of 23.4.
    The portion of the fund that has been distributed to projects or other workspaces. This field is in base currency and is calculated from allocatedProject field based on the specified exchange rate.
  • The portion of the fund that has been committed to work on a project. This is an input field, will not be a part of response.
  • The portion of the fund that has been committed to work on a project. This value is based on the project currency.
  • Deprecated. As of 23.4.
    The portion of the fund that has been committed to work on projects. This field is in base currency and is calculated from appropriatedProject field based on the specified exchange rate.
  • The portion of the fund that has not yet been committed to actual work. This is an input field, will not be a part of response.
  • The portion of the fund that has not yet been committed to actual work. This value is based on the project currency.
  • Deprecated. As of 23.4.
    The portion of the fund that has been spent to complete work on projects. This field is in base currency and is calculated from consumedProject field based on the specified exchange rate.
  • The portion of the fund that has been spent to complete work on project. This is an input field, will not be a part of response.
  • The portion of the fund that has been spent to complete work on project. This value is based on the project currency.
  • The unique identification code of the spread row.
  • Deprecated. As of 23.4.
    The amount left to be spent.
    If Rate By is set to Hours, then Remaining Cost equals Remaining Hours multiplied by Revised Cost Rate.
    If Rate By is set to Quantity, then Remaining Cost equals Remaining Quantity multiplied by Revised Cost Rate. This field is in base currency and is calculated from remainingProject field based on the specified exchange rate.
  • The portion of the fund that has not been consumed. This is an input field, will not be a part of response.
  • The portion of the fund that has not been consumed. This value is based on the project currency.
  • Deprecated. As of 23.4.
    The cost to be added to or subtracted from the workspace or portfolio fund. This field is in base currency and is calculated from totalProject field based on the specified exchange rate.
  • The amount of money granted for the fund. This is an input field, will not be a part of response.
  • The amount of money granted for the fund. This value is based on the project currency.
  • Deprecated. As of 23.4.
    The portion of the fund that has not been reserved for work on projects or in other workspaces. This field is in base currency and is calculated from unallocatedProject field based on the specified exchange rate.
  • The portion of the fund that has not been reserved for work on projects or in other workspaces. This is an input field, will not be a part of response.
  • The portion of the fund that has not been reserved for work on projects or in other workspaces. This value is based on the project currency.
  • Deprecated. As of 23.4.
    The portion of the fund that has not been committed to actual work. This field is in base currency and is calculated from unappropriatedProject field based on the specified exchange rate.
  • The portion of the fund that has not yet been committed to actual work. This is an input field, will not be a part of response.
  • The portion of the fund that has not yet been committed to actual work. This value is based on the project currency.
Examples

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Response

Supported Media Types

201 Response

The object was successfully created.
Body ()
Root Schema : List<ApiEntityFund>
Type: array
Title: List<ApiEntityFund>
Show Source
Nested Schema : ApiEntityFund
Type: object
Title: ApiEntityFund
Read Only: true
Show Source
Nested Schema : codeValuesFund
Type: array
The list of code values for a fund. This entity can only be used to assign codeValues or create codeValues on the fly.
Show Source
Nested Schema : configuredFields
Type: array
The list of configured fields for a fund.
Show Source
Nested Schema : fundCost
Defines the fund cost of a fund.
Match All
Show Source
Nested Schema : spreadRows
Type: array
Defines the spread rows for a fund.
Show Source
Nested Schema : ApiEntityCodeValueFund
Type: object
Title: ApiEntityCodeValueFund
Show Source
Nested Schema : ApiEntityFundConfiguredFieldValue
Type: object
Title: ApiEntityFundConfiguredFieldValue
Show Source
Nested Schema : ApiEntityFundCost
Type: object
Title: ApiEntityFundCost
Show Source
Nested Schema : ApiEntityFundSpreadRow
Type: object
Title: ApiEntityFundSpreadRow
Show Source
Nested Schema : fundAllocationSpreadRows
Type: array
Defines the spread rows for a fund allocation.
Show Source
Nested Schema : fundSpreadRowCost
Defines the cost associated with the spread rows of the fund.
Match All
Show Source
Nested Schema : ApiEntityFundAllocationSpreadRow
Type: object
Title: ApiEntityFundAllocationSpreadRow
Show Source
Nested Schema : fund
The unique identification code of the fund.
Match All
Show Source
Nested Schema : fundAllocationSpreadRowCost
Defines the cost associated with the spread rows of the workspace total item.
Match All
Show Source
Nested Schema : ApiEntityFundAllocationSpreadRowCost
Type: object
Title: ApiEntityFundAllocationSpreadRowCost
Show Source
Nested Schema : ApiEntityFundCostSpreadRow
Type: object
Title: ApiEntityFundCostSpreadRow
Show Source
  • The portion of the fund that has been distributed to projects or other workspaces. This field is in base currency and is calculated from allocatedProject field based on the specified exchange rate.
  • The portion of the fund that has been committed to work on a project. This value is based on the project currency.
  • The portion of the fund that has been distributed to projects or other workspaces. This value is based on the workspace1 currency.
  • The portion of the fund that has been distributed to projects or other workspaces. This value is based on the workspace2 currency.
  • The portion of the fund that has been distributed to projects or other workspaces. This value is based on the workspace3 currency.
  • The portion of the fund that has been committed to work on projects. This field is in base currency and is calculated from appropriatedProject field based on the specified exchange rate.
  • The portion of the fund that has not yet been committed to actual work. This value is based on the project currency.
  • The portion of the fund that has been committed to work on projects. This value is based on the workspace1 currency.
  • The portion of the fund that has been committed to work on projects. This value is based on the workspace2 currency.
  • The portion of the fund that has been committed to work on projects. This value is based on the workspace3 currency.
  • The portion of the fund that has been spent to complete work on projects. This field is in base currency and is calculated from consumedProject field based on the specified exchange rate.
  • The portion of the fund that has been spent to complete work on project. This value is based on the project currency.
  • The portion of the fund that has been spent to complete work on projects. This value is based on the workspace1 currency.
  • The portion of the fund that has been spent to complete work on projects. This value is based on the workspace2 currency.
  • The portion of the fund that has been spent to complete work on projects. This value is based on the workspace3 currency.
  • The unique identification code of the spread row.
  • The amount left to be spent.
    If Rate By is set to Hours, then Remaining Cost equals Remaining Hours multiplied by Revised Cost Rate.
    If Rate By is set to Quantity, then Remaining Cost equals Remaining Quantity multiplied by Revised Cost Rate. This field is in base currency and is calculated from remainingProject field based on the specified exchange rate.
  • The portion of the fund that has not been consumed. This value is based on the project currency.
  • The amount left to be spent.
    If Rate By is set to Hours, then Remaining Cost equals Remaining Hours multiplied by Revised Cost Rate.
    If Rate By is set to Quantity, then Remaining Cost equals Remaining Quantity multiplied by Revised Cost Rate. This value is based on the workspace1 currency.
  • The amount left to be spent.
    If Rate By is set to Hours, then Remaining Cost equals Remaining Hours multiplied by Revised Cost Rate.
    If Rate By is set to Quantity, then Remaining Cost equals Remaining Quantity multiplied by Revised Cost Rate. This value is based on the workspace2 currency.
  • The amount left to be spent.
    If Rate By is set to Hours, then Remaining Cost equals Remaining Hours multiplied by Revised Cost Rate.
    If Rate By is set to Quantity, then Remaining Cost equals Remaining Quantity multiplied by Revised Cost Rate. This value is based on the workspace3 currency.
  • The cost to be added to or subtracted from the workspace or portfolio fund. This field is in base currency and is calculated from totalProject field based on the specified exchange rate.
  • The amount of money granted for the fund. This value is based on the project currency.
  • The cost to be added to or subtracted from the workspace or portfolio fund. This value is based on the workspace1 currency.
  • The cost to be added to or subtracted from the workspace or portfolio fund. This value is based on the workspace2 currency.
  • The cost to be added to or subtracted from the workspace or portfolio fund. This value is based on the workspace3 currency.
  • The portion of the fund that has not been reserved for work on projects or in other workspaces. This field is in base currency and is calculated from unallocatedProject field based on the specified exchange rate.
  • The portion of the fund that has not been reserved for work on projects or in other workspaces. This value is based on the project currency.
  • The portion of the fund that has not been reserved for work on projects or in other workspaces. This value is based on the workspace1 currency.
  • The portion of the fund that has not been reserved for work on projects or in other workspaces. This value is based on the workspace2 currency.
  • The portion of the fund that has not been reserved for work on projects or in other workspaces. This value is based on the workspace3 currency.
  • The portion of the fund that has not been committed to actual work. This field is in base currency and is calculated from unappropriatedProject field based on the specified exchange rate.
  • The portion of the fund that has not yet been committed to actual work. This value is based on the project currency.
  • The portion of the fund that has not been committed to actual work. This value is based on the workspace1 currency.
  • The portion of the fund that has not been committed to actual work. This value is based on the workspace2 currency.
  • The portion of the fund that has not been committed to actual work. This value is based on the workspace3 currency.
  • Date when the record was last updated.

400 Response

Invalid Input.
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