View a Portfolio by Name and Workspace
get
/primeapi/restapi/portfolio/workspaceId/{workspaceId}/name/{name}
This endpoint returns portfolios that meet the following requirements:
- The object belongs to a workspace with an ID value that matches the value of the {workspaceId} path parameter.
- The object has a name that matches the value of the {name} path parameter.
Request
Path Parameters
-
name: string
The name of a portfolio.
-
workspaceId: integer(int64)
The unique identifier of a workspace.
Response
Supported Media Types
- application/json
200 Response
successful operation
Root Schema : ApiEntityPortfolio
Type:
Show Source
object
-
autoRefresh(optional):
boolean
Indicates whether the portfolio is set to refresh automatically.
-
capitalPortfolioConfiguredFields(optional):
object ApiEntityPortfolioConfiguredFields
-
capitalPortfolioId:
integer(int64)
-
codeValuesPortfolio(optional):
array codeValuesPortfolio
Unique Items Required:
true
The categories of a portfolio. -
description:
string
Allowed Values:
[ "Length[0-4000]" ]
-
filter:
string
Allowed Values:
[ "Length[0-4000]" ]
Determines if projects included in the portfolio must meet all or any of the defined filter rules.
Selecting an appropriate filter criteria helps specify the portfolio's project inclusions. -
image:
object ApiEntityPortfolioImage
-
lastRefreshDate(optional):
object TimezoneSensitiveDateTime
-
link(optional):
string(url)
Read Only:
true
-
linkType:
string
Allowed Values:
[ "FORECAST", "PLANNED_BUDGET" ]
Determines if linked projects in the portfolio budget plan link to project Forecast or Planned Budget.
Linked values will be factored into a budget plan's Proposed Budget.
Planner's can easily see the value differences between the project manager's budgets for the plan's included projects and their own budgetary plans.
Any portfolio budget plans added to a portfolio will inherit the value of its Proposed Budget Link Setting by default. -
name:
string
Allowed Values:
[ "Length[1-255]" ]
-
ownerId(optional):
integer(int64)
The owner of a portfolio.
-
periodId:
integer(int64)
The unique identifier of a portfolio period.
-
planningHorizon(optional):
integer(int32)
-
projects(optional):
array projects
The Capital Plan Portfolio service enables you to create, update, view, and delete budget plan portfolios.
-
securityGuid(optional):
string
Allowed Values:
[ "Length[0-4000]" ]
Globally unique identifier of a portfolio. -
updateDate(optional):
string(date-time)
Read Only:
true
Date when the record was last updated. Used for viewing and filtering records, obtained ONLY from GET calls, modified on and after a particular date. Not a part of POST response. -
workspace:
integer(int64)
The workspace ID for the portfolio.
-
workspaceId(optional):
integer(int64)
The workspace ID for the portfolio.
-
yearsPlannedInMonth:
integer(int32)
-
yearsPlannedInQuarter:
integer(int32)
-
yearsPlannedInYear:
integer(int32)
Nested Schema : ApiEntityPortfolioConfiguredFields
Type:
Show Source
object
-
capitalPortfolioId(optional):
integer(int64)
The system-generated identifier of a portfolio.
-
costFlexMap(optional):
object costFlexMap
Additional Properties Allowed: additionalPropertiesAn object containing cost fields in the form of key-value pairs.
-
link(optional):
string(url)
Read Only:
true
-
otherFlexMap(optional):
object otherFlexMap
Additional Properties Allowed: additionalPropertiesAn object containing non-cost, non-text fields in the form of key-value pairs.
-
textFlexMap(optional):
object textFlexMap
Additional Properties Allowed: additionalPropertiesAn object containing text fields in the form of key-value pairs.
-
updateDate(optional):
string(date-time)
Read Only:
true
Date when the record was last updated. Used for viewing and filtering records, obtained ONLY from GET calls, modified on and after a particular date. Not a part of POST response.
Nested Schema : codeValuesPortfolio
Type:
array
Unique Items Required:
true
The categories of a portfolio.
Show Source
Nested Schema : ApiEntityPortfolioImage
Type:
Show Source
object
-
image:
array image
-
imageType:
string
Allowed Values:
[ "PNG", "JPEG", "GIF" ]
-
link(optional):
string(url)
Read Only:
true
-
portfolio:
integer(int64)
-
portfolioImageId:
integer(int64)
-
uniqueName(optional):
string
-
updateDate(optional):
string(date-time)
Read Only:
true
Date when the record was last updated. Used for viewing and filtering records, obtained ONLY from GET calls, modified on and after a particular date. Not a part of POST response.
Nested Schema : projects
Type:
array
The Capital Plan Portfolio service enables you to create, update, view, and delete budget plan portfolios.
Show Source
Nested Schema : costFlexMap
Type:
object
Additional Properties Allowed
Show Source
An object containing cost fields in the form of key-value pairs.
Nested Schema : otherFlexMap
Type:
object
Additional Properties Allowed
Show Source
An object containing non-cost, non-text fields in the form of key-value pairs.
Nested Schema : textFlexMap
Type:
object
Additional Properties Allowed
Show Source
An object containing text fields in the form of key-value pairs.
Nested Schema : additionalProperties
Type:
object
Nested Schema : additionalProperties
Type:
object
Nested Schema : additionalProperties
Type:
object
Nested Schema : ApiEntityCodeValuePortfolio
Type:
Show Source
object
-
codeType(optional):
object ApiEntityCodeType
-
codeValue:
object ApiEntityCodeValue
-
codeValuePortfolioId:
integer(int64)
The system-generated identifier of a portfolio.
-
link(optional):
string(url)
Read Only:
true
-
portfolioId:
integer(int64)
The system-generated identifier of a portfolio.
-
updateDate(optional):
string(date-time)
Read Only:
true
Date when the record was last updated. Used for viewing and filtering records, obtained ONLY from GET calls, modified on and after a particular date. Not a part of POST response.
Nested Schema : ApiEntityCodeType
Type:
Show Source
object
-
assignments(optional):
array assignments
Unique Items Required:
true
CodeType assignments. -
codeTypeCode:
string
Allowed Values:
[ "Length[1-40]" ]
This field displays the name of a code or value. -
codeTypeId(optional):
integer(int64)
The system-generated identifier of a code type.
-
codeTypeName:
string
Allowed Values:
[ "Length[1-40]" ]
The name of a code or value. -
link(optional):
string(url)
Read Only:
true
-
pushDownType:
string
Allowed Values:
[ "MANUAL", "AUTOMATIC" ]
The push down type of the workspace code. -
updateDate(optional):
string(date-time)
Read Only:
true
Date when the record was last updated. Used for viewing and filtering records, obtained ONLY from GET calls, modified on and after a particular date. Not a part of POST response. -
workspace:
integer(int64)
The ID of the owning workspace.
Nested Schema : ApiEntityCodeValue
Type:
Show Source
object
-
codeTypeId:
integer(int64)
The ID for the code type.
-
codeTypeName:
string
The name of a code or value.
-
codeValueCode:
string
Allowed Values:
[ "LENGTH[1-32]" ]
The unique identifier for the code value. -
codeValueId(optional):
integer(int64)
The unique identifier for the code value.
-
codeValueName:
string
Allowed Values:
[ "LENGTH[1-100]" ]
The name of the code value. -
link(optional):
string(url)
Read Only:
true
-
parentCodeValue(optional):
integer(int64)
The parent code value.
-
sequenceNumber:
integer(int32)
The number that specifies the position of the code value item within the code type list.
-
updateDate(optional):
string(date-time)
Read Only:
true
Date when the record was last updated. Used for viewing and filtering records, obtained ONLY from GET calls, modified on and after a particular date. Not a part of POST response.
Nested Schema : assignments
Type:
array
Unique Items Required:
true
CodeType assignments.
Show Source
Nested Schema : ApiEntityCodeEntityType
Type:
Show Source
object
-
codeType:
object ApiEntityCodeType
-
entityType:
string
Allowed Values:
[ "SCOPE_ITEM", "PROJECT", "SCOPE_ASSIGNMENT", "WBS", "WORK_PACKAGE", "ACTIVITY", "RESOURCE", "PBS", "CONTRACT", "RISK", "COMMITMENT", "REPORT", "TASKS", "STRATEGY", "PORTFOLIO", "FUND", "SUBMITTAL", "CHANGE_ORDER", "PAYMENT_APPLICATION", "CHANGE_EVENT", "CHANGES_ESTIMATES", "IDEA", "RFI", "CUSTOM_LOG_ITEM" ]
Indicates the type of object the code is associated to. -
link(optional):
string(url)
Read Only:
true
-
primaryKey:
integer(int64)
The unique identifier of a code type table.
-
updateDate(optional):
string(date-time)
Read Only:
true
Date when the record was last updated. Used for viewing and filtering records, obtained ONLY from GET calls, modified on and after a particular date. Not a part of POST response.
Nested Schema : ApiEntityPortfolioProject
Type:
Show Source
object
-
capitalPortfolioId(optional):
integer(int64)
The portfolio that includes the project.
-
capitalPortfolioProjectId(optional):
integer(int64)
The unique identifier of a project contained in a portfolio.
-
link(optional):
string(url)
Read Only:
true
-
projectId(optional):
integer(int64)
The unique identifier for the portfolio.
-
updateDate(optional):
string(date-time)
Read Only:
true
Date when the record was last updated. Used for viewing and filtering records, obtained ONLY from GET calls, modified on and after a particular date. Not a part of POST response.
204 Response
Successful operation with no content.
404 Response
The requested portfolio does not exist, or you do not have access to it.