Projects
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Note
Project management requires either a Sales Premium, Service Premium, or Marketing license. For details, see the list of user plans.
Retrieve a project
To view basic info, use NSProject:
NSProjectAgent projectAgent;
NSProject p = projectAgent.GetProject(1);
printLine(p.GetType());
To view (and possibly update) complex info, use NSProjectEntity:
NSProjectAgent projectAgent;
NSProjectEntity p = projectAgent.GetProjectEntity(1);
printLine(p.GetProjectType().GetValue());
Project type
A project type is a named set of reuseable info that will help you standardize the process. Aside from the name and ID, you'll find info such as:
- the expected duration
- whether a project guide is available
- stages
List available types:
SearchEngine se;
se.addFields("ProjType", "ProjType_id,name");
print(se.executeTextTable());
Project guides
Using a guide will simplify and structure the process for the project manager with suggestions for which [follow-ups][3] to do and which [documents][2] to create at each stage.
Status of a project
Status | Description |
---|---|
1 | planned |
2 | in progress |
3 | completed |
4 | stopped |
5 | closing |
To get an updated list:
NSListAgent listAgent;
NSProjectStatus[] statuses = listAgent.GetProjectStatuses();
foreach (NSProjectStatus s in statuses) {
printLine(s.GetId().toString() + " " + s.GetValue());
}
Or:
SearchEngine se;
se.addFields("ProjStatus", "ProjStatus_id,name");
print(se.executeTextTable());