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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());
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