Project budget lines

A line of a project budget, in bill-of-quantities form, used before and during execution.

Fields

The API name is what the API, MCP and the CLI use.

NameAPI nameTypeRequiredDescription
IDidRecord IDYes
ProjectprojectIdReferenceYes
ItemproductitemIdReference
Budget quantityquantityBudgetQuantityYesPlanned quantity for the line before and during execution.
Released quantityquantityReleasedQuantityYesSum of order quantity on approved sales orders that name this line. A draft order is not included.
Work breakdown elementprojectwbselementIdReference
CatalogcatalogConstantYesFixed option from the allowed set for this field.
ItemcustomitemIdReference
ItemserviceitemIdReference
Unit priceunitPriceUnit pricePrice for one unit, before line discount. Includes tax only when the document price basis is gross.
Unit costunitCostUnit priceAmount in the document or line currency.
Revenue amountamountRevenueUnit pricePlanned revenue for the line in the project currency.
Cost amountamountCostUnit pricePlanned cost for the line in the project currency.
Date requireddateRequiredDateCalendar date without time of date.
DescriptiondescriptionText Area
DatadataData
Created bycreatedByUser
Created atcreatedAtDate and TimeYes
Updated byupdatedByUser
Updated atupdatedAtDate and TimeYes
Blocked byblockedByUser
Blocked atblockedAtDate and Time
Archived byarchivedByUser
Archived atarchivedAtDate and Time

Relations

Owned records (solid line) are deleted with their owner. Grouped records (dashed line) can exist alone.

Project budget linesProjects
FieldPoints toKind
Project projectIdProjectsowned by
Work breakdown element projectwbselementIdWork breakdown elementsreference

Actions

What you can do with a record. Every action also sends the webhook event projectbudgetlines.<action>. Reads (find, get, count) work on every table.

NameAPI nameDescriptionWhere
CreatecreateAdd a new budget line.App · WebMCP · API · MCP · CLI
EditupdateSave changes to this budget line.App · API · MCP · CLI
DeletedeleteDelete this budget line and the data that belongs with it. This cannot be undone.App · WebMCP · API · MCP · CLI