Documentation Index
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get_profitability
See revenue, cost, billable hours, and non-billable hours for a specified date range, broken down by a filter dimension.
Parameters
| Parameter | Type | Required | Description |
|---|
startDate | DateTime | Yes | Start of the date range. |
endDate | DateTime | Yes | End of the date range. |
filterBy | string | Yes | Dimension to group by: container, board, cycle, sku, jobrole, costcenter. |
Returns
A list of FinanceProfitability entries with revenue, cost, billable/non-billable hours per dimension value.
get_time_code_hours_logged
See hours logged per time code for the specified time period.
Parameters
| Parameter | Type | Required | Description |
|---|
startDate | DateTime | Yes | Start of the date range. |
endDate | DateTime | Yes | End of the date range. |
Returns
A list of FinanceChartData entries with time code and hours.
get_weekly_time_logs
Get total time logged per week, broken down by total, billable, and non-billable hours.
Parameters
| Parameter | Type | Required | Description |
|---|
startDate | DateTime | Yes | Start of the date range. |
endDate | DateTime | Yes | End of the date range. |
Returns
A list of FinanceTimeWeekSummary entries per week.
get_work_estimate_logged
Get the top 100 items where time logged exceeds the work estimate, for the specified date range.
Parameters
| Parameter | Type | Required | Description |
|---|
startDate | DateTime | Yes | Start of the date range. |
endDate | DateTime | Yes | End of the date range. |
Returns
A list of FinanceWorkEstimateTimeLogged entries with item details, estimate, and logged hours.
get_user_hours_summary
Per-user summary showing job role, total hours, billable hours, non-billable hours, and percentages.
Parameters
| Parameter | Type | Required | Description |
|---|
startDate | DateTime | Yes | Start of the date range. |
endDate | DateTime | Yes | End of the date range. |
Returns
A list of FinanceTimeUserSummary entries per user.
get_item_billable_summary
Per-item billable hours, cost, revenue, gross margin, with container and board context.
Parameters
| Parameter | Type | Required | Description |
|---|
startDate | DateTime | Yes | Start of the date range. |
endDate | DateTime | Yes | End of the date range. |
Returns
A list of FinanceBillableItem entries.
get_job_role_list
Get the list of configured job roles.
Parameters
None.
Returns
A list of ConfigJobRole objects with ID and name.
get_cost_center_list
Get the list of configured cost centers.
Parameters
None.
Returns
A list of ConfigCostCenter objects with ID and name.
get_sku_list
Get the list of stock-keeping units (SKUs).
Parameters
None.
Returns
A list of ConfigSku objects with ID and name.
get_non_billable_time_code_list
Get the list of non-billable time codes.
Parameters
None.
Returns
A list of ConfigNonBillable objects with ID and name.
get_billable_time_code_list
Get the list of billable time codes, as used when logging time to items.
Parameters
None.
Returns
A list of DataFieldListData with ID and value.
get_crm_list
Get the list of CRM customer records. Use these IDs for Picker fields with Crm scope.
Parameters
None.
Returns
A list of DataCrm objects with ID and name.
