ZRM Docs
Domain Model

Project

Fields

FieldTypeRequiredDefaultDescription
idstring.uuidYesId
createdAtstring.date-timeYesCreated at
updatedAtstring.date-timeYesUpdated at
opportunityIdunknownYesID of the associated opportunity
acceptedQuoteIdunknownYesID of the associated accepted quote
customerIdstringYesID of the associated customer
siteIdunknownYesID of the associated site
primaryContactIdunknownYesID of the associated primary contact
namestringYesName
descriptionunknownYesDescription
statusenum(planning, active, on_hold, completed, canceled)YesStatus
priorityunknownYesPriority
projectTypeunknownYesProject type
startDateunknownYesStart date
targetEndDateunknownYesTarget end date
actualEndDateunknownYesActual end date
projectManagerUserIdunknownYesID of the associated project manager user
percentCompleteunknownYesPercent complete
hasChangeOrdersbooleanYesHas change orders
materialBudgetunknownYesMaterial budget
laborBudgetunknownYesLabor budget
recurringBudgetunknownYesRecurring budget
totalBudgetunknownYesTotal budget
discountTotalunknownYesDiscount total
taxTotalunknownYesTax total
scopeOfWorkunknownYesScope of work
assumptionsunknownYesAssumptions
exclusionsunknownYesExclusions
warrantyTermsunknownYesWarranty terms
permitRequiredunknownYesPermit required
permitNotesunknownYesPermit notes
insuranceRequirementsunknownYesInsurance requirements
projectTimelineEstimateunknownYesProject timeline estimate
siteAccessInstructionsunknownYesSite access instructions
aiSummaryunknownYesAi summary
actualMaterialCostunknownNoActual material cost
actualLaborCostunknownNoActual labor cost
actualTotalCostunknownNoActual total cost
budgetVarianceunknownNoBudget variance
budgetConsumedPercentunknownNoBudget consumed percent
riskLevelunknownNoRisk level
changeOrderCountunknownNoChange order count
changeOrderValueunknownNoChange order value
customerApprovalStatusunknownNoCustomer approval status
billingMilestonesCompletedunknownNoBilling milestones completed
billingMilestonesTotalunknownNoBilling milestones total
lastActivityAtunknownNoLast activity at
workspaceIdstringYesID of the associated workspace
visibilityModeenum(global, workspace_local, shared)YesVisibility mode

Create Schema

Fields accepted when creating a new record:

FieldTypeRequiredDefaultDescription
opportunityIdstringNoID of the associated opportunity
acceptedQuoteIdstringNoID of the associated accepted quote
customerIdstringYesID of the associated customer
siteIdstringNoID of the associated site
primaryContactIdstringNoID of the associated primary contact
namestringYesName
descriptionstringNoDescription
statusenum(planning, active, on_hold, completed, canceled)Yes"planning"Status
priorityenum(low, medium, high, urgent)Yes"medium"Priority
projectTypeenum(new_construction, retrofit, service_agreement, expansion, other)NoProject type
startDatestring.date-timeNoStart date
targetEndDatestring.date-timeNoTarget end date
actualEndDatestring.date-timeNoActual end date
projectManagerUserIdunknownNoID of the associated project manager user
percentCompleteunknownNoPercent complete
materialBudgetunknownNoMaterial budget
laborBudgetunknownNoLabor budget
recurringBudgetunknownNoRecurring budget
totalBudgetunknownNoTotal budget
discountTotalunknownNoDiscount total
taxTotalunknownNoTax total
scopeOfWorkstringNoScope of work
assumptionsstringNoAssumptions
exclusionsstringNoExclusions
warrantyTermsstringNoWarranty terms
permitRequiredbooleanNoPermit required
permitNotesstringNoPermit notes
insuranceRequirementsstringNoInsurance requirements
projectTimelineEstimatestringNoProject timeline estimate
siteAccessInstructionsstringNoSite access instructions
aiSummarystringNoAi summary
riskLevelenum(low, medium, high, critical)NoRisk level
customerApprovalStatusenum(not_required, pending, approved, rejected)No"not_required"Customer approval status
changeOrderCountintegerNoChange order count
changeOrderValuenumberNoChange order value
workspaceIdstringNoID of the associated workspace
visibilityModeenum(global, workspace_local, shared)Yes"workspace_local"Visibility mode

Update Schema

All fields are optional when updating:

FieldTypeRequiredDefaultDescription
opportunityIdstringNoID of the associated opportunity
acceptedQuoteIdstringNoID of the associated accepted quote
customerIdstringNoID of the associated customer
siteIdstringNoID of the associated site
primaryContactIdstringNoID of the associated primary contact
namestringNoName
descriptionstringNoDescription
statusenum(planning, active, on_hold, completed, canceled)No"planning"Status
priorityenum(low, medium, high, urgent)No"medium"Priority
projectTypeenum(new_construction, retrofit, service_agreement, expansion, other)NoProject type
startDatestring.date-timeNoStart date
targetEndDatestring.date-timeNoTarget end date
actualEndDatestring.date-timeNoActual end date
projectManagerUserIdunknownNoID of the associated project manager user
percentCompleteunknownNoPercent complete
materialBudgetunknownNoMaterial budget
laborBudgetunknownNoLabor budget
recurringBudgetunknownNoRecurring budget
totalBudgetunknownNoTotal budget
discountTotalunknownNoDiscount total
taxTotalunknownNoTax total
scopeOfWorkstringNoScope of work
assumptionsstringNoAssumptions
exclusionsstringNoExclusions
warrantyTermsstringNoWarranty terms
permitRequiredbooleanNoPermit required
permitNotesstringNoPermit notes
insuranceRequirementsstringNoInsurance requirements
projectTimelineEstimatestringNoProject timeline estimate
siteAccessInstructionsstringNoSite access instructions
aiSummarystringNoAi summary
riskLevelenum(low, medium, high, critical)NoRisk level
customerApprovalStatusenum(not_required, pending, approved, rejected)No"not_required"Customer approval status
changeOrderCountintegerNoChange order count
changeOrderValuenumberNoChange order value

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