projects

Create project

Create a new project.

Creates a project in the organization associated with the API key. Project names must be unique within the organization. With template_id, the project also gets the template's project type and groups.

post/projects

Request

  • Base URL: https://api.cogram.com/v1
  • URL: https://api.cogram.com/v1/projects
  • Auth: HTTP bearer

Request body

namestring required

Unique within the org.

descriptionstring nullable
external_idstring nullable

Your system's ID for this project

owner_idstring uuid nullable

Deprecated: use members instead

client_namestring nullable
project_addressstring nullable
email_filing_enabledboolean
meeting_filing_enabledboolean

Whether Cogram suggests this project for meetings and, where the organization allows it, files meetings into it. Only takes effect while the organization has meeting filing turned on. Filing a meeting here by hand works either way.

is_publicboolean

If true, project appears in org project directory; non-members can request access

template_idstring nullable

Project template to apply. The project gets the template's project type and its groups with their roles. email_filing_enabled and is_public take the template's defaults unless sent. Resolved as the API key's creator, who needs read access to project templates.

Response

Successful Response

idstring required
namestring required
descriptionstring nullable required
external_idstring nullable required

Your system's ID for this project.

client_namestring nullable required
project_addressstring nullable required
is_activeboolean required

False once the project is archived.

email_filing_enabledboolean required
meeting_filing_enabledboolean required

Whether Cogram suggests this project for meetings and, where the organization allows it, files meetings into it. Only takes effect while the organization has meeting filing turned on. Filing a meeting here by hand works either way.

is_publicboolean required

If true, project appears in org project directory; non-members can request access.

unanet_project_idstring nullable required

Unanet ERP A/E project id, for projects synced from Unanet; null for every other project. Stable across customer re-codes, so join on this rather than on external_id.

unanet_lead_stagestring nullable required

Unanet lead/pursuit stage name (e.g. "06-Submitted Proposal"). Set means an open opportunity; null means a normal project.

unanet_custom_fieldsobject nullable required

The project's Unanet user-defined fields, keyed by Unanet fieldName. Replaced in full on each sync, so a cleared field disappears.

created_atstring date-time required
updated_atstring date-time nullable required

Tracks the project record only — not the emails, RFIs, meetings or other records filed under it. Null if never updated.

Changes

No recorded changes to this operation across all 2 revisions of this API.