ROrocketlane
Phases

Create a phase

Changed on
post/1.0/phases

Request

Query parameters

includeFieldsstring[]

This query parameter allows you to specify which fields should be returned in the response body by selecting from the drop down. To get the relevant fields, use comma separated values. If the field is left blank, the default properties are returned.

includeAllFieldsboolean
Example:true

This query parameter allows you to specify if all the fields should be returned in the response body. If the field is left blank, the default properties are returned.

Request body

phaseIdinteger

The identifier of the phase is generated by the system and can be used to identify the phase globally.

phaseNamestring required

The name of the phase. The name specified will be displayed everywhere else and can be used for filtering purposes.

phaseDescriptionstring

An optional description of the phase providing additional context.

startDatestring required

On this date the phase's execution officially begins. The start date is required. The format for the start date is YYYY-MM-DD.

dueDatestring required

The day on which the phase's execution is planned to be completed. The due date is required and cannot be left blank. The dueDate must be on or after the given startDate. The format for the due date is YYYY-MM-DD.

privateboolean

Describes the privacy of the phase i.e. if it is private or shared.

Example request

{
  "phaseId": 201,
  "phaseName": "Kick off",
  "project": {
    "projectId": 201
  },
  "phaseDescription": "Initial discovery and alignment with the customer.",
  "startDate": "2023-03-28",
  "dueDate": "2023-03-28",
  "status": {
    "value": 2
  },
  "private": true
}

Response

The resource was successfully created in the database.

phaseIdinteger

The phases's unique, system-generated identifier, which can be used to identify the phase globally.

phaseNamestring

The name of the phase.

phaseDescriptionstring

The description of the phase providing additional context.

startDatestring

On this date the phase's execution officially begins. . The due date is mandatory. The format for the start date is YYYY-MM-DD.

dueDatestring

The day on which the phase's execution is planned to be completed. The due date is mandatory. The dueDate must be on or after the given startDate. The format for the due date is YYYY-MM-DD.

startDateActualstring

The date on which the phase status is changed to in progress. The status can be either the default said status (in progress) or custom statuses that are categorised as in progress. It can be null for phases that have not yet begun. The format for the actual start date is YYYY-MM-DD.

dueDateActualstring

The date when phase status gets changed to completed. The status can be either the default provided status (completed) or a custom status that is labelled under the Completed category. It will be null if the phase is yet to be completed. The format for the actual due date is YYYY-MM-DD.

createdAtinteger

The time when the phase was created. The referenced time will be in epoch millis.

updatedAtinteger

The time when the phase was last updated. Any changes that's related to the phase are captured and specified here in epoch millis.

privateboolean

Describes the privacy of the phase i.e. if it is private or shared.

Example response

{
  "phaseId": 201,
  "phaseName": "Kick off",
  "project": {
    "projectId": 201,
    "projectName": "Acme onboarding"
  },
  "phaseDescription": "Initial discovery and alignment with the customer.",
  "startDate": "2023-03-28",
  "dueDate": "2023-03-28",
  "startDateActual": "2023-03-28",
  "dueDateActual": "2023-03-28",
  "createdAt": 1681319726000,
  "updatedAt": 1681319726000,
  "createdBy": {
    "emailId": "john.doe@rocketlane.com",
    "userId": 201,
    "firstName": "John",
    "lastName": "Doe"
  },
  "updatedBy": {
    "emailId": "john.doe@rocketlane.com",
    "userId": 201,
    "firstName": "John",
    "lastName": "Doe"
  },
  "status": {
    "value": 2,
    "label": "In progress"
  },
  "budgets": [
    {
      "budgetId": 201,
      "budgetName": "Pre-sales"
    }
  ],
  "private": true
}

Changes

  • a002a499e6fcRevision changes
    • info

      added the new optional request property

    • info

      added the enum value budgets to the property items/ of the query request parameter includeFields

    • info

      added the optional property to the response with the status

    • info

      added the optional property to the response with the status