API v1 ReferenceRetainers

Endpoint to create a new retainer for a project.

As soon as a retainer is created for a project, the project will be marked as a retainer project. Based on the Start and End dates of the retainer, the retainer budgets will be created automatically. Retainers cannot overlap. There can only be one active retainer per project at a time (no end date and/or including the current date).

The user needs to have the ProjectMasterData write permission for the project to access this endpoint.

Required Permissions
Any authenticated user.

Path parameters

projectIdUUIDRequired
The id of the project to create the retainer for.

Headers

AuthorizationstringRequired

Bearer authentication of the form Bearer <token>, where token is your auth token.

Request

This endpoint expects an object.
timeBudgetintegerOptional
The time budget per retainer period in seconds. The default budget amount for new budgets in this retainer.
timezonestring or nullOptional
The timezone for when new budgets are created.
rollOverUnderspentBudgetbooleanOptional
Whether underspent budgets should be rolled over to the next period.
rollOverOverspentBudgetbooleanOptional
Whether overspent budgets should be rolled over to the next period.
startDatedatetimeOptional
The start of the retainer contract.
endDatedatetime or nullOptional
The end of the retainer contract until new budgets will be created. Optional.
syncProjectDatesbooleanOptional
Whether the project start and due dates should be synced to the retainer start and end dates.

Response

OK
timeBudgetinteger or null
The time budget per retainer period in seconds. The default budget amount for new budgets in this retainer.
timezonestring or null
The timezone for when new budgets are created.
rollOverUnderspentBudgetboolean or null
Whether underspent budgets should be rolled over to the next period.
rollOverOverspentBudgetboolean or null
Whether overspent budgets should be rolled over to the next period.
startDatedatetime or null
The start of the retainer contract.
endDatedatetime or null
The end of the retainer contract until new budgets will be created. Optional.
syncProjectDatesboolean or null
Whether the project start and due dates should be synced to the retainer start and end dates.
idUUID or null
The id of the retainer.
retainerPeriodstring or null
The period for new budgets in this retainer. Currently only 'monthly' is supported.
projectIdUUID or null
The project this retainer is associated with.
isExternalboolean or null
Whether the retainer belongs to an external project.
retainerBudgetslist of objects or null

The budgets for this retainer. Each budget period (month) gets its own budget.

createdOndatetime or null
The date this retainer was created.
createdByUUID or null
The id of the user who created this retainer.
updatedOndatetime or null
The date this retainer was last modified.
updatedByUUID or null
The id of the user who last modified this retainer.