Create project
projects_createCreate a new project. Status: Planning|Active|On Hold|Completed|Cancelled|Archived (default Planning). budget_type: Fixed|Time&Material|Time (default Fixed). start_date and end_date are REQUIRED so team allocations render correctly in the UI. REVENUE RULES - a project may be created in Planning before its price is agreed, but it cannot leave Planning earning nothing. A database trigger holds it there, so this applies to the app too: • Fixed: revenue is the agreed contract sum. Required for any status other than Planning. • Time / Time&Material: revenue comes from logged hours x pricing-group rates, so pass pricing_groups (at least one {group_name, hourly_rate} above 0). Required for any status other than Planning; revenue_ceiling is the optional cap. manager_id is REQUIRED: a project with no manager never appears in anyone's awaiting-decision list, so when the nightly job closes it the decision reaches nobody. Anything you leave out comes back in open_questions. Those are not errors - the project is created - but put them to the user rather than leaving the project half filled in.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| title | Yes | ||
| status | No | ||
| deal_id | No | Optional CRM deal id to link this project to. | |
| revenue | No | Agreed contract sum. Required for Fixed-price projects. | |
| billable | No | ||
| end_date | Yes | ISO date YYYY-MM-DD. Required. | |
| manager_id | Yes | The project manager, by name or employees.id. Required. | |
| start_date | Yes | ISO date YYYY-MM-DD. Required. | |
| budget_type | No | Fixed | Time | Time&Material. Required - ask the user rather than assuming. | |
| customer_id | No | ||
| description | No | ||
| budget_amount | No | Budgeted internal TIME cost - not revenue. | |
| pricing_groups | No | Billing rates for Time / Time&Material projects. Required for those budget types. | |
| project_number | No | ||
| budget_expenses | No | ||
| revenue_ceiling | No | Optional revenue cap for Time / Time&Material projects. | |
| budget_materials | No | ||
| budget_external_services | No |