create_project
Create a new project for a client with required name and client ID. Configure budget, billing, timeline, and other project settings.
Instructions
Create a new project for a client. Requires project name and client ID. Supports extensive configuration including budget settings, billing preferences, and project timeline.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| fee | No | Fixed fee amount | |
| code | No | Project code for reference | |
| name | Yes | Project name (required) | |
| notes | No | Project notes | |
| budget | No | Project budget amount | |
| bill_by | No | How to bill for this project | |
| ends_on | No | Project end date (YYYY-MM-DD) | |
| budget_by | No | How budget is calculated | |
| client_id | Yes | The client ID this project belongs to (required) | |
| is_active | No | Whether the project is active | |
| starts_on | No | Project start date (YYYY-MM-DD) | |
| cost_budget | No | Cost budget for the project | |
| hourly_rate | No | Default hourly rate for the project | |
| is_billable | No | Whether the project is billable | |
| is_fixed_fee | No | Whether the project uses fixed fee billing | |
| budget_is_monthly | No | Whether budget resets monthly | |
| show_budget_to_all | No | Show budget information to all team members | |
| notify_when_over_budget | No | Send notifications when over budget | |
| cost_budget_include_expenses | No | Include expenses in cost budget calculations | |
| over_budget_notification_percentage | No | Percentage threshold for budget notifications |