Create a Project from a Project Template

If you are using the contract-based REST API to integrate MYOB Acumatica with an external system, this external system can create a project from a project template. This step can be part of the larger process of creating and sending a pro forma invoice by email, which is described in Send a Pro Forma Invoice by Email.

For details about project templates, see Project Templates and Common Tasks: General Information.

Testing of the Request

Before you test the code below, you need to configure your client application and the MYOB Acumatica instance to be used as follows:
  1. Deploy a new MYOB Acumatica instance with the U100 dataset. For details on deploying an instance, see To Deploy an MYOB Acumatica Instance.
  2. On the Enable/Disable Features (CS100000) form, make sure the Projects feature is enabled.
  3. To sign in to the instance in the client application, use the tenant name (which you specified when you created the instance) and the HEADOFFICE branch.
  4. If you use Postman as the client application for testing, in the IntegrationDevelopmentGuide.postman_collection.json collection (which is located in the IntegrationDevelopment\Help folder of the Help-and-Training-Examples repository on GitHub), make sure the collection variables have the proper values.

Request

You can use the following example of an HTTP request to create a project from the PROGRESS project template and specify the Customer, BillingRule, and BillingPeriod settings of the project through the contract-based REST API.
Tip: In the request example below, <MYOB Acumatica instance URL> is the URL of the MYOB Acumatica instance (such as https://my.acumatica.com/MyInstance). You can omit the instance name in the URL (that is, you can use https://my.acumatica.com) if the instance is installed in the root of the website.
PUT / HTTP/1.1
Host: [<MYOB Acumatica instance URL>]/entity/Default/23.200.001/Project
Accept: application/json
Content-Type: application/json

{
    "ProjectID" : {"value" : "TESTPR3"},
    "ProjectTemplateID" : {"value" : "PROGRESS"},
    "Customer" : {"value" : "COFFEESHOP"},
    "BillingAndAllocationSettings" :
    {
        "BillingRule" : {"value" : "PROGRESS"},
        "BillingPeriod" : {"value" : "Month"},
    }
}