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Create Project

Create Project allows you to create a new project in Intacct as a step in your Flow.

Options

  • There are no options

Input Fields

  • Project Info
    • Name (text): Project Name.
    • Project Category (text): Project Category.
    • Project ID (text): Project ID to create. Required if company does not use auto-numbering.
    • Description (text): Description.
    • Parent ID (text): Parent Project ID.
    • Invoice with Parent? (boolean): false is “No”. true is “Yes”. Defaults to false.
    • Project Type (text): Project Type.
    • Project Status (text): Project Status.
    • Customer ID (text): Customer ID.
    • Manager ID (text): Project manager employee ID.
    • Custom User ID (text): External user ID.
    • Sales Contact ID (text): Sales contact employee ID.
    • Doc Number (text): Reference number.
    • User Restrictions (text): User restrictions.
    • Status (text): Use “active” for Active otherwise use “inactive” for Inactive. Defaults to “active”.
    • Contact Name (text): Primary Contact Name.
    • Bill To Name (text): Primary Billing Contact Name.
    • Ship To Name (text): Primary Shipping Contact Name.
    • Term Name (text): Payment term.
    • Billing Type (text): Billing Type.
    • Begin Date (text): Begin date in format mm/dd/yyyy.
    • End Date (text): End date in format mm/dd/yyyy.
    • Department ID (text): Department ID.
    • Location ID (text): Location ID.
    • Class ID (text): Class ID.
    • Sup Doc ID (text): Attachments ID.
    • Billable Exp Default (boolean): Billable employee expense. Use false for “No”, true for “Yes”. Defaults to false.
    • Billable APPO Default (boolean): Billable AP/purchasing. Use false for “No”, true for “Yes”. Defaults to false.
    • Currency (text): Currency code.
    • SO Number (text): Sales order number.
    • PO Number (text): Purchase order number.
    • PO Amount (number): Purchase order amount.
    • PQ Number (text): Purchase quote number.
    • Contract Amount (number): Contract amount.
    • Project Rule Name (text): Transaction rules for project.
    • Billing Pricing (text): Labor pricing option.
    • Billing Rate (number): Labor pricing default rate.
    • Expense Pricing (text): Expense pricing option.
    • Expense Rate (number): Expense pricing default rate.
    • POAP Pricing (text): AP/purchasing pricing option.
    • POAP Rate (number): AP/purchasing pricing default rate.
    • Budget Amount (number): Budgeted billing amount.
    • Budgeted Cost (number): Budgeted cost.
    • Budget Qty (number): Budgeted duration.
    • Budget ID (text): GL budget ID.
    • Invoice Message (text): Invoice message.
    • Invoice Currency (text): Invoice currency code.

Output Fields

  • Output:
    • Record No (text): The Record Number of the Project.
    • Project ID (text): The ID of the Project.