Actions90
- Activity Actions
- Company Actions
- Contact Actions
- Deal Actions
- Project Actions
- User Actions
Overview
This node operation updates an existing project in the MOCO system. It allows users to modify various project attributes such as the project name, start and finish dates, pricing model (fixed price or retainer), project leader, customer, budget details, and additional optional fields like billing information, custom properties, tags, and more. This operation is useful for project managers or administrators who need to keep project details current and accurate within their MOCO account.
Use Case Examples
- Updating the start and finish dates of a project to reflect a new timeline.
- Changing the project leader or customer associated with a project.
- Adjusting the monthly budget or hourly rate for a project.
- Adding billing details or custom tags to a project for better tracking and reporting.
Properties
| Name | Meaning |
|---|---|
| Project ID | The unique identifier of the project to update, required to specify which project to modify. |
| Name | The new or updated name of the project. |
| Start Date | The updated start date of the project in YYYY-MM-DD format. |
| Finish Date | The updated finish date of the project in YYYY-MM-DD format. |
| Fixed Price | Boolean flag indicating whether the project is fixed price or not. |
| Retainer | Boolean flag indicating whether the project is a retainer type. |
| Leader Name or ID | The user ID or name of the project leader, selectable from a list or via expression. |
| Customer Name or ID | The customer ID or name associated with the project, selectable from a list or via expression. |
| Budget Monthly | The monthly budget allocated for the project. |
| Identifier | An identifier for the project, mandatory if number ranges are manual. |
| Additional Fields | A collection of optional fields including billing address, billing emails, billing notes, billing variant, overall budget, expenses budget, co-leader, deal association, hourly rate, project info, time report inclusion setting, tags, and custom properties. |
Output
JSON
id- Unique identifier of the updated project.name- Name of the updated project.start_date- Start date of the updated project.finish_date- Finish date of the updated project.fixed_price- Indicates if the project is fixed price.retainer- Indicates if the project is a retainer.leader_id- ID of the project leader.customer_id- ID of the associated customer.budget_monthly- Monthly budget of the project.identifier- Project identifier.additional_fields- Additional optional fields such as billing info, custom properties, tags, and more.
Dependencies
- MOCO API
- API authentication token or API key credential
Troubleshooting
- Ensure the Project ID is correctly specified and exists in the MOCO system to avoid 'not found' errors.
- Verify that date fields are in the correct YYYY-MM-DD format to prevent validation errors.
- Check that boolean fields like Fixed Price and Retainer are properly set to true or false.
- If using options like Leader ID or Customer ID, ensure the selected IDs exist and are valid.
- Handle API rate limits or connectivity issues by retrying or checking network status.
Links
- MOCO API Projects Documentation - Official MOCO API documentation for managing projects, including update operations.