Strategic Portfolio Manager (Preview)
Strategic Portfolio Manager enables you to continuously connect, align and orchestrate all investments with strategies to drive business agility more effectively. It connects disparate silos across the enterprise and provides 360 degrees of insight to help ensure that all investments are derived from – and continuously align with – strategic priorities. Connect to Strategic Portfolio Manager to plan, manage, and adjust your initiatives, projects, epics and more.
This connector is available in the following products and regions:
| Service | Class | Regions |
|---|---|---|
| Logic Apps | Standard | All Logic Apps regions except the following: - Azure Government regions - Azure China regions - US Department of Defense (DoD) |
| Power Automate | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Power Apps | Premium | All Power Apps regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Contact | |
|---|---|
| Name | UMT360 Product Support |
| URL | https://support.umt360.com |
| support@umt360.com |
| Connector Metadata | |
|---|---|
| Publisher | UMT 360 LLC |
| Website | https://www.umt360.com/products/strategic-portfolio-management-software/ |
| Privacy policy | https://www.umt360.com/privacy-policy/ |
| Categories | Business Management |
360 Strategic Portfolio Manager enables you to continuously connect, align and orchestrate all investments with strategies to drive business agility more effectively. The Strategic Portfolio Manager connector allows users to automate business processes and create workflows based on events in the 360 Strategic Portfolio Manager site. Additionally, it enables users to easily access and use the 360 Portfolio Insights data in Power Apps and create integrations with other applications using Power Automate.
Prerequisites
Before you can use take advantages of the Strategic Portfolio Manager connector, you must have:
- A 360 Portfolio Insights subscription
- A 360 Portfolio Insights site which allows connection requests from the connector
- User with access rights to the 360 Portfolio Insights site
How to get credentials
Contact us to start using 360 Portfolio Insights: Contact Us
Get started with your connector
To use the Strategic Portfolio Manager connector, the first step is to obtain the URL of the 360 Portfolio Insights site, which can be found in the browser's address bar. Once you have the URL, you can begin accessing data from the instance and writing flows using the connector.
In all actions and triggers, the URL is used as the "Site URL" parameter, which is the absolute URL of your 360 Portfolio Insights site. The remaining parameters of actions and triggers are dynamically populated or can be set manually if the user knows exactly what they are looking for.
Common use cases for the Strategic Portfolio Manager connector include integration scenarios between 360 Portfolio Insights and Microsoft Teams, automating complex approval processes using Power Automate, creating bi-directional data integration with 3rd-party applications, and more.
Common errors and remedies
Status Code 400:
* The input to the connector was not correct. Check if the "Site URL" inserted is a correct one. It must be a secure site (https) * If error occurred on "Create entity" action make sure the name of inserted entity is UniqueStatus Code 401: Authorization has been denied for this request. * Check if the user used for the connection has rights in 360 Portfolio Insights site provided.
* Check if the connection is still active. Authenticate your connection to resolve this problem.Status Code 404: Endpoint not found. Check the latest documentation of the connector and see if used action/trigger is still supported. Retry the action later and if the error persists, contact support and specify the action/trigger used in the flow.
Status Code 500: Server error. Retry the action later and if the error persists, contact connector support and provide details such as: action/trigger used in the flow, 360 Portfolio Insights site, name of the user that encountered the problems.
Dynamic dropdown is not filled and returns an authorization error - to fix this, click on the "..." from the top right of the current step, go to "My connections" and select an existing connection or add a new connection if none exists. In the new popup that opens, enter the credentials required for authorization.
FAQ
Do I need to have extra knowledge to use the Strategic Portfolio Manager connector? For example, do I need to know an entity ID to get field values? No, there is no need to have any extra knowledge to use the Strategic Portfolio Manager connector. The connector uses dynamic dropdowns, and the user can select everything they need in the flow from there. You do not need to know how to get an entity ID or other IDs from the 360 Portfolio Insights site. If you already know the ID, you can insert it using 'Enter custom value'.
I need more details. Who can I reach out to? If you need more details, you can reach out to support@umt360.com. Please specify 'Strategic Portfolio Manager connector' in the subject of your email.
Throttling Limits
| Name | Calls | Renewal Period |
|---|---|---|
| API calls per connection | 100 | 60 seconds |
Actions
| Add resource to entity |
Assign a resource to an entity. |
| Create entity |
Create a new entity in the 360 Portfolio Insights site. |
| Get entity |
Returns properties of a selected entity. |
| Get entity field value |
Returns a specific Entity Field value from an entity. |
| Get entity fields |
Returns a list with an entity’s field names and their unique identifiers. |
| Get entity fields values |
Returns a list with all Entity Fields and their values for a certain entity. |
| Get financial custom field value |
Returns the value of a financial custom field. |
| Get option set values |
Returns a list with all available values of a selected Option Set |
| Get resources assigned to entity |
Returns all the name and unique identifier of all resources assigned to a selected entity. |
| List all entities |
Returns a list with all Entities from the 360 Portfolio Insights site. |
| List all option sets |
Returns a list with all options sets from the 360 Portfolio Insights site. |
| List entity types |
Returns a list with all Entity Types from the 360 Portfolio Insights site. |
| Update entity field value |
Update the value of an Entity Field. For fields that use Option Sets, the Value should be set using the Option Set Value unique identifier. |
| Update financial custom field |
Update the values of financial custom fields. |
Add resource to entity
Assign a resource to an entity.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Site URL
|
siteUrl | True | string |
The absolute URL of your 360 Portfolio Insights site |
|
Entity
|
entityUid | True | uuid |
Choose entity by name or input an entity Uid |
|
Resource
|
resourceUid | True | uuid |
Choose resource by name or input a resource Uid. |
Returns
- response
- uuid
Create entity
Create a new entity in the 360 Portfolio Insights site.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Site URL
|
siteUrl | True | string |
The absolute URL of your 360 Portfolio Insights site |
|
Entity Type
|
entityTypeUid | True | uuid |
Choose an Entity Type to create the entity. |
|
Entity Name
|
entityName | True | string |
Input a unique name for the entity. |
Returns
- response
- uuid
Get entity
Returns properties of a selected entity.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Site URL
|
siteUrl | True | string |
The absolute URL of your 360 Portfolio Insights site |
|
Entity
|
entityId | True | uuid |
Choose entity by name or input an entity Uid. |
|
Columns
|
selectColumns | string |
Use OData syntax to select only desired columns |
Returns
- Body
- Entity
Get entity field value
Returns a specific Entity Field value from an entity.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Site URL
|
siteUrl | True | string |
The absolute URL of your 360 Portfolio Insights site |
|
Entity
|
entityId | True | uuid |
Choose entity by name or input an entity Uid. |
|
Field
|
fieldIdentifier | True | string |
The custom field to read |
Returns
- Body
- FieldValue
Get entity fields
Returns a list with an entity’s field names and their unique identifiers.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Site URL
|
siteUrl | True | string |
The absolute URL of your 360 Portfolio Insights site |
|
Entity
|
entityId | True | uuid |
Choose entity by name or input an entity Uid. |
Returns
- response
- array of Item
Get entity fields values
Returns a list with all Entity Fields and their values for a certain entity.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Site URL
|
siteUrl | True | string |
The absolute URL of your 360 Portfolio Insights site |
|
Entity
|
entityId | True | uuid |
Choose entity by name or input an entity Uid. |
Returns
- response
- array of FieldValue
Get financial custom field value
Returns the value of a financial custom field.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Site URL
|
siteUrl | True | string |
The absolute URL of your 360 Portfolio Insights site |
|
Entity
|
entityId | True | uuid |
Choose entity by name or input an entity Uid. |
|
Financial Type
|
eftId | True | uuid |
Choose an Enterprise Financial Type or input its Uid. |
|
Financial Dimension
|
fdId | True | uuid |
Choose a Financial Dimension or input its Uid. |
|
Financial Category
|
fnId | True | uuid |
Choose a Financial Category or input its Uid. |
|
Allocation Center
|
centerId | True | uuid |
Choose an Allocation Center or input its Uid. |
|
Financial Custom Field
|
fieldIdentifier | True | string |
Choose a Financial Custom Field or input its Uid. |
Returns
Get option set values
Returns a list with all available values of a selected Option Set
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Site URL
|
siteUrl | True | string |
The absolute URL of your 360 Portfolio Insights site |
|
Option Set
|
optionSetUid | True | uuid |
Choose option set by name or input an option set Uid. |
Returns
- response
- array of Item
Get resources assigned to entity
Returns all the name and unique identifier of all resources assigned to a selected entity.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Site URL
|
siteUrl | True | string |
The absolute URL of your 360 Portfolio Insights site |
|
Entity
|
entityUid | True | uuid |
Choose entity by name or input an entity Uid. |
Returns
- response
- array of Resource
List all entities
Returns a list with all Entities from the 360 Portfolio Insights site.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Site URL
|
siteUrl | True | string |
The absolute URL of your 360 Portfolio Insights site |
|
Filter
|
filter | string |
Use OData syntax to filter the entities read |
|
|
Columns
|
selectColumns | string |
Use OData syntax to select only desired columns |
Returns
- response
- array of Entity
List all option sets
Returns a list with all options sets from the 360 Portfolio Insights site.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Site URL
|
siteUrl | True | string |
The absolute URL of your 360 Portfolio Insights site |
Returns
- response
- array of Item
List entity types
Returns a list with all Entity Types from the 360 Portfolio Insights site.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Site URL
|
siteUrl | True | string |
The absolute URL of your 360 Portfolio Insights site |
Returns
- response
- array of Item
Update entity field value
Update the value of an Entity Field. For fields that use Option Sets, the Value should be set using the Option Set Value unique identifier.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Site URL
|
siteUrl | True | string |
The absolute URL of your 360 Portfolio Insights site |
|
Entity
|
entityId | True | uuid |
Choose entity by name or input an entity Uid. |
|
Field
|
fieldIdentifier | True | string |
Choose field by name or input a field Uid. |
|
Value
|
value | True | string |
Input the field value. Set to null to clear field value. |
Update financial custom field
Update the values of financial custom fields.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Site URL
|
siteUrl | True | string |
The absolute URL of your 360 Portfolio Insights site |
|
Entity
|
entityId | True | uuid |
Choose entity by name or input an entity Uid. |
|
Financial Type
|
eftId | True | uuid |
Choose an Enterprise Financial Type or input its Uid. |
|
Financial Dimension
|
fdId | True | uuid |
Choose a Financial Dimension or input its Uid. |
|
Financial Category
|
fnId | True | uuid |
Choose a Financial Category or input its Uid. |
|
Allocation Center
|
centerId | True | uuid |
Choose an Allocation Center or input its Uid. |
|
Financial Custom Field
|
fieldIdentifier | True | string |
Choose a Financial Custom Field or input its Uid. |
|
Value
|
value | True |
Input the financial field value. Set to null to clear field value. |
Triggers
| On Actuals Approval Workflow Started |
Executed when Actuals Approval workflow starts |
| On Actuals Period Status Changed |
Executed when the status of an Actuals Period has been changed. Status values: Any = 0, Opened = 1, Locked = 2, Archived = 3, Waiting For Approval = 4, Open For Edit = 5, Processing = 6, Not Open = 7. |
| On Breakdown Values Changed |
Triggered when the breakdown values change |
| On Change Request Created |
Executed when a new Change Request is created. |
| On Change Request Deleted |
Executed when a “Change request” is deleted. |
| On Change Request Status Changed |
Executed when a Change Request status is changed. Status values: Draft = 0, Pending = 1, Approved = 2, Rejected = 3, None = 4. |
| On Change Request Updated |
Executed when a Change Request is updated. |
| On Entity Created |
Executed when a new entity is created in the 360 Portfolio Insights site. |
| On Entity Deleted |
Executed when one or more entities are deleted from the 360 Portfolio Insights site. |
| On Entity Updated |
Executed when entity fields are updated. |
| On Financial Values Change |
Executed when a financial value is changed. |
| On Milestone Created |
Executed when a milestone is created in the 360 Portfolio Insights site. |
| On Milestone Deleted |
Executed when a milestone is deleted in the 360 Portfolio Insights site. |
| On Milestone Updated |
Executed when a milestone is edited in the 360 Portfolio Insights site. |
| On Process Stage Transition |
Executed when an entity changes its workflow stage. |
| On Relationship Created |
Executed each time a new relationship is created in the 360 Portfolio Insights site. |
| On Relationship Deleted |
Executed each time a new relationship is deleted in the 360 Portfolio Insights site. |
| On Relationship Updated |
Executed each time a new relationship is edited in the 360 Portfolio Insights site. |
| On Resource Assignment Created |
Executed when one or more resources are added to an entity’s resource plan. |
| On Resource Assignment Removed |
Executed when one or more resources are deleted. |
| On Resource Assignment Updated |
Executed when one or more resources are re-assigned. |
On Actuals Approval Workflow Started
Executed when Actuals Approval workflow starts
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Site URL:
|
SiteURL | string |
The absolute URL of your 360 Portfolio Insights site |
|
|
Event Order
|
Order | integer |
The order of this event in the list |
|
|
Event Name
|
Name | string |
An identifier for the event |
Returns
- Body
- ActualsEventArgsBase
On Actuals Period Status Changed
Executed when the status of an Actuals Period has been changed. Status values: Any = 0, Opened = 1, Locked = 2, Archived = 3, Waiting For Approval = 4, Open For Edit = 5, Processing = 6, Not Open = 7.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Site URL:
|
SiteURL | string |
The absolute URL of your 360 Portfolio Insights site |
|
|
Event Order
|
Order | integer |
The order of this event in the list |
|
|
Event Name
|
Name | string |
An identifier for the event |
Returns
On Breakdown Values Changed
Triggered when the breakdown values change
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Site URL:
|
SiteURL | string |
The absolute URL of your 360 Portfolio Insights site |
|
|
Event Order
|
Order | integer |
The order of this event in the list |
|
|
Event Name
|
Name | string |
An identifier for the event |
Returns
On Change Request Created
Executed when a new Change Request is created.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Site URL:
|
SiteURL | string |
The absolute URL of your 360 Portfolio Insights site |
|
|
Event Order
|
Order | integer |
The order of this event in the list |
|
|
Event Name
|
Name | string |
An identifier for the event |
Returns
On Change Request Deleted
Executed when a “Change request” is deleted.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Site URL:
|
SiteURL | string |
The absolute URL of your 360 Portfolio Insights site |
|
|
Event Order
|
Order | integer |
The order of this event in the list |
|
|
Event Name
|
Name | string |
An identifier for the event |
Returns
On Change Request Status Changed
Executed when a Change Request status is changed. Status values: Draft = 0, Pending = 1, Approved = 2, Rejected = 3, None = 4.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Site URL:
|
SiteURL | string |
The absolute URL of your 360 Portfolio Insights site |
|
|
Event Order
|
Order | integer |
The order of this event in the list |
|
|
Event Name
|
Name | string |
An identifier for the event |
Returns
On Change Request Updated
Executed when a Change Request is updated.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Site URL:
|
SiteURL | string |
The absolute URL of your 360 Portfolio Insights site |
|
|
Event Order
|
Order | integer |
The order of this event in the list |
|
|
Event Name
|
Name | string |
An identifier for the event |
Returns
On Entity Created
Executed when a new entity is created in the 360 Portfolio Insights site.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Site URL:
|
SiteURL | string |
The absolute URL of your 360 Portfolio Insights site |
|
|
Event Order
|
Order | integer |
The order of this event in the list |
|
|
Event Name
|
Name | string |
An identifier for the event |
Returns
On Entity Deleted
Executed when one or more entities are deleted from the 360 Portfolio Insights site.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Site URL:
|
SiteURL | string |
The absolute URL of your 360 Portfolio Insights site |
|
|
Event Order
|
Order | integer |
The order of this event in the list |
|
|
Event Name
|
Name | string |
An identifier for the event |
Returns
On Entity Updated
Executed when entity fields are updated.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Site URL:
|
SiteURL | string |
The absolute URL of your 360 Portfolio Insights site |
|
|
Event Order
|
Order | integer |
The order of this event in the list |
|
|
Event Name
|
Name | string |
An identifier for the event |
Returns
On Financial Values Change
Executed when a financial value is changed.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Site URL:
|
SiteURL | string |
The absolute URL of your 360 Portfolio Insights site |
|
|
Event Order
|
Order | integer |
The order of this event in the list |
|
|
Event Name
|
Name | string |
An identifier for the event |
Returns
On Milestone Created
Executed when a milestone is created in the 360 Portfolio Insights site.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Site URL:
|
SiteURL | string |
The absolute URL of your 360 Portfolio Insights site |
|
|
Event Order
|
Order | integer |
The order of this event in the list |
|
|
Event Name
|
Name | string |
An identifier for the event |
Returns
On Milestone Deleted
Executed when a milestone is deleted in the 360 Portfolio Insights site.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Site URL:
|
SiteURL | string |
The absolute URL of your 360 Portfolio Insights site |
|
|
Event Order
|
Order | integer |
The order of this event in the list |
|
|
Event Name
|
Name | string |
An identifier for the event |
Returns
On Milestone Updated
Executed when a milestone is edited in the 360 Portfolio Insights site.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Site URL:
|
SiteURL | string |
The absolute URL of your 360 Portfolio Insights site |
|
|
Event Order
|
Order | integer |
The order of this event in the list |
|
|
Event Name
|
Name | string |
An identifier for the event |
Returns
On Process Stage Transition
Executed when an entity changes its workflow stage.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Site URL:
|
SiteURL | string |
The absolute URL of your 360 Portfolio Insights site |
|
|
Event Order
|
Order | integer |
The order of this event in the list |
|
|
Event Name
|
Name | string |
An identifier for the event |
Returns
- Body
- RemoteStageEventArgs
On Relationship Created
Executed each time a new relationship is created in the 360 Portfolio Insights site.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Site URL:
|
SiteURL | string |
The absolute URL of your 360 Portfolio Insights site |
|
|
Event Order
|
Order | integer |
The order of this event in the list |
|
|
Event Name
|
Name | string |
An identifier for the event |
Returns
On Relationship Deleted
Executed each time a new relationship is deleted in the 360 Portfolio Insights site.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Site URL:
|
SiteURL | string |
The absolute URL of your 360 Portfolio Insights site |
|
|
Event Order
|
Order | integer |
The order of this event in the list |
|
|
Event Name
|
Name | string |
An identifier for the event |
Returns
On Relationship Updated
Executed each time a new relationship is edited in the 360 Portfolio Insights site.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Site URL:
|
SiteURL | string |
The absolute URL of your 360 Portfolio Insights site |
|
|
Event Order
|
Order | integer |
The order of this event in the list |
|
|
Event Name
|
Name | string |
An identifier for the event |
Returns
On Resource Assignment Created
Executed when one or more resources are added to an entity’s resource plan.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Site URL:
|
SiteURL | string |
The absolute URL of your 360 Portfolio Insights site |
|
|
Event Order
|
Order | integer |
The order of this event in the list |
|
|
Event Name
|
Name | string |
An identifier for the event |
Returns
On Resource Assignment Removed
Executed when one or more resources are deleted.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Site URL:
|
SiteURL | string |
The absolute URL of your 360 Portfolio Insights site |
|
|
Event Order
|
Order | integer |
The order of this event in the list |
|
|
Event Name
|
Name | string |
An identifier for the event |
Returns
On Resource Assignment Updated
Executed when one or more resources are re-assigned.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Site URL:
|
SiteURL | string |
The absolute URL of your 360 Portfolio Insights site |
|
|
Event Order
|
Order | integer |
The order of this event in the list |
|
|
Event Name
|
Name | string |
An identifier for the event |
Returns
Definitions
Item
| Name | Path | Type | Description |
|---|---|---|---|
|
Id
|
Id | string | |
|
Name
|
Name | string |
Entity
| Name | Path | Type | Description |
|---|---|---|---|
|
EntityGUID
|
EntityGUID | uuid | |
|
EntityName
|
EntityName | string | |
|
EntityDescription
|
EntityDescription | string | |
|
AllowPartialAggregation
|
AllowPartialAggregation | boolean | |
|
IsChangeRequestEnabled
|
IsChangeRequestEnabled | boolean | |
|
ProviderCurrencyDigits
|
ProviderCurrencyDigits | integer | |
|
ProviderCurrencyCode
|
ProviderCurrencyCode | string | |
|
WorkflowStageGUID
|
WorkflowStageGUID | uuid | |
|
WorkflowStageName
|
WorkflowStageName | string | |
|
CalendarTypeGUID
|
CalendarTypeGUID | uuid | |
|
WorkflowInstanceGUID
|
WorkflowInstanceGUID | uuid | |
|
CalendarGUID
|
CalendarGUID | uuid | |
|
CurrencyCode
|
CurrencyCode | string | |
|
CurrencyCodeDescription
|
CurrencyCodeDescription | string | |
|
CurrencyCodeSymbol
|
CurrencyCodeSymbol | string | |
|
IsCustomRate
|
IsCustomRate | boolean | |
|
GTGUID
|
GTGUID | uuid | |
|
GTName
|
GTName | string | |
|
EntityTypeGUID
|
EntityTypeGUID | uuid | |
|
EntityTypeName
|
EntityTypeName | string | |
|
EntityTypeDescription
|
EntityTypeDescription | string | |
|
StartDate
|
StartDate | date-time | |
|
EndDate
|
EndDate | date-time |
FieldValue
| Name | Path | Type | Description |
|---|---|---|---|
|
FieldName
|
FieldName | string | |
|
FieldUid
|
FieldUid | uuid | |
|
Value
|
Value | string |
CustomFieldValueCreationInformation
| Name | Path | Type | Description |
|---|---|---|---|
|
FinancialTypeId
|
FinancialTypeId | uuid | |
|
FinancialDimensionId
|
FinancialDimensionId | uuid | |
|
FinancialNodeId
|
FinancialNodeId | uuid | |
|
AllocationCenterId
|
AllocationCenterId | uuid | |
|
Value
|
Value | ||
|
CustomFieldName
|
CustomFieldName | string | |
|
URL
|
URL | string | |
|
FinancialEntityId
|
FinancialEntityId | uuid |
Resource
| Name | Path | Type | Description |
|---|---|---|---|
|
Email
|
string | ||
|
Id
|
Id | string | |
|
Name
|
Name | string |
RemoteFinancialValuesEventArgs
| Name | Path | Type | Description |
|---|---|---|---|
|
SubscriptionToken
|
SubscriptionToken | uuid | |
|
EntityUid
|
EntityUid | uuid | |
|
EnterpriseFinancialTypeUid
|
EnterpriseFinancialTypeUid | uuid | |
|
DimensionUids
|
DimensionUids | array of uuid |
RemoteEntityEventArgs
| Name | Path | Type | Description |
|---|---|---|---|
|
SubscriptionToken
|
SubscriptionToken | uuid | |
|
EntityUid
|
EntityUid | uuid | |
|
EntityName
|
EntityName | string | |
|
EntityFields
|
EntityFields | array of EntityField |
EntityField
| Name | Path | Type | Description |
|---|---|---|---|
|
Uid
|
Uid | uuid | |
|
Name
|
Name | string | |
|
Value
|
Value |
RemoteEntityDeletedEventArgs
| Name | Path | Type | Description |
|---|---|---|---|
|
SubscriptionToken
|
SubscriptionToken | uuid | |
|
EntityUids
|
EntityUids | array of uuid |
RemoteStageEventArgs
| Name | Path | Type | Description |
|---|---|---|---|
|
SubscriptionToken
|
SubscriptionToken | uuid | |
|
ProjectUid
|
ProjectUid | uuid | |
|
ProjectName
|
ProjectName | string | |
|
StageUid
|
StageUid | uuid | |
|
StageName
|
StageName | string |
RemoteBreakdownValuesEventArgs
| Name | Path | Type | Description |
|---|---|---|---|
|
BreakdownUid
|
BreakdownUid | uuid | |
|
SubscriptionToken
|
SubscriptionToken | uuid | |
|
EntityUid
|
EntityUid | uuid | |
|
EnterpriseFinancialTypeUid
|
EnterpriseFinancialTypeUid | uuid | |
|
DimensionUids
|
DimensionUids | array of uuid |
ActualsEventArgsBase
| Name | Path | Type | Description |
|---|---|---|---|
|
EntityUid
|
EntityUid | uuid | |
|
PeriodStartDate
|
PeriodStartDate | date-time | |
|
PeriodName
|
PeriodName | string | |
|
EnterpriseFinancialTypeUid
|
EnterpriseFinancialTypeUid | uuid | |
|
FinancialDimensionUid
|
FinancialDimensionUid | uuid |
RemoteActualsStatusEventArgs
| Name | Path | Type | Description |
|---|---|---|---|
|
OldStatus
|
OldStatus | integer | |
|
NewStatus
|
NewStatus | integer | |
|
SubscriptionToken
|
SubscriptionToken | uuid | |
|
EntityUid
|
EntityUid | uuid | |
|
PeriodStartDate
|
PeriodStartDate | date-time | |
|
PeriodName
|
PeriodName | string | |
|
EnterpriseFinancialTypeUid
|
EnterpriseFinancialTypeUid | uuid | |
|
FinancialDimensionUid
|
FinancialDimensionUid | uuid |
RemoteChangeRequestsEventArgs
| Name | Path | Type | Description |
|---|---|---|---|
|
SubscriptionToken
|
SubscriptionToken | uuid | |
|
EntityUid
|
EntityUid | uuid | |
|
ChangeRequestUid
|
ChangeRequestUid | uuid |
RemoteChangeRequestStatusEventArgs
| Name | Path | Type | Description |
|---|---|---|---|
|
SubscriptionToken
|
SubscriptionToken | uuid | |
|
EntityUid
|
EntityUid | uuid | |
|
ChangeRequestUid
|
ChangeRequestUid | uuid | |
|
OldStatus
|
OldStatus | integer | |
|
NewStatus
|
NewStatus | integer |
RemoteAssignmentEventArgs
| Name | Path | Type | Description |
|---|---|---|---|
|
SubscriptionToken
|
SubscriptionToken | uuid | |
|
ResourceAssignments
|
ResourceAssignments | array of ResourceAssignments | |
|
EntityUid
|
EntityUid | uuid |
ResourceAssignments
| Name | Path | Type | Description |
|---|---|---|---|
|
ResourceUid
|
ResourceUid | uuid | |
|
AssignmentUids
|
AssignmentUids | array of uuid |
RemoteMilestoneEventArgs
| Name | Path | Type | Description |
|---|---|---|---|
|
SubscriptionToken
|
SubscriptionToken | uuid | |
|
EntityUid
|
EntityUid | uuid | |
|
MilestoneUids
|
MilestoneUids | array of uuid |
RemoteRelationshipEventArgs
| Name | Path | Type | Description |
|---|---|---|---|
|
SubscriptionToken
|
SubscriptionToken | uuid | |
|
RelationshipDetails
|
RelationshipDetails | array of RelationshipDetails |
RelationshipDetails
| Name | Path | Type | Description |
|---|---|---|---|
|
MasterEntityUid
|
MasterEntityUid | uuid | |
|
ChildEntityUid
|
ChildEntityUid | uuid | |
|
Percent
|
Percent | double |