2026
Added timesheet attestation endpoints for listing, creating, getting, updating, and deleting.
Added the
bookingTypeId field (confirmed or soft, defaulting to confirmed) to allocations for both read and write operations.Added
businessUnit field to members. Added businessUnitId to member create and update request bodies, and as a query parameter on the list endpoint.Added project revenue adjustment endpoints for listing, creating, getting, updating, and deleting.
Added security role endpoints for listing and getting security roles.Added the
typeId query parameter to the project members list endpoint to filter by collaborator or administrator.Added create, update, and delete endpoints for pipeline activities.
Added
industry and location fields to clients for both read and write operations.Added project product item, project service item, project budget product/service item, and project monthly budget product/service item endpoints for listing, creating, getting, updating, and deleting. Added
productRevenue to the project budget and monthlyBudget objects, added budgetProductItemsAmount, budgetServiceItemsAmount, monthlyBudgetProductItemsAmount, and monthlyBudgetServiceItemsAmount fields to project create and update, and added products to the business unit invoiceTaxableItems options.Added
integrations field to clients and projects, containing type, connectionId, and externalId.Added task category endpoints for listing, creating, getting, updating, and deleting task categories. Added
taskCategory relation and taskCategoryId to project task and task template create and update endpoints.Added pipeline activities endpoints for listing and getting pipeline activities.
Added create, update, and delete endpoints for expense items and expense reports.
Added
automaticTimesheetSubmissionConfirmation field to members for both read and write operations.Added business unit endpoints for listing, creating, getting, updating, and deleting business units.
Added opportunity pipeline endpoints.
Added timesheet endpoints for creating, listing, and deleting timesheets. Added fields to member cost periods:
costMethodIdcostPerMonthoverheadCostPerMonthtotalCostPerMonth
Added
timesheet field to time entries. Added timesheetId and typeId query parameters to the list endpoint.Added client role endpoints.
Added
practice and location fields to project roles.Added contact tag endpoints.
2025
Deprecated
useWorkspaceInvoiceDetails on clients. Use invoiceDetailsSource instead.Added
clientApprovalStatus field to time entries.Added member certification endpoints.
Added date filters to invoices:
issuedOnAfterissuedOnBefore
Added fields to projects:
completedOncloudFolderUrl
Added member level endpoints.
Added budget fields to projects.
Added project group endpoints and
projectGroup field on projects.Added fields to time entries:
startTimeendTime
Added member period endpoints:
- Cost periods
- Availability periods
- Utilization target periods
Deprecated
costMethodId on members. Use costPeriods instead.Deprecated
forbidTimesheetSubmissionWhenBelowCapacity on members. Use timesheetCapacityPolicy instead.Added opportunity tag endpoints.
2024
Added pipeline endpoints:
- Companies
- Contacts
- Opportunities
Added project health report endpoints.
Added exchange rate endpoints.
Added custom data endpoints:
- Client tags
- Company spend tiers
- Company types
- Disciplines
- Expense categories
- Holiday schedules
- Holidays
- Industries
- Invoice items
- Job titles
- Locations
- Member tags
- Opportunity lead sources
- Opportunity stages
- Opportunity types
- Payment methods
- Pipeline activity types
- Practices
- Project tags
- Project types
- Resource placeholders
- Skills
- Task tags
- Task templates
- Tax rates
- Time off types
- Workspace roles
Added billing endpoints:
- Invoices
- Credit notes
- Payments
Added
isAttributableToProductiveUtilization field to projects.Added
tags field to project tasks.Added
code field to project tasks.2023
Added
capAssignedHours field to project tasks.Added
defaultBillRate field to members.Added create, update, and delete endpoints for:
- Project members
- Project roles
- Project expenses
- Project other items
- Project invoice milestones
- Project revenue recognition entries
- Project budget expenses
- Project budget other items
- Project monthly budget expenses
- Project monthly budget other items
invoiced flag to time entries and expense items.Added currency support to:
- Clients
- Projects
- Invoices
- Payments
Added create, update, and delete project endpoints. Deprecated
fixedFee field.Added fields to allocations:
unithoursPerWeek
2022
Added create, update, and delete client endpoints.
Added create, update, and delete project task endpoints.
Added read-only endpoints for:
- Projects
- Members
- Clients
- Time entries
- Allocations
- Project members
- Project roles
- Project tasks
- Project expenses
- Project other items
- Project budget expenses
- Project budget other items
- Project monthly budget expenses
- Project monthly budget other items
- Project revenue recognition entries
- Project invoice milestones