Rocketlane

Usage Instructions

Integrate Rocketlane into your workflow. Rocketlane is a professional-services automation platform for client onboarding and project delivery. Create and manage projects, tasks, phases, custom fields, time entries, time-offs, spaces, documents, resource allocations, and invoices.

Actions

rocketlane_create_project

Create a new Rocketlane project with a customer, owner, dates, team members, templates, financials, and custom fields

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
projectNamestringYesName of the project
customerCompanyNamestringYesName of the customer company (case-sensitive exact match; cannot be changed after creation)
ownerUserIdnumberNoUser ID of the project owner (either ownerUserId or ownerEmailId must be provided)
ownerEmailIdstringNoEmail of the project owner (either ownerUserId or ownerEmailId must be provided)
startDatestringNoDate on which the project begins (YYYY-MM-DD); required when sources are provided
dueDatestringNoDate on which the project is planned to complete (YYYY-MM-DD, on or after startDate)
visibilitystringNoWho can see the project: EVERYONE or MEMBERS
statusValuenumberNoValue (identifier) of the project status
memberUserIdsarrayNoUser IDs of team members from your organization to add to the project
customerUserIdsarrayNoUser IDs of customer stakeholders to add to the project
customerChampionUserIdnumberNoUser ID of the customer champion
fieldsarrayNoCustom field assignments, each with fieldId and fieldValue (string or number matching the field type)
sourcesarrayNoProject templates to import at creation, each with templateId, startDate (YYYY-MM-DD), and optional prefix
placeholdersarrayNoPlaceholder-to-user mappings, each with placeholderId and user ({ userId } or { emailId }); ignored unless the project is built from sources
assignProjectOwnerbooleanNoAutomatically assign unassigned tasks to the project owner (skipped when no sources are used)
annualizedRecurringRevenuenumberNoRecurring revenue of the customer subscriptions for a single calendar year
projectFeenumberNoTotal fee charged for the project
autoAllocationbooleanNoWhether auto allocation is enabled for the project
autoCreateCompanybooleanNoCreate the customer company if it does not already exist
budgetedHoursnumberNoTotal hours allocated for project execution (decimal, up to two places)
contractTypestringNoContract type for the project financials: FIXED_FEE, TIME_AND_MATERIAL, NON_BILLABLE, or SUBSCRIPTION
fixedFeenumberNoProject fee for FIXED_FEE contract type projects
projectBudgetnumberNoProject budget for TIME_AND_MATERIAL contract type projects
rateCardIdnumberNoRate card ID for TIME_AND_MATERIAL contract type projects
subscriptionFrequencystringNoSubscription renewal interval for SUBSCRIPTION contracts: MONTHLY, QUARTERLY, HALF_YEARLY, or YEARLY
subscriptionStartDatestringNoDate when the subscription interval begins (YYYY-MM-DD)
periodMinutesnumberNoBudgeted minutes for each subscription period
periodBudgetnumberNoFixed budget of every subscription period
noOfPeriodsnumberNoNumber of periods in the subscription
currencystringNoCurrency for the project financials (ISO code, e.g. USD); cannot be changed once set
externalReferenceIdstringNoIdentifier linking the project to an external system
includeFieldsstringNoComma-separated extra fields to return in the response (e.g. budgetedHours,progressPercentage)
includeAllFieldsbooleanNoReturn all fields in the response body

Output

ParameterTypeDescription
projectobjectThe created project
projectIdnumberUnique identifier of the project
projectNamestringName of the project
startDatestringDate on which the project execution begins (YYYY-MM-DD)
dueDatestringDate on which the project execution is planned to complete (YYYY-MM-DD)
createdAtnumberTime when the project was created (epoch millis)
updatedAtnumberTime when the project was last updated (epoch millis)
ownerobjectProject owner
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
teamMembersobjectProject members, customers, and customer champion
membersarrayTeam members working on the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
customersarrayCustomer stakeholders involved in the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
customerChampionobjectCustomer champion of the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
statusobjectProject status value and label
valuenumberUnique identifier of the status
labelstringName of the status
fieldsarrayCustom project field values
fieldIdnumberUnique identifier of the custom field
fieldLabelstringName of the custom project field
fieldValuestringValue assigned to the field
fieldValueLabelstringString representation of the field value
customerobjectCustomer company of the project
companyIdnumberUnique identifier of the company
companyNamestringName of the company
companyUrlstringWebsite URL of the company
partnerCompaniesarrayPartner companies on the project
companyIdnumberUnique identifier of the company
companyNamestringName of the company
companyUrlstringWebsite URL of the company
archivedbooleanWhether the project is archived
visibilitystringProject visibility (EVERYONE, MEMBERS, or GROUP)
createdByobjectTeam member who created the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedByobjectTeam member who last updated the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
currencystringCurrency for the project financials (ISO code)
financialsobjectProject financials (contract type and per-contract-type fields)
contractTypestringContract type for the project financials (FIXED_FEE, TIME_AND_MATERIAL, SUBSCRIPTION, or NON_BILLABLE)
revenueRecognitionTypestringMethod used for revenue recognition
fixedFeenumberProject fee for Fixed fee contract type projects
projectBudgetnumberBudget allocated for Time & Material contract type projects
rateCardIdnumberUnique identifier of the rate card
rateCardNamestringName of the rate card
subscriptionFrequencystringInterval at which the subscription renews (MONTHLY, QUARTERLY, HALF_YEARLY, YEARLY)
subscriptionStartDatestringDate when the subscription interval begins (YYYY-MM-DD)
periodMinutesnumberBudgeted minutes for each subscription period
periodBudgetnumberFixed budget of every subscription period
noOfPeriodsnumberNumber of periods in the subscription
startDateActualstringDate on which the project status changed to in progress (YYYY-MM-DD)
dueDateActualstringDate on which the project status changed to completed (YYYY-MM-DD)
annualizedRecurringRevenuenumberRecurring revenue of the customer subscriptions for a single calendar year
projectFeenumberTotal fee charged for the project
budgetedHoursnumberTotal hours allocated for project execution
percentageBudgetedHoursConsumednumberBudgeted hours consumed percentage
percentageBudgetConsumednumberBudget consumed percentage
trackedHoursnumberHours tracked as part of submitted time entries
trackedMinutesnumberMinutes tracked as part of submitted time entries
allocatedHoursnumberAllocated hours against users or placeholders
allocatedMinutesnumberAllocated minutes against users or placeholders
billableHoursnumberHours of time entries tracked as billable
billableMinutesnumberMinutes of time entries tracked as billable
nonBillableHoursnumberHours of time entries tracked as non-billable
nonBillableMinutesnumberMinutes of time entries tracked as non-billable
remainingHoursnumberHours left to complete the project based on tracked and budgeted hours
remainingMinutesnumberMinutes left to complete the project (complements remainingHours)
progressPercentagenumberProgress based on completed tasks vs total tasks
currentPhasesarrayPhases currently marked as in progress
phaseIdnumberUnique identifier of the phase
phaseNamestringName of the phase
autoAllocationbooleanWhether auto allocation is enabled for the project
sourcesarrayProject templates imported into the project
prefixstringPrefix distinguishing which phase or task corresponds to which template
startDatestringDate on which the template goes into effect (YYYY-MM-DD)
templateIdnumberUnique identifier of the template
templateNamestringName of the template
plannedDurationInDaysnumberDifference between startDate and dueDate in days
inferredProgressstringInferred progress (ON_TRACK, AHEAD_OF_TIME, RUNNING_LATE, or NONE)
projectAgeInDaysnumberAge of the project in days based on actual dates
customersInvitednumberNumber of customers invited to the project
customersJoinednumberNumber of customers who joined the project
externalReferenceIdstringIdentifier linking the project to an external system

rocketlane_get_project

Retrieve a Rocketlane project by its unique identifier

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
projectIdnumberYesUnique identifier of the project
includeFieldsstringNoComma-separated extra fields to return in the response (e.g. budgetedHours,progressPercentage)
includeAllFieldsbooleanNoReturn all fields in the response body

Output

ParameterTypeDescription
projectobjectThe requested project
projectIdnumberUnique identifier of the project
projectNamestringName of the project
startDatestringDate on which the project execution begins (YYYY-MM-DD)
dueDatestringDate on which the project execution is planned to complete (YYYY-MM-DD)
createdAtnumberTime when the project was created (epoch millis)
updatedAtnumberTime when the project was last updated (epoch millis)
ownerobjectProject owner
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
teamMembersobjectProject members, customers, and customer champion
membersarrayTeam members working on the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
customersarrayCustomer stakeholders involved in the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
customerChampionobjectCustomer champion of the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
statusobjectProject status value and label
valuenumberUnique identifier of the status
labelstringName of the status
fieldsarrayCustom project field values
fieldIdnumberUnique identifier of the custom field
fieldLabelstringName of the custom project field
fieldValuestringValue assigned to the field
fieldValueLabelstringString representation of the field value
customerobjectCustomer company of the project
companyIdnumberUnique identifier of the company
companyNamestringName of the company
companyUrlstringWebsite URL of the company
partnerCompaniesarrayPartner companies on the project
companyIdnumberUnique identifier of the company
companyNamestringName of the company
companyUrlstringWebsite URL of the company
archivedbooleanWhether the project is archived
visibilitystringProject visibility (EVERYONE, MEMBERS, or GROUP)
createdByobjectTeam member who created the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedByobjectTeam member who last updated the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
currencystringCurrency for the project financials (ISO code)
financialsobjectProject financials (contract type and per-contract-type fields)
contractTypestringContract type for the project financials (FIXED_FEE, TIME_AND_MATERIAL, SUBSCRIPTION, or NON_BILLABLE)
revenueRecognitionTypestringMethod used for revenue recognition
fixedFeenumberProject fee for Fixed fee contract type projects
projectBudgetnumberBudget allocated for Time & Material contract type projects
rateCardIdnumberUnique identifier of the rate card
rateCardNamestringName of the rate card
subscriptionFrequencystringInterval at which the subscription renews (MONTHLY, QUARTERLY, HALF_YEARLY, YEARLY)
subscriptionStartDatestringDate when the subscription interval begins (YYYY-MM-DD)
periodMinutesnumberBudgeted minutes for each subscription period
periodBudgetnumberFixed budget of every subscription period
noOfPeriodsnumberNumber of periods in the subscription
startDateActualstringDate on which the project status changed to in progress (YYYY-MM-DD)
dueDateActualstringDate on which the project status changed to completed (YYYY-MM-DD)
annualizedRecurringRevenuenumberRecurring revenue of the customer subscriptions for a single calendar year
projectFeenumberTotal fee charged for the project
budgetedHoursnumberTotal hours allocated for project execution
percentageBudgetedHoursConsumednumberBudgeted hours consumed percentage
percentageBudgetConsumednumberBudget consumed percentage
trackedHoursnumberHours tracked as part of submitted time entries
trackedMinutesnumberMinutes tracked as part of submitted time entries
allocatedHoursnumberAllocated hours against users or placeholders
allocatedMinutesnumberAllocated minutes against users or placeholders
billableHoursnumberHours of time entries tracked as billable
billableMinutesnumberMinutes of time entries tracked as billable
nonBillableHoursnumberHours of time entries tracked as non-billable
nonBillableMinutesnumberMinutes of time entries tracked as non-billable
remainingHoursnumberHours left to complete the project based on tracked and budgeted hours
remainingMinutesnumberMinutes left to complete the project (complements remainingHours)
progressPercentagenumberProgress based on completed tasks vs total tasks
currentPhasesarrayPhases currently marked as in progress
phaseIdnumberUnique identifier of the phase
phaseNamestringName of the phase
autoAllocationbooleanWhether auto allocation is enabled for the project
sourcesarrayProject templates imported into the project
prefixstringPrefix distinguishing which phase or task corresponds to which template
startDatestringDate on which the template goes into effect (YYYY-MM-DD)
templateIdnumberUnique identifier of the template
templateNamestringName of the template
plannedDurationInDaysnumberDifference between startDate and dueDate in days
inferredProgressstringInferred progress (ON_TRACK, AHEAD_OF_TIME, RUNNING_LATE, or NONE)
projectAgeInDaysnumberAge of the project in days based on actual dates
customersInvitednumberNumber of customers invited to the project
customersJoinednumberNumber of customers who joined the project
externalReferenceIdstringIdentifier linking the project to an external system

rocketlane_list_projects

List Rocketlane projects with optional filters, sorting, and token-based pagination

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
pageSizenumberNoMaximum number of projects per page (defaults to 100)
pageTokenstringNoPage token from a previous response (valid for 15 minutes)
includeFieldsstringNoComma-separated extra fields to return in the response (e.g. budgetedHours,progressPercentage)
includeAllFieldsbooleanNoReturn all fields in the response body
sortBystringNoField to sort by: projectName, startDate, dueDate, startDateActual, dueDateActual, annualizedRecurringRevenue, or projectFee
sortOrderstringNoSort order: ASC or DESC (defaults to DESC)
matchstringNoCombine filters with AND (all) or OR (any); defaults to all
projectNameContainsstringNoOnly return projects whose name contains this value
projectNameEqualsstringNoOnly return projects whose name exactly matches this value
statusEqualsstringNoOnly return projects with this status value
statusOneOfstringNoComma-separated status values; returns projects matching any of them
customerIdEqualsstringNoOnly return projects for this customer company ID
customerIdOneOfstringNoComma-separated customer company IDs; returns projects matching any of them
teamMemberIdEqualsstringNoOnly return projects that include this team member ID
contractTypeEqualsstringNoOnly return projects with this contract type: FIXED_FEE, TIME_AND_MATERIAL, SUBSCRIPTION, or NON_BILLABLE
includeArchivedbooleanNoWhether to include archived projects in the results
externalReferenceIdEqualsstringNoOnly return projects with this external reference ID
startDateAfterstringNoOnly return projects whose start date is after this date (YYYY-MM-DD)
startDateBeforestringNoOnly return projects whose start date is before this date (YYYY-MM-DD)
dueDateAfterstringNoOnly return projects whose due date is after this date (YYYY-MM-DD)
dueDateBeforestringNoOnly return projects whose due date is before this date (YYYY-MM-DD)

Output

ParameterTypeDescription
projectsarrayList of projects
projectIdnumberUnique identifier of the project
projectNamestringName of the project
startDatestringDate on which the project execution begins (YYYY-MM-DD)
dueDatestringDate on which the project execution is planned to complete (YYYY-MM-DD)
createdAtnumberTime when the project was created (epoch millis)
updatedAtnumberTime when the project was last updated (epoch millis)
ownerobjectProject owner
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
teamMembersobjectProject members, customers, and customer champion
membersarrayTeam members working on the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
customersarrayCustomer stakeholders involved in the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
customerChampionobjectCustomer champion of the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
statusobjectProject status value and label
valuenumberUnique identifier of the status
labelstringName of the status
fieldsarrayCustom project field values
fieldIdnumberUnique identifier of the custom field
fieldLabelstringName of the custom project field
fieldValuestringValue assigned to the field
fieldValueLabelstringString representation of the field value
customerobjectCustomer company of the project
companyIdnumberUnique identifier of the company
companyNamestringName of the company
companyUrlstringWebsite URL of the company
partnerCompaniesarrayPartner companies on the project
companyIdnumberUnique identifier of the company
companyNamestringName of the company
companyUrlstringWebsite URL of the company
archivedbooleanWhether the project is archived
visibilitystringProject visibility (EVERYONE, MEMBERS, or GROUP)
createdByobjectTeam member who created the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedByobjectTeam member who last updated the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
currencystringCurrency for the project financials (ISO code)
financialsobjectProject financials (contract type and per-contract-type fields)
contractTypestringContract type for the project financials (FIXED_FEE, TIME_AND_MATERIAL, SUBSCRIPTION, or NON_BILLABLE)
revenueRecognitionTypestringMethod used for revenue recognition
fixedFeenumberProject fee for Fixed fee contract type projects
projectBudgetnumberBudget allocated for Time & Material contract type projects
rateCardIdnumberUnique identifier of the rate card
rateCardNamestringName of the rate card
subscriptionFrequencystringInterval at which the subscription renews (MONTHLY, QUARTERLY, HALF_YEARLY, YEARLY)
subscriptionStartDatestringDate when the subscription interval begins (YYYY-MM-DD)
periodMinutesnumberBudgeted minutes for each subscription period
periodBudgetnumberFixed budget of every subscription period
noOfPeriodsnumberNumber of periods in the subscription
startDateActualstringDate on which the project status changed to in progress (YYYY-MM-DD)
dueDateActualstringDate on which the project status changed to completed (YYYY-MM-DD)
annualizedRecurringRevenuenumberRecurring revenue of the customer subscriptions for a single calendar year
projectFeenumberTotal fee charged for the project
budgetedHoursnumberTotal hours allocated for project execution
percentageBudgetedHoursConsumednumberBudgeted hours consumed percentage
percentageBudgetConsumednumberBudget consumed percentage
trackedHoursnumberHours tracked as part of submitted time entries
trackedMinutesnumberMinutes tracked as part of submitted time entries
allocatedHoursnumberAllocated hours against users or placeholders
allocatedMinutesnumberAllocated minutes against users or placeholders
billableHoursnumberHours of time entries tracked as billable
billableMinutesnumberMinutes of time entries tracked as billable
nonBillableHoursnumberHours of time entries tracked as non-billable
nonBillableMinutesnumberMinutes of time entries tracked as non-billable
remainingHoursnumberHours left to complete the project based on tracked and budgeted hours
remainingMinutesnumberMinutes left to complete the project (complements remainingHours)
progressPercentagenumberProgress based on completed tasks vs total tasks
currentPhasesarrayPhases currently marked as in progress
phaseIdnumberUnique identifier of the phase
phaseNamestringName of the phase
autoAllocationbooleanWhether auto allocation is enabled for the project
sourcesarrayProject templates imported into the project
prefixstringPrefix distinguishing which phase or task corresponds to which template
startDatestringDate on which the template goes into effect (YYYY-MM-DD)
templateIdnumberUnique identifier of the template
templateNamestringName of the template
plannedDurationInDaysnumberDifference between startDate and dueDate in days
inferredProgressstringInferred progress (ON_TRACK, AHEAD_OF_TIME, RUNNING_LATE, or NONE)
projectAgeInDaysnumberAge of the project in days based on actual dates
customersInvitednumberNumber of customers invited to the project
customersJoinednumberNumber of customers who joined the project
externalReferenceIdstringIdentifier linking the project to an external system
paginationobjectPagination details for fetching further pages
pageSizenumberPage size used for the current request
hasMorebooleanWhether more results are available
totalRecordCountnumberTotal number of records matching the request
nextPageTokenstringToken for fetching the next page (valid for 15 minutes)

rocketlane_update_project

Update a Rocketlane project by ID, including name, dates, visibility, owner, status, and custom fields

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
projectIdnumberYesUnique identifier of the project to update
projectNamestringNoNew name of the project
startDatestringNoDate on which the project begins (YYYY-MM-DD)
dueDatestringNoDate on which the project is planned to complete (YYYY-MM-DD, on or after startDate)
visibilitystringNoWho can see the project: EVERYONE or MEMBERS
ownerUserIdnumberNoUser ID of the new project owner (transfers ownership and revokes access for the previous owner)
ownerEmailIdstringNoEmail of the new project owner
statusValuenumberNoValue (identifier) of the project status
fieldsarrayNoCustom field assignments, each with fieldId and fieldValue (string or number matching the field type)
annualizedRecurringRevenuenumberNoRecurring revenue of the customer subscriptions for a single calendar year
projectFeenumberNoTotal fee charged for the project
autoAllocationbooleanNoWhether auto allocation is enabled for the project
budgetedHoursnumberNoTotal hours allocated for project execution (decimal, up to two places)
externalReferenceIdstringNoIdentifier linking the project to an external system
includeFieldsstringNoComma-separated extra fields to return in the response (e.g. budgetedHours,progressPercentage)
includeAllFieldsbooleanNoReturn all fields in the response body

Output

ParameterTypeDescription
projectobjectThe updated project
projectIdnumberUnique identifier of the project
projectNamestringName of the project
startDatestringDate on which the project execution begins (YYYY-MM-DD)
dueDatestringDate on which the project execution is planned to complete (YYYY-MM-DD)
createdAtnumberTime when the project was created (epoch millis)
updatedAtnumberTime when the project was last updated (epoch millis)
ownerobjectProject owner
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
teamMembersobjectProject members, customers, and customer champion
membersarrayTeam members working on the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
customersarrayCustomer stakeholders involved in the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
customerChampionobjectCustomer champion of the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
statusobjectProject status value and label
valuenumberUnique identifier of the status
labelstringName of the status
fieldsarrayCustom project field values
fieldIdnumberUnique identifier of the custom field
fieldLabelstringName of the custom project field
fieldValuestringValue assigned to the field
fieldValueLabelstringString representation of the field value
customerobjectCustomer company of the project
companyIdnumberUnique identifier of the company
companyNamestringName of the company
companyUrlstringWebsite URL of the company
partnerCompaniesarrayPartner companies on the project
companyIdnumberUnique identifier of the company
companyNamestringName of the company
companyUrlstringWebsite URL of the company
archivedbooleanWhether the project is archived
visibilitystringProject visibility (EVERYONE, MEMBERS, or GROUP)
createdByobjectTeam member who created the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedByobjectTeam member who last updated the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
currencystringCurrency for the project financials (ISO code)
financialsobjectProject financials (contract type and per-contract-type fields)
contractTypestringContract type for the project financials (FIXED_FEE, TIME_AND_MATERIAL, SUBSCRIPTION, or NON_BILLABLE)
revenueRecognitionTypestringMethod used for revenue recognition
fixedFeenumberProject fee for Fixed fee contract type projects
projectBudgetnumberBudget allocated for Time & Material contract type projects
rateCardIdnumberUnique identifier of the rate card
rateCardNamestringName of the rate card
subscriptionFrequencystringInterval at which the subscription renews (MONTHLY, QUARTERLY, HALF_YEARLY, YEARLY)
subscriptionStartDatestringDate when the subscription interval begins (YYYY-MM-DD)
periodMinutesnumberBudgeted minutes for each subscription period
periodBudgetnumberFixed budget of every subscription period
noOfPeriodsnumberNumber of periods in the subscription
startDateActualstringDate on which the project status changed to in progress (YYYY-MM-DD)
dueDateActualstringDate on which the project status changed to completed (YYYY-MM-DD)
annualizedRecurringRevenuenumberRecurring revenue of the customer subscriptions for a single calendar year
projectFeenumberTotal fee charged for the project
budgetedHoursnumberTotal hours allocated for project execution
percentageBudgetedHoursConsumednumberBudgeted hours consumed percentage
percentageBudgetConsumednumberBudget consumed percentage
trackedHoursnumberHours tracked as part of submitted time entries
trackedMinutesnumberMinutes tracked as part of submitted time entries
allocatedHoursnumberAllocated hours against users or placeholders
allocatedMinutesnumberAllocated minutes against users or placeholders
billableHoursnumberHours of time entries tracked as billable
billableMinutesnumberMinutes of time entries tracked as billable
nonBillableHoursnumberHours of time entries tracked as non-billable
nonBillableMinutesnumberMinutes of time entries tracked as non-billable
remainingHoursnumberHours left to complete the project based on tracked and budgeted hours
remainingMinutesnumberMinutes left to complete the project (complements remainingHours)
progressPercentagenumberProgress based on completed tasks vs total tasks
currentPhasesarrayPhases currently marked as in progress
phaseIdnumberUnique identifier of the phase
phaseNamestringName of the phase
autoAllocationbooleanWhether auto allocation is enabled for the project
sourcesarrayProject templates imported into the project
prefixstringPrefix distinguishing which phase or task corresponds to which template
startDatestringDate on which the template goes into effect (YYYY-MM-DD)
templateIdnumberUnique identifier of the template
templateNamestringName of the template
plannedDurationInDaysnumberDifference between startDate and dueDate in days
inferredProgressstringInferred progress (ON_TRACK, AHEAD_OF_TIME, RUNNING_LATE, or NONE)
projectAgeInDaysnumberAge of the project in days based on actual dates
customersInvitednumberNumber of customers invited to the project
customersJoinednumberNumber of customers who joined the project
externalReferenceIdstringIdentifier linking the project to an external system

rocketlane_archive_project

Archive a Rocketlane project by ID, making it dormant while preserving its details and history

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
projectIdnumberYesUnique identifier of the project to archive

Output

ParameterTypeDescription
archivedbooleanWhether the project was archived
projectIdnumberUnique identifier of the archived project

rocketlane_delete_project

Permanently delete a Rocketlane project by ID (irreversible; only Admins, Super Users, and Project Owners can delete)

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
projectIdnumberYesUnique identifier of the project to delete

Output

ParameterTypeDescription
deletedbooleanWhether the project was deleted
projectIdnumberUnique identifier of the deleted project

rocketlane_add_project_members

Add team members and customer stakeholders to a Rocketlane project

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
projectIdnumberYesUnique identifier of the project
memberUserIdsarrayNoUser IDs of team members from your organization to add
memberEmailIdsarrayNoEmails of team members from your organization to add
customerUserIdsarrayNoUser IDs of customer stakeholders to add
customerEmailIdsarrayNoEmails of customer stakeholders to add

Output

ParameterTypeDescription
projectobjectThe project with its updated team members
projectIdnumberUnique identifier of the project
projectNamestringName of the project
startDatestringDate on which the project execution begins (YYYY-MM-DD)
dueDatestringDate on which the project execution is planned to complete (YYYY-MM-DD)
createdAtnumberTime when the project was created (epoch millis)
updatedAtnumberTime when the project was last updated (epoch millis)
ownerobjectProject owner
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
teamMembersobjectProject members, customers, and customer champion
membersarrayTeam members working on the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
customersarrayCustomer stakeholders involved in the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
customerChampionobjectCustomer champion of the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
statusobjectProject status value and label
valuenumberUnique identifier of the status
labelstringName of the status
fieldsarrayCustom project field values
fieldIdnumberUnique identifier of the custom field
fieldLabelstringName of the custom project field
fieldValuestringValue assigned to the field
fieldValueLabelstringString representation of the field value
customerobjectCustomer company of the project
companyIdnumberUnique identifier of the company
companyNamestringName of the company
companyUrlstringWebsite URL of the company
partnerCompaniesarrayPartner companies on the project
companyIdnumberUnique identifier of the company
companyNamestringName of the company
companyUrlstringWebsite URL of the company
archivedbooleanWhether the project is archived
visibilitystringProject visibility (EVERYONE, MEMBERS, or GROUP)
createdByobjectTeam member who created the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedByobjectTeam member who last updated the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
currencystringCurrency for the project financials (ISO code)
financialsobjectProject financials (contract type and per-contract-type fields)
contractTypestringContract type for the project financials (FIXED_FEE, TIME_AND_MATERIAL, SUBSCRIPTION, or NON_BILLABLE)
revenueRecognitionTypestringMethod used for revenue recognition
fixedFeenumberProject fee for Fixed fee contract type projects
projectBudgetnumberBudget allocated for Time & Material contract type projects
rateCardIdnumberUnique identifier of the rate card
rateCardNamestringName of the rate card
subscriptionFrequencystringInterval at which the subscription renews (MONTHLY, QUARTERLY, HALF_YEARLY, YEARLY)
subscriptionStartDatestringDate when the subscription interval begins (YYYY-MM-DD)
periodMinutesnumberBudgeted minutes for each subscription period
periodBudgetnumberFixed budget of every subscription period
noOfPeriodsnumberNumber of periods in the subscription
startDateActualstringDate on which the project status changed to in progress (YYYY-MM-DD)
dueDateActualstringDate on which the project status changed to completed (YYYY-MM-DD)
annualizedRecurringRevenuenumberRecurring revenue of the customer subscriptions for a single calendar year
projectFeenumberTotal fee charged for the project
budgetedHoursnumberTotal hours allocated for project execution
percentageBudgetedHoursConsumednumberBudgeted hours consumed percentage
percentageBudgetConsumednumberBudget consumed percentage
trackedHoursnumberHours tracked as part of submitted time entries
trackedMinutesnumberMinutes tracked as part of submitted time entries
allocatedHoursnumberAllocated hours against users or placeholders
allocatedMinutesnumberAllocated minutes against users or placeholders
billableHoursnumberHours of time entries tracked as billable
billableMinutesnumberMinutes of time entries tracked as billable
nonBillableHoursnumberHours of time entries tracked as non-billable
nonBillableMinutesnumberMinutes of time entries tracked as non-billable
remainingHoursnumberHours left to complete the project based on tracked and budgeted hours
remainingMinutesnumberMinutes left to complete the project (complements remainingHours)
progressPercentagenumberProgress based on completed tasks vs total tasks
currentPhasesarrayPhases currently marked as in progress
phaseIdnumberUnique identifier of the phase
phaseNamestringName of the phase
autoAllocationbooleanWhether auto allocation is enabled for the project
sourcesarrayProject templates imported into the project
prefixstringPrefix distinguishing which phase or task corresponds to which template
startDatestringDate on which the template goes into effect (YYYY-MM-DD)
templateIdnumberUnique identifier of the template
templateNamestringName of the template
plannedDurationInDaysnumberDifference between startDate and dueDate in days
inferredProgressstringInferred progress (ON_TRACK, AHEAD_OF_TIME, RUNNING_LATE, or NONE)
projectAgeInDaysnumberAge of the project in days based on actual dates
customersInvitednumberNumber of customers invited to the project
customersJoinednumberNumber of customers who joined the project
externalReferenceIdstringIdentifier linking the project to an external system

rocketlane_remove_project_members

Remove team members from a Rocketlane project

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
projectIdnumberYesUnique identifier of the project
memberUserIdsarrayNoUser IDs of team members to remove (at least one of memberUserIds or memberEmailIds is required)
memberEmailIdsarrayNoEmails of team members to remove (at least one of memberUserIds or memberEmailIds is required)

Output

ParameterTypeDescription
projectobjectThe project with its updated team members
projectIdnumberUnique identifier of the project
projectNamestringName of the project
startDatestringDate on which the project execution begins (YYYY-MM-DD)
dueDatestringDate on which the project execution is planned to complete (YYYY-MM-DD)
createdAtnumberTime when the project was created (epoch millis)
updatedAtnumberTime when the project was last updated (epoch millis)
ownerobjectProject owner
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
teamMembersobjectProject members, customers, and customer champion
membersarrayTeam members working on the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
customersarrayCustomer stakeholders involved in the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
customerChampionobjectCustomer champion of the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
statusobjectProject status value and label
valuenumberUnique identifier of the status
labelstringName of the status
fieldsarrayCustom project field values
fieldIdnumberUnique identifier of the custom field
fieldLabelstringName of the custom project field
fieldValuestringValue assigned to the field
fieldValueLabelstringString representation of the field value
customerobjectCustomer company of the project
companyIdnumberUnique identifier of the company
companyNamestringName of the company
companyUrlstringWebsite URL of the company
partnerCompaniesarrayPartner companies on the project
companyIdnumberUnique identifier of the company
companyNamestringName of the company
companyUrlstringWebsite URL of the company
archivedbooleanWhether the project is archived
visibilitystringProject visibility (EVERYONE, MEMBERS, or GROUP)
createdByobjectTeam member who created the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedByobjectTeam member who last updated the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
currencystringCurrency for the project financials (ISO code)
financialsobjectProject financials (contract type and per-contract-type fields)
contractTypestringContract type for the project financials (FIXED_FEE, TIME_AND_MATERIAL, SUBSCRIPTION, or NON_BILLABLE)
revenueRecognitionTypestringMethod used for revenue recognition
fixedFeenumberProject fee for Fixed fee contract type projects
projectBudgetnumberBudget allocated for Time & Material contract type projects
rateCardIdnumberUnique identifier of the rate card
rateCardNamestringName of the rate card
subscriptionFrequencystringInterval at which the subscription renews (MONTHLY, QUARTERLY, HALF_YEARLY, YEARLY)
subscriptionStartDatestringDate when the subscription interval begins (YYYY-MM-DD)
periodMinutesnumberBudgeted minutes for each subscription period
periodBudgetnumberFixed budget of every subscription period
noOfPeriodsnumberNumber of periods in the subscription
startDateActualstringDate on which the project status changed to in progress (YYYY-MM-DD)
dueDateActualstringDate on which the project status changed to completed (YYYY-MM-DD)
annualizedRecurringRevenuenumberRecurring revenue of the customer subscriptions for a single calendar year
projectFeenumberTotal fee charged for the project
budgetedHoursnumberTotal hours allocated for project execution
percentageBudgetedHoursConsumednumberBudgeted hours consumed percentage
percentageBudgetConsumednumberBudget consumed percentage
trackedHoursnumberHours tracked as part of submitted time entries
trackedMinutesnumberMinutes tracked as part of submitted time entries
allocatedHoursnumberAllocated hours against users or placeholders
allocatedMinutesnumberAllocated minutes against users or placeholders
billableHoursnumberHours of time entries tracked as billable
billableMinutesnumberMinutes of time entries tracked as billable
nonBillableHoursnumberHours of time entries tracked as non-billable
nonBillableMinutesnumberMinutes of time entries tracked as non-billable
remainingHoursnumberHours left to complete the project based on tracked and budgeted hours
remainingMinutesnumberMinutes left to complete the project (complements remainingHours)
progressPercentagenumberProgress based on completed tasks vs total tasks
currentPhasesarrayPhases currently marked as in progress
phaseIdnumberUnique identifier of the phase
phaseNamestringName of the phase
autoAllocationbooleanWhether auto allocation is enabled for the project
sourcesarrayProject templates imported into the project
prefixstringPrefix distinguishing which phase or task corresponds to which template
startDatestringDate on which the template goes into effect (YYYY-MM-DD)
templateIdnumberUnique identifier of the template
templateNamestringName of the template
plannedDurationInDaysnumberDifference between startDate and dueDate in days
inferredProgressstringInferred progress (ON_TRACK, AHEAD_OF_TIME, RUNNING_LATE, or NONE)
projectAgeInDaysnumberAge of the project in days based on actual dates
customersInvitednumberNumber of customers invited to the project
customersJoinednumberNumber of customers who joined the project
externalReferenceIdstringIdentifier linking the project to an external system

rocketlane_import_template

Import a project template into an existing Rocketlane project

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
projectIdnumberYesUnique identifier of the project to import the template into
templateIdnumberYesUnique identifier of the template to import
startDatestringYesDate on which the template goes into effect for the project (YYYY-MM-DD)
prefixstringNoPrefix distinguishing which phase or task corresponds to this template when importing multiple templates

Output

ParameterTypeDescription
projectobjectThe project after the template import (including its sources)
projectIdnumberUnique identifier of the project
projectNamestringName of the project
startDatestringDate on which the project execution begins (YYYY-MM-DD)
dueDatestringDate on which the project execution is planned to complete (YYYY-MM-DD)
createdAtnumberTime when the project was created (epoch millis)
updatedAtnumberTime when the project was last updated (epoch millis)
ownerobjectProject owner
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
teamMembersobjectProject members, customers, and customer champion
membersarrayTeam members working on the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
customersarrayCustomer stakeholders involved in the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
customerChampionobjectCustomer champion of the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
statusobjectProject status value and label
valuenumberUnique identifier of the status
labelstringName of the status
fieldsarrayCustom project field values
fieldIdnumberUnique identifier of the custom field
fieldLabelstringName of the custom project field
fieldValuestringValue assigned to the field
fieldValueLabelstringString representation of the field value
customerobjectCustomer company of the project
companyIdnumberUnique identifier of the company
companyNamestringName of the company
companyUrlstringWebsite URL of the company
partnerCompaniesarrayPartner companies on the project
companyIdnumberUnique identifier of the company
companyNamestringName of the company
companyUrlstringWebsite URL of the company
archivedbooleanWhether the project is archived
visibilitystringProject visibility (EVERYONE, MEMBERS, or GROUP)
createdByobjectTeam member who created the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedByobjectTeam member who last updated the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
currencystringCurrency for the project financials (ISO code)
financialsobjectProject financials (contract type and per-contract-type fields)
contractTypestringContract type for the project financials (FIXED_FEE, TIME_AND_MATERIAL, SUBSCRIPTION, or NON_BILLABLE)
revenueRecognitionTypestringMethod used for revenue recognition
fixedFeenumberProject fee for Fixed fee contract type projects
projectBudgetnumberBudget allocated for Time & Material contract type projects
rateCardIdnumberUnique identifier of the rate card
rateCardNamestringName of the rate card
subscriptionFrequencystringInterval at which the subscription renews (MONTHLY, QUARTERLY, HALF_YEARLY, YEARLY)
subscriptionStartDatestringDate when the subscription interval begins (YYYY-MM-DD)
periodMinutesnumberBudgeted minutes for each subscription period
periodBudgetnumberFixed budget of every subscription period
noOfPeriodsnumberNumber of periods in the subscription
startDateActualstringDate on which the project status changed to in progress (YYYY-MM-DD)
dueDateActualstringDate on which the project status changed to completed (YYYY-MM-DD)
annualizedRecurringRevenuenumberRecurring revenue of the customer subscriptions for a single calendar year
projectFeenumberTotal fee charged for the project
budgetedHoursnumberTotal hours allocated for project execution
percentageBudgetedHoursConsumednumberBudgeted hours consumed percentage
percentageBudgetConsumednumberBudget consumed percentage
trackedHoursnumberHours tracked as part of submitted time entries
trackedMinutesnumberMinutes tracked as part of submitted time entries
allocatedHoursnumberAllocated hours against users or placeholders
allocatedMinutesnumberAllocated minutes against users or placeholders
billableHoursnumberHours of time entries tracked as billable
billableMinutesnumberMinutes of time entries tracked as billable
nonBillableHoursnumberHours of time entries tracked as non-billable
nonBillableMinutesnumberMinutes of time entries tracked as non-billable
remainingHoursnumberHours left to complete the project based on tracked and budgeted hours
remainingMinutesnumberMinutes left to complete the project (complements remainingHours)
progressPercentagenumberProgress based on completed tasks vs total tasks
currentPhasesarrayPhases currently marked as in progress
phaseIdnumberUnique identifier of the phase
phaseNamestringName of the phase
autoAllocationbooleanWhether auto allocation is enabled for the project
sourcesarrayProject templates imported into the project
prefixstringPrefix distinguishing which phase or task corresponds to which template
startDatestringDate on which the template goes into effect (YYYY-MM-DD)
templateIdnumberUnique identifier of the template
templateNamestringName of the template
plannedDurationInDaysnumberDifference between startDate and dueDate in days
inferredProgressstringInferred progress (ON_TRACK, AHEAD_OF_TIME, RUNNING_LATE, or NONE)
projectAgeInDaysnumberAge of the project in days based on actual dates
customersInvitednumberNumber of customers invited to the project
customersJoinednumberNumber of customers who joined the project
externalReferenceIdstringIdentifier linking the project to an external system

rocketlane_list_placeholders

List the placeholders of a Rocketlane project

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
projectIdnumberYesUnique identifier of the project

Output

ParameterTypeDescription
placeholdersarrayPlaceholders of the project
placeholderIdnumberUnique identifier of the placeholder
placeholderNamestringName of the placeholder
projectobjectProject of the placeholder
projectIdnumberUnique identifier of the project
projectNamestringName of the project
roleobjectRole of the placeholder
roleIdnumberUnique identifier of the role
roleNamestringName of the role
placeholderTypestringType of the placeholder (NATIVE or EXTERNAL)
createdAtnumberTime when the placeholder was created (epoch millis)
updatedAtnumberTime when the placeholder was last updated (epoch millis)
paginationobjectPagination details for fetching further pages
pageSizenumberPage size used for the current request
hasMorebooleanWhether more results are available
totalRecordCountnumberTotal number of records matching the request
nextPageTokenstringToken for fetching the next page (valid for 15 minutes)

rocketlane_assign_placeholders

Assign a placeholder in a Rocketlane project to a user

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
projectIdnumberYesUnique identifier of the project
placeholderIdnumberYesUnique identifier of the placeholder to assign
userIdnumberNoUser ID of the project member to assign (either userId or userEmailId must be provided; must be a customer user for CUSTOMER placeholders)
userEmailIdstringNoEmail of the project member to assign (either userId or userEmailId must be provided)

Output

ParameterTypeDescription
projectobjectThe project after the placeholder assignment
projectIdnumberUnique identifier of the project
projectNamestringName of the project
startDatestringDate on which the project execution begins (YYYY-MM-DD)
dueDatestringDate on which the project execution is planned to complete (YYYY-MM-DD)
createdAtnumberTime when the project was created (epoch millis)
updatedAtnumberTime when the project was last updated (epoch millis)
ownerobjectProject owner
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
teamMembersobjectProject members, customers, and customer champion
membersarrayTeam members working on the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
customersarrayCustomer stakeholders involved in the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
customerChampionobjectCustomer champion of the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
statusobjectProject status value and label
valuenumberUnique identifier of the status
labelstringName of the status
fieldsarrayCustom project field values
fieldIdnumberUnique identifier of the custom field
fieldLabelstringName of the custom project field
fieldValuestringValue assigned to the field
fieldValueLabelstringString representation of the field value
customerobjectCustomer company of the project
companyIdnumberUnique identifier of the company
companyNamestringName of the company
companyUrlstringWebsite URL of the company
partnerCompaniesarrayPartner companies on the project
companyIdnumberUnique identifier of the company
companyNamestringName of the company
companyUrlstringWebsite URL of the company
archivedbooleanWhether the project is archived
visibilitystringProject visibility (EVERYONE, MEMBERS, or GROUP)
createdByobjectTeam member who created the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedByobjectTeam member who last updated the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
currencystringCurrency for the project financials (ISO code)
financialsobjectProject financials (contract type and per-contract-type fields)
contractTypestringContract type for the project financials (FIXED_FEE, TIME_AND_MATERIAL, SUBSCRIPTION, or NON_BILLABLE)
revenueRecognitionTypestringMethod used for revenue recognition
fixedFeenumberProject fee for Fixed fee contract type projects
projectBudgetnumberBudget allocated for Time & Material contract type projects
rateCardIdnumberUnique identifier of the rate card
rateCardNamestringName of the rate card
subscriptionFrequencystringInterval at which the subscription renews (MONTHLY, QUARTERLY, HALF_YEARLY, YEARLY)
subscriptionStartDatestringDate when the subscription interval begins (YYYY-MM-DD)
periodMinutesnumberBudgeted minutes for each subscription period
periodBudgetnumberFixed budget of every subscription period
noOfPeriodsnumberNumber of periods in the subscription
startDateActualstringDate on which the project status changed to in progress (YYYY-MM-DD)
dueDateActualstringDate on which the project status changed to completed (YYYY-MM-DD)
annualizedRecurringRevenuenumberRecurring revenue of the customer subscriptions for a single calendar year
projectFeenumberTotal fee charged for the project
budgetedHoursnumberTotal hours allocated for project execution
percentageBudgetedHoursConsumednumberBudgeted hours consumed percentage
percentageBudgetConsumednumberBudget consumed percentage
trackedHoursnumberHours tracked as part of submitted time entries
trackedMinutesnumberMinutes tracked as part of submitted time entries
allocatedHoursnumberAllocated hours against users or placeholders
allocatedMinutesnumberAllocated minutes against users or placeholders
billableHoursnumberHours of time entries tracked as billable
billableMinutesnumberMinutes of time entries tracked as billable
nonBillableHoursnumberHours of time entries tracked as non-billable
nonBillableMinutesnumberMinutes of time entries tracked as non-billable
remainingHoursnumberHours left to complete the project based on tracked and budgeted hours
remainingMinutesnumberMinutes left to complete the project (complements remainingHours)
progressPercentagenumberProgress based on completed tasks vs total tasks
currentPhasesarrayPhases currently marked as in progress
phaseIdnumberUnique identifier of the phase
phaseNamestringName of the phase
autoAllocationbooleanWhether auto allocation is enabled for the project
sourcesarrayProject templates imported into the project
prefixstringPrefix distinguishing which phase or task corresponds to which template
startDatestringDate on which the template goes into effect (YYYY-MM-DD)
templateIdnumberUnique identifier of the template
templateNamestringName of the template
plannedDurationInDaysnumberDifference between startDate and dueDate in days
inferredProgressstringInferred progress (ON_TRACK, AHEAD_OF_TIME, RUNNING_LATE, or NONE)
projectAgeInDaysnumberAge of the project in days based on actual dates
customersInvitednumberNumber of customers invited to the project
customersJoinednumberNumber of customers who joined the project
externalReferenceIdstringIdentifier linking the project to an external system
placeholdersarrayPlaceholder-to-user mappings on the project
placeholderobjectPlaceholder being mapped
placeholderIdnumberUnique identifier of the placeholder
placeholderNamestringName of the placeholder
placeholderStatusstringStatus of the placeholder (ASSIGNED or UNASSIGNED)
userobjectUser assigned to the placeholder
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
rolestringRole name of the assigned user
hourlyCostRatenumberLatest hourly cost rate for the placeholder
costRateCurrencystringCurrency for the cost rate

rocketlane_unassign_placeholders

Unassign a placeholder from its user in a Rocketlane project

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
projectIdnumberYesUnique identifier of the project
placeholderIdnumberYesUnique identifier of the placeholder to unassign

Output

ParameterTypeDescription
projectobjectThe project after the placeholder was unassigned
projectIdnumberUnique identifier of the project
projectNamestringName of the project
startDatestringDate on which the project execution begins (YYYY-MM-DD)
dueDatestringDate on which the project execution is planned to complete (YYYY-MM-DD)
createdAtnumberTime when the project was created (epoch millis)
updatedAtnumberTime when the project was last updated (epoch millis)
ownerobjectProject owner
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
teamMembersobjectProject members, customers, and customer champion
membersarrayTeam members working on the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
customersarrayCustomer stakeholders involved in the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
customerChampionobjectCustomer champion of the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
statusobjectProject status value and label
valuenumberUnique identifier of the status
labelstringName of the status
fieldsarrayCustom project field values
fieldIdnumberUnique identifier of the custom field
fieldLabelstringName of the custom project field
fieldValuestringValue assigned to the field
fieldValueLabelstringString representation of the field value
customerobjectCustomer company of the project
companyIdnumberUnique identifier of the company
companyNamestringName of the company
companyUrlstringWebsite URL of the company
partnerCompaniesarrayPartner companies on the project
companyIdnumberUnique identifier of the company
companyNamestringName of the company
companyUrlstringWebsite URL of the company
archivedbooleanWhether the project is archived
visibilitystringProject visibility (EVERYONE, MEMBERS, or GROUP)
createdByobjectTeam member who created the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedByobjectTeam member who last updated the project
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
currencystringCurrency for the project financials (ISO code)
financialsobjectProject financials (contract type and per-contract-type fields)
contractTypestringContract type for the project financials (FIXED_FEE, TIME_AND_MATERIAL, SUBSCRIPTION, or NON_BILLABLE)
revenueRecognitionTypestringMethod used for revenue recognition
fixedFeenumberProject fee for Fixed fee contract type projects
projectBudgetnumberBudget allocated for Time & Material contract type projects
rateCardIdnumberUnique identifier of the rate card
rateCardNamestringName of the rate card
subscriptionFrequencystringInterval at which the subscription renews (MONTHLY, QUARTERLY, HALF_YEARLY, YEARLY)
subscriptionStartDatestringDate when the subscription interval begins (YYYY-MM-DD)
periodMinutesnumberBudgeted minutes for each subscription period
periodBudgetnumberFixed budget of every subscription period
noOfPeriodsnumberNumber of periods in the subscription
startDateActualstringDate on which the project status changed to in progress (YYYY-MM-DD)
dueDateActualstringDate on which the project status changed to completed (YYYY-MM-DD)
annualizedRecurringRevenuenumberRecurring revenue of the customer subscriptions for a single calendar year
projectFeenumberTotal fee charged for the project
budgetedHoursnumberTotal hours allocated for project execution
percentageBudgetedHoursConsumednumberBudgeted hours consumed percentage
percentageBudgetConsumednumberBudget consumed percentage
trackedHoursnumberHours tracked as part of submitted time entries
trackedMinutesnumberMinutes tracked as part of submitted time entries
allocatedHoursnumberAllocated hours against users or placeholders
allocatedMinutesnumberAllocated minutes against users or placeholders
billableHoursnumberHours of time entries tracked as billable
billableMinutesnumberMinutes of time entries tracked as billable
nonBillableHoursnumberHours of time entries tracked as non-billable
nonBillableMinutesnumberMinutes of time entries tracked as non-billable
remainingHoursnumberHours left to complete the project based on tracked and budgeted hours
remainingMinutesnumberMinutes left to complete the project (complements remainingHours)
progressPercentagenumberProgress based on completed tasks vs total tasks
currentPhasesarrayPhases currently marked as in progress
phaseIdnumberUnique identifier of the phase
phaseNamestringName of the phase
autoAllocationbooleanWhether auto allocation is enabled for the project
sourcesarrayProject templates imported into the project
prefixstringPrefix distinguishing which phase or task corresponds to which template
startDatestringDate on which the template goes into effect (YYYY-MM-DD)
templateIdnumberUnique identifier of the template
templateNamestringName of the template
plannedDurationInDaysnumberDifference between startDate and dueDate in days
inferredProgressstringInferred progress (ON_TRACK, AHEAD_OF_TIME, RUNNING_LATE, or NONE)
projectAgeInDaysnumberAge of the project in days based on actual dates
customersInvitednumberNumber of customers invited to the project
customersJoinednumberNumber of customers who joined the project
externalReferenceIdstringIdentifier linking the project to an external system
placeholdersarrayPlaceholder-to-user mappings on the project
placeholderobjectPlaceholder being mapped
placeholderIdnumberUnique identifier of the placeholder
placeholderNamestringName of the placeholder
placeholderStatusstringStatus of the placeholder (ASSIGNED or UNASSIGNED)
userobjectUser assigned to the placeholder
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
rolestringRole name of the assigned user
hourlyCostRatenumberLatest hourly cost rate for the placeholder
costRateCurrencystringCurrency for the cost rate

rocketlane_create_task

Create a new task in a Rocketlane project

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
taskNamestringYesName of the task
projectIdnumberYesID of the project the task belongs to
taskDescriptionstringNoDescription of the task in HTML format
taskPrivateNotestringNoPrivate note visible only to team members, in HTML format
startDatestringNoDate when the task starts (YYYY-MM-DD)
dueDatestringNoDate when the task is due, on or after the start date (YYYY-MM-DD)
effortInMinutesnumberNoExpected effort to complete the task, in minutes
progressnumberNoProgress of the task (0-100)
atRiskbooleanNoWhether the task is marked as At Risk
typestringNoType of the task: TASK or MILESTONE (defaults to TASK)
phaseIdnumberNoID of the phase to associate the task with (must belong to the project)
statusValuenumberNoStatus value to set on the task
assigneeUserIdsarrayNoUser IDs of members to assign to the task
assigneeEmailIdsarrayNoEmail addresses of members to assign to the task
followerUserIdsarrayNoUser IDs of members to add as followers of the task
followerEmailIdsarrayNoEmail addresses of members to add as followers of the task
parentTaskIdnumberNoID of the parent task
externalReferenceIdstringNoExternal reference identifier linking the task to an external system
privatebooleanNoWhether the task is private
includeFieldsarrayNoExtra fields to include in the response (startDateActual, dueDateActual, type, phase, assignees, followers, dependencies, billable, csatEnabled, priority, timeEntryCategory, financialsBudget, taskPrivateNote, parent, externalReferenceId)
includeAllFieldsbooleanNoWhether all fields should be returned in the response

Output

ParameterTypeDescription
taskobjectThe created task
taskIdnumberUnique identifier of the task
taskNamestringName of the task
taskDescriptionstringDescription of the task in HTML format
taskPrivateNotestringPrivate note visible only to team members, in HTML format
startDatestringDate when the task starts (YYYY-MM-DD)
dueDatestringDate when the task is due (YYYY-MM-DD)
startDateActualstringDate the task status changed to In Progress (YYYY-MM-DD)
dueDateActualstringDate the task status changed to Completed (YYYY-MM-DD)
archivedbooleanWhether the task is archived
effortInMinutesnumberExpected effort to complete the task, in minutes
progressnumberProgress of the task (0-100)
atRiskbooleanWhether the task is marked as At Risk
typestringType of the task: TASK or MILESTONE
createdAtnumberTime the task was created, in epoch millis
updatedAtnumberTime the task was last updated, in epoch millis
createdByobjectUser who created the task
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedByobjectUser who last updated the task
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
projectobjectProject associated with the task
projectIdnumberUnique identifier of the project
projectNamestringName of the project
phaseobjectPhase associated with the task
phaseIdnumberUnique identifier of the phase
phaseNamestringName of the phase
statusobjectStatus of the task (value and label)
priorityobjectPriority of the task (value and label)
fieldsarrayCustom field values set on the task
fieldIdnumberUnique identifier of the field
fieldLabelstringLabel of the field
fieldValuejsonValue of the field (string, number, or array)
fieldValueLabelstringString representation of the field value
assigneesobjectAssignees of the task (members and placeholders)
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
followersobjectFollowers of the task
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
dependenciesarrayTasks this task depends on (finish-to-start dependencies)
parentobjectParent task of the task
externalReferenceIdstringExternal reference identifier linking the task to an external system
billablebooleanWhether the task is billable
timeEntryCategoryobjectCategory in which the task time entries are added
categoryIdnumberUnique identifier of the category
categoryNamestringName of the category
financialsBudgetsarrayFinancials budgets in which the task time entries are added
budgetIdnumberUnique identifier of the budget
budgetNamestringName of the budget
csatEnabledbooleanWhether a CSAT survey is sent on completion (milestone tasks)
privatebooleanWhether the task is private

rocketlane_get_task

Retrieve detailed information about a Rocketlane task by its unique identifier

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
taskIdnumberYesUnique identifier of the task to retrieve
includeFieldsarrayNoExtra fields to include in the response (startDateActual, dueDateActual, type, phase, assignees, followers, dependencies, billable, csatEnabled, priority, timeEntryCategory, financialsBudget, taskPrivateNote, parent, externalReferenceId)
includeAllFieldsbooleanNoWhether all fields should be returned in the response

Output

ParameterTypeDescription
taskobjectThe requested task
taskIdnumberUnique identifier of the task
taskNamestringName of the task
taskDescriptionstringDescription of the task in HTML format
taskPrivateNotestringPrivate note visible only to team members, in HTML format
startDatestringDate when the task starts (YYYY-MM-DD)
dueDatestringDate when the task is due (YYYY-MM-DD)
startDateActualstringDate the task status changed to In Progress (YYYY-MM-DD)
dueDateActualstringDate the task status changed to Completed (YYYY-MM-DD)
archivedbooleanWhether the task is archived
effortInMinutesnumberExpected effort to complete the task, in minutes
progressnumberProgress of the task (0-100)
atRiskbooleanWhether the task is marked as At Risk
typestringType of the task: TASK or MILESTONE
createdAtnumberTime the task was created, in epoch millis
updatedAtnumberTime the task was last updated, in epoch millis
createdByobjectUser who created the task
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedByobjectUser who last updated the task
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
projectobjectProject associated with the task
projectIdnumberUnique identifier of the project
projectNamestringName of the project
phaseobjectPhase associated with the task
phaseIdnumberUnique identifier of the phase
phaseNamestringName of the phase
statusobjectStatus of the task (value and label)
priorityobjectPriority of the task (value and label)
fieldsarrayCustom field values set on the task
fieldIdnumberUnique identifier of the field
fieldLabelstringLabel of the field
fieldValuejsonValue of the field (string, number, or array)
fieldValueLabelstringString representation of the field value
assigneesobjectAssignees of the task (members and placeholders)
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
followersobjectFollowers of the task
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
dependenciesarrayTasks this task depends on (finish-to-start dependencies)
parentobjectParent task of the task
externalReferenceIdstringExternal reference identifier linking the task to an external system
billablebooleanWhether the task is billable
timeEntryCategoryobjectCategory in which the task time entries are added
categoryIdnumberUnique identifier of the category
categoryNamestringName of the category
financialsBudgetsarrayFinancials budgets in which the task time entries are added
budgetIdnumberUnique identifier of the budget
budgetNamestringName of the budget
csatEnabledbooleanWhether a CSAT survey is sent on completion (milestone tasks)
privatebooleanWhether the task is private

rocketlane_list_tasks

Retrieve all Rocketlane tasks with optional filters, sorting, and pagination

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
pageSizenumberNoNumber of tasks per page (defaults to 100)
pageTokenstringNoToken pointing to the next page of results, from a previous response
includeFieldsarrayNoExtra fields to include in the response (startDateActual, dueDateActual, type, phase, assignees, followers, dependencies, billable, csatEnabled, priority, timeEntryCategory, financialsBudget, taskPrivateNote, parent, externalReferenceId)
includeAllFieldsbooleanNoWhether all fields should be returned in the response
sortBystringNoField to sort by: taskName, startDate, dueDate, startDateActual, or dueDateActual
sortOrderstringNoSort order: ASC or DESC
matchstringNoHow multiple filters combine: all (AND) or any (OR)
projectIdnumberNoFilter tasks by project ID
phaseIdnumberNoFilter tasks by phase ID
taskNamestringNoFilter tasks whose name exactly matches this value
taskNameContainsstringNoFilter tasks whose name contains this value
taskStatusstringNoFilter tasks by task status value
startDateFromstringNoFilter tasks with a start date on or after this date (YYYY-MM-DD)
startDateTostringNoFilter tasks with a start date on or before this date (YYYY-MM-DD)
dueDateFromstringNoFilter tasks with a due date on or after this date (YYYY-MM-DD)
dueDateTostringNoFilter tasks with a due date on or before this date (YYYY-MM-DD)
includeArchivebooleanNoWhether archived tasks should be included in the results
externalReferenceIdstringNoFilter tasks by external reference identifier

Output

ParameterTypeDescription
tasksarrayList of tasks matching the filters
taskIdnumberUnique identifier of the task
taskNamestringName of the task
taskDescriptionstringDescription of the task in HTML format
taskPrivateNotestringPrivate note visible only to team members, in HTML format
startDatestringDate when the task starts (YYYY-MM-DD)
dueDatestringDate when the task is due (YYYY-MM-DD)
startDateActualstringDate the task status changed to In Progress (YYYY-MM-DD)
dueDateActualstringDate the task status changed to Completed (YYYY-MM-DD)
archivedbooleanWhether the task is archived
effortInMinutesnumberExpected effort to complete the task, in minutes
progressnumberProgress of the task (0-100)
atRiskbooleanWhether the task is marked as At Risk
typestringType of the task: TASK or MILESTONE
createdAtnumberTime the task was created, in epoch millis
updatedAtnumberTime the task was last updated, in epoch millis
createdByobjectUser who created the task
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedByobjectUser who last updated the task
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
projectobjectProject associated with the task
projectIdnumberUnique identifier of the project
projectNamestringName of the project
phaseobjectPhase associated with the task
phaseIdnumberUnique identifier of the phase
phaseNamestringName of the phase
statusobjectStatus of the task (value and label)
priorityobjectPriority of the task (value and label)
fieldsarrayCustom field values set on the task
fieldIdnumberUnique identifier of the field
fieldLabelstringLabel of the field
fieldValuejsonValue of the field (string, number, or array)
fieldValueLabelstringString representation of the field value
assigneesobjectAssignees of the task (members and placeholders)
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
followersobjectFollowers of the task
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
dependenciesarrayTasks this task depends on (finish-to-start dependencies)
parentobjectParent task of the task
externalReferenceIdstringExternal reference identifier linking the task to an external system
billablebooleanWhether the task is billable
timeEntryCategoryobjectCategory in which the task time entries are added
categoryIdnumberUnique identifier of the category
categoryNamestringName of the category
financialsBudgetsarrayFinancials budgets in which the task time entries are added
budgetIdnumberUnique identifier of the budget
budgetNamestringName of the budget
csatEnabledbooleanWhether a CSAT survey is sent on completion (milestone tasks)
privatebooleanWhether the task is private
paginationobjectPagination details for the result set
pageSizenumberPage size used for the current request
hasMorebooleanWhether more results are available
totalRecordCountnumberTotal number of records matching the request
nextPageTokenstringToken for fetching the next page (valid for 15 minutes)

rocketlane_update_task

Update the properties of an existing Rocketlane task by its unique identifier

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
taskIdnumberYesUnique identifier of the task to update
taskNamestringNoNew name of the task
taskDescriptionstringNoDescription of the task in HTML format
taskPrivateNotestringNoPrivate note visible only to team members, in HTML format
startDatestringNoDate when the task starts (YYYY-MM-DD)
dueDatestringNoDate when the task is due, on or after the start date (YYYY-MM-DD)
effortInMinutesnumberNoExpected effort to complete the task, in minutes
progressnumberNoProgress of the task (0-100)
atRiskbooleanNoWhether the task is marked as At Risk
typestringNoType of the task: TASK or MILESTONE
statusValuenumberNoStatus value to set on the task
externalReferenceIdstringNoExternal reference identifier linking the task to an external system
privatebooleanNoWhether the task is private
includeFieldsarrayNoExtra fields to include in the response (startDateActual, dueDateActual, type, phase, assignees, followers, dependencies, billable, csatEnabled, priority, timeEntryCategory, financialsBudget, taskPrivateNote, parent, externalReferenceId)
includeAllFieldsbooleanNoWhether all fields should be returned in the response

Output

ParameterTypeDescription
taskobjectThe updated task
taskIdnumberUnique identifier of the task
taskNamestringName of the task
taskDescriptionstringDescription of the task in HTML format
taskPrivateNotestringPrivate note visible only to team members, in HTML format
startDatestringDate when the task starts (YYYY-MM-DD)
dueDatestringDate when the task is due (YYYY-MM-DD)
startDateActualstringDate the task status changed to In Progress (YYYY-MM-DD)
dueDateActualstringDate the task status changed to Completed (YYYY-MM-DD)
archivedbooleanWhether the task is archived
effortInMinutesnumberExpected effort to complete the task, in minutes
progressnumberProgress of the task (0-100)
atRiskbooleanWhether the task is marked as At Risk
typestringType of the task: TASK or MILESTONE
createdAtnumberTime the task was created, in epoch millis
updatedAtnumberTime the task was last updated, in epoch millis
createdByobjectUser who created the task
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedByobjectUser who last updated the task
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
projectobjectProject associated with the task
projectIdnumberUnique identifier of the project
projectNamestringName of the project
phaseobjectPhase associated with the task
phaseIdnumberUnique identifier of the phase
phaseNamestringName of the phase
statusobjectStatus of the task (value and label)
priorityobjectPriority of the task (value and label)
fieldsarrayCustom field values set on the task
fieldIdnumberUnique identifier of the field
fieldLabelstringLabel of the field
fieldValuejsonValue of the field (string, number, or array)
fieldValueLabelstringString representation of the field value
assigneesobjectAssignees of the task (members and placeholders)
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
followersobjectFollowers of the task
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
dependenciesarrayTasks this task depends on (finish-to-start dependencies)
parentobjectParent task of the task
externalReferenceIdstringExternal reference identifier linking the task to an external system
billablebooleanWhether the task is billable
timeEntryCategoryobjectCategory in which the task time entries are added
categoryIdnumberUnique identifier of the category
categoryNamestringName of the category
financialsBudgetsarrayFinancials budgets in which the task time entries are added
budgetIdnumberUnique identifier of the budget
budgetNamestringName of the budget
csatEnabledbooleanWhether a CSAT survey is sent on completion (milestone tasks)
privatebooleanWhether the task is private

rocketlane_delete_task

Permanently delete a Rocketlane task by its unique identifier

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
taskIdnumberYesUnique identifier of the task to delete

Output

ParameterTypeDescription
deletedbooleanWhether the task was deleted
taskIdnumberID of the deleted task

rocketlane_move_task_to_phase

Move a Rocketlane task to a given phase, associating the task with that phase

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
taskIdnumberYesUnique identifier of the task to move
phaseIdnumberYesUnique identifier of the phase to move the task to

Output

ParameterTypeDescription
taskobjectThe task with its updated phase
taskIdnumberUnique identifier of the task
taskNamestringName of the task
taskDescriptionstringDescription of the task in HTML format
taskPrivateNotestringPrivate note visible only to team members, in HTML format
startDatestringDate when the task starts (YYYY-MM-DD)
dueDatestringDate when the task is due (YYYY-MM-DD)
startDateActualstringDate the task status changed to In Progress (YYYY-MM-DD)
dueDateActualstringDate the task status changed to Completed (YYYY-MM-DD)
archivedbooleanWhether the task is archived
effortInMinutesnumberExpected effort to complete the task, in minutes
progressnumberProgress of the task (0-100)
atRiskbooleanWhether the task is marked as At Risk
typestringType of the task: TASK or MILESTONE
createdAtnumberTime the task was created, in epoch millis
updatedAtnumberTime the task was last updated, in epoch millis
createdByobjectUser who created the task
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedByobjectUser who last updated the task
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
projectobjectProject associated with the task
projectIdnumberUnique identifier of the project
projectNamestringName of the project
phaseobjectPhase associated with the task
phaseIdnumberUnique identifier of the phase
phaseNamestringName of the phase
statusobjectStatus of the task (value and label)
priorityobjectPriority of the task (value and label)
fieldsarrayCustom field values set on the task
fieldIdnumberUnique identifier of the field
fieldLabelstringLabel of the field
fieldValuejsonValue of the field (string, number, or array)
fieldValueLabelstringString representation of the field value
assigneesobjectAssignees of the task (members and placeholders)
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
followersobjectFollowers of the task
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
dependenciesarrayTasks this task depends on (finish-to-start dependencies)
parentobjectParent task of the task
externalReferenceIdstringExternal reference identifier linking the task to an external system
billablebooleanWhether the task is billable
timeEntryCategoryobjectCategory in which the task time entries are added
categoryIdnumberUnique identifier of the category
categoryNamestringName of the category
financialsBudgetsarrayFinancials budgets in which the task time entries are added
budgetIdnumberUnique identifier of the budget
budgetNamestringName of the budget
csatEnabledbooleanWhether a CSAT survey is sent on completion (milestone tasks)
privatebooleanWhether the task is private

rocketlane_add_task_assignees

Add members as assignees to a Rocketlane task

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
taskIdnumberYesUnique identifier of the task to add assignees to
memberUserIdsarrayNoUser IDs of members to add as assignees
memberEmailIdsarrayNoEmail addresses of members to add as assignees

Output

ParameterTypeDescription
taskobjectThe task with its updated assignees
taskIdnumberUnique identifier of the task
taskNamestringName of the task
taskDescriptionstringDescription of the task in HTML format
taskPrivateNotestringPrivate note visible only to team members, in HTML format
startDatestringDate when the task starts (YYYY-MM-DD)
dueDatestringDate when the task is due (YYYY-MM-DD)
startDateActualstringDate the task status changed to In Progress (YYYY-MM-DD)
dueDateActualstringDate the task status changed to Completed (YYYY-MM-DD)
archivedbooleanWhether the task is archived
effortInMinutesnumberExpected effort to complete the task, in minutes
progressnumberProgress of the task (0-100)
atRiskbooleanWhether the task is marked as At Risk
typestringType of the task: TASK or MILESTONE
createdAtnumberTime the task was created, in epoch millis
updatedAtnumberTime the task was last updated, in epoch millis
createdByobjectUser who created the task
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedByobjectUser who last updated the task
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
projectobjectProject associated with the task
projectIdnumberUnique identifier of the project
projectNamestringName of the project
phaseobjectPhase associated with the task
phaseIdnumberUnique identifier of the phase
phaseNamestringName of the phase
statusobjectStatus of the task (value and label)
priorityobjectPriority of the task (value and label)
fieldsarrayCustom field values set on the task
fieldIdnumberUnique identifier of the field
fieldLabelstringLabel of the field
fieldValuejsonValue of the field (string, number, or array)
fieldValueLabelstringString representation of the field value
assigneesobjectAssignees of the task (members and placeholders)
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
followersobjectFollowers of the task
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
dependenciesarrayTasks this task depends on (finish-to-start dependencies)
parentobjectParent task of the task
externalReferenceIdstringExternal reference identifier linking the task to an external system
billablebooleanWhether the task is billable
timeEntryCategoryobjectCategory in which the task time entries are added
categoryIdnumberUnique identifier of the category
categoryNamestringName of the category
financialsBudgetsarrayFinancials budgets in which the task time entries are added
budgetIdnumberUnique identifier of the budget
budgetNamestringName of the budget
csatEnabledbooleanWhether a CSAT survey is sent on completion (milestone tasks)
privatebooleanWhether the task is private

rocketlane_remove_task_assignees

Remove assignees from a Rocketlane task

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
taskIdnumberYesUnique identifier of the task to remove assignees from
memberUserIdsarrayNoUser IDs of members to remove from the assignees
memberEmailIdsarrayNoEmail addresses of members to remove from the assignees

Output

ParameterTypeDescription
taskobjectThe task with its updated assignees
taskIdnumberUnique identifier of the task
taskNamestringName of the task
taskDescriptionstringDescription of the task in HTML format
taskPrivateNotestringPrivate note visible only to team members, in HTML format
startDatestringDate when the task starts (YYYY-MM-DD)
dueDatestringDate when the task is due (YYYY-MM-DD)
startDateActualstringDate the task status changed to In Progress (YYYY-MM-DD)
dueDateActualstringDate the task status changed to Completed (YYYY-MM-DD)
archivedbooleanWhether the task is archived
effortInMinutesnumberExpected effort to complete the task, in minutes
progressnumberProgress of the task (0-100)
atRiskbooleanWhether the task is marked as At Risk
typestringType of the task: TASK or MILESTONE
createdAtnumberTime the task was created, in epoch millis
updatedAtnumberTime the task was last updated, in epoch millis
createdByobjectUser who created the task
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedByobjectUser who last updated the task
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
projectobjectProject associated with the task
projectIdnumberUnique identifier of the project
projectNamestringName of the project
phaseobjectPhase associated with the task
phaseIdnumberUnique identifier of the phase
phaseNamestringName of the phase
statusobjectStatus of the task (value and label)
priorityobjectPriority of the task (value and label)
fieldsarrayCustom field values set on the task
fieldIdnumberUnique identifier of the field
fieldLabelstringLabel of the field
fieldValuejsonValue of the field (string, number, or array)
fieldValueLabelstringString representation of the field value
assigneesobjectAssignees of the task (members and placeholders)
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
followersobjectFollowers of the task
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
dependenciesarrayTasks this task depends on (finish-to-start dependencies)
parentobjectParent task of the task
externalReferenceIdstringExternal reference identifier linking the task to an external system
billablebooleanWhether the task is billable
timeEntryCategoryobjectCategory in which the task time entries are added
categoryIdnumberUnique identifier of the category
categoryNamestringName of the category
financialsBudgetsarrayFinancials budgets in which the task time entries are added
budgetIdnumberUnique identifier of the budget
budgetNamestringName of the budget
csatEnabledbooleanWhether a CSAT survey is sent on completion (milestone tasks)
privatebooleanWhether the task is private

rocketlane_add_task_followers

Add members as followers to a Rocketlane task

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
taskIdnumberYesUnique identifier of the task to add followers to
memberUserIdsarrayNoUser IDs of members to add as followers
memberEmailIdsarrayNoEmail addresses of members to add as followers

Output

ParameterTypeDescription
taskobjectThe task with its updated followers
taskIdnumberUnique identifier of the task
taskNamestringName of the task
taskDescriptionstringDescription of the task in HTML format
taskPrivateNotestringPrivate note visible only to team members, in HTML format
startDatestringDate when the task starts (YYYY-MM-DD)
dueDatestringDate when the task is due (YYYY-MM-DD)
startDateActualstringDate the task status changed to In Progress (YYYY-MM-DD)
dueDateActualstringDate the task status changed to Completed (YYYY-MM-DD)
archivedbooleanWhether the task is archived
effortInMinutesnumberExpected effort to complete the task, in minutes
progressnumberProgress of the task (0-100)
atRiskbooleanWhether the task is marked as At Risk
typestringType of the task: TASK or MILESTONE
createdAtnumberTime the task was created, in epoch millis
updatedAtnumberTime the task was last updated, in epoch millis
createdByobjectUser who created the task
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedByobjectUser who last updated the task
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
projectobjectProject associated with the task
projectIdnumberUnique identifier of the project
projectNamestringName of the project
phaseobjectPhase associated with the task
phaseIdnumberUnique identifier of the phase
phaseNamestringName of the phase
statusobjectStatus of the task (value and label)
priorityobjectPriority of the task (value and label)
fieldsarrayCustom field values set on the task
fieldIdnumberUnique identifier of the field
fieldLabelstringLabel of the field
fieldValuejsonValue of the field (string, number, or array)
fieldValueLabelstringString representation of the field value
assigneesobjectAssignees of the task (members and placeholders)
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
followersobjectFollowers of the task
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
dependenciesarrayTasks this task depends on (finish-to-start dependencies)
parentobjectParent task of the task
externalReferenceIdstringExternal reference identifier linking the task to an external system
billablebooleanWhether the task is billable
timeEntryCategoryobjectCategory in which the task time entries are added
categoryIdnumberUnique identifier of the category
categoryNamestringName of the category
financialsBudgetsarrayFinancials budgets in which the task time entries are added
budgetIdnumberUnique identifier of the budget
budgetNamestringName of the budget
csatEnabledbooleanWhether a CSAT survey is sent on completion (milestone tasks)
privatebooleanWhether the task is private

rocketlane_remove_task_followers

Remove followers from a Rocketlane task

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
taskIdnumberYesUnique identifier of the task to remove followers from
memberUserIdsarrayNoUser IDs of members to remove from the followers
memberEmailIdsarrayNoEmail addresses of members to remove from the followers

Output

ParameterTypeDescription
taskobjectThe task with its updated followers
taskIdnumberUnique identifier of the task
taskNamestringName of the task
taskDescriptionstringDescription of the task in HTML format
taskPrivateNotestringPrivate note visible only to team members, in HTML format
startDatestringDate when the task starts (YYYY-MM-DD)
dueDatestringDate when the task is due (YYYY-MM-DD)
startDateActualstringDate the task status changed to In Progress (YYYY-MM-DD)
dueDateActualstringDate the task status changed to Completed (YYYY-MM-DD)
archivedbooleanWhether the task is archived
effortInMinutesnumberExpected effort to complete the task, in minutes
progressnumberProgress of the task (0-100)
atRiskbooleanWhether the task is marked as At Risk
typestringType of the task: TASK or MILESTONE
createdAtnumberTime the task was created, in epoch millis
updatedAtnumberTime the task was last updated, in epoch millis
createdByobjectUser who created the task
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedByobjectUser who last updated the task
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
projectobjectProject associated with the task
projectIdnumberUnique identifier of the project
projectNamestringName of the project
phaseobjectPhase associated with the task
phaseIdnumberUnique identifier of the phase
phaseNamestringName of the phase
statusobjectStatus of the task (value and label)
priorityobjectPriority of the task (value and label)
fieldsarrayCustom field values set on the task
fieldIdnumberUnique identifier of the field
fieldLabelstringLabel of the field
fieldValuejsonValue of the field (string, number, or array)
fieldValueLabelstringString representation of the field value
assigneesobjectAssignees of the task (members and placeholders)
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
followersobjectFollowers of the task
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
dependenciesarrayTasks this task depends on (finish-to-start dependencies)
parentobjectParent task of the task
externalReferenceIdstringExternal reference identifier linking the task to an external system
billablebooleanWhether the task is billable
timeEntryCategoryobjectCategory in which the task time entries are added
categoryIdnumberUnique identifier of the category
categoryNamestringName of the category
financialsBudgetsarrayFinancials budgets in which the task time entries are added
budgetIdnumberUnique identifier of the budget
budgetNamestringName of the budget
csatEnabledbooleanWhether a CSAT survey is sent on completion (milestone tasks)
privatebooleanWhether the task is private

rocketlane_add_task_dependencies

Add finish-to-start dependencies between a Rocketlane task and other tasks

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
taskIdnumberYesUnique identifier of the task to add dependencies to
dependencyTaskIdsarrayYesTask IDs the task should depend on

Output

ParameterTypeDescription
taskobjectThe task with its updated dependencies
taskIdnumberUnique identifier of the task
taskNamestringName of the task
taskDescriptionstringDescription of the task in HTML format
taskPrivateNotestringPrivate note visible only to team members, in HTML format
startDatestringDate when the task starts (YYYY-MM-DD)
dueDatestringDate when the task is due (YYYY-MM-DD)
startDateActualstringDate the task status changed to In Progress (YYYY-MM-DD)
dueDateActualstringDate the task status changed to Completed (YYYY-MM-DD)
archivedbooleanWhether the task is archived
effortInMinutesnumberExpected effort to complete the task, in minutes
progressnumberProgress of the task (0-100)
atRiskbooleanWhether the task is marked as At Risk
typestringType of the task: TASK or MILESTONE
createdAtnumberTime the task was created, in epoch millis
updatedAtnumberTime the task was last updated, in epoch millis
createdByobjectUser who created the task
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedByobjectUser who last updated the task
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
projectobjectProject associated with the task
projectIdnumberUnique identifier of the project
projectNamestringName of the project
phaseobjectPhase associated with the task
phaseIdnumberUnique identifier of the phase
phaseNamestringName of the phase
statusobjectStatus of the task (value and label)
priorityobjectPriority of the task (value and label)
fieldsarrayCustom field values set on the task
fieldIdnumberUnique identifier of the field
fieldLabelstringLabel of the field
fieldValuejsonValue of the field (string, number, or array)
fieldValueLabelstringString representation of the field value
assigneesobjectAssignees of the task (members and placeholders)
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
followersobjectFollowers of the task
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
dependenciesarrayTasks this task depends on (finish-to-start dependencies)
parentobjectParent task of the task
externalReferenceIdstringExternal reference identifier linking the task to an external system
billablebooleanWhether the task is billable
timeEntryCategoryobjectCategory in which the task time entries are added
categoryIdnumberUnique identifier of the category
categoryNamestringName of the category
financialsBudgetsarrayFinancials budgets in which the task time entries are added
budgetIdnumberUnique identifier of the budget
budgetNamestringName of the budget
csatEnabledbooleanWhether a CSAT survey is sent on completion (milestone tasks)
privatebooleanWhether the task is private

rocketlane_remove_task_dependencies

Remove dependencies from a Rocketlane task

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
taskIdnumberYesUnique identifier of the task to remove dependencies from
dependencyTaskIdsarrayYesTask IDs to remove from the task dependencies

Output

ParameterTypeDescription
taskobjectThe task with its updated dependencies
taskIdnumberUnique identifier of the task
taskNamestringName of the task
taskDescriptionstringDescription of the task in HTML format
taskPrivateNotestringPrivate note visible only to team members, in HTML format
startDatestringDate when the task starts (YYYY-MM-DD)
dueDatestringDate when the task is due (YYYY-MM-DD)
startDateActualstringDate the task status changed to In Progress (YYYY-MM-DD)
dueDateActualstringDate the task status changed to Completed (YYYY-MM-DD)
archivedbooleanWhether the task is archived
effortInMinutesnumberExpected effort to complete the task, in minutes
progressnumberProgress of the task (0-100)
atRiskbooleanWhether the task is marked as At Risk
typestringType of the task: TASK or MILESTONE
createdAtnumberTime the task was created, in epoch millis
updatedAtnumberTime the task was last updated, in epoch millis
createdByobjectUser who created the task
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedByobjectUser who last updated the task
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
projectobjectProject associated with the task
projectIdnumberUnique identifier of the project
projectNamestringName of the project
phaseobjectPhase associated with the task
phaseIdnumberUnique identifier of the phase
phaseNamestringName of the phase
statusobjectStatus of the task (value and label)
priorityobjectPriority of the task (value and label)
fieldsarrayCustom field values set on the task
fieldIdnumberUnique identifier of the field
fieldLabelstringLabel of the field
fieldValuejsonValue of the field (string, number, or array)
fieldValueLabelstringString representation of the field value
assigneesobjectAssignees of the task (members and placeholders)
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
followersobjectFollowers of the task
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
dependenciesarrayTasks this task depends on (finish-to-start dependencies)
parentobjectParent task of the task
externalReferenceIdstringExternal reference identifier linking the task to an external system
billablebooleanWhether the task is billable
timeEntryCategoryobjectCategory in which the task time entries are added
categoryIdnumberUnique identifier of the category
categoryNamestringName of the category
financialsBudgetsarrayFinancials budgets in which the task time entries are added
budgetIdnumberUnique identifier of the budget
budgetNamestringName of the budget
csatEnabledbooleanWhether a CSAT survey is sent on completion (milestone tasks)
privatebooleanWhether the task is private

rocketlane_create_phase

Create a new phase in a Rocketlane project

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
phaseNamestringYesName of the phase
projectIdnumberYesID of the project to create the phase in
startDatestringYesPlanned start date of the phase (YYYY-MM-DD)
dueDatestringYesPlanned due date of the phase (YYYY-MM-DD)
statusValuenumberNoNumeric status value to set on the phase
privatebooleanNoWhether the phase is private
includeFieldsstringNoComma-separated extra phase properties to include in the response (supported: startDateActual, dueDateActual)
includeAllFieldsbooleanNoWhether to return all phase properties in the response

Output

ParameterTypeDescription
phaseobjectThe created phase
phaseIdnumberUnique identifier of the phase
phaseNamestringName of the phase
projectobjectProject the phase belongs to
projectIdnumberUnique identifier of the project
projectNamestringName of the project
startDatestringPlanned start date of the phase (YYYY-MM-DD)
dueDatestringPlanned due date of the phase (YYYY-MM-DD)
startDateActualstringActual start date of the phase (YYYY-MM-DD)
dueDateActualstringActual due date of the phase (YYYY-MM-DD)
createdAtnumberTime the phase was created, in epoch milliseconds
updatedAtnumberTime the phase was last updated, in epoch milliseconds
createdByobjectTeam member who created the phase
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedByobjectTeam member who last updated the phase
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
statusobjectStatus of the phase
valuenumberNumeric status value
labelstringDisplay label of the status
privatebooleanWhether the phase is private

rocketlane_get_phase

Retrieve a single Rocketlane phase by ID

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
phaseIdnumberYesID of the phase to retrieve
includeFieldsstringNoComma-separated extra phase properties to include in the response (supported: startDateActual, dueDateActual)
includeAllFieldsbooleanNoWhether to return all phase properties in the response

Output

ParameterTypeDescription
phaseobjectThe requested phase
phaseIdnumberUnique identifier of the phase
phaseNamestringName of the phase
projectobjectProject the phase belongs to
projectIdnumberUnique identifier of the project
projectNamestringName of the project
startDatestringPlanned start date of the phase (YYYY-MM-DD)
dueDatestringPlanned due date of the phase (YYYY-MM-DD)
startDateActualstringActual start date of the phase (YYYY-MM-DD)
dueDateActualstringActual due date of the phase (YYYY-MM-DD)
createdAtnumberTime the phase was created, in epoch milliseconds
updatedAtnumberTime the phase was last updated, in epoch milliseconds
createdByobjectTeam member who created the phase
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedByobjectTeam member who last updated the phase
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
statusobjectStatus of the phase
valuenumberNumeric status value
labelstringDisplay label of the status
privatebooleanWhether the phase is private

rocketlane_list_phases

List phases of a Rocketlane project, with optional filters, sorting, and pagination

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
projectIdnumberYesID of the project to list phases for
pageSizenumberNoNumber of phases per page
pageTokenstringNoPage token returned by a previous request (valid for 15 minutes)
includeFieldsstringNoComma-separated extra phase properties to include in the response (supported: startDateActual, dueDateActual)
includeAllFieldsbooleanNoWhether to return all phase properties in the response
sortBystringNoProperty to sort by (phaseName, startDate, dueDate, startDateActual, dueDateActual)
sortOrderstringNoSort order (ASC or DESC)
matchstringNoWhether results must match all filters or any filter (all or any)
phaseNamestringNoFilter by exact phase name

Output

ParameterTypeDescription
phasesarrayList of phases
phaseIdnumberUnique identifier of the phase
phaseNamestringName of the phase
projectobjectProject the phase belongs to
projectIdnumberUnique identifier of the project
projectNamestringName of the project
startDatestringPlanned start date of the phase (YYYY-MM-DD)
dueDatestringPlanned due date of the phase (YYYY-MM-DD)
startDateActualstringActual start date of the phase (YYYY-MM-DD)
dueDateActualstringActual due date of the phase (YYYY-MM-DD)
createdAtnumberTime the phase was created, in epoch milliseconds
updatedAtnumberTime the phase was last updated, in epoch milliseconds
createdByobjectTeam member who created the phase
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedByobjectTeam member who last updated the phase
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
statusobjectStatus of the phase
valuenumberNumeric status value
labelstringDisplay label of the status
privatebooleanWhether the phase is private
paginationobjectPagination details for the result set
pageSizenumberPage size used for the current request
hasMorebooleanWhether more results are available
totalRecordCountnumberTotal number of records matching the request
nextPageTokenstringToken for fetching the next page (valid for 15 minutes)

rocketlane_update_phase

Update the name, dates, status, or privacy of an existing Rocketlane phase

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
phaseIdnumberYesID of the phase to update
phaseNamestringNoNew name of the phase
startDatestringNoNew planned start date of the phase (YYYY-MM-DD)
dueDatestringNoNew planned due date of the phase (YYYY-MM-DD)
statusValuenumberNoNew numeric status value for the phase
privatebooleanNoWhether the phase is private
includeFieldsstringNoComma-separated extra phase properties to include in the response (supported: startDateActual, dueDateActual)
includeAllFieldsbooleanNoWhether to return all phase properties in the response

Output

ParameterTypeDescription
phaseobjectThe updated phase
phaseIdnumberUnique identifier of the phase
phaseNamestringName of the phase
projectobjectProject the phase belongs to
projectIdnumberUnique identifier of the project
projectNamestringName of the project
startDatestringPlanned start date of the phase (YYYY-MM-DD)
dueDatestringPlanned due date of the phase (YYYY-MM-DD)
startDateActualstringActual start date of the phase (YYYY-MM-DD)
dueDateActualstringActual due date of the phase (YYYY-MM-DD)
createdAtnumberTime the phase was created, in epoch milliseconds
updatedAtnumberTime the phase was last updated, in epoch milliseconds
createdByobjectTeam member who created the phase
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedByobjectTeam member who last updated the phase
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
statusobjectStatus of the phase
valuenumberNumeric status value
labelstringDisplay label of the status
privatebooleanWhether the phase is private

rocketlane_delete_phase

Permanently delete a Rocketlane phase by ID

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
phaseIdnumberYesID of the phase to delete

Output

ParameterTypeDescription
deletedbooleanWhether the phase was deleted
phaseIdnumberID of the deleted phase

rocketlane_create_field

Create a custom field in your Rocketlane account, with options for SINGLE_CHOICE and MULTIPLE_CHOICE field types

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
fieldLabelstringYesName of the field
fieldTypestringYesType of the field (TEXT, MULTI_LINE_TEXT, YES_OR_NO, DATE, SINGLE_CHOICE, MULTIPLE_CHOICE, SINGLE_USER, MULTIPLE_USER, NUMBER, NOTE, RATING)
objectTypestringYesObject the field is associated with (PROJECT, TASK, or USER)
fieldDescriptionstringNoDescription of the field
fieldOptionsarrayNoOptions for SINGLE_CHOICE and MULTIPLE_CHOICE fields; the order provided is preserved
ratingScalestringNoNumber of stars for RATING fields (THREE, FIVE, SEVEN, TEN)
enabledbooleanNoWhether the field is enabled (defaults to true)
privatebooleanNoWhether the field is private
includeFieldsstringNoComma-separated extra field properties to include in the response (supported: options)
includeAllFieldsbooleanNoWhether to return all field properties in the response

Output

ParameterTypeDescription
fieldobjectThe created field
fieldIdnumberUnique identifier of the field
fieldLabelstringName of the field
fieldDescriptionstringDescription of the field
fieldTypestringType of the field (TEXT, MULTI_LINE_TEXT, YES_OR_NO, DATE, SINGLE_CHOICE, MULTIPLE_CHOICE, SINGLE_USER, MULTIPLE_USER, NUMBER, NOTE, RATING)
objectTypestringObject the field is associated with (PROJECT, TASK, or USER)
fieldOptionsarrayOptions available for SINGLE_CHOICE and MULTIPLE_CHOICE fields
optionValuenumberUnique identifier of the option within the field
optionLabelstringDisplay label of the option
optionColorstringColor of the option (RED, YELLOW, GREEN, TEAL, CYAN, BLUE, PURPLE, MAGENTA, GRAY, COOL_GRAY)
ratingScalestringRating scale for RATING fields (THREE, FIVE, SEVEN, TEN)
createdByobjectTeam member who created the field
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedByobjectTeam member who last updated the field
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
createdAtnumberTime the field was created, in epoch milliseconds
updatedAtnumberTime the field was last updated, in epoch milliseconds
enabledbooleanWhether the field is enabled
privatebooleanWhether the field is private

rocketlane_get_field

Retrieve a single Rocketlane field by ID

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
fieldIdnumberYesID of the field to retrieve
includeFieldsstringNoComma-separated extra field properties to include in the response (supported: options)
includeAllFieldsbooleanNoWhether to return all field properties in the response

Output

ParameterTypeDescription
fieldobjectThe requested field
fieldIdnumberUnique identifier of the field
fieldLabelstringName of the field
fieldDescriptionstringDescription of the field
fieldTypestringType of the field (TEXT, MULTI_LINE_TEXT, YES_OR_NO, DATE, SINGLE_CHOICE, MULTIPLE_CHOICE, SINGLE_USER, MULTIPLE_USER, NUMBER, NOTE, RATING)
objectTypestringObject the field is associated with (PROJECT, TASK, or USER)
fieldOptionsarrayOptions available for SINGLE_CHOICE and MULTIPLE_CHOICE fields
optionValuenumberUnique identifier of the option within the field
optionLabelstringDisplay label of the option
optionColorstringColor of the option (RED, YELLOW, GREEN, TEAL, CYAN, BLUE, PURPLE, MAGENTA, GRAY, COOL_GRAY)
ratingScalestringRating scale for RATING fields (THREE, FIVE, SEVEN, TEN)
createdByobjectTeam member who created the field
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedByobjectTeam member who last updated the field
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
createdAtnumberTime the field was created, in epoch milliseconds
updatedAtnumberTime the field was last updated, in epoch milliseconds
enabledbooleanWhether the field is enabled
privatebooleanWhether the field is private

rocketlane_list_fields

List fields in your Rocketlane account, with optional filters, sorting, and pagination

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
pageSizenumberNoNumber of fields per page
pageTokenstringNoPage token returned by a previous request (valid for 15 minutes)
includeFieldsstringNoComma-separated extra field properties to include in the response (supported: options)
includeAllFieldsbooleanNoWhether to return all field properties in the response
sortBystringNoProperty to sort by (supported: fieldLabel)
sortOrderstringNoSort order (ASC or DESC)
matchstringNoWhether results must match all filters or any filter (all or any)
objectTypestringNoFilter by associated object type (PROJECT, TASK, or USER)
fieldTypestringNoFilter by field type (TEXT, MULTI_LINE_TEXT, YES_OR_NO, DATE, SINGLE_CHOICE, MULTIPLE_CHOICE, SINGLE_USER, MULTIPLE_USER, NUMBER, NOTE, RATING)
enabledbooleanNoFilter by enabled state
privatebooleanNoFilter by privacy setting

Output

ParameterTypeDescription
fieldsarrayList of fields
fieldIdnumberUnique identifier of the field
fieldLabelstringName of the field
fieldDescriptionstringDescription of the field
fieldTypestringType of the field (TEXT, MULTI_LINE_TEXT, YES_OR_NO, DATE, SINGLE_CHOICE, MULTIPLE_CHOICE, SINGLE_USER, MULTIPLE_USER, NUMBER, NOTE, RATING)
objectTypestringObject the field is associated with (PROJECT, TASK, or USER)
fieldOptionsarrayOptions available for SINGLE_CHOICE and MULTIPLE_CHOICE fields
optionValuenumberUnique identifier of the option within the field
optionLabelstringDisplay label of the option
optionColorstringColor of the option (RED, YELLOW, GREEN, TEAL, CYAN, BLUE, PURPLE, MAGENTA, GRAY, COOL_GRAY)
ratingScalestringRating scale for RATING fields (THREE, FIVE, SEVEN, TEN)
createdByobjectTeam member who created the field
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedByobjectTeam member who last updated the field
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
createdAtnumberTime the field was created, in epoch milliseconds
updatedAtnumberTime the field was last updated, in epoch milliseconds
enabledbooleanWhether the field is enabled
privatebooleanWhether the field is private
paginationobjectPagination details for the result set
pageSizenumberPage size used for the current request
hasMorebooleanWhether more results are available
totalRecordCountnumberTotal number of records matching the request
nextPageTokenstringToken for fetching the next page (valid for 15 minutes)

rocketlane_update_field

Update the label, description, enabled state, or privacy of an existing Rocketlane field

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
fieldIdnumberYesID of the field to update
fieldLabelstringNoNew name of the field
fieldDescriptionstringNoNew description of the field
enabledbooleanNoWhether the field is enabled
privatebooleanNoWhether the field is private
includeFieldsstringNoComma-separated extra field properties to include in the response (supported: options)
includeAllFieldsbooleanNoWhether to return all field properties in the response

Output

ParameterTypeDescription
fieldobjectThe updated field
fieldIdnumberUnique identifier of the field
fieldLabelstringName of the field
fieldDescriptionstringDescription of the field
fieldTypestringType of the field (TEXT, MULTI_LINE_TEXT, YES_OR_NO, DATE, SINGLE_CHOICE, MULTIPLE_CHOICE, SINGLE_USER, MULTIPLE_USER, NUMBER, NOTE, RATING)
objectTypestringObject the field is associated with (PROJECT, TASK, or USER)
fieldOptionsarrayOptions available for SINGLE_CHOICE and MULTIPLE_CHOICE fields
optionValuenumberUnique identifier of the option within the field
optionLabelstringDisplay label of the option
optionColorstringColor of the option (RED, YELLOW, GREEN, TEAL, CYAN, BLUE, PURPLE, MAGENTA, GRAY, COOL_GRAY)
ratingScalestringRating scale for RATING fields (THREE, FIVE, SEVEN, TEN)
createdByobjectTeam member who created the field
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedByobjectTeam member who last updated the field
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
createdAtnumberTime the field was created, in epoch milliseconds
updatedAtnumberTime the field was last updated, in epoch milliseconds
enabledbooleanWhether the field is enabled
privatebooleanWhether the field is private

rocketlane_delete_field

Permanently delete a Rocketlane field by ID

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
fieldIdnumberYesID of the field to delete

Output

ParameterTypeDescription
deletedbooleanWhether the field was deleted
fieldIdnumberID of the deleted field

rocketlane_add_field_option

Add a new option to an existing SINGLE_CHOICE or MULTIPLE_CHOICE Rocketlane field

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
fieldIdnumberYesID of the field to add the option to
optionLabelstringYesDisplay label of the new option
optionColorstringYesColor of the new option (RED, YELLOW, GREEN, TEAL, CYAN, BLUE, PURPLE, MAGENTA, GRAY, COOL_GRAY)

Output

ParameterTypeDescription
optionobjectThe created field option
optionValuenumberUnique identifier of the option within the field
optionLabelstringDisplay label of the option
optionColorstringColor of the option (RED, YELLOW, GREEN, TEAL, CYAN, BLUE, PURPLE, MAGENTA, GRAY, COOL_GRAY)

rocketlane_update_field_option

Update the label or color of an existing option on a SINGLE_CHOICE or MULTIPLE_CHOICE Rocketlane field

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
fieldIdnumberYesID of the field the option belongs to
optionValuenumberYesUnique identifier of the option to update
optionLabelstringNoNew display label of the option
optionColorstringNoNew color of the option (RED, YELLOW, GREEN, TEAL, CYAN, BLUE, PURPLE, MAGENTA, GRAY, COOL_GRAY)

Output

ParameterTypeDescription
optionobjectThe updated field option
optionValuenumberUnique identifier of the option within the field
optionLabelstringDisplay label of the option
optionColorstringColor of the option (RED, YELLOW, GREEN, TEAL, CYAN, BLUE, PURPLE, MAGENTA, GRAY, COOL_GRAY)

rocketlane_create_time_entry

Create a time entry in Rocketlane against an adhoc activity, task, project phase, or project

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
datestringYesDate of the time entry in YYYY-MM-DD format
minutesnumberYesDuration of the time entry in minutes (1-1440)
activityNamestringNoName of the adhoc activity to track time against. Exactly one source is required among activityName, taskId, projectPhaseId, and projectId — providing more than one results in an error
taskIdnumberNoID of the task to track time against. Exactly one source is required among activityName, taskId, projectPhaseId, and projectId — providing more than one results in an error
projectPhaseIdnumberNoID of the project phase to track time against. Exactly one source is required among activityName, taskId, projectPhaseId, and projectId — providing more than one results in an error
projectIdnumberNoID of the project to track time against. Exactly one source is required among activityName, taskId, projectPhaseId, and projectId — providing more than one results in an error
billablebooleanNoWhether the time entry is billable (defaults to true)
userIdnumberNoID of the user the time entry belongs to
userEmailstringNoEmail of the user the time entry belongs to (alternative to userId)
notesstringNoNotes for the time entry
categoryIdnumberNoID of the time entry category
includeFieldsstringNoComma-separated extra fields to include in the response (notes, sourceType, deleted, status, submittedBy, submittedAt, approvedBy, approvedAt, rejectedBy, rejectedAt, costRate, billRate)
includeAllFieldsbooleanNoWhether all fields should be returned in the response

Output

ParameterTypeDescription
timeEntryobjectThe created time entry
timeEntryIdnumberUnique identifier of the time entry
datestringDate of the time entry (YYYY-MM-DD)
minutesnumberDuration of the time entry in minutes
activityNamestringName of the adhoc activity, when the entry is tracked against an activity
projectobjectProject associated with the time entry
projectIdnumberUnique identifier of the project
projectNamestringName of the project
taskobjectTask associated with the time entry
taskIdnumberUnique identifier of the task
taskNamestringName of the task
projectPhaseobjectProject phase associated with the time entry
phaseIdnumberUnique identifier of the phase
phaseNamestringName of the phase
billablebooleanWhether the time entry is billable
userobjectUser the time entry belongs to
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
notesstringNotes for the time entry
categoryobjectCategory associated with the time entry
categoryIdnumberUnique identifier of the category
categoryNamestringName of the category
sourceTypestringSource of the time entry (GOOGLE_CALENDAR, OUTLOOK_CALENDAR, TASK, PROJECT, PHASE, ADHOC, MILESTONE)
statusstringApproval status of the time entry (NOT_SUBMITTED, SUBMITTED, APPROVED, REJECTED)
createdAtnumberCreation timestamp in epoch milliseconds
updatedAtnumberLast-updated timestamp in epoch milliseconds
createdByobjectUser who created the time entry
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedByobjectUser who last updated the time entry
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
submittedByobjectUser who submitted the time entry (may be null even for approved/rejected entries)
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
submittedAtnumberSubmission timestamp in epoch milliseconds
approvedByobjectUser who approved the time entry
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
approvedAtnumberApproval timestamp in epoch milliseconds
rejectedByobjectUser who rejected the time entry
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
rejectedAtnumberRejection timestamp in epoch milliseconds
deletedbooleanWhether the time entry is deleted
costRateobjectHourly cost rate assigned to the user for this entry
billRateobjectHourly rate billed to the customer for this entry
fieldsarrayCustom fields associated with the time entry
fieldIdnumberUnique identifier of the field
fieldLabelstringLabel of the field
fieldValuejsonValue of the field
fieldValueLabelstringString representation of the field value

rocketlane_get_time_entry

Get a single Rocketlane time entry by ID

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
timeEntryIdnumberYesID of the time entry to retrieve
includeFieldsstringNoComma-separated extra fields to include in the response (notes, sourceType, deleted, status, submittedBy, submittedAt, approvedBy, approvedAt, rejectedBy, rejectedAt, costRate, billRate)
includeAllFieldsbooleanNoWhether all fields should be returned in the response

Output

ParameterTypeDescription
timeEntryobjectThe requested time entry
timeEntryIdnumberUnique identifier of the time entry
datestringDate of the time entry (YYYY-MM-DD)
minutesnumberDuration of the time entry in minutes
activityNamestringName of the adhoc activity, when the entry is tracked against an activity
projectobjectProject associated with the time entry
projectIdnumberUnique identifier of the project
projectNamestringName of the project
taskobjectTask associated with the time entry
taskIdnumberUnique identifier of the task
taskNamestringName of the task
projectPhaseobjectProject phase associated with the time entry
phaseIdnumberUnique identifier of the phase
phaseNamestringName of the phase
billablebooleanWhether the time entry is billable
userobjectUser the time entry belongs to
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
notesstringNotes for the time entry
categoryobjectCategory associated with the time entry
categoryIdnumberUnique identifier of the category
categoryNamestringName of the category
sourceTypestringSource of the time entry (GOOGLE_CALENDAR, OUTLOOK_CALENDAR, TASK, PROJECT, PHASE, ADHOC, MILESTONE)
statusstringApproval status of the time entry (NOT_SUBMITTED, SUBMITTED, APPROVED, REJECTED)
createdAtnumberCreation timestamp in epoch milliseconds
updatedAtnumberLast-updated timestamp in epoch milliseconds
createdByobjectUser who created the time entry
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedByobjectUser who last updated the time entry
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
submittedByobjectUser who submitted the time entry (may be null even for approved/rejected entries)
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
submittedAtnumberSubmission timestamp in epoch milliseconds
approvedByobjectUser who approved the time entry
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
approvedAtnumberApproval timestamp in epoch milliseconds
rejectedByobjectUser who rejected the time entry
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
rejectedAtnumberRejection timestamp in epoch milliseconds
deletedbooleanWhether the time entry is deleted
costRateobjectHourly cost rate assigned to the user for this entry
billRateobjectHourly rate billed to the customer for this entry
fieldsarrayCustom fields associated with the time entry
fieldIdnumberUnique identifier of the field
fieldLabelstringLabel of the field
fieldValuejsonValue of the field
fieldValueLabelstringString representation of the field value

rocketlane_list_time_entries

List Rocketlane time entries with optional filters, sorting, and cursor-based pagination

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
dateEqstringNoOnly entries on this exact date (YYYY-MM-DD)
dateGtstringNoOnly entries after this date (YYYY-MM-DD)
dateGestringNoOnly entries on or after this date (YYYY-MM-DD)
dateLtstringNoOnly entries before this date (YYYY-MM-DD)
dateLestringNoOnly entries on or before this date (YYYY-MM-DD)
projectIdEqnumberNoOnly entries for this project ID
taskIdEqnumberNoOnly entries for this task ID
projectPhaseIdEqnumberNoOnly entries for this project phase ID
categoryIdEqnumberNoOnly entries with this category ID
userIdEqnumberNoOnly entries belonging to this user ID
emailIdEqstringNoOnly entries belonging to the user with this exact email
emailIdCnstringNoOnly entries whose user email contains this text
sourceTypeEqstringNoOnly entries with this source type (GOOGLE_CALENDAR, OUTLOOK_CALENDAR, TASK, PROJECT, PHASE, ADHOC, MILESTONE)
activityNameEqstringNoOnly entries with this exact activity name
activityNameCnstringNoOnly entries whose activity name contains this text
approvalStatusEqstringNoOnly entries with this approval status (NOT_SUBMITTED, SUBMITTED, APPROVED, REJECTED)
billableEqbooleanNoOnly billable (true) or non-billable (false) entries
includeDeletedEqbooleanNoWhether deleted time entries are included in the response
submittedByEqnumberNoOnly entries submitted by this user ID
approvedByEqnumberNoOnly entries approved by this user ID
rejectedByEqnumberNoOnly entries rejected by this user ID
createdAtGtnumberNoOnly entries created after this epoch-millisecond timestamp
createdAtLtnumberNoOnly entries created before this epoch-millisecond timestamp
updatedAtGtnumberNoOnly entries updated after this epoch-millisecond timestamp
updatedAtLtnumberNoOnly entries updated before this epoch-millisecond timestamp
matchstringNoHow to combine filters: all (AND, default) or any (OR)
sortBystringNoField to sort by (minutes, date, id, billable)
sortOrderstringNoSort order: ASC or DESC (default DESC)
includeFieldsstringNoComma-separated extra fields to include in the response (notes, sourceType, deleted, status, submittedBy, submittedAt, approvedBy, approvedAt, rejectedBy, rejectedAt, costRate, billRate)
pageSizenumberNoMaximum number of entries per page (defaults to 100)
pageTokenstringNoPage token from a previous response for fetching the next page

Output

ParameterTypeDescription
timeEntriesarrayList of time entries matching the filters
timeEntryIdnumberUnique identifier of the time entry
datestringDate of the time entry (YYYY-MM-DD)
minutesnumberDuration of the time entry in minutes
activityNamestringName of the adhoc activity, when the entry is tracked against an activity
projectobjectProject associated with the time entry
projectIdnumberUnique identifier of the project
projectNamestringName of the project
taskobjectTask associated with the time entry
taskIdnumberUnique identifier of the task
taskNamestringName of the task
projectPhaseobjectProject phase associated with the time entry
phaseIdnumberUnique identifier of the phase
phaseNamestringName of the phase
billablebooleanWhether the time entry is billable
userobjectUser the time entry belongs to
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
notesstringNotes for the time entry
categoryobjectCategory associated with the time entry
categoryIdnumberUnique identifier of the category
categoryNamestringName of the category
sourceTypestringSource of the time entry (GOOGLE_CALENDAR, OUTLOOK_CALENDAR, TASK, PROJECT, PHASE, ADHOC, MILESTONE)
statusstringApproval status of the time entry (NOT_SUBMITTED, SUBMITTED, APPROVED, REJECTED)
createdAtnumberCreation timestamp in epoch milliseconds
updatedAtnumberLast-updated timestamp in epoch milliseconds
createdByobjectUser who created the time entry
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedByobjectUser who last updated the time entry
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
submittedByobjectUser who submitted the time entry (may be null even for approved/rejected entries)
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
submittedAtnumberSubmission timestamp in epoch milliseconds
approvedByobjectUser who approved the time entry
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
approvedAtnumberApproval timestamp in epoch milliseconds
rejectedByobjectUser who rejected the time entry
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
rejectedAtnumberRejection timestamp in epoch milliseconds
deletedbooleanWhether the time entry is deleted
costRateobjectHourly cost rate assigned to the user for this entry
billRateobjectHourly rate billed to the customer for this entry
fieldsarrayCustom fields associated with the time entry
fieldIdnumberUnique identifier of the field
fieldLabelstringLabel of the field
fieldValuejsonValue of the field
fieldValueLabelstringString representation of the field value
paginationobjectPagination details for the result set
pageSizenumberPage size used for the current request
hasMorebooleanWhether more results are available
totalRecordCountnumberTotal number of records matching the request
nextPageTokenstringToken for fetching the next page (valid for 15 minutes)

rocketlane_search_time_entries

Search Rocketlane time entries with filters, sorting, and pagination (deprecated by Rocketlane in favor of listing time entries with filters)

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
dateEqstringNoOnly entries on this exact date (YYYY-MM-DD)
dateGtstringNoOnly entries after this date (YYYY-MM-DD)
dateGestringNoOnly entries on or after this date (YYYY-MM-DD)
dateLtstringNoOnly entries before this date (YYYY-MM-DD)
dateLestringNoOnly entries on or before this date (YYYY-MM-DD)
projectEqnumberNoOnly entries for this project ID
taskEqnumberNoOnly entries for this task ID
projectPhaseIdEqnumberNoOnly entries for this project phase ID
categoryIdEqnumberNoOnly entries with this category ID
userIdEqnumberNoOnly entries belonging to this user ID
sourceTypeEqstringNoOnly entries with this source type (GOOGLE_CALENDAR, OUTLOOK_CALENDAR, TASK, PROJECT, PHASE, ADHOC, MILESTONE)
activityNameEqstringNoOnly entries with this exact activity name
activityNameCnstringNoOnly entries whose activity name contains this text
approvalStatusEqstringNoOnly entries with this approval status (NOT_SUBMITTED, SUBMITTED, APPROVED, REJECTED)
matchstringNoHow to combine filters: all (AND, default) or any (OR)
sortBystringNoField to sort by (minutes, date, id, billable)
sortOrderstringNoSort order: ASC or DESC (default DESC)
includeFieldsstringNoComma-separated extra fields to include in the response (notes, sourceType, deleted, status, submittedBy, submittedAt, approvedBy, approvedAt, rejectedBy, rejectedAt, costRate, billRate)
includeAllFieldsbooleanNoWhether all fields should be returned in the response
pageSizenumberNoMaximum number of entries per page (defaults to 100)
pageTokenstringNoPage token from a previous response for fetching the next page

Output

ParameterTypeDescription
timeEntriesarrayList of time entries matching the search filters
timeEntryIdnumberUnique identifier of the time entry
datestringDate of the time entry (YYYY-MM-DD)
minutesnumberDuration of the time entry in minutes
activityNamestringName of the adhoc activity, when the entry is tracked against an activity
projectobjectProject associated with the time entry
projectIdnumberUnique identifier of the project
projectNamestringName of the project
taskobjectTask associated with the time entry
taskIdnumberUnique identifier of the task
taskNamestringName of the task
projectPhaseobjectProject phase associated with the time entry
phaseIdnumberUnique identifier of the phase
phaseNamestringName of the phase
billablebooleanWhether the time entry is billable
userobjectUser the time entry belongs to
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
notesstringNotes for the time entry
categoryobjectCategory associated with the time entry
categoryIdnumberUnique identifier of the category
categoryNamestringName of the category
sourceTypestringSource of the time entry (GOOGLE_CALENDAR, OUTLOOK_CALENDAR, TASK, PROJECT, PHASE, ADHOC, MILESTONE)
statusstringApproval status of the time entry (NOT_SUBMITTED, SUBMITTED, APPROVED, REJECTED)
createdAtnumberCreation timestamp in epoch milliseconds
updatedAtnumberLast-updated timestamp in epoch milliseconds
createdByobjectUser who created the time entry
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedByobjectUser who last updated the time entry
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
submittedByobjectUser who submitted the time entry (may be null even for approved/rejected entries)
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
submittedAtnumberSubmission timestamp in epoch milliseconds
approvedByobjectUser who approved the time entry
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
approvedAtnumberApproval timestamp in epoch milliseconds
rejectedByobjectUser who rejected the time entry
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
rejectedAtnumberRejection timestamp in epoch milliseconds
deletedbooleanWhether the time entry is deleted
costRateobjectHourly cost rate assigned to the user for this entry
billRateobjectHourly rate billed to the customer for this entry
fieldsarrayCustom fields associated with the time entry
fieldIdnumberUnique identifier of the field
fieldLabelstringLabel of the field
fieldValuejsonValue of the field
fieldValueLabelstringString representation of the field value
paginationobjectPagination details for the result set
pageSizenumberPage size used for the current request
hasMorebooleanWhether more results are available
totalRecordCountnumberTotal number of records matching the request
nextPageTokenstringToken for fetching the next page (valid for 15 minutes)

rocketlane_update_time_entry

Update a Rocketlane time entry by ID. The activityName, notes, billable, and minutes properties can be updated

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
timeEntryIdnumberYesID of the time entry to update
datestringYesDate of the time entry in YYYY-MM-DD format (mandatory so the total time for the date does not exceed 24 hours)
minutesnumberYesDuration of the time entry in minutes (1-1440)
activityNamestringNoNew name for the adhoc activity
notesstringNoNew notes for the time entry
billablebooleanNoWhether the time entry is billable
categoryIdnumberNoID of the time entry category
includeFieldsstringNoComma-separated extra fields to include in the response (notes, sourceType, deleted, status, submittedBy, submittedAt, approvedBy, approvedAt, rejectedBy, rejectedAt, costRate, billRate)
includeAllFieldsbooleanNoWhether all fields should be returned in the response

Output

ParameterTypeDescription
timeEntryobjectThe updated time entry
timeEntryIdnumberUnique identifier of the time entry
datestringDate of the time entry (YYYY-MM-DD)
minutesnumberDuration of the time entry in minutes
activityNamestringName of the adhoc activity, when the entry is tracked against an activity
projectobjectProject associated with the time entry
projectIdnumberUnique identifier of the project
projectNamestringName of the project
taskobjectTask associated with the time entry
taskIdnumberUnique identifier of the task
taskNamestringName of the task
projectPhaseobjectProject phase associated with the time entry
phaseIdnumberUnique identifier of the phase
phaseNamestringName of the phase
billablebooleanWhether the time entry is billable
userobjectUser the time entry belongs to
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
notesstringNotes for the time entry
categoryobjectCategory associated with the time entry
categoryIdnumberUnique identifier of the category
categoryNamestringName of the category
sourceTypestringSource of the time entry (GOOGLE_CALENDAR, OUTLOOK_CALENDAR, TASK, PROJECT, PHASE, ADHOC, MILESTONE)
statusstringApproval status of the time entry (NOT_SUBMITTED, SUBMITTED, APPROVED, REJECTED)
createdAtnumberCreation timestamp in epoch milliseconds
updatedAtnumberLast-updated timestamp in epoch milliseconds
createdByobjectUser who created the time entry
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedByobjectUser who last updated the time entry
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
submittedByobjectUser who submitted the time entry (may be null even for approved/rejected entries)
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
submittedAtnumberSubmission timestamp in epoch milliseconds
approvedByobjectUser who approved the time entry
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
approvedAtnumberApproval timestamp in epoch milliseconds
rejectedByobjectUser who rejected the time entry
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
rejectedAtnumberRejection timestamp in epoch milliseconds
deletedbooleanWhether the time entry is deleted
costRateobjectHourly cost rate assigned to the user for this entry
billRateobjectHourly rate billed to the customer for this entry
fieldsarrayCustom fields associated with the time entry
fieldIdnumberUnique identifier of the field
fieldLabelstringLabel of the field
fieldValuejsonValue of the field
fieldValueLabelstringString representation of the field value

rocketlane_delete_time_entry

Permanently delete a Rocketlane time entry by ID

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
timeEntryIdnumberYesID of the time entry to delete

Output

ParameterTypeDescription
deletedbooleanWhether the time entry was deleted
timeEntryIdnumberID of the deleted time entry

rocketlane_list_time_entry_categories

List the time entry categories configured in Rocketlane

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
pageSizenumberNoMaximum number of categories per page (defaults to 100)
pageTokenstringNoPage token from a previous response for fetching the next page

Output

ParameterTypeDescription
categoriesarrayList of time entry categories
categoryIdnumberUnique identifier of the category
categoryNamestringName of the category
paginationobjectPagination details for the result set
pageSizenumberPage size used for the current request
hasMorebooleanWhether more results are available
totalRecordCountnumberTotal number of records matching the request
nextPageTokenstringToken for fetching the next page (valid for 15 minutes)

rocketlane_create_time_off

Create a time-off for a team member in Rocketlane. Holidays and weekends within the date range are automatically excluded from the duration.

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
userIdnumberNoUser ID of the team member taking the time-off (provide this or the user email)
userEmailstringNoEmail of the team member taking the time-off (provide this or the user ID)
startDatestringYesTime-off start date in YYYY-MM-DD format
endDatestringYesTime-off end date in YYYY-MM-DD format (on or after the start date)
typestringYesType of the time-off: FULL_DAY, HALF_DAY, or CUSTOM
durationInMinutesnumberNoDuration in minutes per day; required when type is CUSTOM
notestringNoNote or comment about the time-off
notifyProjectOwnersbooleanNoNotify project owners of projects the user is part of
notifyUserIdsarrayNoUser IDs of additional users to notify about the time-off
notifyUserEmailsarrayNoEmails of additional users to notify about the time-off
includeFieldsarrayNoOptional fields to include in the response: note, notifyUsers
includeAllFieldsbooleanNoReturn all fields in the response

Output

ParameterTypeDescription
timeOffobjectThe created time-off
timeOffIdnumberUnique identifier of the time-off
userobjectThe team member the time-off belongs to
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
notestringNote or comment about the time-off
startDatestringTime-off start date (YYYY-MM-DD)
endDatestringTime-off end date (YYYY-MM-DD)
durationInMinutesnumberDuration in minutes per day for the time-off interval
typestringType of the time-off (FULL_DAY, HALF_DAY, or CUSTOM)
notifyUsersobjectUsers notified about the time-off
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
createdAtnumberTimestamp when the time-off was created (epoch milliseconds)
createdByobjectThe team member who created the time-off
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user

rocketlane_get_time_off

Retrieve a Rocketlane time-off by its ID

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
timeOffIdnumberYesUnique identifier of the time-off
includeFieldsarrayNoOptional fields to include in the response: note, notifyUsers
includeAllFieldsbooleanNoReturn all fields in the response

Output

ParameterTypeDescription
timeOffobjectThe requested time-off
timeOffIdnumberUnique identifier of the time-off
userobjectThe team member the time-off belongs to
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
notestringNote or comment about the time-off
startDatestringTime-off start date (YYYY-MM-DD)
endDatestringTime-off end date (YYYY-MM-DD)
durationInMinutesnumberDuration in minutes per day for the time-off interval
typestringType of the time-off (FULL_DAY, HALF_DAY, or CUSTOM)
notifyUsersobjectUsers notified about the time-off
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
createdAtnumberTimestamp when the time-off was created (epoch milliseconds)
createdByobjectThe team member who created the time-off
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user

rocketlane_list_time_offs

List time-offs in Rocketlane with optional date, type, and user filters, sorting, and pagination

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
pageSizenumberNoMaximum number of time-offs per page (defaults to 100)
pageTokenstringNoPage token from a previous response (valid for 15 minutes)
includeFieldsarrayNoOptional fields to include in the response: note, notifyUsers
includeAllFieldsbooleanNoReturn all fields in the response
sortBystringNoField to sort by: startDate, endDate, or createdAt
sortOrderstringNoSort order: ASC or DESC (defaults to DESC)
matchstringNoCombine filters with AND (all) or OR (any); defaults to all
startDateGtstringNoReturn time-offs with start dates greater than this date (YYYY-MM-DD)
startDateEqstringNoReturn time-offs with start dates equal to this date (YYYY-MM-DD)
startDateLtstringNoReturn time-offs with start dates lesser than this date (YYYY-MM-DD)
startDateGestringNoReturn time-offs with start dates greater than or equal to this date (YYYY-MM-DD)
startDateLestringNoReturn time-offs with start dates lesser than or equal to this date (YYYY-MM-DD)
endDateGtstringNoReturn time-offs with end dates greater than this date (YYYY-MM-DD)
endDateEqstringNoReturn time-offs with end dates equal to this date (YYYY-MM-DD)
endDateLtstringNoReturn time-offs with end dates lesser than this date (YYYY-MM-DD)
endDateGestringNoReturn time-offs with end dates greater than or equal to this date (YYYY-MM-DD)
endDateLestringNoReturn time-offs with end dates lesser than or equal to this date (YYYY-MM-DD)
typeEqstringNoReturn time-offs matching this type: FULL_DAY, HALF_DAY, or CUSTOM
typeOneOfstringNoComma-separated time-off types to match any of (FULL_DAY, HALF_DAY, CUSTOM)
typeNoneOfstringNoComma-separated time-off types to match none of (FULL_DAY, HALF_DAY, CUSTOM)
userIdEqstringNoReturn time-offs that exactly match this user ID
userIdOneOfstringNoComma-separated user IDs to match any of
userIdNoneOfstringNoComma-separated user IDs to match none of
emailIdEqstringNoReturn time-offs that exactly match this user email
emailIdOneOfstringNoComma-separated user emails to match any of
emailIdNoneOfstringNoComma-separated user emails to match none of

Output

ParameterTypeDescription
timeOffsarrayList of time-offs
timeOffIdnumberUnique identifier of the time-off
userobjectThe team member the time-off belongs to
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
notestringNote or comment about the time-off
startDatestringTime-off start date (YYYY-MM-DD)
endDatestringTime-off end date (YYYY-MM-DD)
durationInMinutesnumberDuration in minutes per day for the time-off interval
typestringType of the time-off (FULL_DAY, HALF_DAY, or CUSTOM)
notifyUsersobjectUsers notified about the time-off
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
createdAtnumberTimestamp when the time-off was created (epoch milliseconds)
createdByobjectThe team member who created the time-off
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
paginationobjectPagination details for the result set
pageSizenumberPage size used for the current request
hasMorebooleanWhether more results are available
totalRecordCountnumberTotal number of records matching the request
nextPageTokenstringToken for fetching the next page (valid for 15 minutes)

rocketlane_delete_time_off

Permanently delete a Rocketlane time-off by its ID

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
timeOffIdnumberYesUnique identifier of the time-off to delete

Output

ParameterTypeDescription
deletedbooleanWhether the time-off was deleted
timeOffIdnumberID of the deleted time-off

rocketlane_get_user

Retrieve a Rocketlane user by their ID

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
userIdnumberYesID of the user to retrieve
includeFieldsstringNoComma-separated extra fields to include: role, company, permission, holidayCalendar, capacityInMinutes, profilePictureUrl
includeAllFieldsbooleanNoWhether to include all fields in the response

Output

ParameterTypeDescription
userobjectThe requested user
userIdnumberUnique identifier of the user
emailstringEmail address of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
typestringType of the user (TEAM_MEMBER, PARTNER, CUSTOMER, or EXTERNAL_PARTNER)
statusstringStatus of the user (INACTIVE, INVITED, ACTIVE, or PASSIVE)
roleobjectRole of the user
roleIdnumberUnique identifier of the role
roleNamestringName of the role
companyobjectCompany of the user
companyIdnumberUnique identifier of the company
companyNamestringName of the company
permissionobjectPermission of the user
permissionIdnumberUnique identifier of the permission
permissionNamestringName of the permission
fieldsarrayCustom user field values
fieldIdnumberUnique identifier of the field
fieldLabelstringName of the custom user field
fieldValuestringValue of the custom user field
fieldValueLabelstringString representation of the field value
capacityInMinutesnumberCapacity of the user in minutes
holidayCalendarobjectHoliday calendar of the user
calenderIdnumberUnique identifier of the holiday calendar
calenderNamestringName of the holiday calendar
profilePictureUrlstringURL of the user's profile picture
createdAtnumberTimestamp when the user was created (epoch millis)
createdByobjectTeam member who created the user
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedAtnumberTimestamp when the user was last updated (epoch millis)
updatedByobjectTeam member who last updated the user
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user

rocketlane_list_users

List users in your Rocketlane account, with optional filters, sorting, and pagination

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
pageSizenumberNoMaximum number of users per page (defaults to 100)
pageTokenstringNoPage token from a previous request (valid for 15 minutes)
includeFieldsstringNoComma-separated extra fields to include: role, company, permission, holidayCalendar, capacityInMinutes, profilePictureUrl
includeAllFieldsbooleanNoWhether to include all fields in the response
sortBystringNoField to sort by: email, firstName, lastName, type, status, or capacityInMinutes
sortOrderstringNoSort order: ASC or DESC (defaults to DESC)
matchstringNoHow to combine filters: all (AND) or any (OR); defaults to all
firstNameEqstringNoOnly include users whose first name exactly matches this value
firstNameCnstringNoOnly include users whose first name contains this value
firstNameNcstringNoExclude users whose first name contains this value
lastNameEqstringNoOnly include users whose last name exactly matches this value
lastNameCnstringNoOnly include users whose last name contains this value
lastNameNcstringNoExclude users whose last name contains this value
emailEqstringNoOnly include users whose email exactly matches this value
emailCnstringNoOnly include users whose email contains this value
emailNcstringNoExclude users whose email contains this value
statusEqstringNoOnly include users with this status: INACTIVE, INVITED, ACTIVE, or PASSIVE
statusOneOfstringNoComma-separated statuses; only include users matching one of them (INACTIVE, INVITED, ACTIVE, PASSIVE)
statusNoneOfstringNoComma-separated statuses; exclude users matching any of them (INACTIVE, INVITED, ACTIVE, PASSIVE)
typeEqstringNoOnly include users of this type: TEAM_MEMBER, PARTNER, CUSTOMER, or EXTERNAL_PARTNER
typeOneOfstringNoComma-separated types; only include users matching one of them (TEAM_MEMBER, PARTNER, CUSTOMER, EXTERNAL_PARTNER)
roleIdEqstringNoOnly include users with this role ID
roleIdOneOfstringNoComma-separated role IDs; only include users matching one of them
roleIdNoneOfstringNoComma-separated role IDs; exclude users matching any of them
permissionIdEqstringNoOnly include users with this permission ID
permissionIdOneOfstringNoComma-separated permission IDs; only include users matching one of them
permissionIdNoneOfstringNoComma-separated permission IDs; exclude users matching any of them
capacityInMinutesEqnumberNoOnly include users whose capacity in minutes equals this value
capacityInMinutesGtnumberNoOnly include users whose capacity in minutes is greater than this value
capacityInMinutesGenumberNoOnly include users whose capacity in minutes is greater than or equal to this value
capacityInMinutesLtnumberNoOnly include users whose capacity in minutes is less than this value
capacityInMinutesLenumberNoOnly include users whose capacity in minutes is less than or equal to this value
createdAtGtnumberNoOnly include users created after this time (epoch millis)
createdAtEqnumberNoOnly include users created at exactly this time (epoch millis)
createdAtLtnumberNoOnly include users created before this time (epoch millis)
createdAtGenumberNoOnly include users created at or after this time (epoch millis)
createdAtLenumberNoOnly include users created at or before this time (epoch millis)
updatedAtGtnumberNoOnly include users updated after this time (epoch millis)
updatedAtEqnumberNoOnly include users updated at exactly this time (epoch millis)
updatedAtLtnumberNoOnly include users updated before this time (epoch millis)
updatedAtGenumberNoOnly include users updated at or after this time (epoch millis)
updatedAtLenumberNoOnly include users updated at or before this time (epoch millis)

Output

ParameterTypeDescription
usersarrayList of users
userIdnumberUnique identifier of the user
emailstringEmail address of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
typestringType of the user (TEAM_MEMBER, PARTNER, CUSTOMER, or EXTERNAL_PARTNER)
statusstringStatus of the user (INACTIVE, INVITED, ACTIVE, or PASSIVE)
roleobjectRole of the user
roleIdnumberUnique identifier of the role
roleNamestringName of the role
companyobjectCompany of the user
companyIdnumberUnique identifier of the company
companyNamestringName of the company
permissionobjectPermission of the user
permissionIdnumberUnique identifier of the permission
permissionNamestringName of the permission
fieldsarrayCustom user field values
fieldIdnumberUnique identifier of the field
fieldLabelstringName of the custom user field
fieldValuestringValue of the custom user field
fieldValueLabelstringString representation of the field value
capacityInMinutesnumberCapacity of the user in minutes
holidayCalendarobjectHoliday calendar of the user
calenderIdnumberUnique identifier of the holiday calendar
calenderNamestringName of the holiday calendar
profilePictureUrlstringURL of the user's profile picture
createdAtnumberTimestamp when the user was created (epoch millis)
createdByobjectTeam member who created the user
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedAtnumberTimestamp when the user was last updated (epoch millis)
updatedByobjectTeam member who last updated the user
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
paginationobjectPagination details
pageSizenumberPage size used for the current request
hasMorebooleanWhether more results are available
totalRecordCountnumberTotal number of records matching the request
nextPageTokenstringToken for fetching the next page (valid for 15 minutes)

rocketlane_create_space

Create a new space in a Rocketlane project

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
projectIdnumberYesID of the project the space belongs to
spaceNamestringYesName of the space
privatebooleanNoWhether the space is private or shared (defaults to false)

Output

ParameterTypeDescription
spaceobjectThe created space
spaceIdnumberUnique identifier of the space
spaceNamestringName of the space
projectobjectProject the space belongs to
projectIdnumberUnique identifier of the project
projectNamestringName of the project
createdAtnumberTimestamp when the space was created (epoch millis)
createdByobjectTeam member who created the space
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedAtnumberTimestamp when the space was last updated (epoch millis)
updatedByobjectTeam member who last updated the space
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
privatebooleanWhether the space is private or shared

rocketlane_get_space

Retrieve a Rocketlane space by its ID

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
spaceIdnumberYesID of the space to retrieve

Output

ParameterTypeDescription
spaceobjectThe requested space
spaceIdnumberUnique identifier of the space
spaceNamestringName of the space
projectobjectProject the space belongs to
projectIdnumberUnique identifier of the project
projectNamestringName of the project
createdAtnumberTimestamp when the space was created (epoch millis)
createdByobjectTeam member who created the space
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedAtnumberTimestamp when the space was last updated (epoch millis)
updatedByobjectTeam member who last updated the space
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
privatebooleanWhether the space is private or shared

rocketlane_list_spaces

List spaces in a Rocketlane project, with optional filters, sorting, and pagination

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
projectIdnumberYesID of the project whose spaces to list
pageSizenumberNoMaximum number of spaces per page (defaults to 100)
pageTokenstringNoPage token from a previous request (valid for 15 minutes)
sortBystringNoField to sort by (spaceName)
sortOrderstringNoSort order: ASC or DESC (defaults to DESC)
matchstringNoHow to combine filters: all (AND) or any (OR); defaults to all
spaceNameEqstringNoOnly include spaces whose name exactly matches this value
spaceNameCnstringNoOnly include spaces whose name contains this value
spaceNameNcstringNoExclude spaces whose name contains this value
createdAtGtnumberNoOnly include spaces created after this time (epoch millis)
createdAtEqnumberNoOnly include spaces created at exactly this time (epoch millis)
createdAtLtnumberNoOnly include spaces created before this time (epoch millis)
createdAtGenumberNoOnly include spaces created at or after this time (epoch millis)
createdAtLenumberNoOnly include spaces created at or before this time (epoch millis)
updatedAtGtnumberNoOnly include spaces updated after this time (epoch millis)
updatedAtEqnumberNoOnly include spaces updated at exactly this time (epoch millis)
updatedAtLtnumberNoOnly include spaces updated before this time (epoch millis)
updatedAtGenumberNoOnly include spaces updated at or after this time (epoch millis)
updatedAtLenumberNoOnly include spaces updated at or before this time (epoch millis)

Output

ParameterTypeDescription
spacesarrayList of spaces
spaceIdnumberUnique identifier of the space
spaceNamestringName of the space
projectobjectProject the space belongs to
projectIdnumberUnique identifier of the project
projectNamestringName of the project
createdAtnumberTimestamp when the space was created (epoch millis)
createdByobjectTeam member who created the space
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedAtnumberTimestamp when the space was last updated (epoch millis)
updatedByobjectTeam member who last updated the space
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
privatebooleanWhether the space is private or shared
paginationobjectPagination details
pageSizenumberPage size used for the current request
hasMorebooleanWhether more results are available
totalRecordCountnumberTotal number of records matching the request
nextPageTokenstringToken for fetching the next page (valid for 15 minutes)

rocketlane_update_space

Update a Rocketlane space by its ID

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
spaceIdnumberYesID of the space to update
spaceNamestringNoNew name of the space

Output

ParameterTypeDescription
spaceobjectThe updated space
spaceIdnumberUnique identifier of the space
spaceNamestringName of the space
projectobjectProject the space belongs to
projectIdnumberUnique identifier of the project
projectNamestringName of the project
createdAtnumberTimestamp when the space was created (epoch millis)
createdByobjectTeam member who created the space
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedAtnumberTimestamp when the space was last updated (epoch millis)
updatedByobjectTeam member who last updated the space
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
privatebooleanWhether the space is private or shared

rocketlane_delete_space

Permanently delete a Rocketlane space by its ID

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
spaceIdnumberYesID of the space to delete

Output

ParameterTypeDescription
deletedbooleanWhether the space was deleted
spaceIdnumberID of the deleted space

rocketlane_create_space_document

Create a new space document in a Rocketlane space

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
spaceIdnumberYesID of the space the document belongs to
spaceDocumentTypestringYesType of the space document: ROCKETLANE_DOCUMENT or EMBEDDED_DOCUMENT
spaceDocumentNamestringNoName of the space document (defaults to Untitled)
urlstringNoURL to embed in the space document (for embedded documents)
templateIdnumberNoID of the document template to create the document from

Output

ParameterTypeDescription
spaceDocumentobjectThe created space document
spaceDocumentIdnumberUnique identifier of the space document
spaceDocumentNamestringName of the space document
spaceobjectSpace the document belongs to
spaceIdnumberUnique identifier of the space
spaceNamestringName of the space
spaceDocumentTypestringType of the space document (ROCKETLANE_DOCUMENT or EMBEDDED_DOCUMENT)
urlstringURL embedded in the space document
sourceobjectDocument template the space document was created from
templateIdnumberUnique identifier of the template
templateNamestringName of the template
createdAtnumberTimestamp when the space document was created (epoch millis)
createdByobjectTeam member who created the space document
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedAtnumberTimestamp when the space document was last updated (epoch millis)
updatedByobjectTeam member who last updated the space document
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
privatebooleanWhether the space document is private or shared

rocketlane_get_space_document

Retrieve a Rocketlane space document by its ID

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
spaceDocumentIdnumberYesID of the space document to retrieve

Output

ParameterTypeDescription
spaceDocumentobjectThe requested space document
spaceDocumentIdnumberUnique identifier of the space document
spaceDocumentNamestringName of the space document
spaceobjectSpace the document belongs to
spaceIdnumberUnique identifier of the space
spaceNamestringName of the space
spaceDocumentTypestringType of the space document (ROCKETLANE_DOCUMENT or EMBEDDED_DOCUMENT)
urlstringURL embedded in the space document
sourceobjectDocument template the space document was created from
templateIdnumberUnique identifier of the template
templateNamestringName of the template
createdAtnumberTimestamp when the space document was created (epoch millis)
createdByobjectTeam member who created the space document
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedAtnumberTimestamp when the space document was last updated (epoch millis)
updatedByobjectTeam member who last updated the space document
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
privatebooleanWhether the space document is private or shared

rocketlane_list_space_documents

List space documents in a Rocketlane project, with optional filters, sorting, and pagination

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
projectIdnumberYesID of the project whose space documents to list
pageSizenumberNoMaximum number of space documents per page (defaults to 100)
pageTokenstringNoPage token from a previous request (valid for 15 minutes)
sortBystringNoField to sort by (spaceTabName)
sortOrderstringNoSort order: ASC or DESC (defaults to DESC)
matchstringNoHow to combine filters: all (AND) or any (OR); defaults to all
spaceDocumentNameEqstringNoOnly include space documents whose name exactly matches this value
spaceDocumentNameCnstringNoOnly include space documents whose name contains this value
spaceDocumentNameNcstringNoExclude space documents whose name contains this value
spaceIdEqnumberNoOnly include space documents in the space with this ID
createdAtGtnumberNoOnly include space documents created after this time (epoch millis)
createdAtEqnumberNoOnly include space documents created at exactly this time (epoch millis)
createdAtLtnumberNoOnly include space documents created before this time (epoch millis)
createdAtGenumberNoOnly include space documents created at or after this time (epoch millis)
createdAtLenumberNoOnly include space documents created at or before this time (epoch millis)
updatedAtGtnumberNoOnly include space documents updated after this time (epoch millis)
updatedAtEqnumberNoOnly include space documents updated at exactly this time (epoch millis)
updatedAtLtnumberNoOnly include space documents updated before this time (epoch millis)
updatedAtGenumberNoOnly include space documents updated at or after this time (epoch millis)
updatedAtLenumberNoOnly include space documents updated at or before this time (epoch millis)

Output

ParameterTypeDescription
spaceDocumentsarrayList of space documents
spaceDocumentIdnumberUnique identifier of the space document
spaceDocumentNamestringName of the space document
spaceobjectSpace the document belongs to
spaceIdnumberUnique identifier of the space
spaceNamestringName of the space
spaceDocumentTypestringType of the space document (ROCKETLANE_DOCUMENT or EMBEDDED_DOCUMENT)
urlstringURL embedded in the space document
sourceobjectDocument template the space document was created from
templateIdnumberUnique identifier of the template
templateNamestringName of the template
createdAtnumberTimestamp when the space document was created (epoch millis)
createdByobjectTeam member who created the space document
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedAtnumberTimestamp when the space document was last updated (epoch millis)
updatedByobjectTeam member who last updated the space document
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
privatebooleanWhether the space document is private or shared
paginationobjectPagination details
pageSizenumberPage size used for the current request
hasMorebooleanWhether more results are available
totalRecordCountnumberTotal number of records matching the request
nextPageTokenstringToken for fetching the next page (valid for 15 minutes)

rocketlane_update_space_document

Update a Rocketlane space document by its ID

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
spaceDocumentIdnumberYesID of the space document to update
spaceDocumentNamestringNoNew name of the space document
urlstringNoNew URL to embed in the space document (for embedded documents)

Output

ParameterTypeDescription
spaceDocumentobjectThe updated space document
spaceDocumentIdnumberUnique identifier of the space document
spaceDocumentNamestringName of the space document
spaceobjectSpace the document belongs to
spaceIdnumberUnique identifier of the space
spaceNamestringName of the space
spaceDocumentTypestringType of the space document (ROCKETLANE_DOCUMENT or EMBEDDED_DOCUMENT)
urlstringURL embedded in the space document
sourceobjectDocument template the space document was created from
templateIdnumberUnique identifier of the template
templateNamestringName of the template
createdAtnumberTimestamp when the space document was created (epoch millis)
createdByobjectTeam member who created the space document
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedAtnumberTimestamp when the space document was last updated (epoch millis)
updatedByobjectTeam member who last updated the space document
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
privatebooleanWhether the space document is private or shared

rocketlane_delete_space_document

Permanently delete a Rocketlane space document by its ID

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
spaceDocumentIdnumberYesID of the space document to delete

Output

ParameterTypeDescription
deletedbooleanWhether the space document was deleted
spaceDocumentIdnumberID of the deleted space document

rocketlane_list_resource_allocations

List resource allocations in Rocketlane within a date range, with optional member, project, and placeholder filters, sorting, and pagination

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
startDatestringYesReturn allocations that start on or after this date (YYYY-MM-DD)
endDatestringYesReturn allocations that end on or before this date (YYYY-MM-DD)
pageSizenumberNoMaximum number of allocations per page (defaults to 100)
pageTokenstringNoPage token from a previous response (valid for 15 minutes)
includeFieldsarrayNoOptional fields to include in the response: member, task, placeholder, duration
includeAllFieldsbooleanNoReturn all fields in the response
sortBystringNoField to sort by: startDate, endDate, allocationType, or allocationFor
sortOrderstringNoSort order: ASC or DESC (defaults to DESC)
matchstringNoCombine filters with AND (all) or OR (any); defaults to all
memberIdEqstringNoReturn allocations that exactly match this member ID
memberIdOneOfstringNoComma-separated member IDs to match any of
memberIdNoneOfstringNoComma-separated member IDs to exclude
projectIdEqstringNoReturn allocations that exactly match this project ID
projectIdOneOfstringNoComma-separated project IDs to match any of
projectIdNoneOfstringNoComma-separated project IDs to exclude
placeholderIdEqstringNoReturn allocations that exactly match this placeholder ID
placeholderIdOneOfstringNoComma-separated placeholder IDs to match any of
placeholderIdNoneOfstringNoComma-separated placeholder IDs to exclude

Output

ParameterTypeDescription
allocationsarrayList of resource allocations
startDatestringAllocation start date (YYYY-MM-DD)
endDatestringAllocation end date (YYYY-MM-DD)
secondsPerDaynumberAllocated seconds per day
minutesPerDaynumberAllocated minutes per day
hoursPerDaynumberAllocated hours per day
durationobjectTotal allocation duration between the start and end dates
daysConsidernumberNumber of week days considered for the duration computation
secondsnumberTotal allocation seconds
minutesnumberTotal allocation minutes
hoursnumberTotal allocation hours
allocationTypestringType of allocation (SOFT or HARD)
allocationForstringWho the allocation is for (TEAM_MEMBER or PLACEHOLDER)
projectobjectThe project associated with the allocation
projectIdnumberUnique identifier of the project
projectNamestringName of the project
tasksarrayTasks associated with the allocation
taskIdnumberUnique identifier of the task
taskNamestringName of the task
memberobjectThe team member allocated when allocationFor is TEAM_MEMBER
placeholderobjectThe placeholder allocated when allocationFor is PLACEHOLDER
createdAtnumberTimestamp when the allocation was created (epoch milliseconds)
updatedAtnumberTimestamp when the allocation was last updated (epoch milliseconds)
createdByobjectThe team member who created the allocation
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedByobjectThe team member who last updated the allocation
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
paginationobjectPagination details for the result set
pageSizenumberPage size used for the current request
hasMorebooleanWhether more results are available
totalRecordCountnumberTotal number of records matching the request
nextPageTokenstringToken for fetching the next page (valid for 15 minutes)

rocketlane_get_invoice

Retrieve a Rocketlane invoice by its ID

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
invoiceIdnumberYesUnique identifier of the invoice
includeFieldsarrayNoOptional fields to include in the response: notes, attachments
includeAllFieldsbooleanNoReturn all fields in the response

Output

ParameterTypeDescription
invoiceobjectThe requested invoice
invoiceIdnumberUnique identifier of the invoice
invoiceNumberstringInvoice number assigned to this invoice
dateOfIssuestringDate when the invoice was issued (YYYY-MM-DD)
dueDatestringDue date for the invoice payment (YYYY-MM-DD)
currencystringCurrency of the invoice amount (e.g. USD)
statusstringCurrent status of the invoice
amountnumberTotal amount of the invoice including tax
taxnumberTax amount applied to the invoice
subTotalnumberTotal amount of the invoice excluding tax
amountOutstandingnumberBalance amount remaining to be paid
amountPaidnumberTotal amount paid for this invoice
amountWrittenOffnumberTotal amount written off for this invoice
notesstringNotes or additional information about the invoice
createdAtnumberTimestamp when the invoice was created (epoch milliseconds)
updatedAtnumberTimestamp when the invoice was last updated (epoch milliseconds)
createdByobjectThe team member who created the invoice
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedByobjectThe team member who last updated the invoice
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
companyobjectCustomer company details for the invoice
companyIdnumberUnique identifier of the customer company
companyNamestringName of the customer company
companyUrlstringURL of the customer company website
projectsarrayProjects mapped to this invoice
projectIdnumberUnique identifier of the project
projectNamestringName of the project
fieldsarrayCustom invoice fields with their values
fieldIdnumberUnique identifier of the field
fieldLabelstringLabel of the field
fieldValuejsonValue of the field (string, number, or array depending on field type)
fieldValueLabelstringString representation of the field value
attachmentsarrayAttachments associated with the invoice
attachmentIdnumberUnique identifier of the attachment
attachmentNamestringName of the attachment
createdAtnumberTimestamp when the attachment was created (epoch milliseconds)
locationstringURL of the attachment
thumbLocationstringThumbnail URL of the attachment
visibilitybooleanVisibility of the attachment

rocketlane_list_invoices

Search invoices in Rocketlane with date, amount, company, invoice-number, and status filters, sorting, and pagination

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
pageSizenumberNoMaximum number of invoices per page (defaults to 100)
pageTokenstringNoPage token from a previous response (valid for 15 minutes)
includeFieldsarrayNoOptional fields to include in the response: notes, attachments
includeAllFieldsbooleanNoReturn all fields in the response
sortBystringNoField to sort by: createdAt or invoiceNumber
sortOrderstringNoSort order: ASC or DESC (defaults to DESC)
matchstringNoCombine filters with AND (all) or OR (any); defaults to all
dateOfIssueEqstringNoFilter by date of issue equal to this date (YYYY-MM-DD)
dateOfIssueGtstringNoFilter by date of issue greater than this date (YYYY-MM-DD)
dateOfIssueGestringNoFilter by date of issue greater than or equal to this date (YYYY-MM-DD)
dateOfIssueLtstringNoFilter by date of issue less than this date (YYYY-MM-DD)
dateOfIssueLestringNoFilter by date of issue less than or equal to this date (YYYY-MM-DD)
dueDateEqstringNoFilter by due date equal to this date (YYYY-MM-DD)
dueDateGtstringNoFilter by due date greater than this date (YYYY-MM-DD)
dueDateGestringNoFilter by due date greater than or equal to this date (YYYY-MM-DD)
dueDateLtstringNoFilter by due date less than this date (YYYY-MM-DD)
dueDateLestringNoFilter by due date less than or equal to this date (YYYY-MM-DD)
amountEqnumberNoFilter by total amount equal to this value
amountGtnumberNoFilter by total amount greater than this value
amountGenumberNoFilter by total amount greater than or equal to this value
amountLtnumberNoFilter by total amount less than this value
amountLenumberNoFilter by total amount less than or equal to this value
amountOutstandingEqnumberNoFilter by amount outstanding equal to this value
amountOutstandingGtnumberNoFilter by amount outstanding greater than this value
amountOutstandingGenumberNoFilter by amount outstanding greater than or equal to this value
amountOutstandingLtnumberNoFilter by amount outstanding less than this value
amountOutstandingLenumberNoFilter by amount outstanding less than or equal to this value
amountPaidEqnumberNoFilter by amount paid equal to this value
amountPaidGtnumberNoFilter by amount paid greater than this value
amountPaidGenumberNoFilter by amount paid greater than or equal to this value
amountPaidLtnumberNoFilter by amount paid less than this value
amountPaidLenumberNoFilter by amount paid less than or equal to this value
amountWrittenOffEqnumberNoFilter by amount written off equal to this value
amountWrittenOffGtnumberNoFilter by amount written off greater than this value
amountWrittenOffGenumberNoFilter by amount written off greater than or equal to this value
amountWrittenOffLtnumberNoFilter by amount written off less than this value
amountWrittenOffLenumberNoFilter by amount written off less than or equal to this value
createdAtEqnumberNoFilter by created timestamp equal to this value (epoch milliseconds)
createdAtGtnumberNoFilter by created timestamp greater than this value (epoch milliseconds)
createdAtGenumberNoFilter by created timestamp greater than or equal to this value (epoch milliseconds)
createdAtLtnumberNoFilter by created timestamp less than this value (epoch milliseconds)
createdAtLenumberNoFilter by created timestamp less than or equal to this value (epoch milliseconds)
companyIdEqstringNoReturn invoices that exactly match this customer company ID
companyIdOneOfstringNoComma-separated customer company IDs to match any of
companyIdNoneOfstringNoComma-separated customer company IDs to match none of
invoiceNumberEqstringNoReturn invoices whose invoice number equals this value
invoiceNumberCnstringNoReturn invoices whose invoice number contains this text
invoiceNumberNcstringNoReturn invoices whose invoice number does not contain this text
statusEqstringNoReturn invoices that equal this status (e.g. DRAFT)
statusOneOfstringNoComma-separated statuses to match any of (e.g. DRAFT,PAID)
statusNoneOfstringNoComma-separated statuses to match none of (e.g. DRAFT,PAID)

Output

ParameterTypeDescription
invoicesarrayList of invoices
invoiceIdnumberUnique identifier of the invoice
invoiceNumberstringInvoice number assigned to this invoice
dateOfIssuestringDate when the invoice was issued (YYYY-MM-DD)
dueDatestringDue date for the invoice payment (YYYY-MM-DD)
currencystringCurrency of the invoice amount (e.g. USD)
statusstringCurrent status of the invoice
amountnumberTotal amount of the invoice including tax
taxnumberTax amount applied to the invoice
subTotalnumberTotal amount of the invoice excluding tax
amountOutstandingnumberBalance amount remaining to be paid
amountPaidnumberTotal amount paid for this invoice
amountWrittenOffnumberTotal amount written off for this invoice
notesstringNotes or additional information about the invoice
createdAtnumberTimestamp when the invoice was created (epoch milliseconds)
updatedAtnumberTimestamp when the invoice was last updated (epoch milliseconds)
createdByobjectThe team member who created the invoice
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
updatedByobjectThe team member who last updated the invoice
userIdnumberUnique identifier of the user
firstNamestringFirst name of the user
lastNamestringLast name of the user
emailIdstringEmail address of the user
companyobjectCustomer company details for the invoice
companyIdnumberUnique identifier of the customer company
companyNamestringName of the customer company
companyUrlstringURL of the customer company website
projectsarrayProjects mapped to this invoice
projectIdnumberUnique identifier of the project
projectNamestringName of the project
fieldsarrayCustom invoice fields with their values
fieldIdnumberUnique identifier of the field
fieldLabelstringLabel of the field
fieldValuejsonValue of the field (string, number, or array depending on field type)
fieldValueLabelstringString representation of the field value
attachmentsarrayAttachments associated with the invoice
attachmentIdnumberUnique identifier of the attachment
attachmentNamestringName of the attachment
createdAtnumberTimestamp when the attachment was created (epoch milliseconds)
locationstringURL of the attachment
thumbLocationstringThumbnail URL of the attachment
visibilitybooleanVisibility of the attachment
paginationobjectPagination details for the result set
pageSizenumberPage size used for the current request
hasMorebooleanWhether more results are available
totalRecordCountnumberTotal number of records matching the request
nextPageTokenstringToken for fetching the next page (valid for 15 minutes)

rocketlane_get_invoice_line_items

List line items of a Rocketlane invoice

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
invoiceIdnumberYesUnique identifier of the invoice
pageSizenumberNoMaximum number of line items per page (defaults to 100)
pageTokenstringNoPage token from a previous response (valid for 15 minutes)

Output

ParameterTypeDescription
lineItemsarrayList of invoice line items
invoiceLineItemIdnumberUnique identifier of the invoice line item
descriptionstringDescription of the line item or service provided
quantitynumberQuantity of the item or service
unitPricenumberUnit price for the item or service
amountnumberTotal amount for this line item (quantity times unit price)
sourceIdnumberUnique identifier of the source entity (e.g. project ID)
sourceTypestringType of source entity this line item is associated with (e.g. PROJECT)
taxCodeobjectTax code information for this line item
taxCodeIdnumberUnique identifier of the tax code
taxCodeNamestringName of the tax code
taxCodeRatenumberTax rate percentage for the tax code
taxCodeAmountnumberTax amount calculated for this tax code
taxComponentsarrayTax components that make up the tax code
taxComponentIdnumberUnique identifier of the tax component
taxComponentNamestringName of the tax component
taxComponentRatenumberTax rate percentage for the tax component
taxComponentAmountnumberTax amount calculated for this tax component
taxComponentTypestringType of the tax component (e.g. GST, VAT)
paginationobjectPagination details for the result set
pageSizenumberPage size used for the current request
hasMorebooleanWhether more results are available
totalRecordCountnumberTotal number of records matching the request
nextPageTokenstringToken for fetching the next page (valid for 15 minutes)

rocketlane_get_invoice_payments

List payments recorded against a Rocketlane invoice

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
invoiceIdnumberYesUnique identifier of the invoice
pageSizenumberNoMaximum number of payments per page (defaults to 100)
pageTokenstringNoPage token from a previous response (valid for 15 minutes)

Output

ParameterTypeDescription
paymentsarrayList of payments recorded against the invoice
paymentIdnumberUnique identifier of the payment record
paymentRecordTypestringType of the payment record (PAID or WRITE_OFF)
currencystringCurrency of the payment amount (e.g. USD)
paymentDatestringDate when the payment was made (YYYY-MM-DD)
amountnumberAmount of the payment
notesstringAdditional notes or comments regarding the payment
paginationobjectPagination details for the result set
pageSizenumberPage size used for the current request
hasMorebooleanWhether more results are available
totalRecordCountnumberTotal number of records matching the request
nextPageTokenstringToken for fetching the next page (valid for 15 minutes)

On this page

Usage Instructions
Actions
rocketlane_create_project
Input
Output
rocketlane_get_project
Input
Output
rocketlane_list_projects
Input
Output
rocketlane_update_project
Input
Output
rocketlane_archive_project
Input
Output
rocketlane_delete_project
Input
Output
rocketlane_add_project_members
Input
Output
rocketlane_remove_project_members
Input
Output
rocketlane_import_template
Input
Output
rocketlane_list_placeholders
Input
Output
rocketlane_assign_placeholders
Input
Output
rocketlane_unassign_placeholders
Input
Output
rocketlane_create_task
Input
Output
rocketlane_get_task
Input
Output
rocketlane_list_tasks
Input
Output
rocketlane_update_task
Input
Output
rocketlane_delete_task
Input
Output
rocketlane_move_task_to_phase
Input
Output
rocketlane_add_task_assignees
Input
Output
rocketlane_remove_task_assignees
Input
Output
rocketlane_add_task_followers
Input
Output
rocketlane_remove_task_followers
Input
Output
rocketlane_add_task_dependencies
Input
Output
rocketlane_remove_task_dependencies
Input
Output
rocketlane_create_phase
Input
Output
rocketlane_get_phase
Input
Output
rocketlane_list_phases
Input
Output
rocketlane_update_phase
Input
Output
rocketlane_delete_phase
Input
Output
rocketlane_create_field
Input
Output
rocketlane_get_field
Input
Output
rocketlane_list_fields
Input
Output
rocketlane_update_field
Input
Output
rocketlane_delete_field
Input
Output
rocketlane_add_field_option
Input
Output
rocketlane_update_field_option
Input
Output
rocketlane_create_time_entry
Input
Output
rocketlane_get_time_entry
Input
Output
rocketlane_list_time_entries
Input
Output
rocketlane_search_time_entries
Input
Output
rocketlane_update_time_entry
Input
Output
rocketlane_delete_time_entry
Input
Output
rocketlane_list_time_entry_categories
Input
Output
rocketlane_create_time_off
Input
Output
rocketlane_get_time_off
Input
Output
rocketlane_list_time_offs
Input
Output
rocketlane_delete_time_off
Input
Output
rocketlane_get_user
Input
Output
rocketlane_list_users
Input
Output
rocketlane_create_space
Input
Output
rocketlane_get_space
Input
Output
rocketlane_list_spaces
Input
Output
rocketlane_update_space
Input
Output
rocketlane_delete_space
Input
Output
rocketlane_create_space_document
Input
Output
rocketlane_get_space_document
Input
Output
rocketlane_list_space_documents
Input
Output
rocketlane_update_space_document
Input
Output
rocketlane_delete_space_document
Input
Output
rocketlane_list_resource_allocations
Input
Output
rocketlane_get_invoice
Input
Output
rocketlane_list_invoices
Input
Output
rocketlane_get_invoice_line_items
Input
Output
rocketlane_get_invoice_payments
Input
Output