The Project
A project is a unit of work with its own deadlines, assignments, and priority — distinct from a case. Where a case is a legal matter, a project is any tracked piece of work (an audit, an investigation, a research effort) that a team runs.
How you address it
/entitymanagement/v1/projects # list, create
/entitymanagement/v1/projects/{project} # retrieve, update, delete
/entitymanagement/v1/projects/overdue # projects past deadline
/entitymanagement/v1/projects/upcoming-deadlines # projects due soon
/entitymanagement/v1/projects/{project}/assignments
/entitymanagement/v1/projects/{project}/archive # · /unarchive
All project endpoints are scoped.
Key fields
| Field | Notes |
|---|---|
name | Required; the project's title |
projectType | audit, compliance, investigation, research, development, consulting |
status | Lifecycle state — see below |
priority | low, medium, high, critical |
startDate, endDate, deadlineDate | Scheduling; drives the overdue / upcoming-deadlines views |
budget, currencyCode | Optional budget tracking |
projectCode, slug | References / identifiers |
groupId | The group/team the project belongs to |
description, metadata | Freeform |
Lifecycle
A project's status moves through:
draft ──▶ active ──▶ on_hold ──▶ completed
│ ▲
│ └──────────┘
└──────────────▶ cancelled
- draft — created, not yet started.
- active — in progress.
- on_hold — paused; can resume to active.
- completed — finished successfully.
- cancelled — stopped without completing.
Separately, a project can be archived (isActive: false, archivedAt set)
via POST …/archive and restored via POST …/unarchive — archiving is about
visibility, independent of the status above.
Assignments
Work is assigned to people and groups:
POST /entitymanagement/v1/projects/{project}/assign-userPOST /entitymanagement/v1/projects/{project}/assign-groupGET /entitymanagement/v1/projects/{project}/assignmentslists them.
Per-user permissions on a project are managed under
…/projects/{project}/users/{userId}/permissions.
Relationships
- Belongs to a tenant and, typically, a group/team (
groupId). - Has user and group assignments that drive who can see and act on it (see Permissions).
- Carries the shared sub-resources
under
/entitymanagement/v1/project/{id}/….