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Introduction

API Reference

Base URL

    https://app.eresourcescheduler.cloud/rest

Note: If you are using self-hosted version, the base URL will be

     https://yourowndomain/rest

eRS Cloud API is organized around Rest. Our API has predictable, resource-oriented URLs, and uses HTTP response codes to indicate API errors. We support cross-origin resource sharing, allowing you to interact securely with our API from a web application (though you should never expose your secret API key). JSON will be returned by all API responses including errors. Use our API to access eRS Cloud API end-points, which can get you information of resources, projects, bookings and timesheets in our database.

Authentication

Every eRS Cloud API endpoint requires an access token. If token is not passed or is invalid, API will return 401 Unauthorized error.

An access token can be generated at Profile -> Security.

Alternatively, OAuth flow can be used to obtain a token if access is required by third party application.

OAuth

eRS Cloud API allows access using OAuth 2 code flow to enable integration with third party applications. OAuth 2 is an open standard for authorization that enables third party applications to obtain access of API on behalf of user who wishes to approve access.

Developer (having Administrator access to eRS Cloud) are require to register an application to use OAuth. Once application is registered, it is assigned a client ID and client secret. The client secret should be kept confidential and only use when authorizing between application and eRS cloud authorization server.

Example : Authorization Link

https://app.eresourcescheduler.cloud/login/oauth/authorize?
response_type=code
&client_id=SZIZIzFXUKfwnUJW
&redirect_uri=https://example.com/oauth/callback
&state=f2g5h3b5

1. Request User Authorization

Give user an authorization link which redirects to eRS Cloud authorization server. If using a phone or desktop app instead of a browser, this could be achieved using some browser plugin.

Grant Code Request Endpoint.

https://app.eresourcescheduler.cloud/login/oauth/authorize

Parameters: Auth Code Request

Name Description
client_id
string required
eRS Cloud generated unique client ID which was assigned while registering application.
redirect_uri
string required
The callback url where user will be sent back after authorization. This value must match to redirect uri, given at the time of application registration.
response_type
string required
This must be set to "code" for obtaining grant code.
state
string optional
It is used to identify or verify origin of request. Usually it is a random string which is passed along with this request and expect the same when eRS Cloud redirects back to defined redirect uri after authorization.

Example : Access Token Request

curl -X POST "https://app.eresourcescheduler.cloud/login/oauth/token?\
grant_type=authorization_code\
&code=QbD76mCzJSMJt4fc892i\
&client_id=SZIZIzFXUKfwnUJW\
&client_secret=4pbxCfKa1kJB2nihfbtPLixtv6Tf4V5q\
&redirect_uri='https://example.com/oauth/callback'" \
-H "Content-Type:application/x-www-form-urlencoded"

2. Request Access Token

Once authorization is complete, eRS Cloud sends redirect back to defined redirect_uri with a grant code parameter "code" (and state parameter if was issued at the time of requesting grant code) set.

Now this grant code can be used to fetch access token from token end point.

Access Token Request Endpoint.

https://app.eresourcescheduler.cloud/login/oauth/token

Parameters: Auth Code Request

Name Description
grant_type
string required
This must be set to "authorization_code" for access token request.
code
string required
The grant code which was received in step 1.
client_id
string required
eRS Cloud generated unique client ID which was assigned while registering application.
client_secret
string required
The client secret which was assigned while registering application.
redirect_uri
string required
The callback url where user will be sent back after authorization. This value must match to redirect uri, given at the time of application registration.

To learn more about OAuth token generation flow please read here.

eRS Cloud expects an API token to be included in all API requests in a header that looks like the following:

Authorization: Bearer B8x5Vj1O65r6wnoV

A sample API token is included in all the example requests in this document. To test requests using your account, replace the sample access token with your actual access token.

Response Codes

eRS Cloud uses conventional HTTP response codes to indicate the success or failure of an API request. In general: Codes in the 2xx range indicate success. Codes in the 4xx range indicate an error that failed due to incorrect request. (e.g., a required parameter was omitted, syntactically incorrect request, etc.). Codes in the 5xx range indicate an error with eRS Cloud's servers (which is rare).

List of Status Codes :

Status Code Meaning
200
OK
Everything worked as expected.
201
Created
This indicates successful creation of intended object.
400
Bad Request
Indicates that request is not acceptable, often due to missing required parameters or invalid value for any parameter.
401
Unauthorized
No valid API access token provide. Authentication failed due to invalid authentication credentials.
403
Forbidden
Accessing an object or performing an action when user doesn't have required permissions, causes this error.
404
Not Found
The requested resource doesn't exist.
405
Method Not Allowed
HTTP method is not allowed by a web server for a requested URL.
409
Conflict
Occurs when trying to create a duplicate object where duplicates are not allowed or when request could affect other objects.
415
Unsupported Media Type
No valid media is provided.
500
Internal Server Error
Something went wrong at eRS Cloud's end. (This is rare.)

User Defined Fields

Example Response:

{
  ...
  "emp_birthday": "1997-01-27",
  "qualification": "MBA"
  ...
}

As the name shows, these fields are user-defined custom fields. A user with Administrator rights can add such custom fields using eRS Cloud Application. These fields can be used to capture additional information in Resource, Project, Booking and Timesheet forms.

User defined fields are filterable. Also, user can configure the visibility of such fields in the different forms, for example a field named employee_id can be created which is meant only for Employee type of resources.

There are seventeen types of different fields available for different use cases. Each type of field has it's own set of attributes which can be configured to fit your requirements. Once such fields are added and applied, the response for that object will contain these along with normal attributes.

Note: There can be a maximum of 125 user-defined fields.

Types of User Defined Fields

User can create one of the following types of field.

Name Description
Simple Text
string
Allows user to enter any combination of letters and numbers. Also, it can be configured to have different validations like minlength, maxlength and regex to fit most requirements.
Multi Line Rich Text
string
Allows user to enter long rich text (up to 2000 characters). This type of field allows formatting such as adding headers, paragraphs, hyperlinks, bold and italic text etc.
Integer Number
integer
Allows user to enter numeric data. This is useful for fields like emp_id, ref_no etc. These fields can be configured to have validations like minnum and maxnum.
Fractional Number
number
Allows user to enter floating point number. This is useful for fields like geo_coordinates, mean_distance etc. This type of field can also have validations like minnum and maxnum.
Date
string
Allows user to enter date value from a popup calendar. This field takes input in ISO 8601 extended notation for date value i.e. yyyy-MM-dd. Example use case of this type of fields could be like emp_birth_dae, date_of_delivery, date_of_completion etc. Available validations for these fields are mindate and maxdate.
DateTime
string
This type of field can be used where a specific instance of time needs to be recorded. This field takes input in ISO 8601 extended notation for date and time value i.e. yyyy-MM-ddTHH:mm:ssZ. This field supports time zone offset as well. Example use case of this type of fields could be like eta, generated_at etc.
URL
string
Allows user to enter a valid link address. This field takes string input which should be a valid URL. This type of field could be used to store a hyperlink to a website or a network resource.
Email
string
Allows user to enter an email address, which is validated to ensure the proper format.
Checkbox
boolean
Allows user to select or deselect a value using checkbox. This field takes a boolean value as input. Example use case could be like is_enabled, is_active etc.
Radio Group
integer
Allows user to select a single value from available values. This field can be configured to have multiple options from which the user can select one.
Drop Down Single Select
integer
Allows user to select a single value from the dropdown list of available options. This field can be configured to have a pick list of multiple options from which the user can select one.
Checkbox Group
integer array
Allows user to select one or more values from a group of check boxes. This is useful where user needs to pick multiple values from available options. This field can be configured to have a pick list of multiple options from which the user can select multiple.
Dropdown Multi select
integer array
Allows user to select multiple values from the dropdown list. This field can be configured to have a pick list of multiple options from which user can select one or more options. Though it is similar to checkbox group field, it additionally allows to search from available options and is recommended when there is a large number of options.
Color Picker
string
Allows user to store a color code for an object. This is useful to visually identify an object when presenting in user interface. This field takes input in string format of hexadecimal color code with foreground color separated by semicolon ; i.e #XXXXXX;1/0. Here X represent hexadecimal digit for background color, 1 represents white foreground color and 0 represents black foreground color. For example if red background with white foreground (text color) needs to be stored, then value should be #FF0000;1.
Label
integer
Allows user to select a single value with color, from the dropdown list. This field can be configured to have a pick list of multiple options from which the user can select one. These fields are useful for visual representation with meaningful labels. For example a field named status can be created having options such as Active , On Hold, Delayed .
User Single Select
integer
Allows user to select a single value from the dropdown list of available users.
User Multi Select
integer array
Allows user to select multiple user values from the dropdown list of available users.

Resource Types

Resource Type Object

Example Response

{
  "id": 1,
  "name": "Employee",
  "description": "",
  "is_human": true,
  "fields": [{
      "id": 52,
      "code": "udf_department",
      "display_name": "Department",
      "field_type": "DDSS",
      "is_required": false,
      "is_system_defined": false,
      "options": [{
          "id": 27,
          "name": "Service",
          "description": null
        },
        {
          "id": 26,
          "name": "Technical",
          "description": null
        },
        { ... }
      ]
    }, {
      "id": 11,
      "code": "email",
      "display_name": "Email",
      "field_type": "EMAIL",
      "placeholder_text": "Enter valid email id",
      "maxlength": 254,
      "regex": "^[a-zA-Z]+[a-zA-Z0-9._]+@[a-zA-Z]+\\.[a-zA-Z.]{2,5}$",
      "is_required": false,
      "is_system_defined": true
    }, {
      "id": 46,
      "code": "udf_employee_no",
      "display_name": "Employee No.",
      "field_type": "TEXT",
      "minlength": 1,
      "maxlength": 10,
      "is_required": false,
      "is_system_defined": false
    }, {
      "id": 7,
      "code": "first_name",
      "display_name": "First Name",
      "field_type": "TEXT",
      "help_text": "",
      "placeholder_text": "Enter first name",
      "minlength": 1,
      "maxlength": 100,
      "is_required": true,
      "is_system_defined": true
    }, {
      "id": 8,
      "code": "last_name",
      "display_name": "Last Name",
      "field_type": "TEXT",
      "placeholder_text": "Enter last name",
      "maxlength": 100,
      "is_required": false,
      "is_system_defined": true
    }, {
      "id": 14,
      "code": "last_date",
      "display_name": "Last Working Date",
      "field_type": "DATE",
      "is_required": false,
      "is_system_defined": true,
      "maxdate": "2099-12-31",
      "mindate": "1900-01-01"
    }, {
      "id": 45,
      "code": "udf_office",
      "display_name": "Office",
      "field_type": "DDSS",
      "is_required": false,
      "is_system_defined": false,
      "options": [{
          "id": 8,
          "name": "Chicago",
          "description": null
        }, {
          "id": 11,
          "name": "Dallas",
          "description": null
        }, {
          "id": 10,
          "name": "New York",
          "description": null
        }, {
          "id": 12,
          "name": "San Francisco",
          "description": null
        }, {
          "id": 9,
          "name": "Washington",
          "description": null
        },
        { ... }
      ]
    }, {
      "id": 26,
      "code": "phone",
      "display_name": "Phone",
      "field_type": "TEXT",
      "maxlength": 50,
      "is_required": false,
      "is_system_defined": true
    }, {
      "id": 12,
      "code": "start_date",
      "display_name": "Start Date",
      "field_type": "DATE",
      "is_system_defined": true,
      "maxdate": "2099-12-31",
      "mindate": "1900-01-01",
      "is_required": true
    },
    { ... }
  ]
}

Resource type object represents the type of resource. In an organization, there can be multiple types of resources. Administrator can add multiple resource types using eRS Cloud application. Resource types can be categorized as human or non-human. Human type of resource can be Employee, Contractor, etc. and non-human can be Meeting Rooms, Projectors etc. Different resource type objects can be configured to have a different sets of custom attributes as well, which allows customizing resource objects to fit your requirements.

ATTRIBUTES

Name Description
id
integer
Unique identification number for the object, which allows referring to this object and can be used to search a particular resource type.
name
string
Represents name for this object. This is used to identify object by using some meaningful phrase to describe type of resources like Employee, Machine etc.
is_human
boolean
Indicates whether this resource type is human or non-human. For example, Employee could be a human resource type while Machine, Meeting Rooms etc. can be non-human resource type.
fields
array of objects
Represents collection of fields (or attributes) that are available for this resource type. Each Resource object of this resource type can store / update values for these field. While creating or updating a Resource user must pass arguments which are available for intended resource type object.
fields.id
integer
Represents unique identification number of this field, which can be used to refer or search it.
fields.display_name
string
Name of this field to identify it.
fields.field_type
string
Represents the type of field. For example TEXT (for Text Field), INT (for Integer Number field), DDSS (for Dropdown Single Select Field), etc. See User Defined Fields to know more about different field types.
fields.code
string
It represents the unique code of the field which is referred as API code. This code acts as key in API response and the same must be used as key to pass values for a POST or PUT request.
fields.minlength
integer
Represents minimum no of characters in value this field can accept. Only applicable for text fields.
fields.maxlength
integer
Represents maximum no of characters in value this field can accept. Only applicable for text fields.
fields.regex
string
Represents regular expression which must be matched by value for this field. Only applicable for text fields.
fields.minnum
integer
Represents minimum value this field can accept. Only applicable for numeric fields.
fields.maxnum
integer
Represents maximum value this field can accept. Only applicable for numeric fields.
fields.mindate
string
Represents minimum value this field can accept. Only applicable for date / date time fields.
fields.maxdate
string
Represents maximum value this field can accept. Only applicable for date / date time fields.
fields.is_required
boolean
Indicates whether this field is mandatory or not. If this field is a required field then a valid value for this field must be passed while creating such object and while updating object (if this field is intended to update).
is_system_defined
boolean
Indicates whether this field is system defined or a custom field. Fields which are system defined can not be customized.
fields.options
array of objects
Field types such as Dropdown Single Select, Dropdown Multi Select, Radio Group etc. ( See User Defined Fields to know more. ) Allows user to pick one or more from these available options.
fields.options.id
integer
Represents unique identification number for the individual option object.
fields.options.name
string
Represents name or content of option object.
fields.options.color
string
Allows a user to store color code of option object. It is only available for LABEL type fields.

Get a Specific Resource Type

Retrieves the details of an existing resource-type. You only need to provide the unique resource-type identifier of required resource-type.

GET /v1/resourcetypes/{ID}

Example Request

curl -v \
"https://app.eresourcescheduler.cloud/rest/v1/resourcetypes/2" \
-H "Authorization: Bearer B8x5Vj1O65r6wnoV"

Example Response

{
  "id": 1,
  "name": "Employee",
  "description": "",
  "is_human": true,
  "fields": [{
      "id": 52,
      "code": "udf_department",
      "display_name": "Department",
      "field_type": "DDSS",
      "is_required": false,
      "is_system_defined": false,
      "options": [{
          "id": 27,
          "name": "Service",
          "description": null
        },
        {
          "id": 26,
          "name": "Technical",
          "description": null
        },
        { ... }
      ]
    }, {
      "id": 11,
      "code": "email",
      "display_name": "Email",
      "field_type": "EMAIL",
      "placeholder_text": "Enter valid email id",
      "maxlength": 254,
      "regex": "^[a-zA-Z]+[a-zA-Z0-9._]+@[a-zA-Z]+\\.[a-zA-Z.]{2,5}$",
      "is_required": false,
      "is_system_defined": true
    }, {
      "id": 46,
      "code": "udf_employee_no",
      "display_name": "Employee No.",
      "field_type": "TEXT",
      "minlength": 1,
      "maxlength": 10,
      "is_required": false,
      "is_system_defined": false
    }, {
      "id": 7,
      "code": "first_name",
      "display_name": "First Name",
      "field_type": "TEXT",
      "help_text": "",
      "placeholder_text": "Enter first name",
      "minlength": 1,
      "maxlength": 100,
      "is_required": true,
      "is_system_defined": true
    }, {
      "id": 8,
      "code": "last_name",
      "display_name": "Last Name",
      "field_type": "TEXT",
      "placeholder_text": "Enter last name",
      "maxlength": 100,
      "is_required": false,
      "is_system_defined": true
    }, {
      "id": 14,
      "code": "last_date",
      "display_name": "Last Working Date",
      "field_type": "DATE",
      "is_required": false,
      "is_system_defined": true,
      "maxdate": "2099-12-31",
      "mindate": "1900-01-01"
    }, {
      "id": 45,
      "code": "udf_office",
      "display_name": "Office",
      "field_type": "DDSS",
      "is_required": false,
      "is_system_defined": false,
      "options": [{
          "id": 8,
          "name": "Chicago",
          "description": null
        }, {
          "id": 11,
          "name": "Dallas",
          "description": null
        }, {
          "id": 10,
          "name": "New York",
          "description": null
        }, {
          "id": 12,
          "name": "San Francisco",
          "description": null
        }, {
          "id": 9,
          "name": "Washington",
          "description": null
        },
        { ... }
      ]
    }, {
      "id": 26,
      "code": "phone",
      "display_name": "Phone",
      "field_type": "TEXT",
      "maxlength": 50,
      "is_required": false,
      "is_system_defined": true
    }, {
      "id": 12,
      "code": "start_date",
      "display_name": "Start Date",
      "field_type": "DATE",
      "is_system_defined": true,
      "maxdate": "2099-12-31",
      "mindate": "1900-01-01",
      "is_required": true
    },
    { ... }
  ]
}

Returns

Code Description
200
OK
Indicates that operation was successful and retrieved a resource-type successfully.
403
Forbidden
Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
404
Not Found
Indicates that no resource-type object was found with provided identifier.

Get All Resource Types

Returns a list of all resource-types sorted by name.

GET /v1/resourcetypes

Example Request

curl -v \
"https://app.eresourcescheduler.cloud/rest/v1/resourcetypes" \
-H "Authorization: Bearer B8x5Vj1O65r6wnoV"

Example Response

{
  "total_count": 4,
  "data": [{
      "id": 1,
      "name": "Employee",
      "description": "",
      "is_human": true,
      "fields": [{
          "id": 52,
          "code": "udf_department",
          "display_name": "Department",
          "field_type": "DDSS",
          "is_required": false,
          "is_system_defined": false,
          "options": [{
              "id": 27,
              "name": "Service",
              "description": null
            },
            {
              "id": 26,
              "name": "Technical",
              "description": null
            },
            { ... }
          ]
        }, {
          "id": 11,
          "code": "email",
          "display_name": "Email",
          "field_type": "EMAIL",
          "placeholder_text": "Enter valid email id",
          "maxlength": 254,
          "regex": "^[a-zA-Z]+[a-zA-Z0-9._]+@[a-zA-Z]+\\.[a-zA-Z.]{2,5}$",
          "is_required": false,
          "is_system_defined": true
        }, {
          "id": 46,
          "code": "udf_employee_no",
          "display_name": "Employee No.",
          "field_type": "TEXT",
          "minlength": 1,
          "maxlength": 10,
          "is_required": false,
          "is_system_defined": false
        }, {
          "id": 7,
          "code": "first_name",
          "display_name": "First Name",
          "field_type": "TEXT",
          "help_text": "",
          "placeholder_text": "Enter first name",
          "minlength": 1,
          "maxlength": 100,
          "is_required": true,
          "is_system_defined": true
        }, {
          "id": 8,
          "code": "last_name",
          "display_name": "Last Name",
          "field_type": "TEXT",
          "placeholder_text": "Enter last name",
          "maxlength": 100,
          "is_required": false,
          "is_system_defined": true
        }, {
          "id": 14,
          "code": "last_date",
          "display_name": "Last Working Date",
          "field_type": "DATE",
          "is_required": false,
          "is_system_defined": true,
          "maxdate": "2099-12-31",
          "mindate": "1900-01-01"
        }, {
          "id": 26,
          "code": "phone",
          "display_name": "Phone",
          "field_type": "TEXT",
          "maxlength": 50,
          "is_required": false,
          "is_system_defined": true
        }, {
          "id": 12,
          "code": "start_date",
          "display_name": "Start Date",
          "field_type": "DATE",
          "is_system_defined": true,
          "maxdate": "2099-12-31",
          "mindate": "1900-01-01",
          "is_required": true
        },
        { ... }
      ]
    },
    { ... }
  ]
}

Returns

Code Description
200
OK
This indicates that the operation was successful and list of resource-types is returned.
403
Forbidden
Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.

Project Types

Project type object

Example Response

{
  "id": 1,
  "name": "Standard",
  "description": "",
  "fields": [
      {
        "id": 39,
        "code": "is_archive",
        "display_name": "Archive",
        "field_type": "ARCH",
        "is_required": false,
        "is_system_defined": true
      },
      {
        "id": 40,
        "code": "color",
        "display_name": "Color",
        "field_type": "COLPICK",
        "is_required": false,
        "is_system_defined": false
      },
      {
        "id": 11,
        "code": "email",
        "display_name": "Email",
        "field_type": "EMAIL",
        "placeholder_text": "Enter valid email id",
        "maxlength": 254,
        "regex": "^[a-zA-Z]+[a-zA-Z0-9._]+@[a-zA-Z]+\.[a-zA-Z.]{2,5}$",
        "is_required": false,
        "is_system_defined": true
      },
      {
        "id": 15,
        "code": "end_date",
        "display_name": "End Date",
        "field_type": "DATE",
        "is_required": false,
        "is_system_defined": true,
        "mindate": "1900-01-01",
        "maxdate": "2099-12-31"
      },
      {
        "id": 10,
        "code": "title",
        "display_name": "Project Name",
        "field_type": "ENAME",
        "minlength": 1,
        "maxlength": 255,
        "is_required": true,
        "is_system_defined": true
      },
      {
        "id": 101,
        "code": "manager",
        "display_name": "Manager",
        "field_type": "DDSS",
        "is_required": false,
        "is_system_defined": false,
        "options": [
            {
              "id": 107,
              "name": "Chester Norman",
              "description": null
            },
            {...}
        ]
      },
      {
        "id": 13,
        "code": "project_start_date",
        "display_name": "Start Date",
        "field_type": "DATE",
        "is_required": false,
        "is_system_defined": true,
        "mindate": "1900-01-01",
        "maxdate": "2099-12-31"
      },
      {
        "id": 32,
        "code": "tags",
        "display_name": "Tags",
        "field_type": "TAGS",
        "is_required": false,
        "is_system_defined": true
      }
    ]
}

Project type object represents the type of project. In an organization, there can be multiple types of projects. Administrator can add multiple project types using eRS Cloud application. Different project type objects can be configured to have a different sets of custom attributes as well, which allows customizing project objects to fit your requirements.

ATTRIBUTES

Name Description
id
integer
Unique identification number for the object, which allows referring to this object and can be used to search a particular project type.
name
string
Represents name for this object. This is used to identify object by using some meaningful phrase to describe type of projects like Standard, Education etc.
fields
array of objects
Represents collection of fields (or attributes) that are available for this project type. Each Project object of this project type can store / update values for these field. While creating or updating a Project user must pass arguments which are available for intended project type object.
fields.id
integer
Represents unique identification number of this field, which can be used to refer or search it.
fields.display_name
string
Name of this field to identify it.
fields.field_type
string
Represents the type of field. For example TEXT (for Text Field), INT (for Integer Number field), DDSS (for Dropdown Single Select Field), etc. See User Defined Fields to know more about different field types.
fields.code
string
It represents the unique code of the field which is referred as API code. This code acts as key in API response and the same must be used as key to pass values for a POST or PUT request.
fields.minlength
integer
Represents minimum no of characters in value this field can accept. Only applicable for text fields.
fields.maxlength
integer
Represents maximum no of characters in value this field can accept. Only applicable for text fields.
fields.regex
string
Represents regular expression which must be matched by value for this field. Only applicable for text fields.
fields.minnum
integer
Represents minimum value this field can accept. Only applicable for numeric fields.
fields.maxnum
integer
Represents maximum value this field can accept. Only applicable for numeric fields.
fields.mindate
string
Represents minimum value this field can accept. Only applicable for date / date time fields.
fields.maxdate
string
Represents maximum value this field can accept. Only applicable for date / date time field.
fields.is_required
boolean
Indicates whether this field is mandatory or not. If this field is a required field then a valid value for this field must be passed while creating such object and while updating object (if this field is intended to update).
is_system_defined
boolean
Indicates whether this field is system defined or a custom field. Fields which are system defined can not be customized.
fields.options
string
Field types such as Dropdown Single Select, Dropdown Multi Select, Radio Group etc. ( See User Defined Fields to know more. ) Allows user to pick one or more from these available options.
fields.options.id
integer
Represents unique identification number for the individual option object.
fields.options.name
string
Represents name or content of option object.
fields.options.color
string
Allows a user to store color code of option object. It is only available for LABEL type fields.

Get a Specific Project Type

Retrieves the details of an existing project-type. You only need to provide the unique project-type identifier that was returned upon project-type creation.

GET /v1/projecttypes/{ID}

Example Request

curl -v \
"https://app.eresourcescheduler.cloud/rest/v1/projecttypes/3" \
-H "Authorization: Bearer B8x5Vj1O65r6wnoV"

Example Response

{

    "id": 3,
    "name": "Education",
    "description": "",
    "fields": [
      {
        "id": 39,
        "code": "is_archive",
        "display_name": "Archive",
        "field_type": "ARCH",
        "is_required": false,
        "is_system_defined": true
      },
      {
        "id": 104,
        "code": "department",
        "display_name": "Department",
        "field_type": "RDGRP",
        "is_required": false,
        "is_system_defined": false,
        "options": [
             {
                "id": 117,
                "name": "Accounts",
                "description": null
             },
             {...}   
          ],
      },
      {
        "id": 11,
        "code": "email",
        "display_name": "Email",
        "field_type": "EMAIL",
        "placeholder_text": "Enter valid email id",
        "maxlength": 254,
        "regex": "^[a-zA-Z]+[a-zA-Z0-9._]+@[a-zA-Z]+\.[a-zA-Z.]{2,5}$",
        "is_required": false,
        "is_system_defined": true
      },
      {
        "id": 15,
        "code": "end_date",
        "display_name": "End Date",
        "field_type": "DATE",
        "is_required": false,
        "is_system_defined": true,
        "mindate": "1900-01-01",
        "maxdate": "2099-12-31"
      },
      {
        "id": 10,
        "code": "title",
        "display_name": "Project Name",
        "field_type": "ENAME",
        "minlength": 1,
        "maxlength": 255,
        "is_required": true,
        "is_system_defined": true
      },
      {...},
      {...} 
    ]
}

Returns

Code Description
200
OK
This status code indicates that the operation was successful and a project-type get retrieved successfully .
403
Forbidden
Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
404
Not Found
This status code indicates that project-type ID does not exist.

Get All Project Types

Returns a list of project-types. The project-types are returned sorted by name.

GET /v1/projecttypes

Example Request

curl -v \
"https://app.eresourcescheduler.cloud/rest/v1/projecttypes" \
-H "Authorization: Bearer B8x5Vj1O65r6wnoV"

Example Response

{
  "total_count": 4,
  "data": [
    {
      "id": 3,
      "name": "Education",
      "description": "",
      "fields": [
        {
          "id": 39,
          "code": "is_archive",
          "display_name": "Archive",
          "field_type": "ARCH",
          "is_required": false,
          "is_system_defined": true
        },
        {
          "id": 104,
          "code": "department",
          "display_name": "Department",
          "field_type": "RDGRP",
          "is_required": false,
          "is_system_defined": false,
          "options": [
              {
                  "id": 117,
                  "name": "Accounts",
                  "description": null
              },
              {...}   
            ],
        },
        {
          "id": 11,
          "code": "email",
          "display_name": "Email",
          "field_type": "EMAIL",
          "placeholder_text": "Enter valid email id",
          "maxlength": 254,
          "regex": "^[a-zA-Z]+[a-zA-Z0-9._]+@[a-zA-Z]+\.[a-zA-Z.]{2,5}$",
          "is_required": false,
          "is_system_defined": true
        },
        {
          "id": 15,
          "code": "end_date",
          "display_name": "End Date",
          "field_type": "DATE",
          "is_required": false,
          "is_system_defined": true,
          "mindate": "1900-01-01",
          "maxdate": "2099-12-31"
        },
        {
        "id": 10,
        "code": "title",
        "display_name": "Project Name",
        "field_type": "ENAME",
        "minlength": 1,
        "maxlength": 255,
        "is_required": true,
        "is_system_defined": true
      },
        {...},
        {...} 
      ]
    },
    {...},
    {...}
  ]
}

Returns

Code Description
200
OK
This indicates that the operation was successful and list of project-types is returned.
403
Forbidden
Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.

Requirement Profile

Requirement Profile Object

Requirement profile object represents requirement profile.

/v1/requirement/fields

Example Request

curl -v \
"https://app.eresourcescheduler.cloud/rest/v1/requirement/fields" \
-H "Authorization: Bearer B8x5Vj1O65r6wnoV"

Example Response

{
    "id": 29,
    "code": "effort",
    "display_name": "Effort",
    "field_type": "EFFORT",
    "minnum": 0,
    "is_system_defined":true,
    "is_required": true
},
{
    "id": 17,
    "code": "end_time",
    "display_name": "Ends",
    "field_type": "DATIM",
    "is_required": true,
    "is_system_defined": true,
    "maxdate": "2099-12-31",
    "mindate": "1900-01-01"
},
{
    "id": 31,
    "code": "role_id",
    "display_name": "Performing Role",
    "field_type": "ROLEPS",
    "is_required": false,
    "is_system_defined": true,
    "options": [
         {
            "id":6,
            "name":"Accountant",
            "description": null
         },
         {
            "id":7,
            "name":"Business Analyst",
            "description":null},
         {
            "id":4,
            "name":"Consultant",
            "description":null},
         {
            "id":5,
            "name":"Project Manager",
            "description":null},
         {
            "id":3,
            "name":"Tax Manager",
            "description":null}
    ]
},
{
    "id": 3,
    "code": "project_id",
    "display_name": "Project",
    "field_type": "PRJSS",
    "is_required": true,
    "is_system_defined": true
},
{
    "id": 16,
    "code": "start_time",
    "display_name": "Starts",
    "field_type": "DATIM",
    "is_required": true,
    "is_system_defined": true,
    "maxdate": "2099-12-31",
    "mindate": "1900-01-01"
},
{
    "id": 32,
    "code": "tags",
    "display_name": "Tags",
    "field_type": "TAGS",
    "is_required": false,
    "is_system_defined": true
},
{
    "id": 30,
    "code": "task_id",
    "display_name": "Task",
    "field_type": "TSKSS",
    "is_required": false,
    "is_system_defined": true
},
{
    "id": 5,
    "code": "unit",
    "display_name": "Unit",
    "field_type": "UNIT",
    "minnum": 1,
    "is_required": false,
    "is_system_defined": true
}

ATTRIBUTES

Name Description
id
integer
Represents unique identification number of this field, which can be used to refer or search it.
code
string
It represents the unique code of the field which is referred as API code. This code acts as key in API response and the same must be used as key to pass values for a POST or PUT request.
field_type
string
Represents the type of field. For example TEXT (for Text Field), INT (for Integer Number field), DDSS (for Dropdown Single Select Field), etc.
display_name
string
Name of this field to identify it.
is_system_defined
boolean
Indicates whether this field is system defined or a custom field. Fields which are system defined can not be customized.
is_required
boolean
Indicates whether this field is mandatory or not. If this field is a required field then a valid value for this field must be passed while creating such object and while updating object (if this field is intended to update).
minnum
integer
Represents minimum value this field can accept. Only applicable for numeric fields.
maxnum
integer
Represents maximum value this field can accept. Only applicable for numeric fields.
mindate
string
Represents minimum value this field can accept. Only applicable for date / date time fields.
maxdate
string
Represents maximum value this field can accept. Only applicable for date / date time fields.
options
array of objects
Field types such as Dropdown Single Select, Dropdown Multi Select, Radio Group etc.
options.id
integer
Represents unique identification number for the individual option object.
options.name
string
Represents name or content of option object.

Booking Profile

Booking Profile Object

Booking profile object represents booking profile.

/v1/booking/fields

Example Request

curl -v \
"https://app.eresourcescheduler.cloud/rest/v1/booking/fields" \
-H "Authorization: Bearer B8x5Vj1O65r6wnoV"

Example Response

{
    "id": 29,
    "code": "effort",
    "display_name": "Effort",
    "field_type": "EFFORT",
    "minnum": 0,
    "is_required": false,
    "is_system_defined": true
},
{
    "id": 17,
    "code": "end_time",
    "display_name": "Ends",
    "field_type": "DATIM",
    "is_required": true,
    "is_system_defined": true
    "maxdate": "2099-12-31",
    "mindate": "1900-01-01"
},
{
    "id": 31,
    "code": "role_id",
    "display_name": "Performing Role",
    "field_type": "ROLEPS",
    "is_required": false,
    "is_system_defined": true
    "options": [
         {
            "id": 5,
            "name": "Architect",
            "description": null
         },
         {...},
         {...}
    ]
},
{
    "id": 3,
    "code": "project_id",
    "display_name": "Project",
    "field_type": "PRJSS",
    "is_required": true,
    "is_system_defined": true
},
{
    "id": 2,
    "code": "resource_id",
    "display_name": "Resource",
    "field_type": "RSRSS",
    "is_required": true,
    "is_system_defined": true
},
{
    "id": 16,
    "code": "start_time",
    "display_name": "Starts",
    "field_type": "DATIM",
    "is_required": true,
    "is_system_defined": true
    "maxdate": "2099-12-31",
    "mindate": "1900-01-01"
},
{
    "id": 32,
    "code": "tags",
    "display_name": "Tags",
    "field_type": "TAGS",
    "is_required": false,
    "is_system_defined": true
},
{
    "id": 30,
    "code": "task_id",
    "display_name": "Task",
    "field_type": "TSKSS",
    "is_required": false,
    "is_system_defined": true
},
{
    "id": 5,
    "code": "unit",
    "display_name": "Unit",
    "field_type": "UNIT",
    "minnum": 1,
    "is_required": false,
    "is_system_defined": true
}

ATTRIBUTES

Name Description
id
integer
Represents unique identification number of this field, which can be used to refer or search it.
code
string
It represents the unique code of the field which is referred as API code. This code acts as key in API response and the same must be used as key to pass values for a POST or PUT request.
field_type
string
Represents the type of field. For example TEXT (for Text Field), INT (for Integer Number field), DDSS (for Dropdown Single Select Field), etc. See User Defined Fields to know more about different field types.
display_name
string
Name of this field to identify it.
is_system_defined
boolean
Indicates whether this field is system defined or a custom field. Fields which are system defined can not be customized.
is_required
boolean
Indicates whether this field is mandatory or not. If this field is a required field then a valid value for this field must be passed while creating such object and while updating object (if this field is intended to update).
regex
string
Represents regular expression which must be matched by value for this field. Only applicable for text fields.
fields.minlength
integer
Represents minimum no of characters in value this field can accept. Only applicable for text fields.
fields.maxlength
integer
Represents maximum no of characters in value this field can accept. Only applicable for text fields.
minnum
integer
Represents minimum value this field can accept. Only applicable for numeric fields.
maxnum
integer
Represents maximum value this field can accept. Only applicable for numeric fields.
mindate
string
Represents minimum value this field can accept. Only applicable for date / date time fields.
maxdate
string
Represents maximum value this field can accept. Only applicable for date / date time fields.
options
array of objects
Field types such as Dropdown Single Select, Dropdown Multi Select, Radio Group etc. ( See User Defined Fields to know more. ) Allows user to pick one or more from these available options.
options.id
integer
Represents unique identification number for the individual option object.
options.name
string
Represents name or content of option object.
options.color
string
Allows a user to store color code of option object. It is only available for LABEL type fields.

Timesheet Profile

Timesheet Profile Object

Timesheet profile object represents timesheet profile.

/v1/timesheet/fields

Example Request

curl -v \
"https://app.eresourcescheduler.cloud/rest/v1/timesheet/fields" \
-H "Authorization: Bearer B8x5Vj1O65r6wnoV"

Example Response

{
    "id": 62,
    "code": "date",
    "display_name": "Date",
    "field_type": "DATE",
    "is_system_defined": true,
    "is_required": true
},
{
    "id": 63,
    "code": "hours",
    "display_name": "Effort",
    "field_type": "TSEFFORT",
    "maxnum": 99999,
    "is_system_defined": true,
    "is_required": true
}
{
    "id": 65,
    "code": "time_end",
    "display_name": "End Time",
    "field_type": "TIMEWZ",
    "is_system_defined": true,
    "is_required": false
},
{
    "id": 31,
    "code": "role_id",
    "display_name": "Performing Role",
    "field_type": "ROLEPS",
    "is_required": false,
    "is_system_defined": true
    "options": [
         {
            "id": 5,
            "name": "Architect",
            "description": null
         },
         {...},
         {...}
    ]
},
{
    "id": 3,
    "code": "project_id",
    "display_name": "Project",
    "field_type": "PRJSS",
    "is_required": true,
    "is_system_defined": true
},
{
    "id": 2,
    "code": "resource_id",
    "display_name": "Resource",
    "field_type": "RSRSS",
    "is_required": true,
    "is_system_defined": true
},
{
    "id": 64,
    "code": "time_start",
    "display_name": "Start Time",
    "field_type": "TIMEWZ",
    "is_system_defined": true,
    "is_required": false
},
{
    "id": 32,
    "code": "tags",
    "display_name": "Tags",
    "field_type": "TAGS",
    "is_required": false,
    "is_system_defined": true
},
{
    "id": 30,
    "code": "task_id",
    "display_name": "Task",
    "field_type": "TSKSS",
    "is_required": false,
    "is_system_defined": true
}

ATTRIBUTES

Name Description
id
integer
Represents unique identification number of this field, which can be used to refer or search it.
code
string
It represents the unique code of the field which is referred as API code. This code acts as key in API response and the same must be used as key to pass values for a POST or PUT request.
field_type
string
Represents the type of field. For example TEXT (for Text Field), INT (for Integer Number field), DDSS (for Dropdown Single Select Field), etc. See User Defined Fields to know more about different field types.
display_name
string
Name of this field to identify it.
is_system_defined
boolean
Indicates whether this field is system defined or a custom field. Fields which are system defined can not be customized.
is_required
boolean
Indicates whether this field is mandatory or not. If this field is a required field then a valid value for this field must be passed while creating such object and while updating object (if this field is intended to update).
regex
string
Represents regular expression which must be matched by value for this field. Only applicable for text fields.
fields.minlength
integer
Represents minimum no of characters in value this field can accept. Only applicable for text fields.
fields.maxlength
integer
Represents maximum no of characters in value this field can accept. Only applicable for text fields.
minnum
integer
Represents minimum value this field can accept. Only applicable for numeric fields.
maxnum
integer
Represents maximum value this field can accept. Only applicable for numeric fields.
mindate
string
Represents minimum value this field can accept. Only applicable for date / date time fields.
maxdate
string
Represents maximum value this field can accept. Only applicable for date / date time fields.
options
array of objects
Field types such as Dropdown Single Select, Dropdown Multi Select, Radio Group etc. ( See User Defined Fields to know more. ) Allows user to pick one or more from these available options.
options.id
integer
Represents unique identification number for the individual option object.
options.name
string
Represents name or content of option object.
options.color
string
Allows a user to store color code of option object. It is only available for LABEL type fields.

Calendars

Calendar Object

Calendar is used to define working-timing of resources. An Administrator user can define multiple calendars using eRS Cloud application. Each calendar may have different timings defined. Timings allow breaks and multiple timing blocks. In addition to timings, user can apply holidays and exceptions (working or non-working) on calendars. A particular calendar can be applied on a set of resources and a resource can also have multiple calendars on different time periods. eRS Cloud API allows getting details of calendars.

Example Response

{
    "id": 2,
    "name": "New York Calendar",
    "description": null,
    "is_default": false,    
    "timings": [{
        "day_num": 1,
        "start_time": 540,
        "end_time": 1020
    }, {
        "day_num": 2,
        "start_time": 540,
        "end_time": 1020
    }, {
        "day_num": 3,
        "start_time": 540,
        "end_time": 1020
    }, {
        "day_num": 4,
        "start_time": 540,
        "end_time": 1020
    }, {
        "day_num": 5,
        "start_time": 540,
        "end_time": 1020
    }],
    "holidays": [{
        "id": 1,
        "name": "Christmas Day",
        "description": null,
        "date": "2018-12-25",
        "tags": []
    }],
    "exceptions": [{
        "id": 1,
        "name": "Over Time",
        "description": null,
        "date": "2018-12-20",
        "is_working_exception": true,
        "tags": [],
        "timings": [{
            "start_time": 540,
            "end_time": 1140
        }]
    }],
    "created_on": "2018-08-21T10:03:08.650207+00:00",
    "modified_on": "2018-12-03T15:09:34.697541+00:00",
    "created_by": {
        "id": 118,
        "name": "John Doe"
    },
    "modified_by": {
        "id": 118,
        "name": "John doe"
    }
}

ATTRIBUTES

Name Description
id
integer
Unique identifier for the object.
name
string
A meaningful name to identify this calendar object.
description
string
Description for calendar object.
is_default
boolean
Indicates whether this calendar object is used as a default calendar or not. There can only be one (which can be changed from Administrator calendar settings) default calendar at a time. Default calendar gets applied as working calendar, if calendar is not specified while creating a resource.
timings
array of objects
List of timing objects applicable for this calendar object. Timing objects (or timing_blocks) are used to define working capacity for each day of week.
timings.day_num
integer
Represents day of week, starting from 0 (for Sunday) to 6 (for Saturday).
timings.start_time
integer
Represents start time for this timing block in minutes (since 12 AM) i.e. for 6:00 AM, value would be 6 * 60 = 360 and for 9:00 AM it would be 9 * 60 = 540.
timings.end_time
integer
Represents end time for this timing block in minutes (since 12 AM) i.e. for 5:00 PM, value would be (12+5) * 60 = 1020.
holidays
array of objects
List of holiday objects applied for this calendar. There can be multiple holidays applied on calendar.
holidays.id
integer
Unique identifier for holiday object.
holidays.name
string
Name of holiday.
holidays.description
string
Description for this holiday object.
holidays.date
string
Represents date on which holiday occurs. This is a string value in ISO 8601 extended Date format i.e. yyyy-mm-dd.
holidays.tags
array of string
Tags are the list of strings (labels) attached to this holiday object which could be used for the purpose of identification or other information.
exceptions
array of objects
List of exception objects that are applied on calendar object. Exceptions are used to override working timing of calendar for a specified day.
exceptions.id
integer
Unique identifier for exception object.
exceptions.name
string
Name of exception object (which is to be displayed wherever referred).
exceptions.description
string
Description for exception object.
exceptions.date
string
Represents date on which exception is to be applied. This is a string value in ISO 8601 extended Date format i.e. yyyy-mm-dd.
exceptions.is_working_exception
boolean
Indicates whether this exception is working exception or non-working. A working exception is used to override timings of a working day and if applied on a non-working day, it turns it into working day. A non-working exception turns any working day into non-working.
exceptions.timings
array of objects
List of timing objects (or timing_blocks) for this exception. This defines working timings for this exception day. There are no timings if exception is a non-working exception.
exceptions.timings.start_time
integer
Represents start time for this timing block in minutes (since 12 AM) i.e. for 6:00 AM, value would be 6 * 60 = 360 and for 9:00 AM it would be 9 * 60 = 540.
exceptions.timings.end_time
integer
Represents end time for this timing block in minutes (since 12 AM) i.e. for 5:00 PM, value would be (12+5) * 60 = 1020.
exceptions.tags
array of string
Tags are the list of strings (labels) attached to this exception object which could be used for the purpose of identification or other information.
created_on
string
Timestamp at which calendar object was created.
modified_on
string
Describes the latest modification timestamp.
created_by
object
Describes by whom calendar object was created.
modified_by
object
This field describes by whom last modification was done.

List Calendars

Retrieves all available list of calendars.

GET /v1/calendars

Example Request

curl -v \
"https://app.eresourcescheduler.cloud/rest/v1/calendars" \
-H "Authorization: Bearer B8x5Vj1O65r6wnoV"

Example Response

{
  "total_count": 4,
  "data": [{
      "id": 2,
      "name": "New York Calendar",
      "description": null,
      "is_default": false,
      "timings": [{
        "day_num": 1,
        "start_time": 540,
        "end_time": 1020
      }, {
        "day_num": 2,
        "start_time": 540,
        "end_time": 1020
      }, {
        "day_num": 3,
        "start_time": 540,
        "end_time": 1020
      }, {
        "day_num": 4,
        "start_time": 540,
        "end_time": 1020
      }, {
        "day_num": 5,
        "start_time": 540,
        "end_time": 1020
      }],
      "created_on": "2018-08-21T10:03:08.650207+00:00",
      "modified_on": "2018-12-03T15:09:34.697541+00:00",
      "created_by": {
        "id": 118,
        "name": "John Doe"
      },
      "modified_by": {
        "id": 118,
        "name": "John doe"
      }
    },
    { ... },
    { ... },
    { ... }
  ]
}

Returns

Code Description
200
OK
Indicates that the operation was successful and list of calendars has been returned successfully.

Retrieve a Calendar

Retrieves the specified calendar along with exceptions and holidays applied on it.

GET /v1/calendars/{ID}

Example Request

curl -v \
"https://app.eresourcescheduler.cloud/rest/v1/calendars/1" \
-H "Authorization: Bearer B8x5Vj1O65r6wnoV"

Example Response

{
    "id": 1,
    "name": "New York Calendar",
    "description": null,
    "is_default": false,    
    "timings": [{
        "day_num": 1,
        "start_time": 540,
        "end_time": 1020
    }, {
        "day_num": 2,
        "start_time": 540,
        "end_time": 1020
    }, {
        "day_num": 3,
        "start_time": 540,
        "end_time": 1020
    }, {
        "day_num": 4,
        "start_time": 540,
        "end_time": 1020
    }, {
        "day_num": 5,
        "start_time": 540,
        "end_time": 1020
    }],
    "holidays": [{
        "id": 1,
        "name": "Christmas Day",
        "description": null,
        "date": "2018-12-25",
        "tags": []
    }],
    "exceptions": [{
        "id": 1,
        "name": "Over Time",
        "description": null,
        "date": "2018-12-20",
        "is_working_exception": true,
        "tags": [],
        "timings": [{
            "start_time": 540,
            "end_time": 1140
        }]
    }],
    "created_on": "2018-08-21T10:03:08.650207+00:00",
    "modified_on": "2018-12-03T15:09:34.697541+00:00",
    "created_by": {
        "id": 118,
        "name": "John Doe"
    },
    "modified_by": {
        "id": 118,
        "name": "John doe"
    }
}

Returns

Code Description
200
OK
Indicates that the operation was successful and requested calendar has been returned successfully.
404
Not Found
indicates that calendar object with specified calendar ID does not exist or has been deleted already.

Resource

Resource Object

Example Response

{
    "id": 1,
    "first_name": "Andrew",
    "last_name": "Mooney",
    "name": "Andrew Mooney",
    "type": {
        "name": "Employee",
        "description": null,
        "id": 1,
        "is_human": true
    },
    "email": "andrew@enbraun.com",
    "start_date": "2018-01-01",
    "last_date": null,
    "image": "https://erscloud/img/7aca31f5-29ae205ba315",
    "phone": null,
    "roles": [{
        "name": "Quality Engineer",
        "description": null,
        "id": 3
    }, {
        "name": "Business Analyst",
        "description": null,
        "id": 1
    }],
    "tags": [],
    "disable_parallel_booking": false,
    "created_on": "2018-08-20T09:22:02.728296Z",
    "created_by": {
        "name": "John doe",
        "id": 118
    },
    "modified_on": "2018-11-20T11:55:48.880898Z",
    "modified_by": {
        "name": "John doe",
        "id": 118
    },
    "udf_qualifications": [{
        "name": "B.Tech Computers",
        "description": null,
        "id": 15
    }, {
        "name": "PMP",
        "description": null,
        "id": 13
    }],
    "udf_employee_no": "ABC0001",
    "udf_office": {
        "name": "New York",
        "description": null,
        "id": 10
    },
    "udf_department": {
        "name": "Technical",
        "description": null,
        "id": 26
    }
}

Resource object represents resources (human / non-human) in your organization (i.e. Employees , Machines etc. ) which you want to schedule. Resources could be of multiple types with each type having it's own custom attributes along with system defined attributes. The API allows you to list, search, create, delete, and update resources.

ATTRIBUTES

Name Description
id
integer
Auto generated unique identifier for resource object.
first_name
string
First name of resource. This may be up to 100 characters.
last_name
string
Last name of resource. This may be up to 100 characters.
name
string
String value defining name of non-human type resource. This may be up to 100 characters.
type
object
Describes the type of resource. This is one of the type objects which an Administrator user creates using eRS Cloud Application.
email
string
Email address of resource object.
start_date
string
Represents the first working day of resource in organization. Resource does not have any availability before this date.
last_date
string
Represents the last working day of resource in organization. After this date, resource is considered archived and has no availability beyond this date.
image
string
String value representing URL of image file of resource.
phone
string
Phone number of the resource object.
roles
array of objects
List of role objects applied on this resource.
tags
array of strings
Tags are the list of strings (labels) attached to this resource object which could be used for the purpose of filtering, identification or other information.
timezone
integer
Defines and categorize resources based on their location. This field is only available when scheduling plus module is on.
disable_parallel_booking
boolean
Boolean value defining if resource can or cannot have multiple bookings at a time. Default value for disable parallel booking is false.
created_on
string
Timestamp at which this resource object was created.
created_by
object
Object representing user who created this resource object.
modified_on
string
Represents latest modification timestamp.
modified_by
object
Object representing most recent user who modified this resource object.
udf_* Custom user-defined fields used to capture additional information of resource. User defined field can be of multiple types. Custom fields are very useful to configure resource objects to best fit requirements. In given example response, all keys starting with prefix udf_ are user defined custom fields. Learn more

Create a Resource

Creates a new resource object.

POST /v1/resources

Example Request For Human Type Of Resource:

 curl -v -X POST "https://app.eresourcescheduler.cloud/rest/v1/resources" \
 -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
 -H "Content-Type: application/json" \
 -d '{ 
       "first_name": "Andrew",
       "last_name": "Mooney",
       "resource_type_id": 1,
       "start_date": "2016-05-02",
       "email": "andrew@enbraun.com",
       "roles" : [1,3],
       "udf_employee_no": "ABC0001"
     }'

Example Request For Non-Human Type Of Resource:

 curl -v -X POST "https://app.eresourcescheduler.cloud/rest/v1/resources" \
 -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
 -H "Content-Type: application/json" \
 -d '{  
       "name": "Projector EX4300",
       "start_date": "2018-06-01",
       "resource_type_id": 2,
       "udf_battery_capacity": 4 
     }'

REQUEST BODY PARAMETERS

Name Description
resource_type_id
required
ID of resource-type object. Every resource must be linked to a resource-type. Let’s assume there are two resource types defined as Employee (having ID 1) and Meeting Room (having ID 2). While creating a new resource, all the resource whose resource_type_id is given as 1 will get created under Employee type and the same for Meeting Room when resource_type_id is 2.
first_name
required
String representing the first name of a resource. This may be up to 100 characters.
Note: for non-human resources, this field is not available.
last_name
String representing the last name of a resource. This may be up to 100 characters.
Note: for non-human resources, this field is not available.
name
required
String representing the name of a resource. This may be up to 100 characters.
Note: This field is only available for non-human resources, and for human resources, this field is not available.
start_date
required
String value representing a date in ISO 8601 extended notation for date i.e. yyyy-MM-dd. A resource is only available from it's start date i.e system does not consider any capacity of resource before this date.
last_date
optional
String value representing a date in ISO 8601 extended notation for date i.e. yyyy-MM-dd. A resource is only available till it's last working date i.e system does not consider any capacity of resource beyond this date (if defined).
email
String value representing email address of resource object. Email address must be properly formatted with a maximum length of 254 characters.
phone
String representing phone number of resource. It’s displayed alongside the resource in your resource list.
roles
An array of IDs of Roles (which are defined by an Administrator user in eRS Cloud Application) to be assigned to this Resource. The first ID in the array is considered as Primary Role of that Resource. Multiple performing roles can be applied to a resource. Resources can also be searched / filtered using performing roles.
calendar
optional
ID of Calendar object which should be assigned to resource effective from it's start_date. Depending upon requirements, different calendars can be applied on different resources. If calendar is omitted then default calendar (as defined in Administrator calendar settings) will be applied for this resource.
tags
An optional array of strings which could be attached to this resource object as labels. This can be useful for the purpose of filtering, identification or other information.
timezone
One timezone object can be defined for a resource.

Note: This field is only available when scheduling plus module is on.
disable_parallel_booking
optional
Boolean value defining if resource can or cannot have multiple bookings at a time. Default value for disable parallel booking is false.
udf_*
A user with Administrator rights can add custom fields. These fields can be used to capture additional information in Resources. Different types of resources may have a different set of user-defined fields. The value for user defined field can be passed as shown in example request. In first example udf_employee_no is a user defined field. Learn more

Note: User with Administrator rights can make fields marked with mandatory and remove fields marked with , from specific resource type using eRS Cloud Application. If mandatory fields are not passed with a valid value or removed fields are passed while creating resource, the operation will fail with response code 400.

Returns

Code Description
201
Created
Indicates that the operation was successful and a resource created successfully.
400
Bad Request
Bad Request error occurs when a request is malformed, syntactically incorrect, missing required parameters or has any unknown parameter. Additionally, Bad request may also occur in one of these conditions :
  • Resource's start_date is after it's last_date.
  • Trying to create resources more than subscribed no of resources.
403
Forbidden
Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.

List Resources

Returns a list of resources. The resources are returned sorted by name.

GET /v1/resources

Example Request

curl -v \
"https://app.eresourcescheduler.cloud/rest/v1/resources" \
-H "Authorization: Bearer B8x5Vj1O65r6wnoV"

Example Request With Offset And Limit

curl -v \
"https://app.eresourcescheduler.cloud/rest/v1/resources?offset=1&limit=15" \
-H "Authorization: Bearer B8x5Vj1O65r6wnoV"

Example Response

{
  "total_count": 120,
  "offset": 1,
  "limit": 15,
  "data": [{
      "id": 1,
      "first_name": "Andrew",
      "last_name": "Mooney",
      "name": "Andrew Mooney",
      "type": {
        "name": "Employee",
        "description": null,
        "id": 1,
        "is_human": true
      },
      "email": "andrew@enbraun.com",
      "start_date": "2018-01-01",
      "last_date": null,
      "image": "https://erscloud/img/7aca31f5-29ae205ba315",
      "phone": null,
      "roles": [{
        "name": "Quality Engineer",
        "description": null,
        "id": 3
      }, {
        "name": "Business Analyst",
        "description": null,
        "id": 1
      }],
      "tags": [],
      "disable_parallel_booking": false,
      "created_on": "2018-08-20T09:22:02.728296Z",
      "created_by": {
        "name": "John doe",
        "id": 118
      },
      "modified_on": "2018-11-20T11:55:48.880898Z",
      "modified_by": {
        "name": "John doe",
        "id": 118
      },
      "udf_qualifications": [{
        "name": "B.Tech Computers",
        "description": null,
        "id": 15
      }, {
        "name": "PMP",
        "description": null,
        "id": 13
      }],
      "udf_employee_no": "ABC0001",
      "udf_office": {
        "name": "New York",
        "description": null,
        "id": 10
      },
      "udf_department": {
        "name": "Technical",
        "description": null,
        "id": 26
      }
    },
    { ... },
    { ... },
    { ... }
  ]
}

REQUEST QUERY PARAMETERS

Name Description
limit
optional
The limit keyword is used to limit the number of records returned from a result set. If a limit count is given, no more than that many records will be returned (but possibly less, if the query itself yields less records)
Default value of limit is 25.
Maximum value of limit can be 500.
offset
optional
Offset keyword is used to skip n items. If offset value is given as 10, then first 10 records will be skipped from result set. Offset is often used together with the Limit keyword.
Default value of offset is 0.

Returns

Code Description
200
OK
Indicates that the operation was successful and list of resources is returned.
400
Bad Request
Bad Request may occur when offset and limit value is negative integer.
403
Forbidden
Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.

Retrieve a Resource

GET /v1/resources/{ID}

Example Request

curl -v "https://app.eresourcescheduler.cloud/rest/v1/resources/1" \
-H "Authorization: Bearer B8x5Vj1O65r6wnoV"

Example Response

{
    "id": 1,
    "first_name": "Andrew",
    "last_name": "Mooney",
    "name": "Andrew Mooney",
    "type": {
        "name": "Employee",
        "description": null,
        "id": 1,
        "is_human": true
    },
    "email": "andrew@enbraun.com",
    "start_date": "2018-01-01",
    "last_date": null,
    "image": "https://erscloud/img/7aca31f5-29ae205ba315",
    "phone": null,
    "roles": [{
        "name": "Quality Engineer",
        "description": null,
        "id": 3
    }, {
        "name": "Business Analyst",
        "description": null,
        "id": 1
    }],
    "tags": [],
    "disable_parallel_booking": false,
    "created_on": "2018-08-20T09:22:02.728296Z",
    "created_by": {
        "name": "John doe",
        "id": 118
    },
    "modified_on": "2018-11-20T11:55:48.880898Z",
    "modified_by": {
        "name": "John doe",
        "id": 118
    },
    "udf_qualifications": [{
        "name": "B.Tech Computers",
        "description": null,
        "id": 15
    }, {
        "name": "PMP",
        "description": null,
        "id": 13
    }],
    "udf_employee_no": "ABC0001",
    "udf_office": {
        "name": "New York",
        "description": null,
        "id": 10
    },
    "udf_department": {
        "name": "Technical",
        "description": null,
        "id": 26
    }
}

Retrieves the details of an existing resource. You only need to provide the unique resource identifier that was returned upon resource creation as request parameter.

Returns

Code Description
200
OK
Indicates that the operation was successful and a resource is retrieved successfully.
403
Forbidden
Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
404
Not Found
Not Found error occurs when requested resource does not exist (i.e. There is no resource with given ID). This may also occur when requesting a resource that has been deleted.

Search Resources

POST /v1/resources/search

Example Request For Filter In JSON Format

curl -X POST \
"https://app.eresourcescheduler.cloud/rest/v1/resources/search" \
-H "Content-Type: application/json" \
-H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
-d '{ 
      "resource_type_id:eq": 1  
    }'

Example Request For Filter By Passing Multiple Rules In JSON Format

curl -X POST \
"https://app.eresourcescheduler.cloud/rest/v1/resources/search?offset=1&limit=15" \
-H "Content-Type: application/json" \
-H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
-d '{ 
      "resource_type_id:eq": 1 , 
      "roles:ex": [3,6] 
    }'

REQUEST QUERY PARAMETERS

Name Description
limit
optional
The limit keyword is used to limit the number of records returned from a result set. If a limit count is given, no more than that many records will be returned (but possibly less, if the query itself yields less records)
Default value of limit is 25.
Maximum value of limit can be 500.
offset
optional
Offset keyword is used to skip n items. If offset value is given as 10, then first 10 records will be skipped from result set. Offset is often used together with the Limit keyword.
Default value of offset is 0.



Search Resource API allows filtering the results returned in various ways. This enables a great power to find out what is needed. eRS Cloud API also allows filtering on custom defined fields with multiple operators and conditions to cover up complex scenarios for searching.

A filter condition consists of three components which are field, operator and value. For example, fetching only those resources having resource_type_id 1, could be achieved by adding "resource_type_id:eq": 1 to your query. If operator is not supplied, it takes default operator for field. Read more

Below is a list of available fields, which allow filtering resources:

Field Code Operator Example
resource_type_id
  • eq (default)
  • neq
  • any
  • none
  • "resource_type_id:eq": 1
    "resource_type_id:neq": 2
    "resource_type_id:any": [1,2]
    "resource_type_id:none": [3,4]
    name
  • has (default)  
  • miss
  • eq
  • neq
  • "name:has": "c"
    "name:miss": "c"
    "name:eq": "Amy Jones"
    "name:neq": "Amy Jones"
    roles
  • any (default)
  • none
  • all
  • ex
  • "roles:any": [2,5]
    "roles:none": [2,5]
    "roles:all": [4,6]
    "roles:ex": [4,6]
    tags
  • any (default)
  • none
  • all
  • ex
  • "tags:any": ["tagA","tagB"]
    "tags:none": ["tagA","tagB"]
    "tags:all": ["tagA","tagB"]
    "tags:ex": ["tagA","tagB"]
    email
  • has (default)
  • miss
  • eq
  • neq
  • "email:has": "a"
    "email:miss": "a"
    "email:eq": "abc@mycompany.com"
    "email:neq": "abc@mycompany.com"
    phone
  • has (default)
  • miss
  • eq
  • neq
  • "phone:has": "753"
    "phone:miss": "753"
    "phone:eq": "(485)555-0202"
    "phone:neq": "(485)555-0202"
    start_Date
  • eq (default)
  • lt
  • gt
  • bt
  • ex
  • "start_date:eq": "2016-01-27"
    "start_date:lt": "1999-12-22"
    "start_date:gt": "1990-01-11"
    "start_date:bt": ["2001-01-01", "2010-12-31"]
    "start_date:ex": ["1992-02-12", "1997-01-27"]
    last_date
  • eq (default)
  • lt
  • gt
  • bt
  • ex
  • "last_date:eq": "2016-05-17"
    "last_date:lt": "2002-12-31"
    "last_date:gt": "2010-01-01"
    "last_date:bt": ["1995-12-31", "1999-01-01"]
    "last_date:ex": ["2001-01-01", "2002-01-01"]
    timezone
  • eq (default)
  • neq
  • any
  • none
  • "timezone:eq": 1
    "timezone:neq": 1
    "timezone:any": [1, 2]
    "timezone:none": [3, 2]
    disable_parallel_booking N/A "disable_parallel_booking": true
    "disable_parallel_booking": false
    created_by
  • eq (default)
  • neq
  • any
  • none
  • "created_by:eq": 1
    "created_by:neq": 1
    "created_by:any": [1, 2]
    "created_by:none": [1, 2]
    modified_by
  • eq (default)
  • neq
  • any
  • none
  • "modified_by:eq": 1
    "modified_by:neq": 1
    "modified_by:any": [1, 2]
    "modified_by:none": [1, 2]
    created_on
  • eq (default)
  • lt
  • gt
  • bt
  • ex
  • "created_on:eq": ["2021-07-08T00:00:00]
    "created_on:lt": ["2021-07-08T00:00:00]
    "created_on:gt": ["2021-07-08T59:59:59"]
    "created_on:bt": ["2021-07-08T00:00:00", "2021-07-10T23:59:59"]
    "created_on:bt": ["2021-07-08T00:00:00", ""]
    "created_on:bt": ["", "2021-07-10T23:59:59"]
    "created_on:ex": ["2021-07-08T00:00:00", "2021-07-10T23:59:59"]
    "created_on:ex": ["2021-07-08T00:00:00", ""]
    "created_on:ex": ["", "2021-07-10T23:59:59"]]
    modified_on
  • eq (default)
  • lt
  • gt
  • bt
  • ex
  • "modified_on:eq": ["2021-07-08T00:00:00]
    "modified_on:lt": ["2021-07-08T00:00:00]
    "modified_on:gt": ["2021-07-08T59:59:59"]
    "modified_on:bt": ["2021-07-08T00:00:00", "2021-07-10T23:59:59"]
    "modified_on:bt": ["2021-07-08T00:00:00", ""]
    "modified_on:bt": ["", "2021-07-10T23:59:59"]
    "modified_on:ex": ["2021-07-08T00:00:00", "2021-07-10T23:59:59"]
    "modified_on:ex": ["2021-07-08T00:00:00", ""]
    "modified_on:ex": ["", "2021-07-10T23:59:59"]]

    For filtering using custom fields and operators please check here.

    Update a Resource

    Updates specified resource by setting the values of the parameters passed. Any parameters which are not provided remains unchanged. To unset existing value for a parameter, just pass an empty value i.e. null.

    This request accepts mostly the same arguments as Create Resource API, except user can never update resource_type_id of any resource.

    PUT /v1/resources/{ID}

    Example Request

    curl -v -X PUT \
    "https://app.eresourcescheduler.cloud/rest/v1/resources/1" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -H "Content-Type: application/json" \
    -d '{ 
          "email": "andrew@enbraun.com",
          "roles" : [3,2],
          "udf_employee_no": "ABC0003"
        }'
    

    REQUEST BODY PARAMETERS

    Name Description
    first_name
    required
    String representing the first name of a resource. This may be up to 100 characters.
    Note: for 'non-human' resources, this field is not available.
    last_name
    String representing the last name of a resource. This may be up to 100 characters.
    Note: for non-human resources, this field is not available.
    name
    required
    String representing the name of a resource. This may be up to 100 characters.
    Note: This field is only available for non-human resources, and for human resources, this field is not available.
    start_date
    required
    String value representing a date in ISO 8601 extended notation for date i.e. yyyy-MM-dd. A resource is only available from it's start date i.e system does not consider any capacity of resource before this date.
    last_date
    optional
    String value representing a date in ISO 8601 extended notation for date i.e. yyyy-MM-dd. A resource is only available till it's last working date i.e system does not consider any capacity of resource beyond this date (if defined).
    email
    String value representing email address of resource object. Email address must be properly formatted with a maximum length of 254 characters.
    phone
    String representing phone number of resource. It’s displayed alongside the resource in your resource list.
    roles
    An array of IDs of Roles (which are defined by an Administrator user in eRS Cloud Application) to be assigned to this Resource. The first ID in the array is considered as Primary Role of that Resource. Multiple performing roles can be applied to a resource. Resources can also be searched / filtered using performing roles.
    tags
    An optional array of strings which could be attached to this resource object as labels. This can be useful for the purpose of filtering, identification or other information.
    timezone
    One timezone object can be defined for a resource.

    Note: This field is only available when scheduling plus module is on.
    disable_parallel_booking
    optional
    Boolean value defining if resource can or cannot have multiple bookings at a time. Default value for disable parallel booking is false.
    udf_*
    A user with Administrator rights can add custom fields. These fields can be used to capture additional information in Resources. Different types of resources may have a different set of user-defined fields. The value for user defined field can be passed as shown in example request. In first example udf_employee_no is a user defined field. Learn more

    Note: User with Administrator rights can make fields marked with mandatory and remove fields marked with , from specific resource type using eRS Cloud Application. If mandatory fields are not passed with a valid value or removed fields are passed while updating resource, the operation will fail with response code 400.

    Returns

    Code Description
    200
    OK
    Indicates that the operation was successful and requested resource updated successfully.
    400
    Bad Request
    Bad Request occurs when a request is not well-formed, syntactically incorrect, empty required parameters or any unknown parameter is passed.
    Additionally, Bad request may also occur in one of these conditions :
  • Trying to update an archived resource.
  • Trying to change start_date or last_date such that last_date gets smaller than start_date.
  • Trying to update start_date and last_date of a resource such that existing bookings of that resource do not fit in given range.
  • 403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    Not Found error occurs when requested resource does not exist (i.e. There is no resource with given ID). This may also occur when updating a resource that has been deleted.

    Delete a Resource

    Permanently deletes requested resource. It cannot be undone. By default, this operation will fail if a resource has any bookings, timesheets or rates associated with it. To override this, forceful deletion can be used which will delete all bookings, timesheets and rates and then, ultimately deletes the resource object.

    DELETE /v1/resources/{ID}

    Example Request

    curl -v -X DELETE \
    "https://app.eresourcescheduler.cloud/rest/v1/resources/1" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Example Request For Forceful Delete

    curl -v -X DELETE \
    "https://app.eresourcescheduler.cloud/rest/v1/resources/1/?\
    force_delete_bookings=true&force_delete_rates=true&\
    force_delete_timesheet_entry=true" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" 
    

    Returns

    Code Description
    200
    OK
    This status code indicates that the operation was successful and a resource deleted successfully.
    409
    Conflict
    Conflict indicates that the resource can not be deleted as there are bookings, timesheets or rates associated with this resource. If you wish to delete it anyway, you must use force delete option by passing true for parameters force_delete_bookings, force_delete_timesheet_entry and force_delete_rates which will delete associated bookings, timesheets and rates corresponding to the resource. This operation deletes all bookings, timesheets and rates of requested resource and resource itself (shown in example request).
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    Not Found error occurs when requested resource does not exist.

    Timings

    Example Response

      {
             "id": 5,
             "name": "Part Time",
             "effective_date": "2018-11-15",
             "applied_on": "2018-11-03T15:06:15.454+05:30",
             "created_on": "2018-11-03T15:06:15.484913+05:30",
             "modified_on": null,
             "created_by": {
                "id": 2,
                "name": "Patrick Wilson"
             },
             "modified_by": {
                "id": null,
                "name": null
             },
             "timings": [
                {
                   "day_num": 2,
                   "start_time": 600,
                   "end_time": 840
                }
              ] 
    
      }
    

    To capture timings about a resource, eRS Cloud provides Timings. One resource may work in different timings as per his availability or requirement, for such situations Timings are beneficial.

    Let say, If a resource works on a full-time profile but then for a certain period of time he switched his timings from full-time to part-time. Then for that certain period part-time calendar will be applied along with it's effective date. Timings are beneficial to apply multiple calendars on a resource.

    eRS Cloud API allows you to perform POST, GET, PUT, DELETE operations on Timings.

    ATTRIBUTES

    Name Description
    id
    integer
    eRS Cloud generated unique identifier for the calendar object.
    name
    string
    This field describes name of calendar object.
    effective_date
    string
    Effective date is the date on which the calendar will come into effect on applied resources.
    applied_on
    string
    This field describes when calendar is applied.
    created_on
    string
    Time at which the calendar object is created.
    created_by
    object
    This field describes by whom calendar object is created.
    modified_on
    string
    Timestamp of the latest modification.
    modified_by
    object
    This field describes by whom the latest modification is done.
    timings
    array of strings
    Timings are list of days in which day_num is defined day(For example-0 for sunday,1 for monday) and start_time and end_time are defined as start time and end time for a particular day respectively, also we can calculate no of working-hours on that day.
    timings.day_num
    integer
    Represents day of week, starting from 0 (for Sunday) to 6 (for Saturday).
    timings.start_time
    integer
    Represents start time for this timing block in minutes (since 12 AM) i.e. for 6:00 AM, value would be 6 * 60 = 360 and for 9:00 AM it would be 9 * 60 = 540.
    timings.end_time
    integer
    Represents end time for this timing block in minutes (since 12 AM) i.e. for 5:00 PM, value would be (12+5) * 60 = 1020.

    Retrieving the timings

    GET v1/resources/{ID}/timings

    Example Request

    curl -v -X GET "https://app.eresourcescheduler.cloud/rest/v1/resources/12/timings"\
      -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Example Response

    {
       "total_count": 3,
       "data": [
          {
             "id": 5,
             "name": "Part Time",
             "effective_date": "2018-11-15",
             "applied_on": "2018-11-03T15:06:15.454+05:30",
             "created_on": "2018-11-03T15:06:15.484913+05:30",
             "modified_on": null,
             "created_by": {
                "id": 2,
                "name": "Patrick Wilson"
             },
             "modified_by": {
                "id": null,
                "name": null
             },
             "timings": [
                {
                   "day_num": 2,
                   "start_time": 600,
                   "end_time": 840
                },
                {...},
                {...},              
              ]
          },
          {...},
          {...} 
       ]
    }
    

    Retrieves the details of timings which are applied to the resource. You only need to provide the unique resource identifier that was returned upon resource creation.

    Returns

    Code Description
    200
    OK
    This status code indicates that the operation was successful and timings retrieved successfully .
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    Not Found error occurs when requested resource does not exist (i.e. There is no resource with given ID). This may also occur when requesting a resource that has been deleted.





















    Applying new timing

    POST v1/resources/{ID}/timings

    Example Request

    curl -v -X POST "https://app.eresourcescheduler.cloud/rest/v1/resources/12/timings" \
      -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
      -H "Content-Type: application/json" \
      -d '{ 
            "applied_on": "2018-12-04T08:14:41.109Z", 
            "calendar_id": "5", 
            "effective_date": "2018-02-02" 
          }'
    

    REQUEST BODY PARAMETERS

    Name Description
    applied_on
    required
    Applied on Field describes when calendar is applied. It is a DateTime type of field.
    calendar_id
    required
    As the name shows it is a calendar ID which we have to pass. You will get this ID at the time of calendar creation. This field accepts Integer only.
    effective_date
    required
    Effective date is the date on which the calendar will come into effect on applied resources. This field accepts Date only.

    Returns

    Code Description
    201
    Created
    This status code indicates that the operation was successful and timings applied successfully.
    400
    Bad Request
    Bad Request error occurs when a request is malformed, syntactically incorrect, missing required parameters are or any unknown parameter is passed.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    Not Found error occurs when requested resource does not exist.

    Update timings

    PUT v1/resources/{ID}/timings/{Timing_ID}

    Example Request

    curl -v -X PUT "https://app.eresourcescheduler.cloud/rest/v1/resources/12/timings/2" \
      -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
      -H "Content-Type: application/json" \
      -d '{ 
            "applied_on": "2018-12-04T08:14:41.109Z", 
            "calendar_id": "5", 
            "effective_date": "2018-02-02" 
          }' 
    

    Updates the specified resource's calendar by setting the value of the parameter passed. You need to provide the unique resource identifier that was returned upon resource creation and unique timing identifier that was returned upon timing addition. If parameter is not provided then it will be left unchanged.

    This request accepts mostly the same argument as the note creation call.

    REQUEST BODY PARAMETERS

    Name Description
    applied_on
    required
    Applied on Field describes when calendar is applied. It is a DateTime type of field.
    calendar_id
    required
    As the name shows it is a calendar ID which we have to pass. You will get this ID at the time of calendar creation. This field accepts Integer only.
    effective_date
    required
    Effective date is the date on which the calendar will come into effect on applied resources. This field accepts Dateonly.

    Returns

    Code Description
    200
    OK
    This indicates that the operation was successful and timings updated successfully.
    400
    Bad Request
    Bad Request occurs when a request is not well-formed, syntactically incorrect, empty required parameters or any unknown parameter is passed. Bad request can also occur when when trying to update timing as there will be no effective timing on start_date of resource.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    Not Found error occurs when requested resource ID or timing ID does not exist.

    Delete timings

    DELETE v1/resources/{ID}/timings/{Timing_ID}

    Permanently deletes a applied Calendar. It cannot be undone. You need to provide the unique resource identifier that was returned upon resource creation and unique timing identifier that was returned upon timing addition.

    Example Request

    curl -v -X DELETE \
    "https://app.eresourcescheduler.cloud/rest/v1/resources/12/timings/2" \
      -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Returns

    Code Description
    200
    OK
    This status code indicates that the operation was successful and an applied calendar deleted successfully.
    400
    Bad Request
    Bad request indicates that this timing cannot be deleted from this resource as this calendar is effective from or before start_date of resource.
    404
    Not Found
    Not Found error occurs when requested resource ID or timing ID does not exist.

    Exceptions

    Example Response

    {
       "total_count":1,
       "data":[
          {
             "id":2,
             "name":"Working Sunday",
             "description":"Working Sunday",
             "date":"2018-11-17",
             "is_working_exception":true,
             "created_on":"2018-11-03T15:07:30.917087+05:30",
             "modified_on":null,
             "created_by":{
                "id":2,
                "name":"Patrick Wilson"
             },
             "modified_by":{
                "id":null,
                "name":null
             },
             "timings":[
                {
                   "start_time":600,
                   "end_time":1080
                }
             ]
          }
       ]
    }
    

    Exception is nothing but time duration that is different from a general schedule. eRS provides you the feature to add an exception to a resource.

    Let's say, a resource having calendar which does not have Sunday working. But for some reason, resource has to work on Sunday then this is a case of exception. So in such a situation exception comes handy.

    eRS Cloud provides you two types of exceptions:

    1. Working Exception :

            Working Exception is added on a non-working day.

    2. Non-working Exception :

            Non-working Exception is added on a working day.

    Note: Working Exception can be added without timings.

    ATTRIBUTES

    Name Description
    id
    integer
    eRS Cloud generated unique identifier for the exceptions object.
    name
    string
    This field describes name of exception.
    description
    string
    This field describes about the exception.
    date
    string
    Date Field describes when will the exception get applied.
    is_working_exception
    boolean
    Is working exception describes whether exception is a working exception or non working exception. True value means that exception is working exception and false value means that exception is non working exception.
    created_on
    string
    Time at which exception is created.
    modified_on
    string
    Timestamp of the latest modification.
    created_by
    object
    This field describes by whom exception is created .
    modified_by
    object
    This field describes by whom the latest modification is done.
    timings
    object
    Timings describe the timings of exception.

    Retrieving exceptions

    GET v1/resources/{ID}/exceptions

    Example Request

    curl -v -X GET \
    "https://app.eresourcescheduler.cloud/rest/v1/resources/12/exceptions" \
      -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Example Response

    {
       "total_count":1,
       "data":[
          {
             "id":2,
             "name":"Working Sunday",
             "description":"Working Sunday",
             "date":"2018-11-17",
             "is_working_exception":true,
             "created_on":"2018-11-03T15:07:30.917087+05:30",
             "modified_on":null,
             "created_by":{
                "id":2,
                "name":"Patrick Wilson"
             },
             "modified_by":{
                "id":null,
                "name":null
             },
             "timings":[
                {
                   "start_time":600,
                   "end_time":1080
                }
             ]
          }
       ]
    }
    

    Retrieves the details of exceptions which are applied to the resource. You only need to provide the unique resource identifier that was returned upon resource creation.

    Returns

    Code Description
    200
    OK
    This status code indicates that the operation was successful and exceptions retrieved successfully.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    Not Found error occurs when requested resource does not exist (i.e. There is no resource with given ID). This may also occur when requesting a resource that has been deleted.

    Create an exception

    POST v1/resources/{ID}/exceptions

    Example Request

    curl -v -X POST \
    "https://app.eresourcescheduler.cloud/rest/v1/resources/12/exceptions" \
      -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
      -H "Content-Type: application/json" \
      -d '{ 
            "date": "2018-11-02", 
            "description": "Thursday 1", 
            "name": "Thursday 1", 
              "is_working_exception": true, 
              "timing_blocks":[ 
                      { 
                        "start_time":600, 
                        "end_time":1080 
                      } 
                   ]  
           }'
    

    REQUEST BODY PARAMETERS

    Name Description
    date
    required
    Date Field describes when will the exception get applied. It is a Date type of field.
    description
    optional
    As the name shows it is a description which we want to give for the exception . This field is a string type of field.
    name
    required
    Name describes the name of exception. This field is a string type of field.
    is_working_exception
    required
    Is working exception describes whether exception is a working exception or not. Accepts true if it is a working exception otherwise accepts false if it a non-working exception. This field is a boolean type of field.
    timing_blocks
    optional
    Timing blocks describes the timings of exception. This field can be passed null, as eRS Cloud provides you the facility to create an exception without timings. This field is a Array of objects type of field.
    timing_blocks.start_time
    optional
    Start time describes the start time of exception. This field can be passed null, as eRS Cloud provides you the facility to create an exception without timings. This field is a Integer type of field.
    timing_blocks.end_time
    optional
    End time describes the end time of exception. This field can be passed null, as eRS Cloud provides you the facility to create an exception without timings. This field is a Integer type of field.

    Returns

    Code Description
    201
    Created
    This status code indicates that the operation was successful and exception created successfully.
    400
    Bad Request
    Bad Request error occurs when a request is malformed, syntactically incorrect, missing required parameters are or any unknown parameter is passed.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    This status code indicates that resource does not exist.

    Update an exception

    PUT v1/resources/{ID}/exceptions/{Exception_ID}

    Example Request

    curl -v -X PUT \
    "https://app.eresourcescheduler.cloud/rest/v1/resources/12/exceptions/2" \
      -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
      -H "Content-Type: application/json" \
      -d '{ 
        "date": "2018-11-02", 
        "description": "Thursday 1", 
        "name": "Thursday 1", 
        "is_working_exception": true, 
        "timing_blocks":[ 
                { 
                   "start_time":600, 
                   "end_time":1080 
                } 
             ]  
        }'
    

    Updates the specified resource's exception by setting the value of the parameter passed. You need to provide the unique resource identifier that was returned upon resource creation and unique exception identifier that was returned upon exception addition. If parameter is not provided then it will be left unchanged.

    This request accepts mostly the same argument as the exception creation call.

    REQUEST BODY PARAMETERS

    Name Description
    date
    required
    Date Field describes when will the exception get applied. It is a Date type of field.
    description
    optional
    As the name shows it is a description which we want to give for the exception . This field is a string type of field.
    name
    required
    Name describes the name of exception. This field is a string type of field.
    is_working_exception
    required
    Is working exception describes whether exception is working exception or not. Accepts true if it is working exception otherwise accepts false if it a non-working exception. This field is a boolean type of field
    timing_blocks
    optional
    Timing blocks describes the timings of exception. This field can be pass null, as eRS Cloud provides you the facility to create an exception without timings. This field is a Array of objects type of field.
    timing_blocks.start_time
    optional
    Start time describes the start time of exception. This field can be pass null, as eRS Cloud provides you the facility to create an exception without timings. This field is a Integer type of field.
    timing_blocks.end_time
    optional
    End time describes the end time of exception. This field can be pass null, as eRS Cloud provides you the facility to create an exception without timings. This field is a Integer type of field.

    Returns

    Code Description
    200
    OK
    This indicates that the operation was successful and a exception updated successfully.
    400
    Bad Request
    Bad Request occurs when a request is not well-formed, syntactically incorrect, empty required parameters or any unknown parameter is passed.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    This status code indicates that resource or exception does not exist.

    Delete an exception

    DELETE v1/resources/{ID}/exceptions/{Exception_ID}

    Permanently deletes an applied exception. It cannot be undone. You need to provide the unique resource identifier that was returned upon resource creation and unique exception identifier that was returned upon exception addition.

    Example Request

    curl -v -X DELETE \
    "https://app.eresourcescheduler.cloud/rest/v1/resources/12/exceptions/2"\
      -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    
    Code Description
    200
    OK
    This status code indicates that the operation was successful and exception deleted successfully.
    404
    Not Found
    This status code indicates that resource or exception does not exist.

    Notes

    Example Response

    {
       "total_count":3,
       "limit":25,
       "offset":0,
       "data":[
          {
             "id":8,
             "created_on":"2018-09-02T17:41:14.642026+05:30",
             "content":"<p>Awarded by  &#34;Employee Of The Month&#34; 
                        award on Aug  09, 2017<br> </p>",
             "modified_on":null,
             "created_by":{
                "id":2,
                "name":"Patrick Wilson"
             },
             "modified_by":{
                "id":null,
                "name":null
             }
          },
          {...},
          {...}
       ]
    }
    

    To capture additional information about a resource, eRS Cloud provides the Notes. If one has to provide any new information to a resource that is not captured from the field, for such situations Notes are beneficial.

    Let's say, If a resource has role "A", but after a certain time his role changed or new role gets added to his profile. Roles field gives us the ability to add, update or delete a role. But it does not give brief information when the role added, deleted or updated. The Notes comes in handy in such situations. Notes are handy to maintain the history of a resource.

    eRS Cloud API allows you to perform POST, GET, PUT, DELETE operations on Notes.

    Note: The Notes Of Archived Resource remain available for the records.

    ATTRIBUTES

    Name Description
    id
    integer
    eRS Cloud generated unique identifier for the notes.
    content
    string
    Text written inside notes body.
    created_on
    string
    Time at which the notes object is created.
    modified_on
    string
    Timestamp of the latest modification.
    created_by
    object
    This field describes by whom this note is created.
    modified_by
    object
    This field describes by whom the latest modification is done .

    List notes

    GET v1/resources/{ID}/notes

    Retrieves the Notes list of specified resource. You need to provide the unique resource identifier that was returned upon resource creation. The notes are returned which are sorted by lastly modified or added.

    Example Request

    curl -v -X GET \
    "https://app.eresourcescheduler.cloud/rest/v1/resources/8/notes" \
      -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Example Request With Offset And Limit

    curl -v -X GET \
    "https://app.eresourcescheduler.cloud/rest/v1/resources/8/notes?offset=1&limit=10" \
     -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Example Request With order_by

    curl -v -X GET \
     "https://app.eresourcescheduler.cloud/rest/v1/resources/8/notes?offset=1&limit=10&order_by=created_on" \
     -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Example Response

    {
       "total_count":3,
       "limit":10,
       "offset":1,
       "data":[
          {
             "id":8,
             "created_on":"2018-09-02T17:41:14.642026+05:30",
             "content":"<p>Awarded by  &#34;Employee Of The Month&#34; 
                        award on Aug  09, 2017<br> </p>",
             "modified_on":null,
             "created_by":{
                "id":2,
                "name":"Patrick Wilson"
             },
             "modified_by":{
                "id":null,
                "name":null
             }
          },
          {...},
          {...}
       ]
    }
    

    REQUEST QUERY PARAMETERS

    Name Description
    limit
    optional
    The limit keyword is used to limit the number of notes returned from a result set.
    The default value of limit is 25.
    Maximum value of limit can be 100. If Limit value is exceeds than100 then it will set to 100 which is Maximum value for limit.
    offset
    optional
    The Offset value allows specifying which note to start from retrieving data. The Offset value is also most often used together with the Limit keyword.
    The default value of offset is 0.

    Ordering The Notes

    REQUEST QUERY PARAMETERS

    Name Options Description
    order_by
    optional
  • created_on (Default)
  • List of notes will be returned and sorted by it's created date.
  • modified_on
  • List of notes will be returned and sorted by it's latest modified date.

    Returns

    Code Description
    200
    OK
    This indicates that the operation was successful and a list of notes is returned.
    400
    Bad Request
    Bad Request may occur when offset and limit value is given as negative integer.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    This status code indicates that resource does not exist.

    Create a note

    POST v1/resources/{ID}/notes

    Example Request

    
    curl -v -X POST \
    "https://app.eresourcescheduler.cloud/rest/v1/resources/8/notes"\
      -H "Authorization: Bearer B8x5Vj1O65r6wnoV"\
      -H "Content-Type: application/json"\
      -d '{"content": "Hello Enbraun"}'
    

    Example Request With HTML Tag

    
    curl -v -X POST \
    "https://app.eresourcescheduler.cloud/rest/v1/resources/8/notes" \
      -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
      -H "Content-Type: application/json" \
      -d '{"content": "<p>Hello Enbraun</p>"}'
    

    REQUEST BODY PARAMETERS

    Name Description
    content
    required
    To create new note you have to pass the body from content parameter. Content param accepts plain text. Also, you can pass text with HTML tags as Notes are Multi Line Rich Text.

    Returns

    Code Description
    201
    Created
    This status code indicates that the operation was successful and created a note successfully.
    400
    Bad Request
    Bad Request error occurs when a request is malformed, syntactically incorrect, missing required parameters or any unknown parameters are passed.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    This status code indicates that resource does not exist.

    Update a note

    PUT v1/resources/{ID}/notes/{Note_ID}

    Updates the specified resource's note by setting the value of the parameter passed. You need to provide the unique resource identifier that was returned upon resource creation and unique note identifier that was returned upon note's creation. If parameter is not provided then it will be left unchanged.

    This request accepts mostly the same argument as the note creation call.

    Example Request

    
    curl -v -X PUT \
    "https://app.eresourcescheduler.cloud/rest/v1/resources/8/notes/4" \
      -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
      -H "Content-Type: application/json" \
      -d '{"content": "Hello World"}'
    

    Example Request With HTML Tag.

    
    curl -v -X PUT \
    "https://app.eresourcescheduler.cloud/rest/v1/resources/8/notes/4" \
      -H "Authorization: Bearer B8x5Vj1O65r6wnoV"\
      -H "Content-Type: application/json" \
      -d '{"content": "<p>Hello World</p>"}' 
    

    REQUEST BODY PARAMETERS

    Name Description
    content
    required
    To update note you have to pass the body from content parameter. Content param accepts plain text. Also, you can pass text with HTML tags as Notes are Multi Line Rich Text.

    Returns

    Code Description
    200
    OK
    This indicates that the operation was successful and a note updated successfully.
    400
    Bad Request
    Bad Request occurs when a request is not well-formed, syntactically incorrect, empty required parameters or any unknown parameters are passed.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    This status code indicates that resource or note does not exist.

    Delete a note

    DELETE v1/resources/{ID}/notes/{Note_ID}

    Permanently deletes a Note. It cannot be undone. You need to provide the unique resource identifier that was returned upon resource creation and unique note identifier that was returned upon note's creation.

    Example Request

    
    curl -v -X DELETE \
    "https://app.eresourcescheduler.cloud/rest/v1/resources/8/notes/5" \
      -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    
    Code Description
    200
    OK
    This status code indicates that the operation was successful and a note deleted successfully.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    This status code indicates that resource or note does not exist.

    Project

    Project Object

    Example Response

      {
        "id": 1,
        "title": "Project-A",
        "type": {
          "name": "Satellite",
          "description": null,
          "id": 1
        },
        "email": "apollo@enbraun.com",
        "project_start_date": null,
        "end_date": null,
        "image": "https://erscloud/img/7aca31f5-29ae205ba315",
        "tags": ["NASA"],
        "disable_parallel_booking": false,
        "is_archive": false,
        "created_on": "2018-08-20T09:25:34.925474Z",
        "created_by": {
          "name": "John doe",
          "id": 118
        },
        "modified_on": "2018-09-28T12:32:44.896426Z",
        "modified_by": {
          "name": "John doe",
          "id": 118
        },
        "udf_color": "#FF8A80;0",
        "udf_progress": 70,
        "udf_project_manager": "Gene Kranz",
        "udf_priority": {
          "name": "High",
          "description": null,
          "id": 21
        }
      }
    

    Project object contains all the information about a project. Project is used as an activity for resources to be scheduled for. The API allows you to list, search, create, delete, and update project.

    ATTRIBUTES

    Name Description
    id
    integer
    eRS Cloud generated unique identifier for the project object.
    title
    string
    Represents title or name of the project. It can be up to 255 characters.
    type
    object
    Describes the type of project. This is one of the project type objects which an Administrator user creates using eRS Cloud Application.
    email
    string
    An optional email address of project object.
    project_start_date
    string
    Date on which project is considered started.
    end_date
    string
    Date on which project is considered ended / completed.
    image
    string
    String value representing URL of image file of project.
    tags
    array of strings
    Tags are the list of strings (labels) attached to this project object which could be used for the purpose of filtering, identification or other information.
    timezone
    integer
    Defines and categorize projects based on their location. This field is only available when scheduling plus module is on.
    project_calender
    integer
    ID of the Calendar object, which should be assigned to the project. Depending upon requirements, different calendars can be applied to different projects. If the calendar is omitted, then the default calendar (as defined in the Administrator calendar settings) will be applied to this project.This field is only available when scheduling plus module is on.
    is_archive
    boolean
    Boolean value representing whether this project is archived or not.
    created_on
    string
    Timestamp at which this project object was created.
    created_by
    object
    Object representing user who created this project object.
    modified_on
    string
    Represents latest modification timestamp.
    disable_parallel_booking
    boolean
    Boolean value defining if project can or cannot have multiple bookings at a time. Default value for disable parallel booking is false.
    modified_by
    object
    Object representing most recent user who modified this project object.
    udf_* Custom user-defined fields used to capture additional information of project. User defined field can be of multiple types. Custom fields are very useful to configure project objects to best fit requirements. In given example response, all keys starting with prefix udf_ are user defined custom fields. Learn more

    Create a Project

    Creates a new project object.

    POST /v1/projects

    Example Request:

     curl -v -X POST "https://app.eresourcescheduler.cloud/rest/v1/projects" \
     -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
     -H "Content-Type: application/json" \
     -d '{ 
           "title": "Project-A",
           "project_type_id": 1,
           "project_start_date": "2016-05-02",
           "email": "andrew@enbraun.com",
           "udf_progress": 70
         }'
    

    REQUEST BODY PARAMETERS

    Name Description
    project_type_id
    required
    ID of project-type object. A project must be linked with one of project-type defined in Administration section (using eRS Cloud Application). Let’s assume there are two project types defined as Medical (having ID as 1) and Education (having ID as 2), now while creating a new project, if project_type_id is given as 1 then it will get created under Medical type and the same for Education when project_type_id is given as 2.
    title
    required
    String representing title / name of project. This can be a maximum of 255 characters long.
    email
    String value representing email address of project object. Email address must be properly formatted with a maximum length of 254 characters.
    project_start_date
    String value representing a date in ISO 8601 extended notation for date i.e. yyyy-MM-dd.
    end_date
    String value representing a date in ISO 8601 extended notation for date i.e. yyyy-MM-dd.
    tags
    An optional array of strings which could be attached to this project object as labels. This can be useful for the purpose of filtering, identification or other information.
    timezone
    One timezone object can be defined for a project.

    Note: This field is only available when scheduling plus module is on.
    project_calender
    ID of the Calendar object, which should be assigned to the project. Depending upon requirements, different calendars can be applied to different projects. If the calendar is omitted, then the default calendar (as defined in the Administrator calendar settings) will be applied to this project.

    Note: This field is only available when scheduling plus module is on.
    disable_parallel_booking
    optional
    Boolean value defining if project can or cannot have multiple bookings at a time. Default value for disable parallel booking is false.
    udf_*
    A user with Administrator rights can add custom fields. These fields can be used to capture additional information in Projects. Different types of projects may have a different set of user-defined fields. The value for user defined field can be passed as shown in example request. In given example udf_progress is a user defined field. Learn more

    Note: User with Administrator rights can make fields marked with mandatory and remove fields marked with , from specific project type using eRS Cloud Application. If mandatory fields are not passed with a valid value or removed fields are passed while creating project, the operation will fail with response code 400.

    Returns

    Code Description
    201
    Created
    Indicates that the operation was successful and a project created successfully.
    400
    Bad Request
    Bad Request error occurs when a request is malformed, syntactically incorrect, missing required parameters or has any unknown parameter.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.

    List Projects

    Returns a list of projects. The projects are returned sorted by title.

    GET /v1/projects

    Example Request

    curl -v \
    "https://app.eresourcescheduler.cloud/rest/v1/projects" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Example Request With Offset And Limit

    curl -v \
    "https://app.eresourcescheduler.cloud/rest/v1/projects?offset=1&limit=15" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Example Response

    {
      "total_count": 50,
      "offset": 1,
      "limit": 15,
      "data": [{
          "id": 1,
          "title": "Project-A",
          "type": {
            "name": "Satellite",
            "description": null,
            "id": 1
          },
          "email": "apollo@enbraun.com",
          "project_start_date": null,
          "end_date": null,
          "image": "https://erscloud/img/7aca31f5-29ae205ba315",
          "tags": ["NASA"],
          "disable_parallel_booking": false,
          "is_archive": false,
          "created_on": "2018-08-20T09:25:34.925474Z",
          "created_by": {
            "name": "John doe",
            "id": 118
          },
          "modified_on": "2018-09-28T12:32:44.896426Z",
          "modified_by": {
            "name": "John doe",
            "id": 118
          },
          "udf_color": "#FF8A80;0",
          "udf_progress": 70,
          "udf_project_manager": "Gene Kranz",
          "udf_priority": {
            "name": "High",
            "description": null,
            "id": 21
          }
        },
        { ... },
        { ... },
        { ... }
      ]
    }
    

    REQUEST QUERY PARAMETERS

    Name Description
    limit
    optional
    The limit keyword is used to limit the number of records returned from a result set. If a limit count is given, no more than that many records will be returned (but possibly less, if the query itself yields less records)
    Default value of limit is 25.
    Maximum value of limit can be 500.
    offset
    optional
    Offset keyword is used to skip n items. If offset value is given as 10, then first 10 records will be skipped from result set. Offset is often used together with the Limit keyword.
    Default value of offset is 0.

    Returns

    Code Description
    200
    OK
    Indicates that the operation was successful and list of projects is returned.
    400
    Bad Request
    Bad Request may occur when offset or limit value is negative.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.

    Retrieve a Project

    GET /v1/projects/{ID}

    Example Request

    curl -v "https://app.eresourcescheduler.cloud/rest/v1/projects/1" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Example Response

    {
      "id": 1,
      "title": "Project-A",
      "type": {
        "name": "Satellite",
        "description": null,
        "id": 1
      },
      "email": "apollo@enbraun.com",
      "project_start_date": null,
      "end_date": null,
      "image": "https://erscloud/img/7aca31f5-29ae205ba315",
      "tags": ["NASA"],
      "disable_parallel_booking": false,
      "is_archive": false,
      "created_on": "2018-08-20T09:25:34.925474Z",
      "created_by": {
        "name": "John doe",
        "id": 118
      },
      "modified_on": "2018-09-28T12:32:44.896426Z",
      "modified_by": {
        "name": "John doe",
        "id": 118
      },
      "udf_color": "#FF8A80;0",
      "udf_progress": 70,
      "udf_project_manager": "Gene Kranz",
      "udf_priority": {
        "name": "High",
        "description": null,
        "id": 21
      }
    }
    

    Retrieves the details of an existing project. You only need to provide the unique project identifier that was returned upon project creation as request parameter.

    Returns

    Code Description
    200
    OK
    This status code indicates that the operation was successful and project retrieved successfully.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    Not Found error occurs when requested project does not exist (i.e. There is no project with given ID). This may also occur when requesting a project that has been deleted.

    Search Projects

    POST /v1/projects/search

    Example Request For Filter In JSON Format

    curl -X POST \
    "https://app.eresourcescheduler.cloud/rest/v1/projects/search?offset=1&limit=15" \
    -H "Content-Type: application/json" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -d '{ 
          "project_type_id:eq": 1 
        }'
    

    Example Request For Filter By Passing Multiple Rules In JSON Format

    curl -X POST \
    "https://app.eresourcescheduler.cloud/rest/v1/projects/search" \
    -H "Content-Type: application/json" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -d '{ 
          "project_type_id:eq": 1, 
          "project_start_date:gt": "2015-04-02",
          "title:miss": "z"
        }'
    

    Example Response

    {
      "total_count": 50,
      "offset": 1,
      "limit": 15,
      "data": [{
          "id": 1,
          "title": "Project-A",
          "type": {
            "name": "Satellite",
            "description": null,
            "id": 1
          },
          "email": "apollo@enbraun.com",
          "project_start_date": null,
          "end_date": null,
          "image": "https://erscloud/img/7aca31f5-29ae205ba315",
          "tags": ["NASA"],
          "disable_parallel_booking": false,
          "is_archive": false,
          "created_on": "2018-08-20T09:25:34.925474Z",
          "created_by": {
            "name": "John doe",
            "id": 118
          },
          "modified_on": "2018-09-28T12:32:44.896426Z",
          "modified_by": {
            "name": "John doe",
            "id": 118
          },
          "udf_color": "#FF8A80;0",
          "udf_progress": 70,
          "udf_project_manager": "Gene Kranz",
          "udf_priority": {
            "name": "High",
            "description": null,
            "id": 21
          }
        },
        { ... },
        { ... },
        { ... }
      ]
    }
    

    REQUEST QUERY PARAMETERS

    Name Description
    limit
    optional
    The limit keyword is used to limit the number of records returned from a result set. If a limit count is given, no more than that many records will be returned (but possibly less, if the query itself yields less records)
    Default value of limit is 25.
    Maximum value of limit can be 500.
    offset
    optional
    Offset keyword is used to skip n items. If offset value is given as 10, then first 10 records will be skipped from result set. Offset is often used together with the Limit keyword.
    Default value of offset is 0.



    Search Project API allows filtering the results returned in various ways. This enables a great power to find out what is needed. eRS Cloud API also allows filtering on custom defined fields with multiple operators and conditions to cover up complex scenarios for searching.

    A filter condition consists of three components which are field, operator and value. For example fetching only those projects having project_type_id 1, could be achieved by adding "project_type_id:eq":1 to your query. If operator is not supplied, it takes default operator for field. Read more

    Below is a list of available fields, which allow filtering projects:

    Filters for System-defined fields

    Field Code Operator Example
    project_type_id
  • eq (default)
  • neq
  • any
  • none
  • "project_type_id:eq":1
    "project_type_id:neq":1
    "project_type_id:any":1
    "project_type_id:none":1
    title
  • has (default)  
  • miss
  • eq
  • neq
  • "title:has": "e"
    "title:miss": "e"
    "title:eq": "Project-A"
    "title:neq": "Project-A"
    email
  • has (default)  
  • miss
  • eq
  • neq
  • "email:has":"abc"
    "email:miss":"abc"
    "email:eq":"ujjwal@gmail.com"
    "email:neq":"ujjwal@gmail.com"
    project_start_date
  • eq (default)
  • lt
  • gt
  • bt
  • ex
  • "project_start_date:eq":"2015-02-02"
    "project_start_date:lt":"2015-02-02"
    "project_start_date:gt":"2015-02-02"
    "project_start_date:bt":["2015-02-02","2015-04-05"]
    "project_start_date:ex":["2015-02-02","2015-04-04"]
    end_date
  • eq (default)
  • lt
  • gt
  • bt
  • ex
  • "end_date:eq":"2015-02-02"
    "end_date:lt":"2015-02-02"
    "end_date:gt":"2015-02-02"
    "end_date:bt":["2015-02-02","2015-04-05"]
    "end_date:ex":["2015-02-02","2015-04-04"]
    tags
  • any (default)
  • none
  • all
  • ex
  • "tags:any":"["tagA", "tagB"]
    "tags:none":"["tagA", "tagB"]
    "tags:all":["tagB","tagC"]
    "tags:ex":["tagB","tagC"]
    timezone
  • eq (default)
  • neq
  • any
  • none
  • "timezone:eq": 1
    "timezone:neq": 1
    "timezone:any": [1, 2]
    "timezone:none": [3, 2]
    is_archive N/A "is_archive":true
    "is_archive":false
    disable_parallel_booking N/A "disable_parallel_booking": true
    "disable_parallel_booking": false
    created_by
  • eq (default)
  • neq
  • any
  • none
  • "created_by:eq": 1
    "created_by:neq": 1
    "created_by:any": [1, 2]
    "created_by:none": [1, 2]
    modified_by
  • eq (default)
  • neq
  • any
  • none
  • "modified_by:eq": 1
    "modified_by:neq": 1
    "modified_by:any": [1, 2]
    "modified_by:none": [1, 2]
    created_on
  • eq (default)
  • lt
  • gt
  • bt
  • ex
  • "created_on:eq": ["2021-07-08T00:00:00]
    "created_on:lt": ["2021-07-08T00:00:00]
    "created_on:gt": ["2021-07-08T59:59:59"]
    "created_on:bt": ["2021-07-08T00:00:00", "2021-07-10T23:59:59"]
    "created_on:bt": ["2021-07-08T00:00:00", ""]
    "created_on:bt": ["", "2021-07-10T23:59:59"]
    "created_on:ex": ["2021-07-08T00:00:00", "2021-07-10T23:59:59"]
    "created_on:ex": ["2021-07-08T00:00:00", ""]
    "created_on:ex": ["", "2021-07-10T23:59:59"]]
    modified_on
  • eq (default)
  • lt
  • gt
  • bt
  • ex
  • "modified_on:eq": ["2021-07-08T00:00:00]
    "modified_on:lt": ["2021-07-08T00:00:00]
    "modified_on:gt": ["2021-07-08T59:59:59"]
    "modified_on:bt": ["2021-07-08T00:00:00", "2021-07-10T23:59:59"]
    "modified_on:bt": ["2021-07-08T00:00:00", ""]
    "modified_on:bt": ["", "2021-07-10T23:59:59"]
    "modified_on:ex": ["2021-07-08T00:00:00", "2021-07-10T23:59:59"]
    "modified_on:ex": ["2021-07-08T00:00:00", ""]
    "modified_on:ex": ["", "2021-07-10T23:59:59"]]

    For filtering using custom fields and operators please check here.

    Update a Project

    Updates specified project by setting the values of the parameters passed. Any parameters which are not provided remains unchanged. To unset existing value for a parameter, just pass an empty value i.e. null.

    This request accepts mostly the same arguments as Create Project API, except user can never update project_type_id of any project.

    PUT /v1/projects/{ID}

    Example Request

    curl -v -X PUT \
    "https://app.eresourcescheduler.cloud/rest/v1/projects/1" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -H "Content-Type: application/json" \
    -d '{
          "title": "Angola",
          "udf_progress": 70
        }' 
    

    REQUEST BODY PARAMETERS

    Name Description
    title
    required
    String representing the title of a project. It can be up to 255 characters.
    project_start_date
    String value representing a date in ISO 8601 extended notation for date i.e. yyyy-MM-dd. The project is started from this date.
    end_date
    String value representing a date in ISO 8601 extended notation for date i.e. yyyy-MM-dd. The project is considered ended / completed on this date.
    email
    String value representing email address associated with project object. Email address must be properly formatted with a maximum length of 254 characters.
    tags
    An optional array of strings which could be attached to this project object as labels. This can be useful for the purpose of filtering, identification or other information. It can be up to 50 characters.
    timezone
    One timezone object can be defined for a project.

    Note: This field is only available when scheduling plus module is on.
    project_calender
    ID of the Calendar object, which should be assigned to the project. Depending upon requirements, different calendars can be applied to different projects. If the calendar is omitted, then the default calendar (as defined in the Administrator calendar settings) will be applied to this project.

    Note: This field is only available when scheduling plus module is on.
    disable_parallel_booking
    optional
    Boolean value defining if project can or cannot have multiple bookings at a time. Default value for disable parallel booking is false.
    udf_*
    A user with Administrator rights can add custom fields. These fields can be used to capture additional information in Project. Different types of projects may have a different set of user-defined fields. The value for user defined field can be passed as shown in example request. In first example udf_progress is a user defined field. Learn more

    Note: User with Administrator rights can make fields marked with mandatory and remove fields marked with , from specific project type using eRS Cloud Application. If mandatory fields are not passed with a valid value or removed fields are passed while updating project, the operation will fail with response code 400.

    Returns

    Code Description
    200
    OK
    Indicates that the operation was successful and project is updated successfully.
    400
    Bad Request
    Bad Request occurs when a request is not well-formed, syntactically incorrect, empty required parameters or any unknown parameter is passed.
    Additionally, Bad request may also occur when :
    • User tries to update archived project.
    • User tries to update project_start_date or end_date or both such that end_date gets earlier than project_start_date.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404 Delete a Project
    Not Found
    This status code indicates that project does not exist.

    Delete a Project

    Permanently deletes requested project. It cannot be undone. By default, this operation will fail if a project has any bookings, timesheets or rates associated with it. To override this, forceful deletion can be used which will delete all bookings, timesheets and rates and then, ultimately deletes the project object.

    DELETE /v1/projects/{ID}

    Example Request

    curl -v -X DELETE \
    "https://app.eresourcescheduler.cloud/rest/v1/projects/1" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Example Request For Forceful Delete

    curl -v -X DELETE \
    "https://app.eresourcescheduler.cloud/rest/v1/projects/1?\
    force_delete_bookings=true&force_delete_rates=true&\
    force_delete_timesheet_entry=true" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" 
    

    Returns

    Code Description
    200
    OK
    This status code indicates that the operation was successful and project deleted successfully.
    409
    Conflict
    Conflict indicates that the project can not be deleted as there are bookings, timesheets or rates associated with this project. If you wish to delete it any way you must use force delete option by passing true for parameter force_delete_bookings, force_delete_timesheet_entry and force_delete_rates which will delete all associated bookings, timesheets and rates corresponding to the project. This operation deletes all bookings, timesheets and rates of requested project and project itself (shown in example request).
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    This status code indicates that requested project does not exist.

    Tasks

    A task is a single unit of work – an action to accomplish in a project, a single step in a multi-step project. Each project has it's own set of tasks.

    This API allows you to list, create, delete and update tasks of any project.

    List Tasks

    Retrieves list of all the tasks of specified project. List of tasks is returned sorted by name.

    GET /v1/projects/{ID}/tasks

    Example Request

    curl -v -X GET \
    "https://app.eresourcescheduler.cloud/rest/v1/projects/2/tasks" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Example Response

    {
      "total_count": 8,
      "data": [{
          "id": 9,
          "name": "TASK- 2A",
          "start_time": "2018-09-16T18:30:00+00:00",
          "end_time": "2018-09-20T18:30:00+00:00",
          "project_id": 2,
          "created_by": {
            "id": 118,
            "name": "John doe"
          },
          "modified_by": {
            "id": 118,
            "name": "John doe"
          }
        },
        { ... },
        { ... }
      ]
    }
    

    ATTRIBUTES

    Name Description
    ID
    Integer
    Auto generated unique identifier for task object.
    name
    String
    Name of task object.
    start_time
    String
    Represents start time of task object.
    end_time
    String
    Represents end time of task object.
    project_id
    Integer
    Unique ID of project object, which this task belongs to.

    Returns

    Code Description
    200
    OK
    This status code indicates that the operation was successful and list of tasks retrieved successfully.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    Not Found error occurs when requested project task does not exist (i.e. There is no project task exists with given ID). This may also occur when requesting tasks of project that has been deleted.



    Create a task

    Creates a new task object for specified project.

    POST /v1/projects/{ID}/tasks

    Example Request

    
    curl -v -X POST \
    "https://app.eresourcescheduler.cloud/rest/v1/projects/2/tasks" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -H "Content-Type: application/json" \
    -d '{
          "name": "TASK- 2A",
          "start_time": "2018-09-16T18:30:00Z",
          "end_time": "2018-09-20T18:30:00Z"
        }'
    
    

    REQUEST BODY PARAMETERS

    Name Description
    name
    required
    String representing the name of task. It can be up to 100 characters long.
    start_time
    optional
    String representing timestamp value for start time of task. This field takes input in ISO 8601 extended notation for date and time value i.e. yyyy-MM-ddTHH:mm:ssZ and supports time zone offset as well.
    end_time
    optional
    String representing timestamp value for end time of task. This field takes input in ISO 8601 extended notation for date and time value i.e. yyyy-MM-ddTHH:mm:ssZ and supports time zone offset as well.

    Returns

    Code Description
    201
    Created
    Indicates that the operation was successful and task is created successfully.
    400
    Bad Request
    Bad Request error occurs when a request is malformed, syntactically incorrect, missing required parameters or any unknown parameter is passed. Additionally, Bad request may also occur when start_time is given later then end_time.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.

    Update a task

    PUT /v1/projects/{ID}/tasks/{Task_ID}

    Updates an existing task by setting the values of the parameters passed. Any parameters not passed will be left unchanged.

    This request accepts mostly the same arguments as the task creation call.

    Example Request

    curl -v -X PUT \
    "https://app.eresourcescheduler.cloud/rest/v1/projects/8/tasks/9" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -H "Content-Type: application/json" \
    -d '{
          "name": "TASK- 2B"
        }'
    
    

    REQUEST BODY PARAMETERS

    Name Description
    name
    required
    String representing the name of task. It can be up to 100 characters long.
    start_time
    optional
    String representing timestamp value for start time of task. This field takes input in ISO 8601 extended notation for date and time value i.e. yyyy-MM-ddTHH:mm:ssZ and supports time zone offset as well.
    end_time
    optional
    String representing timestamp value for end time of task. This field takes input in ISO 8601 extended notation for date and time value i.e. yyyy-MM-ddTHH:mm:ssZ and supports time zone offset as well.

    Returns

    Code Description
    200
    OK
    Indicates that the operation was successful and task is updated successfully.
    400
    Bad Request
    Bad Request error occurs when a request is malformed, syntactically incorrect, missing required parameters or any unknown parameter is passed. Additionally, Bad request may also occur if start_time becomes later then end_time.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    This status code indicates that project or task does not exist.



    Delete a task

    DELETE /v1/projects/{ID}/tasks/{Task_ID}

    Permanently deletes a task. It cannot be undone. By default, this operation will fail if a task has any bookings or timesheets associated with it. To override this behavior, forceful removal can be used which will remove this task from all bookings and timesheets associated with it.

    Example Request

    curl -v -X DELETE \
    "https://app.eresourcescheduler.cloud/rest/v1/projects/1/tasks/2" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Example Request For Forceful Delete

    curl -v -X DELETE \
    "https://app.eresourcescheduler.cloud/rest/v1/projects/1/tasks/2\
    ?remove_from_bookings=true&remove_from_timesheet=true" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Returns

    Code Description
    200
    OK
    Indicates that the operation was successful and task is deleted successfully.
    409
    Conflict
    Conflict indicates that the task can not be deleted as there are bookings or timesheets associated with this task. If you wish to delete it any way you must use force delete option by passing true for parameters remove_from_bookings and remove_from_timesheet. This operation removes task from all associated bookings and timesheets, and then deletes the task itself. Example request is shown to right.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    This indicates that project or task does not exist.

    Phases

    A phase is a time frame for a project, making it easy to visualize different stages of a project. Each project has its own set of phases.

    This API allows you to list, create, delete and update phases of any project.

    List Phases

    Retrieves a list of all the phases of specified project. The list of phases is returned sorted by name.

    GET /v1/projects/{ID}/phases

    Example Request

    curl -v -X GET \
    "https://app.eresourcescheduler.cloud/rest/v1/projects/477/phases" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Example Response

    {
      "total_count": 8,
      "data": [{
          "id": 1,
          "name": "Documentation",
          "description": "Product synopsis and documentation",
          "start_date": "2022-01-04",
          "end_date": "2022-01-11",
          "project_id": 477,
          "created_on": "2022-01-01T04:31:51.0+00:00",
          "modified_on": "2022-01-01T04:35:03.0+00:00",
          "created_by":{
              "id": 1146,
              "name": "John Doe"
          },
          "modified_by":{
              "id": 1146,
              "name": "John Doe"
          }
        },
        { ... },
        { ... }
      ]
    }
    

    ATTRIBUTES

    Name Description
    ID
    Integer
    Auto generated unique identifier for phase object.
    name
    String
    Name of phase object.
    description
    String
    Any other information regarding this phase.
    start_date
    String
    Represents start date of the phase object.
    end_date
    String
    Represents end date of the phase object.
    project_id
    Integer
    Unique ID of project object, which this phase belongs to.

    Returns

    Code Description
    200
    OK
    This status code indicates that the operation was successful and the phases list was successfully retrieved.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when the user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    Not Found error occurs when requested project does not exist.



    Create a phase

    Creates a new phase object for the specified project.

    POST /v1/projects/{ID}/phases

    Example Request

    
    curl -v -X POST \
    "https://app.eresourcescheduler.cloud/rest/v1/projects/477/phases" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -H "Content-Type: application/json" \
    -d '{
          "name": "Development",  
          "start_date": "2022-01-14",
          "end_date": "2022-03-27",
          "description": "First phase of development"
        }'
    

    REQUEST BODY PARAMETERS

    Name Description
    name
    required
    String representing the name of phase. It can be up to 100 characters long.
    start_date
    required
    String representing date value for start date of phase. This field takes input in ISO 8601 extended notation for date value i.e. yyyy-MM-dd.
    end_date
    required
    String representing date value for end date of phase. This field takes input in ISO 8601 extended notation for date value i.e. yyyy-MM-dd.
    description
    optional
    String consisting information related to this phase. It can be up to 255 characters long.

    Returns

    Code Description
    201
    Created
    Indicates that the operation was successful and phase is created successfully.
    400
    Bad Request
    Bad Request error occurs when a request is malformed, syntactically incorrect, missing required parameters or any unknown parameter is passed. Additionally, a Bad Request error may also occur when start_date is given later than end_date or the date range for this phase is overlapping with any existing phase.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when the user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.

    Update a phase

    PUT /v1/projects/{ID}/phases/{Phase_ID}

    Updates an existing phase by setting the values of the parameters passed. Any parameters not passed will be left unchanged.

    This request accepts mostly the same arguments as the phase creation call.

    Example Request

    curl -v -X PUT \
    "https://app.eresourcescheduler.cloud/rest/v1/projects/477/phases/2" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -H "Content-Type: application/json" \
    -d '{
          "description": "First phase of development"
        }'
    
    

    REQUEST BODY PARAMETERS

    Name Description
    name
    required
    String representing the name of phase. It can be up to 100 characters long.
    start_date
    required
    String representing date value for start date of phase. This field takes input in ISO 8601 extended notation for date value i.e. yyyy-MM-dd.
    end_date
    required
    String representing date value for end date of phase. This field takes input in ISO 8601 extended notation for date value i.e. yyyy-MM-dd.
    description
    optional
    String consisting information related to this phase. It can be up to 255 characters long.

    Returns

    Code Description
    200
    OK
    Indicates that the operation was successful and phase is updated successfully.
    400
    Bad Request
    Bad Request occurs when a request is malformed, syntactically incorrect, empty required parameters or any unknown parameter is passed. Additionally, a Bad Request error may also occur when start_date is given later than end_date or the date range for this phase is overlapping with any existing phase.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when the user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    This status code indicates that the project or phase does not exist.



    Delete a phase

    DELETE /v1/projects/{ID}/phases/{Phase_ID}

    Permanently deletes a phase. It cannot be undone.

    Example Request

    curl -v -X DELETE \
    "https://app.eresourcescheduler.cloud/rest/v1/projects/477/phases/2" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Returns

    Code Description
    200
    OK
    Indicates that the operation was successful and phase is deleted successfully.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when the user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    This indicates that the project or phase does not exist.

    Milestones

    A milestone is a notation used to define a goal reached in a project. Each project has its own milestones.

    This API allows you to list, create, delete and update milestones of any project.

    List Milestones

    Retrieves a list of all the milestones of specified project. The list of milestones is returned sorted by name.

    GET /v1/projects/{ID}/milestones

    Example Request

    curl -v -X GET \
    "https://app.eresourcescheduler.cloud/rest/v1/projects/477/milestones" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Example Response

    {
      "total_count": 4,
      "data": [{
          "id": 1,
          "name": "Documentation Complete",
          "description": "Done with initial planning & documentation.",
          "date": "2022-01-11",
          "color": "#3F51B5",
          "project_id": 477,
          "created_on": "2022-01-01T04:31:51.0+00:00",
          "modified_on": "2022-01-01T04:35:03.0+00:00",
          "created_by":{
              "id": 1146,
              "name": "John Doe"
          },
          "modified_by":{
              "id": 1146,
              "name": "John Doe"
          }
        },
        { ... },
        { ... }
      ]
    }
    

    ATTRIBUTES

    Name Description
    ID
    Integer
    Auto-generated unique identifier for milestone object.
    project_id
    Integer
    Unique ID of project object, which this milestone belongs to.
    name
    String
    Name of milestone object.
    description
    String
    Any information regarding this milestone.
    date
    String
    Represents date of the milestone object.
    color
    String
    String representing hexadecimal color code assigned to the milestone.

    Returns

    Code Description
    200
    OK
    This code indicates that the operation was successful and the milestones list was retrieved successfully.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when the user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    Not Found error occurs when requested project does not exist.



    Create a milestone

    Creates a new milestone object for the specified project.

    POST /v1/projects/{ID}/milestones

    Example Request

    
    curl -v -X POST \
    "https://app.eresourcescheduler.cloud/rest/v1/projects/477/milestones" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -H "Content-Type: application/json" \
    -d '{
          "name": "Development Phase 1 Completed",
          "date": "2022-04-02",
          "color": "#3F51B5",
          "description": "Development phase-I is completed, staging link at https://mydomain.tld/phase1."
        }'
    

    REQUEST BODY PARAMETERS

    Name Description
    name
    required
    String representing the name of a milestone. It can be up to 100 characters long.
    date
    required
    String representing date value for date of milestone. This field takes input in ISO 8601 extended notation for date value i.e. yyyy-MM-dd.
    color
    optional
    String representing a color code for this milestone object. This is helpful to visually identify a milestone on the scheduling chart.This field takes input in string format of hexadecimal color code.
    description
    optional
    String consisting information related to this milestone. It can be up to 255 characters long.

    Returns

    Code Description
    201
    Created
    Indicates that the operation was successful and a milestone is created successfully.
    400
    Bad Request
    Bad Request error occurs when a request is malformed, syntactically incorrect, missing required parameters or any unknown parameter is passed.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when the user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    This status code indicates that the project on which the milestone is being created, does not exist.

    Update a milestone

    PUT /v1/projects/{ID}/milestones/{Milestone_ID}

    Updates an existing milestone by setting the values of the parameters passed. Any parameters not passed will be left unchanged.

    This request accepts mostly the same arguments as the milestone creation call.

    Example Request

    curl -v -X PUT \
    "https://app.eresourcescheduler.cloud/rest/v1/projects/477/milestones/1" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -H "Content-Type: application/json" \
    -d '{
          "name": "Documentation Completed"
        }'
    
    

    REQUEST BODY PARAMETERS

    Name Description
    name
    required
    String representing the name of a milestone. It can be up to 100 characters long.
    date
    required
    String representing date value for date of milestone. This field takes input in ISO 8601 extended notation for date value i.e. yyyy-MM-dd.
    color
    optional
    String representing a color code for this milestone object. This is helpful to visually identify a milestone on the scheduling chart.This field takes input in string format of hexadecimal color code.
    description
    optional
    String consisting information related to this milestone. It can be up to 255 characters long.

    Returns

    Code Description
    200
    OK
    Indicates that the operation was successful and milestone is updated successfully.
    400
    Bad Request
    Bad Request error occurs when a request is malformed, syntactically incorrect, empty required parameters or any unknown parameter is passed.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when the user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    This status code indicates that the project or milestone does not exist.



    Delete a milestone

    DELETE /v1/projects/{ID}/milestones/{Milestone_ID}

    Permanently deletes a milestone. It cannot be undone.

    Example Request

    curl -v -X DELETE \
    "https://app.eresourcescheduler.cloud/rest/v1/projects/477/milestones/2" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Returns

    Code Description
    200
    OK
    Indicates that the operation was successful and milestone is deleted successfully.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when the user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    This indicates that the project or milestone does not exist.

    Project Exception

    Example Response

    {
       "total_count":1,
       "data":[
          {
             "id":2,
             "name":"Working Sunday",
             "description":"Working Sunday",
             "date":"2018-11-17",
             "is_working_exception":true,
             "created_on":"2018-11-03T15:07:30.917087+05:30",
             "modified_on":null,
             "created_by":{
                "id":2,
                "name":"Patrick Wilson"
             },
             "modified_by":{
                "id":null,
                "name":null
             },
             "timings":[
                {
                   "start_time":600,
                   "end_time":1080
                }
             ]
          }
       ]
    }
    

    Exception is nothing but time duration that is different from a general schedule. eRS provides you the feature to add an exception to a project.

    Let's say there's a project with a calendar that doesn't have Sunday as a working day. But for some reason, work has to be done on the project on Sunday. In this case, it's a working exception. So, in such a situation, exceptions come in handy.

    eRS Cloud provides you two types of exceptions:

    1. Working Exception :

            Working Exception is added on a non-working day.

    2. Non-working Exception :

            Non-working Exception is added on a working day.

    Note: Working Exception can be added without timings.

    ATTRIBUTES

    Name Description
    id
    integer
    eRS Cloud generated unique identifier for the exceptions object.
    name
    string
    This field describes name of exception.
    description
    string
    This field describes about the exception.
    date
    string
    Date Field describes when will the exception get applied.
    is_working_exception
    boolean
    Is working exception describes whether exception is a working exception or non working exception. True value means that exception is working exception and false value means that exception is non working exception.
    created_on
    string
    Time at which exception is created.
    modified_on
    string
    Timestamp of the latest modification.
    created_by
    object
    This field describes by whom exception is created .
    modified_by
    object
    This field describes by whom the latest modification is done.
    timings
    object
    Timings describe the timings of exception.

    Retrieving exceptions

    GET v1/projects/{ID}/exceptions

    Example Request

    curl -v -X GET \
    "https://app.eresourcescheduler.cloud/rest/v1/projects/12/exceptions" \
      -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Example Response

    {
       "total_count":1,
       "data":[
          {
             "id":2,
             "name":"Working Sunday",
             "description":"Working Sunday",
             "date":"2018-11-17",
             "is_working_exception":true,
             "created_on":"2018-11-03T15:07:30.917087+05:30",
             "modified_on":null,
             "created_by":{
                "id":2,
                "name":"Patrick Wilson"
             },
             "modified_by":{
                "id":null,
                "name":null
             },
             "timings":[
                {
                   "start_time":600,
                   "end_time":1080
                }
             ]
          }
       ]
    }
    

    Retrieves the details of exceptions which are applied to the project. You only need to provide the unique project identifier that was returned upon project creation.

    Returns

    Code Description
    200
    OK
    This status code indicates that the operation was successful and exceptions retrieved successfully.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    Not Found error occurs when requested project does not exist (i.e. There is no project with given ID). This may also occur when requesting a project that has been deleted.

    Create an exception

    POST v1/projects/{ID}/exceptions

    Example Request

    curl -v -X POST \
    "https://app.eresourcescheduler.cloud/rest/v1/projects/12/exceptions" \
      -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
      -H "Content-Type: application/json" \
      -d '{ 
            "date": "2018-11-02", 
            "description": "Thursday 1", 
            "name": "Thursday 1", 
              "is_working_exception": true, 
              "timing_blocks":[ 
                      { 
                        "start_time":600, 
                        "end_time":1080 
                      } 
                   ]  
           }'
    

    REQUEST BODY PARAMETERS

    Name Description
    date
    required
    Date Field describes when will the exception get applied. It is a Date type of field.
    description
    optional
    As the name shows it is a description which we want to give for the exception . This field is a string type of field.
    name
    required
    Name describes the name of exception. This field is a string type of field.
    is_working_exception
    required
    Is working exception describes whether exception is a working exception or not. Accepts true if it is a working exception otherwise accepts false if it a non-working exception. This field is a boolean type of field.
    timing_blocks
    optional
    Timing blocks describes the timings of exception. This field can be passed null, as eRS Cloud provides you the facility to create an exception without timings. This field is a Array of objects type of field.
    timing_blocks.start_time
    optional
    Start time describes the start time of exception. This field can be passed null, as eRS Cloud provides you the facility to create an exception without timings. This field is a Integer type of field.
    timing_blocks.end_time
    optional
    End time describes the end time of exception. This field can be passed null, as eRS Cloud provides you the facility to create an exception without timings. This field is a Integer type of field.

    Returns

    Code Description
    201
    Created
    This status code indicates that the operation was successful and exception created successfully.
    400
    Bad Request
    Bad Request error occurs when a request is malformed, syntactically incorrect, missing required parameters are or any unknown parameter is passed.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    This status code indicates that project does not exist.

    Update an exception

    PUT v1/projects/{ID}/exceptions/{Exception_ID}

    Example Request

    curl -v -X PUT \
    "https://app.eresourcescheduler.cloud/rest/v1/projects/12/exceptions/2" \
      -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
      -H "Content-Type: application/json" \
      -d '{ 
        "date": "2018-11-02", 
        "description": "Thursday 1", 
        "name": "Thursday 1", 
        "is_working_exception": true, 
        "timing_blocks":[ 
                { 
                   "start_time":600, 
                   "end_time":1080 
                } 
             ]  
        }'
    

    Updates the specified project's exception by setting the value of the parameter passed. You need to provide the unique project identifier that was returned upon project creation and unique exception identifier that was returned upon exception addition. If parameter is not provided then it will be left unchanged.

    This request accepts mostly the same argument as the exception creation call.

    REQUEST BODY PARAMETERS

    Name Description
    date
    required
    Date Field describes when will the exception get applied. It is a Date type of field.
    description
    optional
    As the name shows it is a description which we want to give for the exception . This field is a string type of field.
    name
    required
    Name describes the name of exception. This field is a string type of field.
    is_working_exception
    required
    Is working exception describes whether exception is working exception or not. Accepts true if it is working exception otherwise accepts false if it a non-working exception. This field is a boolean type of field
    timing_blocks
    optional
    Timing blocks describes the timings of exception. This field can be pass null, as eRS Cloud provides you the facility to create an exception without timings. This field is a Array of objects type of field.
    timing_blocks.start_time
    optional
    Start time describes the start time of exception. This field can be pass null, as eRS Cloud provides you the facility to create an exception without timings. This field is a Integer type of field.
    timing_blocks.end_time
    optional
    End time describes the end time of exception. This field can be pass null, as eRS Cloud provides you the facility to create an exception without timings. This field is a Integer type of field.

    Returns

    Code Description
    200
    OK
    This indicates that the operation was successful and a exception updated successfully.
    400
    Bad Request
    Bad Request occurs when a request is not well-formed, syntactically incorrect, empty required parameters or any unknown parameter is passed.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    This status code indicates that project or exception does not exist.

    Delete an exception

    DELETE v1/projects/{ID}/exceptions/{Exception_ID}

    Permanently deletes an applied exception. It cannot be undone. You need to provide the unique project identifier that was returned upon project creation and unique exception identifier that was returned upon exception addition.

    Example Request

    curl -v -X DELETE \
    "https://app.eresourcescheduler.cloud/rest/v1/projects/12/exceptions/2"\
      -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    
    Code Description
    200
    OK
    This status code indicates that the operation was successful and exception deleted successfully.
    404
    Not Found
    This status code indicates that project or exception does not exist.

    Project Notes

    To capture additional information about a project, eRS Cloud provides the Notes. If one has to provide any new information to a project which is not captured from the field, for such situations Notes are beneficial.

    eRS Cloud API allows you to perform POST, GET, PUT, DELETE operations on Notes.

    Note: The Notes Of Archived Project remain available for the records.

    ATTRIBUTES

    Name Description
    id
    integer
    eRS Cloud generated unique identifier for the notes.
    content
    string
    Text written inside notes body.
    created_on
    string
    Time at which the notes object is created.
    modified_on
    string
    Describes the latest modification date.
    created_by
    object
    This field describes by whom this note is created.
    modified_by
    object
    This field describes by whom the modification is done.

    List notes

    GET v1/projects/{ID}/notes

    Retrieves the Notes list of specified project. You need to provide the unique project identifier that was returned upon project creation. The notes are returned which are sorted by lastly modified or added.

    Example Request

    curl -v -X GET "https://app.eresourcescheduler.cloud/rest/v1/projects/8/notes"\
      -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Example Request With Offset And Limit

    curl -v -X GET \
    "https://app.eresourcescheduler.cloud/rest/v1/projects/8/notes?offset=1&limit=10"\
     -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Example Request With order_by

    curl -v -X GET \
    "https://app.eresourcescheduler.cloud/rest/v1/projects/8/notes?offset=1&limit=10&order_by=created_on" \
     -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Example Response

    {
      "total_count": 4,
      "limit": 10,
      "offset": 1,
      "data": [
        {
          "id": 20,
          "created_on": "2018-11-21T11:20:48.828322+05:30",
          "content": "<p>Updated Content Value Given</p>",
          "modified_on": null,
          "created_by": {
            "id": -99,
            "name": "Testing User",
            "image_uuid": null
          },
          "modified_by": {
            "id": null,
            "name": null
          }
        },
        {...},
        {...},
        {...},
      ]
    }
    

    REQUEST QUERY PARAMETERS

    Name Description
    limit
    optional
    The limit keyword is used to limit the number of notes returned from a result set.
    The default value of limit is 25.
    Maximum value of limit can be 100. If value of Limit is more than100 then it will set Maximum value of limit which is 100.
    offset
    optional
    The Offset value allows you to specify the ranking number of the first item on the page . The Offset value is most often used together with the Limit keyword.
    The default value of offset is 0 .

    Ordering the notes

    REQUEST QUERY PARAMETERS

    Name Options Description
    order_by
    optional
  • created_on (Default)
  • List of notes will be returned and sorted by it's created date.
  • modified_on
  • List of notes will be returned and sorted by it's latest modified date.

    Returns

    Code Description
    200
    OK
    This indicates that the operation was successful and returned list of notes.
    400
    Bad Request
    Bad Request may occur when offset and limit value is negative.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    This status code indicates that project ID does not exist.

    Create a note

    POST v1/projects/{ID}/notes

    Example Request

    
    curl -v -X POST "https://app.eresourcescheduler.cloud/rest/v1/projects/8/notes"\
      -H "Authorization: Bearer B8x5Vj1O65r6wnoV"\
      -H "Content-Type: application/json"\
      -d '{"content": "Hello Enbraun"}'
    

    REQUEST BODY PARAMETERS

    Name Description
    content
    required
    To create new note you have to pass the body from content parameter. Content param accepts plain text. Also, you can pass text with HTML tags as Notes are Multi Line Rich Text.

    Returns

    Code Description
    201
    Created
    This status code indicates that the operation was successful and created a note successfully.
    400
    Bad Request
    Bad Request error occurs when a request is malformed, syntactically incorrect, missing required parameters are or any unknown parameter is passed.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    This status code indicates that project does not exist.

    Update a note

    PUT v1/projects/{ID}/notes/{Note_ID}

    Updates the specified project's note by setting the value of the parameter passed. You need to provide the unique project identifier that was returned upon project creation and unique note identifier that was returned upon note's creation. If parameter is not provided then it will be left unchanged.

    This request accepts mostly the same argument as the note creation call.

    Example Request

    
    curl -v -X PUT "https://app.eresourcescheduler.cloud/rest/v1/projects/8/notes/4"\
      -H "Authorization: Bearer B8x5Vj1O65r6wnoV"\
      -H "Content-Type: application/json"\
      -d '{"content": "Hello World"}'
    

    REQUEST BODY PARAMETERS

    Name Description
    content
    required
    To update note you have to pass the body from content parameter. Content param accepts plain text. Also, you can pass text with HTML tags as Notes are Multi Line Rich Text.

    Returns

    Code Description
    200
    OK
    This indicates that the operation was successful and a note updated successfully.
    400
    Bad Request
    Bad Request occurs when a request is not well-formed, syntactically incorrect, empty required parameters or any unknown parameter is passed.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    This status code indicates that project or note does not exist.

    Delete a note

    DELETE v1/projects/{ID}/notes/{Note_ID}

    Permanently deletes a Note. It cannot be undone. You need to provide the unique project identifier that was returned upon project creation and unique note identifier that was returned upon note's creation.

    Example Request

    
    curl -v -X DELETE "https://app.eresourcescheduler.cloud/rest/v1/projects/8/notes/5"\
      -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Returns

    Code Description
    200
    OK
    This status code indicates that the operation was successful and a note deleted successfully.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    This status code indicates that project or note does not exist.

    Requirement

    Requirement Object

    Example Response

    {
        "id": 251,
        "project": {
          "id": 2,
          "title": "Mars Rover"
        },
        "task": {
          "name": "Data Processing",
          "id": 7
        },
        "role": {
          "name": "Tax Manager",
          "id": 11
        },
        "start_time": "2023-08-21T09:00:00",
        "end_time": "2023-08-22T17:00:00",
        "effort": 32,
        "unit": 2,
        "tags": [
          "London",
          "onsite"
        ],
        "assignments": [ {
          "booking_id": 3306,
          "resource": {
            "id": 126,
            "name": "Oliver"
          },
          "start_time": "2023-09-20T09:00:00",
          "end_time": "2023-09-25T17:15:00",
          "effort_hrs": 16.12
          }, {
          "booking_id": 3305,
          "resource": {
            "id": 140,
            "name": "Thomas"
          },
          "start_time": "2023-09-20T09:00:00",
          "end_time": "2023-09-25T17:15:00",
          "effort_hrs": 16.3
          } ],
        "flexi_range_duration": 5,
        "flexi_range_unit": 2,
        "allow_multi_allocation": true,
        "conditions": [ {
          "operator": "all",
          "field": "udf_skills",
          "values": [ {
            "name": "Account Reconciliation",
            "description": null,
            "id": 34
        }, {
            "name": "Account Taxation",
            "description": null,
            "id": 23
        } ],
          "weightage": 10,
          "is_mandatory": true
         }, {
          "operator": "any",
          "field": "udf_city",
          "values": [ {
            "name": "London",
            "description": null,
            "id": 361
        }, {
            "name": "Dublin",
            "description": null,
            "id": 362
        } ],
          "weightage": 10,
          "is_mandatory": false
        } ],
        "created_on": "2023-09-15T09:03:48.428713+00:00",
        "created_by": {
          "name": "John doe",
          "id": 4
        },
        "modified_on": "2023-09-15T09:05:40.515333+00:00",
        "modified_by": {
          "name": "John doe",
          "id": 5
        }
    }
    

    Requirement object represents a role request for a specific project or task within a defined time range.

    ATTRIBUTES

    Following attributes are available for requirement object. To know about attributes currently applied for requirement object please check Requirement Profile API.

    Name Description
    id
    integer
    eRS Cloud generated unique identifier for the requirement object.
    project
    object
    Project object for which this requirement was created.
    task
    object
    Task object defines what needs to be done.These tasks can be selected from the predefined tasks within the project associated with the requirement.
    role
    object
    Role object defines which role resource needs to perform for this requirement.
    start_time
    string
    Represents the starting date and time of the requirement.
    end_time
    string
    Represents the ending date and time of the requirement.
    effort
    float
    Represents the effort value for the requirement.
    unit
    integer
    Represents unit of effort for the requirement. Unit could be one of Hours or Full Time Equivalent.
    tags
    array of strings
    Tags are strings (labels) associated with this requirement object which could be used for the purpose of identification or other information.
    assignments
    array of object
    This refers to resources that have been allocated to fulfill the requirements of the project or task.
  • assignments.booking_id integer
    ID of the booking object on which the resource has been assigned against the requirement.
  • assignments.resource object
    ID and name of the resource that has been assigned to the requirement.
  • assignments.start_time string
    Represents the start date and time of the booking object of the assigned resource.
  • assignments.end_time string
    Represents the end date and time of the booking object of the assigned resource.
  • assignments.effort_hrs float
    Represents the effort value required from the assigned resource for the project in the booking object.
  • flexi_range_duration
    integer
    Represents the defined duration range for flexibility in fulfilling the requirement compared to the original requirement date.
    flexi_range_unit
    integer
    Represents a unit that allows for flexibility in fulfilling the requirement. Unit value could be one of the following:

  • 1 for Hours : Refers to 'hours' as a unit.
  • 2 for Days : Refers to 'days' as a unit.

  • allow_multi_allocation
    boolean
    This refers to allocation of a specific requirement to multiple assignment.
    conditions
    array of object
    This refers to the criteria on which the requirement must be fulfilled.
  • conditions.field string
    This is a reference to the text's API_code.
  • conditions.operator string
    This refers to a character that represents a specific mathematical or logical action or process.
  • conditions.values
    This refers to the values defined for the requirement to be considered in suggested resources.
  • conditions.weightage integer
    Every condition can be assigned relative importance in comparison to other conditions to calculate its weightage. Weightage is ultimately used to calculate the match score of resources.
  • conditions.is_mandatory boolean
    Indicates whether this field is mandatory. If this field is marked as mandatory, it means that a required value must be provided for it in the suggested resources.
  • created_on
    string
    Timestamp at which this requirement object was created.
    created_by
    object
    Object representing user who created this requirement object.
    modified_on
    string
    Represents latest modification timestamp.
    modified_by
    object
    Object representing most recent user who modified this requirement object.

    Create a Requirement

    POST v1/requirements

    Example Request:

     curl -v -X POST "https://app.eresourcescheduler.cloud/rest/v1/requirements" \
     -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
     -H "Content-Type: application/json" \
     -d '{ 
            "project_id": 1,
            "task_id": 1,
            "role_id": 7,
            "start_time": "2023-10-02T00:00:00",
            "end_time": "2023-10-03T00:00:00",
            "effort": 3,
            "unit": 4,
            "tags": ["London","Onsite"] ,
            "flexi_range_duration": 5,
            "flexi_range_unit": 2,
            "allow_multi_allocation": true,
            "conditions": [{
                "field": "udf_qualification",
                "operator": "any",
                "values": [334,337],
                "weightage": 40,
                "is_mandatory": true
              }, {
                "field": "udf_experiences",
                "operator": "eq",
                "values": 5,
                "weightage": 40,
                "is_mandatory": true
              }
            ]
          }'
    

    Creates a new requirement object.

    REQUEST BODY PARAMETERS

    Name Description
    project_id
    required
    ID of the project object for which this requirement object is being created.
    task_id
    ID of the task object within the project that needs to be done in this requirement.
    role_id
    ID of the role object that the resource needs to perform for the requirement. Role can be either the performing role or non-performing role of the resource.
    start_time
    required
    Represents start date and time for requirement object. This field accepts value in ISO 8601 format for date-time i.e. yyyy-mm-ddThh:mm:ss. The value must be snapped in 15 minutes interval, which effectively means that minutes values should be one of(00/15/30/45) and seconds value should always be 0. (if given).
    end_time
    required
    Represents end date and time for requirement object. This field accepts value in ISO 8601 format for date-time i.e. yyyy-mm-ddThh:mm:ss. The value must be snapped in 15 minutes interval, which effectively means that minutes values should be one of(00/15/30/45) and seconds value should always be 0. (if given). end_time must always be ahead of start_time by at least 15 minutes as a requirement of less than 15 minutes is not allowed.
    effort
    required
    Represents the effort value for the requirement.This defines how much effort is needed to complete the task. Effort value is a floating-point number that cannot be less than 0 or greater than 99999999.99. If effort value is not provided system will take default value 0.
    unit
    required
    Integer number (2 or 4) represents the unit in which effort is defined. The unit value can be one of the following:

  • 2 for Hours : This defines effort value in fixed hours which doesn't change upon changes in requirement.
  • 4 for Full Time Equivalent : Full time equivalent is calculated using FTE calendar defined in Administrator calendar settings. Capacity from FTE calendar for defined time in requirement, is considered as 1 FTE.

  • tags
    array of strings
    Tags are strings (labels) associated with this requirement object which could be used for the purpose of identification or other information.
    flexi_range_duration
    integer
    Represents the defined duration range for flexibility in fulfilling the requirement compared to the original requirement date.
    flexi_range_unit
    integer
    Represents a unit that allows for flexibility in fulfilling the requirement. Unit value could be one of the following:

  • 1 for Hours : Refers to 'hours' as a unit
  • 2 for Days : Refers to 'days' as a unit

  • allow_multi_allocation
    boolean
    This refers to allocation of a specific requirement to multiple resources simultaneously.
    conditions
    array of object
    This refers to the criteria on which the requirement must be fulfilled.
  • conditions.field string
    This is a reference to the text's API_code.
  • conditions.operatorstring
    This refers to a character that represents a specific mathematical or logical action or process.
  • conditions.values
    This refers to the values defined for the requirement to be considered in suggested resources.
  • conditions.weightage integer
    Every condition can be assigned relative importance in comparison to other conditions to calculate its weightage. Weightage is ultimately used to calculate the match score of resources.
  • conditions.is_mandatory boolean
    Indicates whether this field is mandatory. If this field is marked as mandatory, it means that a required value must be provided for it in the suggested resources.
  • Returns

    Code Description
    201
    Created
    This status code indicates that the operation was successful and a requirement is created successfully.
    400
    Bad Request
    Bad Request error occurs when a request is malformed, syntactically incorrect, missing required parameters or any unknown parameter is passed. Additionally, Bad request may also occur in one of these conditions:
    • Project is marked as Archived.
    • Duration of requirement is more than allowed requirement duration set by Administrator using ers Cloud Application in Administrator Requirement Settings.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.

    List Requirements

    Returns list of requirements. The requirements are returned sorted by requirement's start_time and ID.

    GET /v1/requirements

    Example Request

    curl -v GET "https://app.eresourcescheduler.cloud/rest/v1/requirements?\
    start=2023-01-01&end=2023-12-31" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Example Request With Offset And Limit

    curl -v GET "https://app.eresourcescheduler.cloud/rest/v1/requirements?\
    start=2023-01-01&end=2023-12-31&offset=1&limit=10" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Example Response

    {
      "total_count": 7,
      "data": [{
          "id": 251,
          "project": {
            "id": 2,
            "title": "Mars Rover"
          },
          "task": {
            "name": "Data Processing",
            "id": 7
          },
          "role": {
            "name": "Tax Manager",
            "id": 11
          },
          "start_time": "2023-08-21T09:00:00",
          "end_time": "2023-08-22T17:00:00",
          "effort": 32,
          "unit": 2,
          "tags": [
            "London",
            "onsite"
          ],
          "assignments": [ {
          "booking_id": 3306,
          "resource": {
            "id": 126,
            "name": "Oliver"
          },
          "start_time": "2023-09-20T09:00:00",
          "end_time": "2023-09-25T17:15:00",
          "effort_hrs": 16.12
          }, {
          "booking_id": 3305,
          "resource": {
            "id": 140,
            "name": "Thomas"
            },
          "start_time": "2023-09-20T09:00:00",
          "end_time": "2023-09-25T17:15:00",
          "effort_hrs": 16.3
          } ],
          "flexi_range_duration": 5,
          "flexi_range_unit": 2,
          "allow_multi_allocation": true,
          "conditions": [ {
            "operator": "all",
            "field": "udf_skills",
            "values": [ {
              "name": "Account Reconciliation",
              "description": null,
              "id": 34
          }, {
              "name": "Account Taxation",
              "description": null,
              "id": 23
          } ],
            "weightage": 10,
            "is_mandatory": true
          }, {
            "operator": "any",
            "field": "udf_city",
            "values": [ {
              "name": "London",
              "description": null,
              "id": 361
          }, {
              "name": "Dublin",
              "description": null,
              "id": 362
          } ],
            "weightage": 10,
            "is_mandatory": false
          } ],
          "created_on": "2023-09-15T09:03:48.428713+00:00",
          "created_by": {
            "name": "John doe",
            "id": 4
          },
          "modified_on": "2023-09-15T09:05:40.515333+00:00",
          "modified_by": {
            "name": "John doe",
            "id": 5
          }
        },
        { ... },
        { ... }
        ]    
      }
    

    REQUEST QUERY PARAMETERS

    Name Description
    limit
    optional
    The limit keyword is used to limit the number of records returned from a result set. If a limit count is given, no more than that many records will be returned (but possibly less, if the query itself yields less records)
    Default value of limit is 100.
    Maximum value of limit can be 500.
    offset
    optional
    Offset keyword is used to skip n items. If offset value is given as 10, then first 10 records will be skipped from result set. Offset is often used together with the Limit keyword.
    Default value of offset is 0.
    start
    optional
    String value representing start date in ISO 8601 extended notation for date i.e. yyyy-MM-dd. This is used to filter requirements starting on or after this date.
    end
    optional
    String value representing end date in ISO 8601 extended notation for date i.e. yyyy-MM-dd. This is used to filter requirements starting before this date.
    Note: By default if start & end arguments are omitted, then requirements of current month will be returned. If requirements of a certain period are needed, then both start & end arguments required. If only one argument start or end is passed then a bad request error is raised.

    Returns

    Code Description
    200
    OK
    This indicates that the operation was successful and list of requirements is returned.
    400
    Bad Request
    Bad Request may occur when offset or limit value is negative integer.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.

    Retrieve a Requirement

    GET v1/requirements/{ID}

    Example Request

    curl -v -X GET "https://app.eresourcescheduler.cloud/rest/v1/requirements/251" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Example Response

    {
      "id": 251,
      "project": {
        "id": 2,
        "title": "Mars Rover"
      },
      "task": {
        "name": "Data Processing",
        "id": 7
      },
      "role": {
        "name": "Tax Manager",
        "id": 11
      },
      "start_time": "2023-08-21T09:00:00",
      "end_time": "2023-08-22T17:00:00",
      "effort": 32,
      "unit": 2,
      "tags": [
        "London",
        "onsite"
      ],
      "assignments": [ {
        "booking_id": 3306,
        "resource": {
          "id": 126,
          "name": "Oliver"
        },
        "start_time": "2023-09-20T09:00:00",
        "end_time": "2023-09-25T17:15:00",
        "effort_hrs": 16.12
        }, {
        "booking_id": 3305,
        "resource": {
          "id": 140,
          "name": "Thomas"
          },
        "start_time": "2023-09-20T09:00:00",
        "end_time": "2023-09-25T17:15:00",
        "effort_hrs": 16.3
          } ],
      "flexi_range_duration": 5,
      "flexi_range_unit": 2,
      "allow_multi_allocation": true,
      "conditions": [ {
        "operator": "all",
        "field": "udf_skills",
        "values": [ {
          "name": "Account Reconciliation",
          "description": null,
          "id": 34
      }, {
          "name": "Account Taxation",
          "description": null,
          "id": 23
      } ],
        "weightage": 10,
        "is_mandatory": true
        }, {
        "operator": "any",
        "field": "udf_city",
        "values": [ {
          "name": "London",
          "description": null,
          "id": 361
      }, {
          "name": "Dublin",
          "description": null,
          "id": 362
      } ],
        "weightage": 10,
        "is_mandatory": false
      } ],
      "created_on": "2023-09-15T09:03:48.428713+00:00",
      "created_by": {
        "name": "John doe",
        "id": 4
      },
      "modified_on": "2023-09-15T09:05:40.515333+00:00",
      "modified_by": {
        "name": "John doe",
        "id": 5
      }
    }
    

    Retrieves the details of an existing requirement. You only need to provide the unique requirement identifier that was returned upon requirement creation.

    Returns

    Code Description
    200
    OK
    This status code indicates that the operation was successful and a requirement returned successfully.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    Not Found error occurs when requested requirement does not exist (i.e. There is no requirement with given ID). This may also occur when requesting a requirement that has been deleted.

    Search Requirements

    POST /v1/requirements/search

    Example Request For Filter In JSON Format

    curl -X POST "https://app.eresourcescheduler.cloud/rest/v1/requirements/search?\
    start=2023-01-01&end=2023-12-31" \
    -H "Content-Type: application/json" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -d '{ 
          "requirement":{
            "role_id:any":1
            }
        }'
    

    Example Request For Filter By Passing Multiple Filters In JSON Format

    curl -X POST "https://app.eresourcescheduler.cloud/rest/v1/requirements/search?\
    start=2023-01-01&end=2023-12-31" \
    -H "Content-Type: application/json" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -d '{
           "project":{"id:eq":1},
           "requirement":{"role_id:any":1},
           "task":{"id:any":[2,3]}
         }'
    

    Example Response

    {
      "total_count": 3,
      "data": [{
          "id": 249,
          "project": {
            "id": 1,
            "title": "Apollo 11"
          },
          "task": {
            "name": "Data Handling",
            "id": 3
          },
          "role": {
            "name": "Project Manager",
            "id": 1
          },
          "start_time": "2023-09-21T09:00:00",
          "end_time": "2023-09-22T17:00:00",
          "effort": 32,
          "unit": 2,
          "tags": [
            "London",
            "onsite"
          ],
           "assignments": null,
          "flexi_range_duration": 5,
          "flexi_range_unit": 2,
          "allow_multi_allocation": true,
          "conditions": [ {
            "operator": "all",
            "field": "udf_skills",
            "values": [ {
              "name": "Account Reconciliation",
              "description": null,
              "id": 34
          }, {
              "name": "Account Taxation",
              "description": null,
              "id": 23
          } ],
            "weightage": 10,
            "is_mandatory": true
          }, {
            "operator": "any",
            "field": "udf_city",
            "values": [ {
              "name": "London",
              "description": null,
              "id": 361
          }, {
              "name": "Dublin",
              "description": null,
              "id": 362
          } ],
            "weightage": 10,
            "is_mandatory": false
          } ],
          "created_on": "2023-09-15T09:03:48.428713+00:00",
          "created_by": {
            "name": "John doe",
            "id": 4
          },
          "modified_on": "2023-09-15T09:05:40.515333+00:00",
          "modified_by": {
            "name": "John doe",
            "id": 5
          }
        },
        { ... },
        { ... }
      ]
    }
    

    REQUEST QUERY PARAMETERS

    Name Description
    limit
    optional
    The limit keyword is used to limit the number of records returned from a result set. If a limit count is given, no more than that many records will be returned (but possibly less, if the query itself yields less records)
    Default value of limit is 100.
    Maximum value of limit can be 500.
    offset
    optional
    Offset keyword is used to skip n items. If offset value is given as 10, then first 10 records will be skipped from result set. Offset is often used together with the Limit keyword.
    Default value of offset is 0.
    start
    optional
    String value representing start date in ISO 8601 extended notation for date i.e. yyyy-MM-dd. This is used to filter requirements starting on or after this date.
    end
    optional
    String value representing end date in ISO 8601 extended notation for date i.e. yyyy-MM-dd. This is used to filter requirements starting before this date.
    Note: By default if start & end arguments are omitted, then requirements of current month will be returned. If requirements of a certain period are needed, then both start & end arguments required. If only one argument start or end is passed then a bad request error is raised.

    Search Requirement API allows filtering the results set in various ways. This enables a great power to find out what is needed. eRS Cloud API also allows filtering on custom defined fields with multiple operators and conditions to cover up complex scenarios for searching.

    A filter condition consists of three components which are field, operator and value. For example, fetching only those requirements having tag tagA or tagB, could be achieved by adding "tags:any": ["tagA", "tagB"] to request body. If operator is not supplied, it takes default operator for field.

    Below is a list of available fields, which allow filtering requirements:

    Field Type Operator Example
    tags
  • any (default)
  • none
  • all
  • ex
  • "tags:any": ["tagA","tagB"]
    "tags:none": ["tagA","tagB"]
    "tags:all": ["tagA","tagB"]
    "tags:ex": ["tagA","tagB"]
    gap
  • eq (default)
  • lt
  • gt
  • bt
  • ex
  • "gap:eq": "50h", "gap:eq":"50%"
    "gap:lt": "50h", "gap:eq":"50%"
    "gap:gt": "50h", "gap:eq":"50%"
    "gap:bt": ["50h","60h"], "gap:eq":["50%","60%"]
    "gap:ex": ["50h","60h"], "gap:eq":["50%","60%"]
    role_id
  • any (default)
  • none
  • eq
  • neq
  • "role_id:any": [1,2]
    "role_id:none": [1,2]
    "role_id:eq": 1
    "role_id:neq": 1
    created_by
  • eq (default)
  • neq
  • any
  • none
  • "created_by:eq": 1
    "created_by:neq": 1
    "created_by:any": [1, 2]
    "created_by:none": [1, 2]
    modified_by
  • eq (default)
  • neq
  • any
  • none
  • "modified_by:eq": 1
    "modified_by:neq": 1
    "modified_by:any": [1, 2]
    "modified_by:none": [1, 2]
    created_on
  • eq (default)
  • lt
  • gt
  • bt
  • ex
  • "created_on:eq": ["2021-07-08T00:00:00"]
    "created_on:lt": ["2021-07-08T00:00:00"]
    "created_on:gt": ["2021-07-08T59:59:59"]
    "created_on:bt": ["2021-07-08T00:00:00", "2021-07-10T23:59:59"]
    "created_on:bt": ["2021-07-08T00:00:00", ""]
    "created_on:bt": ["", "2021-07-10T23:59:59"]
    "created_on:ex": ["2021-07-08T00:00:00", "2021-07-10T23:59:59"]
    "created_on:ex": ["2021-07-08T00:00:00", ""]
    "created_on:ex": ["", "2021-07-10T23:59:59"]]
    modified_on
  • eq (default)
  • lt
  • gt
  • bt
  • ex
  • "modified_on:eq": ["2021-07-08T00:00:00"]
    "modified_on:lt": ["2021-07-08T00:00:00"]
    "modified_on:gt": ["2021-07-08T59:59:59"]
    "modified_on:bt": ["2021-07-08T00:00:00", "2021-07-10T23:59:59"]
    "modified_on:bt": ["2021-07-08T00:00:00", ""]
    "modified_on:bt": ["", "2021-07-10T23:59:59"]
    "modified_on:ex": ["2021-07-08T00:00:00", "2021-07-10T23:59:59"]
    "modified_on:ex": ["2021-07-08T00:00:00", ""]
    "modified_on:ex": ["", "2021-07-10T23:59:59"]]

    Update a Requirement

    Updates the specified requirement by setting values of parameters passed. Values of any parameters which are not provided will be unchanged. To unset existing value for a parameter, just pass an empty value i.e. null.

    PUT /v1/requirements/{ID}

    Example Request

    curl -v -X PUT "https://app.eresourcescheduler.cloud/rest/v1/requirements/251" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -H "Content-Type: application/json" \
    -d '{
        "project_id": 1,
        "start_time": "2023-08-15T09:00:00",
        "end_time":"2023-08-15T17:00:00",
        "effort": 8,
        "role_id":3,
        "unit": 2,
        "conditions": [
            {
              "field":"udf_qualification",
              "operator":"any",
              "values":[18,26],
              "weightage":20,
              "is_mandatory":false}
        ]
    }'
    

    Example Request: Update a requirement and unlinking its linked bookings

    curl -v -X PUT "https://app.eresourcescheduler.cloud/rest/v1\
    /requirements/106?unlink_bookings=true" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -H "Content-Type: application/json" \
    -d '{ 
            "task_id":4,
            "role_id":1,
            "start_time":"2023-10-10T09:00:00",
            "end_time":"2023-10-13T17:00:00"      
        }'
    

    Example Request: Update a requirement and deleting its linked bookings

    curl -v -X PUT "https://app.eresourcescheduler.cloud/rest/v1\
    /requirements/106?delete_bookings=true" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -H "Content-Type: application/json" \
    -d '{ 
            "task_id":4,
            "role_id":1,
            "start_time":"2023-10-10T09:00:00",
            "end_time":"2023-10-13T17:00:00"
        }'
    

    REQUEST BODY PARAMETERS

    Name Description
    project_id
    required
    ID of the project object for which this requirement object is being created. This will throw an error if you post an empty value.
    task_id
    ID of the task object within the project that needs to be done in this requirement.
    role_id
    ID of the role object that the resource needs to perform for the requirement. Role can be either the performing role or non-performing role of the resource.
    start_time
    required
    Represents start date and time for requirement object. This field accepts value in ISO 8601 format for date-time i.e. yyyy-mm-ddThh:mm:ss. The value must be snapped in 15 minutes interval, which effectively means that minutes values should be one of(00/15/30/45) and seconds value should always be 0. (if given). This will throw an error if you post an empty value.
    end_time
    required
    Represents end date and time for requirement object. This field accepts value in ISO 8601 format for date-time i.e. yyyy-mm-ddThh:mm:ss. The value must be snapped in 15 minutes interval, which effectively means that minutes values should be one of(00/15/30/45) and seconds value should always be 0. (if given). end_time must always be ahead of start_time by at least 15 minutes as a requirement of less than 15 minutes is not allowed. This will throw an error if you post an empty value.
    effort
    required
    Represents the effort value for the requirement.This defines how much effort is needed to complete the task. Effort value is a floating-point number that cannot be less than 0 or greater than 99999999.99. If effort value is not provided system will take default value 0.
    unit
    required
    Integer number (2 or 4) represents the unit in which effort is defined. The unit value can be one of the following:

  • 2 for Hours : This defines effort value in fixed hours which doesn't change upon changes in requirement.
  • 4 for Full Time Equivalent : Full time equivalent is calculated using FTE calendar defined in Administrator calendar settings. Capacity from FTE calendar for defined time in requirement, is considered as 1 FTE.

  • tags
    array of strings
    Tags are strings (labels) associated with this requirement object which could be used for the purpose of identification or other information.
    flexi_range_duration
    integer
    Represents the defined duration range for flexibility in fulfilling the requirement compared to the original requirement date.
    flexi_range_unit
    integer
    Represents a unit that allows for flexibility in fulfilling the requirement. Unit value could be one of the following:

  • 1 for Hours : Refers to 'hours' as a unit.
  • 2 for Days : Refers to 'days' as a unit.

  • allow_multi_allocation
    boolean
    This refers to allocation of a specific requirement to multiple resources simultaneously.
    conditions
    array of object
    This refers to the criteria on which the requirement must be fulfilled.
  • conditions.field string
    This is a reference to the text's API_code.
  • conditions.operatorstring
    This refers to a character that represents a specific mathematical or logical action or process.
  • conditions.values
    This refers to the values defined for the requirement to be considered in suggested resources.
  • conditions.weightage integer
    Every condition can be assigned relative importance in comparison to other conditions to calculate its weightage. Weightage is ultimately used to calculate the match score of resources.
  • conditions.is_mandatory boolean
    Indicates whether this field is mandatory. If this field is marked as mandatory, it means that a required value must be provided for it in the suggested resources.
  • Returns

    Code Description
    200
    OK
    This indicates that the operation was successful and a requirement updated successfully.
    400
    Bad Request
    Bad Request error occurs when a request is malformed, syntactically incorrect, empty required parameters or any unknown parameter is passed. Additionally, Bad request may also occur in one of these conditions:
    • Trying to update start_time or end_time such that end_time gets earlier than start_time.
    • Trying to update requirements of archived project.
    • Duration of requirement is more than allowed requirement duration set by Administrator using ers Cloud Application in Administrator Requirement Settings.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    Not Found error occurs when requested requirement does not exist (i.e. There is no requirement with given ID). This may also occur when requesting a requirement that has been deleted.
    409
    Conflict
    Conflict indicates that when you are updating a requirement linked to booking(s), then you must pass one of the parameters i.e; delete_bookings=true to delete requirement and respective booking or another parameter unlink_bookings=true will update requirement after unlinking the respective bookings. this action will be performed through Administrator Requirement Settings

    Requirement Operator

    Example for Conditions (resource_type_id)

    {
      ...
      ...
      "conditions": [{ 
            "field":"resource_type_id",
            "operator":"any",
            "values":[2,3],
            "weightage":10,
            "is_mandatory": true
            }]
      ...
      ...
    }
    

    Example for Conditions (resource name)

    {
      ...
      ...
      "conditions": [{          
            "field":"resource",
            "operator":"match",
            "values":[3,5,8],
            "weightage":10,
            "is_mandatory": true
            }]
      ...
      ...
    }
    

    Example for Conditions (resource start date)

    {
      ...
      ...
      "conditions": [{
            "field":"start_date",
            "operator":"bt",
            "values":["2023-03-24","2023-05-20"],
            "weightage":10,
            "is_mandatory": true
           }]
      ...
      ...
    }
    

    Example for Conditions (resource last date)

    {
      ...
      ...
      "conditions": [{  
            "field":"last_date",
            "operator":"eq",
            "values":"2023-03-24",
            "weightage":20,
            "is_mandatory": true
            }]
      ...
      ...
    }
    

    Example for Conditions (time zone)

    {
      ...
      ...
      "conditions": [{
            "field":"timezone",
            "operator":"any",
            "values":[315,240],
            "weightage":10,
            "is_mandatory": true
              }]
      ...
      ...
    }
    

    Example for Conditions (resource primary_role)

    {
      ...
      ...
      "conditions": [{
            "field":"primary_role_id",
            "weightage":10
            }]
      ...
      ...
    }
    

    Example for Conditions (resource availability)

    {
      ...
      ...
      "conditions": [{
            "field":"availability",
            "weightage":10
            }]
      ...
      ...
    }
    

    Conditions for System Generated Fields

    Field code Operators
    resource_type_id
  • eq (default)
  • any
  • resource
  • match (default)
  • start_Date
  • eq (default)
  • lt
  • gt
  • bt
  • ex
  • last_date
  • eq (default)
  • lt
  • gt
  • bt
  • ex
  • timezone
  • eq (default)
  • any
  • primary_role_id N/A
    availability N/A

    Conditions for User Generated Fields

    Field Type Operators
    Integer Number
  • eq (default)
  • lt
  • gt
  • bt
  • ex
  • Fractional Number
  • eq (default)
  • lt
  • gt
  • bt
  • ex
  • Date
  • eq (default)
  • lt
  • gt
  • bt
  • ex
  • Checkbox N/A
    Checkbox Group
  • any (default)
  • all
  • Radio Group
  • eq (default)
  • any
  • Label
  • eq (default)
  • any
  • Drop Down Single Select
  • eq (default)
  • any
  • Drop Down Multi Select
  • any (default)
  • all
  • User Single Select
  • eq (default)
  • any
  • User Multi Select
  • any (default)
  • all
  • Delete a Requirement

    Permanently deletes a requirement. It cannot be undone.

    DELETE /v1/requirements/{ID}

    Example Request

    curl -v -X DELETE "https://app.eresourcescheduler.cloud/rest\
    /v1/requirements/1" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Example Request: Delete requirement and its linked bookings

    curl -v -X DELETE "https://app.eresourcescheduler.cloud/rest/v1\
    /requirements/106?delete_bookings=true" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Example Request: Delete requirement and unlinking its linked bookings

    curl -v -X DELETE "https://app.eresourcescheduler.cloud/rest/v1\
    /requirements/106?unlink_bookings=true" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Returns

    Code Description
    200
    OK
    This status code indicates that the operation was successful and a requirement deleted successfully.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    Not Found error occurs when requested requirement does not exist or has been deleted already.
    409
    Conflict
    Conflict indicates that when you are deleting a requirement linked to booking(s), then you must pass one of the parameters i.e; delete_bookings=true to delete both requirement and respective booking or another parameter unlink_bookings=true will delete requirement after unlinking the respective bookings. this action will be performed through Administrator Requirement Settings

    Booking

    Booking Object

    Example Response

    {
      "id": 34,
      "resource": {
        "name": "Andy Murray",
        "id": 2
      },
      "role": {
        "name": "Business Analyst",
        "id": 1
      },
      "project": {
        "id": 5,
        "title": "Mars Rover"
      },
      "task": null,
      "start_time": "2018-12-26T09:00:00",
      "end_time": "2018-12-31T17:00:00",
      "unit": 1,
      "effort": 100.0,
      "billing_status": 1,
      "rate_from": 8,
      "rate": 99.40,
      "tags": [],
      "created_on": "2018-09-07T04:09:45.254681Z",
      "created_by": {
        "name": "John doe",
        "id": 118
      },
      "modified_on": "2018-11-21T06:23:02.494932Z",
      "modified_by": {
        "name": "John doe",
        "id": 118
      }
    }
    

    Booking object represents an assignment or schedule of resource on a certain project or task for a particular time range. Resource can be booked / scheduled on a project (and task) with a defined effort and capacity along with other custom defined fields.

    ATTRIBUTES

    Following attributes are available for booking object. Booking object can also be customized to have additional attributes by an Administrator user using eRS Cloud Application. To know about attributes currently applied for booking object please check Booking Profile API.

    Name Description
    id
    integer
    eRS Cloud generated unique identifier for the booking object.
    resource
    object
    Resource object to which this booking belongs.
    project
    object
    Project object for which this booking was created.
    task
    object
    Task object defines what needs to be done. Tasks could be one of the defined tasks of booking's project object.
    role
    object
    Role object defines which role Resource needs to perform for this booking.
    start_time
    string
    Represents starting time of booking.
    end_time
    string
    Represents ending time of booking.
    effort
    float
    Effort value for this booking.
    unit
    integer
    Represents unit of effort for this booking. Unit could be one of Capacity % , Total Booking Hours or Full Time Equivalent.
    progress
    integer
    Represents percentage completion for this booking.
    billing_status
    integer
    Represents billing status for this booking. Billing Status could be one of Inherit from Project, Billable, Non Billable. This field is available only when financial module is active.
    rate_from
    integer
    Represents billing rate for this booking. Billing Rate could be one of Inherit from Project, Inherit from Resource, Inherit from Role, Custom. This field is available only when financial module is active.
    rate
    integer
    Represents rate for this booking. Rate can only be defined when rate_from is given as Custom. This field is available only when financial module is active.
    tags
    array of strings
    Tags are the list of strings (labels) attached to this booking object which could be used for the purpose of identification or other information.
    created_on
    string
    Timestamp at which this booking object was created.
    created_by
    object
    Object representing user who created this booking object.
    modified_on
    string
    Represents latest modification timestamp.
    modified_by
    object
    Object representing most recent user who modified this booking object.
    timezone
    integer
    Defines timezone in which booking is created. This field is only available when scheduling plus module is on.
    disable_parallel
    integer
    Defines if the resource or project or both can or cannot have multiple bookings at a time.
    udf_* Custom user-defined fields are used to capture additional information of booking. User defined fields can be of multiple types. Custom fields are very useful to configure booking objects to best fit requirements. In given example response, all keys starting with prefix udf_ are user defined custom fields. Learn more

    Create a Booking

    POST v1/bookings

    Example Request:

     curl -v -X POST "https://app.eresourcescheduler.cloud/rest/v1/bookings" \
     -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
     -H "Content-Type: application/json" \
     -d '{ 
           "resource_id": 1, 
           "project_id" : 9, 
           "start_time" : "2017-06-01T09:00", 
           "end_time": "2017-06-11T17:00", 
           "effort": 100, 
           "unit": 1 
         }'
    

    Creates a new booking object.

    REQUEST BODY PARAMETERS

    Name Description
    resource_id
    required
    ID of resource object which is being booked or scheduled.
    project_id
    required
    ID of project object which this booking object is being created for.
    start_time
    required
    Represents start date and time for booking object. This field accepts value in ISO 8601 format for date-time i.e. yyyy-mm-ddThh:mm:ss. The value must be snapped in 15 minutes interval, which effectively means that minutes values should be one of(00/15/30/45) and seconds value should always be 0. (if given).
    end_time
    required
    Represents end date and time for booking object. This field accepts value in ISO 8601 format for date-time i.e. yyyy-mm-ddThh:mm:ss. The value must be snapped in 15 minutes interval, which effectively means that minutes values should be one of(00/15/30/45) and seconds value should always be 0. (if given). end_time must always be ahead of start_time by at least 15 minutes as a booking of less than 15 minutes is not allowed.
    role_id
    ID of role object which needs to be performed for this booking. This could be ID of a role which targeted resource performs (i.e "Performing Role") or any other role (i.e. "Non-Performing-Role").
    task_id
    ID of task object which needs to be done in this booking. This could only be ID of a task which is listed in targeted project.
    effort
    optional
    This defines how much effort is needed to complete the task. Effort value is a floating point number which could not be less than 0 and greater than 99999999.99. If effort value is not provided system will take default value 0.
    unit
    optional
    Integer number (1-5) representing unit in which effort is being defined. Unit value could be one of the following :

  • 1 for Capacity % : This is default unit for booking. This represents effort in percentage of capacity of intended resource for defined time range.
  • 2 for Total Booking Hours : This defines effort value in fixed hours which doesn't change upon changes in booking.
  • 3 for Hours Per day : This could be used where a certain no of hours per day need to be spend for a booking. For example 4 hours per day (working day).
  • 4 for Full Time Equivalent : Full time equivalent is calculated using FTE calendar defined in Administrator calendar settings. Capacity from FTE calendar for defined time in booking, is considered as 1 FTE.
  • 5 for Time Per Day : It is useful where effort needs to put in on a particular time of every working day i.e. 4:15 PM to 5:30 PM daily. Time portion of start_time argument is considered as per day start time, and Time portion of end_time argument is considered per day end time for this booking.

  • Note: Booking units Hours per day and Time per day are no longer supported.
    progress
    optional
    This defines percentage completion of the booking. Progress is a integer number which could not be less than 0 and greater than 100. If progress is not provided, system will take default value 0.
    billing_status
    optional
    Integer number (1/2/4) representing billing status of the booking. Billing status value could be one of the following :

  • 1 for Inherit from Project : This represents billing status will be the same as given for the project associated with this booking.
  • 2 for Billable : This defines billing status as billable for this booking.
  • 4 for Non Billable : This is used to set the booking to non billable.

    Note: Default value of billing status can be set from Administrator Scheduling Settings. This field is available only when financial module is active.
  • rate_from
    optional
    Integer number (1/2/4/8) representing billing rate of the booking. Billing rate value could be one of the following :

  • 1 for Inherit from Project : This represents billing rate will be the same as given for the project associated with this booking.
  • 2 for Inherit from Resource : This represents billing rate will be the same as given for the resource associated with this booking.
  • 4 for Inherit from Role : This represents billing rate will be the same as given for the performing role associated with this booking.
  • 8 for Custom : This represents custom hourly rate can be defined on this booking.

    Note: Default value of billing rate can be set from Administrator Scheduling Settings. This field is available only when financial module is active.
  • rate
    optional
    This defines hourly billing rate associated with this booking. Rate value is a floating point number which can not be less than 0 and greater than 99999999.99. Rate can only be defined when value of rate_from is 8, i.e Custom.

    Note: This field is available only when financial module is active.
    tags
    An optional array of strings which could be attached to this booking object as labels. This can be useful for the purpose of identification or other information.
    timezone
    optional
    One timezone can be defined for a booking.

    Note: This field is only available when scheduling plus module is on.
    disable_parallel
    Defines if the resource or project or both can or cannot have multiple bookings at a time. Disable Parallel could be one of the following:

  • 1 for On selected resource : This represents there will be no bookings parallel to this booking with the same resource.
  • 2 for On selected project : This represents there will be no bookings parallel to this booking with the same project.
  • 3 for On selected resource or project : This represents there will be no bookings parallel to this booking with the same resource or project.
  • udf_*
    A user with Administrator rights can add custom fields. These fields can be used to capture additional information in Bookings. Different types of bookings may have a different set of user-defined fields. The value for user defined field can be passed as shown in example request. In given example udf_progress is a user defined field. Learn more

    Note: User with Administrator rights can make fields marked with mandatory and remove fields marked with , from booking profile using eRS Cloud Application. If mandatory fields are not passed with a valid value or removed fields are passed while creating booking, the operation will fail with response code 400.

    Returns

    Code Description
    201
    Created
    This status code indicates that the operation was successful and a booking is created successfully.
    400
    Bad Request
    Bad Request error occurs when a request is malformed, syntactically incorrect, missing required parameters or any unknown parameter is passed. Additionally, Bad request may also occur in one of these conditions :
    • Booking is starting before the start_date of resource or ending after the last_date of resource (if resource has a last_date defined.)
    • Resource is Archived i.e. if targeted resource has a last_date of past.
    • Project is marked as Archived.
    • Duration of booking is more than allowed booking duration set by Administrator using ers Cloud Application in Administrator Scheduling Settings.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.

    List Bookings

    Returns list of bookings. The bookings are returned sorted by booking's start_time and ID.

    GET /v1/bookings

    Example Request

    curl -v "https://app.eresourcescheduler.cloud/rest/v1/bookings?\
    start=2018-01-01&end=2018-12-31" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Example Request With Offset And Limit

    curl -v "https://app.eresourcescheduler.cloud/rest/v1/bookings?\
    start=2018-01-01&end=2018-12-31&offset=1&limit=10" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Example Response

    {
      "total_count": 7,
      "data": [{
          "id": 34,
          "resource": {
            "name": "Andy Murray",
            "id": 2
          },
          "role": {
            "name": "Business Analyst",
            "id": 1
          },
          "project": {
            "id": 5,
            "title": "Mars Rover"
          },
          "task": null,
          "start_time": "2018-12-26T09:00:00",
          "end_time": "2018-12-31T17:00:00",
          "unit": 1,
          "effort": 100.0,
          "billing_status": 1,
          "rate_from": 8,
          "rate": 99.40,
          "tags": [],
          "created_on": "2018-09-07T04:09:45.254681Z",
          "created_by": {
            "name": "John doe",
            "id": 118
          },
          "modified_on": "2018-11-21T06:23:02.494932Z",
          "modified_by": {
            "name": "John doe",
            "id": 118
          }
        },
        { ... },
        { ... }
      ]
    }
    

    REQUEST QUERY PARAMETERS

    Name Description
    limit
    optional
    The limit keyword is used to limit the number of records returned from a result set. If a limit count is given, no more than that many records will be returned (but possibly less, if the query itself yields less records)
    Default value of limit is 500.
    Maximum value of limit can be 5000.
    offset
    optional
    Offset keyword is used to skip n items. If offset value is given as 10, then first 10 records will be skipped from result set. Offset is often used together with the Limit keyword.
    Default value of offset is 0.
    start
    optional
    String value representing start date in ISO 8601 extended notation for date i.e. yyyy-MM-dd. This is used to filter bookings starting on or after this date.
    end
    optional
    String value representing end date in ISO 8601 extended notation for date i.e. yyyy-MM-dd. This is used to filter bookings starting before this date.
    Note: By default if start & end arguments are omitted, then bookings of current month will be returned. If bookings of a certain period are needed, then both start & end arguments required. If only one argument start or end is passed then a bad request error is raised.

    Returns

    Code Description
    200
    OK
    This indicates that the operation was successful and list of bookings is returned.
    400
    Bad Request
    Bad Request may occur when offset or limit value is negative integer.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.

    Retrieve a Booking

    GET v1/bookings/{ID}

    Example Request

    curl -v -X GET "https://app.eresourcescheduler.cloud/rest/v1/bookings/34" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Example Response

    {
      "id": 34,
      "resource": {
        "name": "Andy Murray",
        "id": 2
      },
      "role": {
        "name": "Business Analyst",
        "id": 1
      },
      "project": {
        "id": 5,
        "title": "Mars Rover"
      },
      "task": null,
      "start_time": "2018-12-26T09:00:00",
      "end_time": "2018-12-31T17:00:00",
      "unit": 1,
      "effort": 100.0,
      "billing_status": 1,
      "rate_from": 8,
      "rate": 99.40,
      "tags": [],
      "created_on": "2018-09-07T04:09:45.254681Z",
      "created_by": {
        "name": "John doe",
        "id": 118
      },
      "modified_on": "2018-11-21T06:23:02.494932Z",
      "modified_by": {
        "name": "John doe",
        "id": 118
      }
    }
    

    Retrieves the details of an existing booking. You only need to provide the unique booking identifier that was returned upon booking creation.

    Returns

    Code Description
    200
    OK
    This status code indicates that the operation was successful and a booking returned successfully.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    Not Found error occurs when requested booking does not exist (i.e. There is no booking with given ID). This may also occur when requesting a booking that has been deleted.

    Search Bookings

    POST /v1/bookings/search

    Example Request For Filter In JSON Format

    curl -X POST "https://app.eresourcescheduler.cloud/rest/v1/bookings/search?\
    start=2018-01-01&end=2018-12-31" \
    -H "Content-Type: application/json" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -d '{ 
          "id": 1
        }'
    

    Example Request For Filter By Passing Multiple Filters In JSON Format

    curl -X POST "https://app.eresourcescheduler.cloud/rest/v1/bookings/search?\
    start=2018-01-01&end=2018-12-31" \
    -H "Content-Type: application/json" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -d '{        
           "resource":{"id":2}, 
           "project":{"id":9},
           "role_id:eq": 1,
           "tags:none": ["tagX","tagY"]
         }'
    

    Example Response

    {
      "total_count": 7,
      "data": [{
          "id": 34,
          "resource": {
            "name": "Andy Murray",
            "id": 2
          },
          "role": {
            "name": "Business Analyst",
            "id": 1
          },
          "project": {
            "id": 9,
            "title": "Mangalyaan"
          },
          "task": null,
          "start_time": "2018-12-26T09:00:00",
          "end_time": "2018-12-31T17:00:00",
          "unit": 1,
          "effort": 100.0,
          "billing_status": 1,
          "rate_from": 8,
          "rate": 99.40,
          "tags": [],
          "created_on": "2018-09-07T04:09:45.254681Z",
          "created_by": {
            "name": "John doe",
            "id": 118
          },
          "modified_on": "2018-11-21T06:23:02.494932Z",
          "modified_by": {
            "name": "John doe",
            "id": 118
          }
        },
        { ... },
        { ... }
      ]
    }
    

    REQUEST QUERY PARAMETERS

    Name Description
    limit
    optional
    The limit keyword is used to limit the number of records returned from a result set. If a limit count is given, no more than that many records will be returned (but possibly less, if the query itself yields less records)
    Default value of limit is 500.
    Maximum value of limit can be 5000.
    offset
    optional
    Offset keyword is used to skip n items. If offset value is given as 10, then first 10 records will be skipped from result set. Offset is often used together with the Limit keyword.
    Default value of offset is 0.
    start
    optional
    String value representing start date in ISO 8601 extended notation for date i.e. yyyy-MM-dd. This is used to filter bookings starting on or after this date.
    end
    optional
    String value representing end date in ISO 8601 extended notation for date i.e. yyyy-MM-dd. This is used to filter bookings starting before this date.
    Note: By default if start & end arguments are omitted, then bookings of current month will be returned. If bookings of a certain period are needed, then both start & end arguments required. If only one argument start or end is passed then a bad request error is raised.

    Search Booking API allows filtering the results set in various ways. This enables a great power to find out what is needed. eRS Cloud API also allows filtering on custom defined fields with multiple operators and conditions to cover up complex scenarios for searching.

    A filter condition consists of three components which are field, operator and value. For example, fetching only those bookings having tag tagA or tagB, could be achieved by adding "tags:any": ["tagA", "tagB"] to request body. If operator is not supplied, it takes default operator for field.

    Below is a list of available fields, which allow filtering bookings:

    Field Type Operator Example
    role_id
  • any (default)
  • none
  • eq
  • neq
  • "role_id:any": [1,2]
    "role_id:none": [1,2]
    "role_id:eq": 1
    "role_id:neq": 1
    tags
  • any (default)
  • none
  • all
  • ex
  • "tags:any": ["tagA","tagB"]
    "tags:none": ["tagA","tagB"]
    "tags:all": ["tagA","tagB"]
    "tags:ex": ["tagA","tagB"]
    timezone
  • eq (default)
  • neq
  • any
  • none
  • "timezone:eq": 1
    "timezone:neq": 1
    "timezone:any": [1, 2]
    "timezone:none": [3, 2]
    disable_parallel
  • eq (default)
  • neq
  • any
  • none
  • "disable_parallel:eq": 1
    "disable_parallel:neq": 1
    "disable_parallel:any": [1, 2]
    "disable_parallel:none": [3, 2]
    progress
  • eq (default)
  • lt
  • gt
  • bt
  • ex
  • "progress:eq": 40
    "progress:lt": 50
    "progress:gt": 60
    "progress:bt": [50,60]
    "progress:ex": [30,40]
    created_by
  • eq (default)
  • neq
  • any
  • none
  • "created_by:eq": 1
    "created_by:neq": 1
    "created_by:any": [1, 2]
    "created_by:none": [1, 2]
    modified_by
  • eq (default)
  • neq
  • any
  • none
  • "modified_by:eq": 1
    "modified_by:neq": 1
    "modified_by:any": [1, 2]
    "modified_by:none": [1, 2]
    created_on
  • eq (default)
  • lt
  • gt
  • bt
  • ex
  • "created_on:eq": ["2021-07-08T00:00:00"]
    "created_on:lt": ["2021-07-08T00:00:00"]
    "created_on:gt": ["2021-07-08T59:59:59"]
    "created_on:bt": ["2021-07-08T00:00:00", "2021-07-10T23:59:59"]
    "created_on:bt": ["2021-07-08T00:00:00", ""]
    "created_on:bt": ["", "2021-07-10T23:59:59"]
    "created_on:ex": ["2021-07-08T00:00:00", "2021-07-10T23:59:59"]
    "created_on:ex": ["2021-07-08T00:00:00", ""]
    "created_on:ex": ["", "2021-07-10T23:59:59"]]
    modified_on
  • eq (default)
  • lt
  • gt
  • bt
  • ex
  • "modified_on:eq": ["2021-07-08T00:00:00"]
    "modified_on:lt": ["2021-07-08T00:00:00"]
    "modified_on:gt": ["2021-07-08T59:59:59"]
    "modified_on:bt": ["2021-07-08T00:00:00", "2021-07-10T23:59:59"]
    "modified_on:bt": ["2021-07-08T00:00:00", ""]
    "modified_on:bt": ["", "2021-07-10T23:59:59"]
    "modified_on:ex": ["2021-07-08T00:00:00", "2021-07-10T23:59:59"]
    "modified_on:ex": ["2021-07-08T00:00:00", ""]
    "modified_on:ex": ["", "2021-07-10T23:59:59"]]

    Additionally, bookings can also be filtered using resource fields, project fields and custom fields of bookings. An example request for fetching only booking having resource_id as 2, project_id as 9 and role_id as 1 is shown.

    Update a Booking

    Updates the specified booking by setting values of parameters passed. Values of any parameters which are not provided will be unchanged. To unset existing value for a parameter, just pass an empty value i.e. null.

    PUT /v1/bookings/{ID}

    Example Request

    curl -v -X PUT "https://app.eresourcescheduler.cloud/rest/v1/bookings/34" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -H "Content-Type: application/json" \
    -d '{ 
          "resource_id": 3, 
          "project_id" : 4, 
          "start_time" : "2018-06-05T09:00", 
          "unit": 1 
        }'
    

    Example Request: Update a recurring booking and all its related bookings.

    curl -v -X PUT "https://app.eresourcescheduler.cloud/rest\
    /v1/bookings/28?update_connected_bookings=1" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -H "Content-Type: application/json" \
    -d '{ 
          "start_time" : "2022-12-05T09:00" 
        }'
    

    Example Request: Update a recurring booking and all its future bookings.

    curl -v -X PUT "https://app.eresourcescheduler.cloud/rest\
    /v1/bookings/28?update_connected_bookings=2" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -H "Content-Type: application/json" \
    -d '{ 
          "start_time" : "2022-12-05T09:00" 
        }'
    

    Example Request: Update a recurring booking without changing related bookings.

    curl -v -X PUT "https://app.eresourcescheduler.cloud/rest\
    /v1/bookings/28?update_connected_bookings=4" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -H "Content-Type: application/json" \
    -d '{ 
          "start_time" : "2022-12-05T09:00" 
        }'
    

    REQUEST BODY PARAMETERS

    Name Description
    resource_id
    required
    ID of resource object which is being booked or scheduled. This will throw an error if you post an empty value.
    project_id
    required
    ID of project object which this booking object is being created for. This will throw an error if you post an empty value.
    start_time
    required
    Represents start date and time for booking object. This field accepts value in ISO 8601 format for date-time i.e. yyyy-mm-ddThh:mm:ss. The value must be snapped in 15 minutes interval, which effectively means that minutes values should be one of(00/15/30/45) and seconds value should always be 0. (if given). This will throw an error if you post an empty value.
    end_time
    required
    Represents end date and time for booking object. This field accepts value in ISO 8601 format for date-time i.e. yyyy-mm-ddThh:mm:ss. The value must be snapped in 15 minutes interval, which effectively means that minutes values should be one of(00/15/30/45) and seconds value should always be 0. (if given). end_time must always be ahead of start_time by at least 15 minutes as a booking of less than 15 minutes is not allowed. This will throw an error if you post an empty value.
    role_id
    ID of role object which needs to be performed for this booking. This could be ID of a role which targeted resource performs (i.e "Performing Role") or any other role (i.e. "Non-Performing-Role").
    task_id
    ID of task object which needs to be done in this booking. This could only be ID of a task which is listed in targeted project.
    effort
    optional
    This defines how much effort is needed to complete the task. Effort value is a floating point number which could not be less than 0 and greater than 99999999.99. If effort value is not provided system will take default value 0.
    unit
    optional
    Integer number (1-5) representing unit in which effort is being defined. Unit value could be one of the following :

  • 1 for Capacity % : This is default unit for booking. This represents effort in percentage of capacity of intended resource for defined time range.
  • 2 for Total Booking Hours : This defines effort value in fixed hours which doesn't change upon changes in booking.
  • 3 for Hours Per day : This could be used where a certain no of hours need to be spend for a booking. For example 4 hours per day (working day).
  • 4 for Full Time Equivalent : Full time equivalent is calculated using FTE calendar defined in Administrator calendar settings. Capacity from FTE calendar for defined time in booking, is considered as 1 FTE.
  • 5 for Time Per Day : It is useful where effort needs to put in on a particular time of every working day i.e. 4:15 PM to 5:30 PM daily. Time portion of start_time argument is considered as per day start time, and Time portion of end_time argument is considered per day end time for this booking.

  • Note: Booking units Hours per day and Time per day are no longer supported.
    progress
    optional
    This defines percentage completion of the booking. Progress is a integer number which could not be less than 0 and greater than 100. If progress is not provided, system will take default value 0.
    billing_status
    optional
    Integer number (1/2/4) representing billing status of the booking. Billing Status value could be one of the following :

  • 1 for Inherit from Project : This represents billing status will be the same as given for the project associated with this booking.
  • 2 for Billable : This defines billing status as billable for this booking.
  • 4 for Non Billable : This is used to set the booking to non billable.

    Note: Default value of billing status can be set from Administrator Scheduling Settings. This field is available only when financial module is active.
  • rate_from
    optional
    Integer number (1/2/4/8) representing billing rate of the booking. Billing rate value could be one of the following :

  • 1 for Inherit from Project : This represents billing rate will be the same as given for the project associated with this booking.
  • 2 for Inherit from Resource : This represents billing rate will be the same as given for the resource associated with this booking.
  • 4 for Inherit from Role : This represents billing rate will be the same as given for the performing role associated with this booking.
  • 8 for Custom : This represents custom hourly rate can be defined on this booking.

    Note: Default value of billing rate can be set from Administrator Scheduling Settings. This field is available only when financial module is active.
  • rate
    optional
    This defines hourly billing rate associated with this booking. Rate value is a floating point number which can not be less than 0 and greater than 99999999.99. Rate can only be defined when value of rate_from is 8, i.e Custom.

    Note: This field is available only when financial module is active.
    tags
    Tags is an optional field. Tags are attached to this booking object which could be used for the purpose of identification or other information.. This may be up to 50 characters. This will be blank if you post an empty value.
    timezone
    optional
    One timezone can be defined for a booking.

    Note: This field is only available when scheduling plus module is on.
    disable_parallel
    Defines if the resource or project or both can or cannot have multiple bookings at a time. Disable Parallel could be one of the following:

  • 1 for On selected resource : This represents there will be no bookings parallel to this booking with the same resource.
  • 2 for On selected project : This represents there will be no bookings parallel to this booking with the same project.
  • 3 for On selected resource or project : This represents there will be no bookings parallel to this booking with the same resource or project.
  • udf_*
    A user with Administrator rights can add such custom fields. These fields can be used to capture additional info in bookings. Learn more

    Note: User with Administrator rights can make fields marked with mandatory and remove fields marked with , from booking profile using eRS Cloud Application. If mandatory fields are not passed with a valid value or removed fields are passed while updating booking, the operation will fail with response code 400.

    Returns

    Code Description
    200
    OK
    This indicates that the operation was successful and a booking updated successfully.
    409
    Conflict
    Conflict indicates that you are updating a recurring booking, so you must pass the parameter update_connected_bookings to replicate the changes to the related bookings. The value for the parameter update_connected_bookings can be 1(to update all bookings), 2(to update all future bookings) or 4(to update only this booking) as shown in the example requests.
    400
    Bad Request
    Bad Request error occurs when a request is malformed, syntactically incorrect, empty required parameters or any unknown parameter is passed. Additionally, Bad request may also occur in one of these conditions :
    • Trying to update start_time or end_time such that end_time gets earlier than start_time.
    • Trying to update start_time of booking before the start_date of resource or end_time after the last_date of resource (if resource has a last_date defined.)
    • Trying to update a booking of archived resource
    • Trying to update bookings of archived project.
    • Duration of booking is more than allowed booking duration set by Administrator using ers Cloud Application in Administrator Scheduling Settings.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    Not Found error occurs when requested booking does not exist (i.e. There is no booking with given ID). This may also occur when requesting a booking that has been deleted.

    Delete a Booking

    Permanently deletes a booking. It cannot be undone.

    DELETE /v1/bookings/{ID}

    Example Request

    curl -v -X DELETE "https://app.eresourcescheduler.cloud/rest\
    /v1/bookings/1" -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Example Request: Delete a recurring booking and all its related bookings.

    curl -v -X DELETE "https://app.eresourcescheduler.cloud/rest\
    /v1/bookings/28?delete_connected_bookings=1" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Example Request: Delete a recurring booking and all its future bookings.

    curl -v -X DELETE "https://app.eresourcescheduler.cloud/rest\
    /v1/bookings/28?delete_connected_bookings=2" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Example Request: Delete a recurring booking without affecting related bookings.

    curl -v -X DELETE "https://app.eresourcescheduler.cloud/rest\
    /v1/bookings/28?delete_connected_bookings=4" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Returns

    Code Description
    200
    OK
    This status code indicates that the operation was successful and a booking deleted successfully.
    409
    Conflict
    Conflict indicates that you are deleting a recurring booking, so you must pass the parameter delete_connected_bookings to delete the related bookings. The value for the parameter delete_connected_bookings can be 1(to delete all bookings), 2(to delete all future bookings) or 4(to delete only this booking). Kindly refer to the example requests.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    Not Found error occurs when requested booking does not exist or has been deleted already.

    Rates


    This API is accessible only when financial module is active. If the keys connected to this API are used without having access to Financial Module then request will return client error status codes.

    Resource Rates

    A rate is an entity that allows you to assign billing or cost rates to a resource object. Each resource has it's own set of billing and cost rate assigned on different effective dates.

    This API allows you to list, create, delete, update billing or cost rates of any resource.

    ATTRIBUTES

    Name Description
    id
    integer
    Unique ID of resource object to which this rate belongs.
    name
    string
    Name of resource object.
    rates
    array of objects
    Represents collection of rates that are assigned on the resource object.
    rates.id
    integer
    Auto generated unique identifier for rate object.
    rates.rate
    float
    Represents applied rate.
    rates.effective_date
    string
    Represents effective date for the rate.
    rates.rate_type
    integer
    Represents rate type. Value of rate type is 1 for cost rate and 2 for billing rate. Both types of rate can be defined on the same effective_date.

    Create Resource Rate

    Creates a new rate object for specified resource.

    POST /v1/resources/{ID}/rates

    Example Request

    
    curl -v -X POST \
    "https://app.eresourcescheduler.cloud/rest/v1/resources/2/rates" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -H "Content-Type: application/json" \
    -d '{
          "cost_rate": 150,
          "billing_rate": 300,
          "effective_date": "2018-09-16"
        }'
    
    

    Example Request For Replace Existing Rate

    
    curl -v -X POST \
    "https://app.eresourcescheduler.cloud/rest/v1/resources/2/rates" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -H "Content-Type: application/json" \
    -d '{
          "cost_rate": 200,
          "billing_rate": 350,
          "effective_date": "2018-09-16",
          "replace_existing_rate": true
        }'
    
    

    REQUEST BODY PARAMETERS

    Name Description
    cost_rate
    *optional
    Represents cost rate. Rate value is a floating point number which could not be less than 0 and greater than 99999999.99.
    billing_rate
    *optional
    Represents billing rate. Rate value is a floating point number which could not be less than 0 and greater than 99999999.99.

    *Note : Either of the two rate types, i.e. cost_rate or billing_rate is necessary for creating rate.
    effective_date
    required
    String representing date value for effective date of rate. This field takes input in ISO 8601 extended notation for date value i.e. yyyy-MM-dd.

    Returns

    Code Description
    201
    Created
    Indicates that the operation was successful and rate created successfully.
    400
    Bad Request
    Bad Request error occurs when a request is malformed, syntactically incorrect, missing required parameters or any unknown parameter is passed.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    This status code indicates that resource does not exist.
    409
    Conflict
    Conflict indicates that the rate can not be created as the same type of rate is already associated with passed effective date. If you wish to create rate of the same type any way you must use replace existing rate option by passing true for parameter replace_existing_rate or you can create rate of another type on given effective_date. This operation replaces existing rate with passed rate. Example request is shown to right.

    List Resource Rates

    Retrieves list of all the rates on all resources.

    GET /v1/resources/rates

    Example Request

    curl -v -X GET \
    "https://app.eresourcescheduler.cloud/rest/v1/resources/rates?\
    offset=1&limit=10" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Example Response

    {
      "total_count": 18,
      "limit": 10,
      "offset": 1,
      "data": [{
            "id": 9,
            "name": "Albert Murphy",
            "rates":[
                {
                    "id": 8,
                    "rate": 150,
                    "rate_type": 1,
                    "effective_date": "2019-01-01",
                    "created_on": "2018-08-20T09:20:34.925474Z",
                    "created_by": 
                    {
                        "name": "John doe",
                        "id": 118
                    },
                    "modified_on": "2018-09-28T12:23:44.896426Z",
                    "modified_by": 
                    {
                        "name": "John doe",
                        "id": 118
                    },
                },
                {
                    "id": 9,
                    "rate": 300,
                    "rate_type": 2,
                    "effective_date": "2019-01-01",
                    "created_on": "2018-08-20T09:30:34.925474Z",
                    "created_by": 
                    {
                        "name": "John doe",
                        "id": 118
                    },
                    "modified_on": "2018-09-28T12:32:44.896426Z",
                    "modified_by": 
                    {
                        "name": "John doe",
                        "id": 118
                    },
                }
                ]
            },
            { ... },
            { ... }
        ]
    }
    

    REQUEST QUERY PARAMETERS

    Name Description
    limit
    optional
    The limit keyword is used to limit the number of records returned from a result set. If a limit count is given, no more than that many records will be returned (but possibly less, if the query itself yields less records)
    Default value of limit is 25
    Maximum value of limit can be 500
    offset
    optional
    Offset keyword is used to skip n items. If offset value is given as 10, then first 10 records will be skipped from result set. Offset is often used together with the Limit keyword.
    Default value of offset is 0

    Returns

    Code Description
    200
    OK
    This status code indicates that the operation was successful and list of rates retrieved successfully.
    400
    Bad Request
    Bad Request may occur when offset or limit value is negative.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    Not Found error occurs when requested url is not correct or the data type of query parameters is not integer.























    Search Resource Rates

    POST /v1/resources/rates/search

    Example Request For Filter In JSON Format

    curl -X POST \
    "https://app.eresourcescheduler.cloud/rest/v1/resources/rates/search" \
    -H "Content-Type: application/json" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -d '{ 
          "name:eq": "Albert Murphy"  
        }'
    

    Example Request For Filter By Passing Multiple Rules In JSON Format

    curl -X POST \
    "https://app.eresourcescheduler.cloud/rest/v1/resources/rates/search" \
    -H "Content-Type: application/json" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -d '{ 
          "name:eq": "Albert Murphy", 
          "roles:all": [3,6] 
        }'
    

    Search Resource Rates API allows filtering the results returned in various ways. This enables a great power to find out what is needed. eRS Cloud API also allows filtering on custom defined fields with multiple operators and conditions to cover up complex scenarios for searching.

    A filter condition consists of three components which are field, operator and value. For example, fetching only those rates having resource_type_id 1, could be achieved by adding "resource_type_id:eq": 1 to your query. If operator is not supplied, it takes default operator for field.

    Below is a list of available fields, which allow filtering rates:

    Field Code Operator Example
    resource_type_id
  • eq (default)
  • any
  • "resource_type_id:eq": 1
    "resource_type_id:any": [1,2]
    name
  • has (default)  
  • eq
  • "name:has": "c"
    "name:eq": "Amy Jones"
    roles
  • any (default)
  • all
  • "roles:any": [2,5]
    "roles:all": [4,6]
    tags
  • any (default)
  • all
  • "tags:any": ["tagA","tagB"]
    "tags:all": ["tagA","tagB"]
    email
  • has (default)
  • eq
  • "email:has": "a"
    "email:eq": "abc@mycompany.com"
    phone
  • has (default)
  • eq
  • "phone:has": "753"
    "phone:eq": "(485)555-0202"
    start_Date
  • eq (default)
  • lt
  • gt
  • bt
  • ex
  • "start_date:eq": "2016-01-27"
    "start_date:lt": "1999-12-22"
    "start_date:gt": "1990-01-11"
    "start_date:bt": ["2001-01-01", "2010-12-31"]
    "start_date:ex": ["1992-02-12", "1997-01-27"]
    last_date
  • eq (default)
  • lt
  • gt
  • bt
  • ex
  • "last_date:eq": "2016-05-17"
    "last_date:lt": "2002-12-31"
    "last_date:gt": "2010-01-01"
    "last_date:bt": ["1995-12-31", "1999-01-01"]
    "last_date:ex": ["2001-01-01", "2002-01-01"]
    timezone
  • eq (default)
  • neq
  • any
  • none
  • "timezone:eq": 1
    "timezone:neq": 1
    "timezone:any": [1, 2]
    "timezone:none": [3, 2]
    disable_parallel_booking N/A "disable_parallel_booking": true
    "disable_parallel_booking": false
    created_by
  • eq (default)
  • neq
  • any
  • none
  • "created_by:eq": 1
    "created_by:neq": 1
    "created_by:any": [1, 2]
    "created_by:none": [1, 2]
    modified_by
  • eq (default)
  • neq
  • any
  • none
  • "modified_by:eq": 1
    "modified_by:neq": 1
    "modified_by:any": [1, 2]
    "modified_by:none": [1, 2]
    created_on
  • eq (default)
  • lt
  • gt
  • bt
  • ex
  • "created_on:eq": ["2021-07-08T00:00:00]
    "created_on:lt": ["2021-07-08T00:00:00]
    "created_on:gt": ["2021-07-08T59:59:59"]
    "created_on:bt": ["2021-07-08T00:00:00", "2021-07-10T23:59:59"]
    "created_on:bt": ["2021-07-08T00:00:00", ""]
    "created_on:bt": ["", "2021-07-10T23:59:59"]
    "created_on:ex": ["2021-07-08T00:00:00", "2021-07-10T23:59:59"]
    "created_on:ex": ["2021-07-08T00:00:00", ""]
    "created_on:ex": ["", "2021-07-10T23:59:59"]]
    modified_on
  • eq (default)
  • lt
  • gt
  • bt
  • ex
  • "modified_on:eq": ["2021-07-08T00:00:00]
    "modified_on:lt": ["2021-07-08T00:00:00]
    "modified_on:gt": ["2021-07-08T59:59:59"]
    "modified_on:bt": ["2021-07-08T00:00:00", "2021-07-10T23:59:59"]
    "modified_on:bt": ["2021-07-08T00:00:00", ""]
    "modified_on:bt": ["", "2021-07-10T23:59:59"]
    "modified_on:ex": ["2021-07-08T00:00:00", "2021-07-10T23:59:59"]
    "modified_on:ex": ["2021-07-08T00:00:00", ""]
    "modified_on:ex": ["", "2021-07-10T23:59:59"]]

    For filtering using custom fields and operators please check here.

    Update Resource Rate

    PUT /v1/resources/{ID}/rates/{RATE_ID}

    Updates an existing rate by setting the values of the parameters passed. Any parameters not passed will be left unchanged.

    This request accepts the same arguments as the rate creation call.

    Example Request

    curl -v -X PUT \
    "https://app.eresourcescheduler.cloud/rest/v1/resources/8/rates/9" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -H "Content-Type: application/json" \
    -d '{
          "rate": 150,
          "effective_date": "2018-09-16"
        }'
    

    Example Request For Replace Existing Rate

    
    curl -v -X PUT \
    "https://app.eresourcescheduler.cloud/rest/v1/resources/8/rates/9" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -H "Content-Type: application/json" \
    -d '{
          "rate": 250,
          "effective_date": "2018-09-16",
          "replace_existing_rate": true
        }'
    

    REQUEST BODY PARAMETERS

    Name Description
    rate
    optional
    Represents rate. Rate value is a floating point number which could not be less than 0 and greater than 99999999.99.
    effective_date
    optional
    String representing date value for effective date of rate. This field takes input in ISO 8601 extended notation for date value i.e. yyyy-MM-dd.

    Returns

    Code Description
    200
    OK
    Indicates that the operation was successful and rate updated successfully.
    400
    Bad Request
    Bad Request error occurs when a request is malformed, syntactically incorrect, missing required parameters or any unknown parameter is passed.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    This status code indicates that resource or rate does not exist.
    409
    Conflict
    Conflict indicates that the rate can not be created as the same type of rate is already associated with passed effective date. If you wish to create rate of the same type any way you must use replace existing rate option by passing true for parameter replace_existing_rate or you can create rate of another type on given effective date. This operation replaces existing rate with passed rate. Example request is shown to right.

    Delete Resource Rate

    DELETE /v1/resources/{ID}/rates/{RATE_ID}

    Permanently deletes a rate. It cannot be undone.

    Example Request

    curl -v -X DELETE \
    "https://app.eresourcescheduler.cloud/rest/v1/resources/1/rates/2" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Return

    Code Description
    200
    OK
    Indicates that the operation was successful and rate deleted successfully.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    This indicates that resource or rate does not exist.

    Project Rates

    A rate is an entity that allows you to assign billing rates to a project object. Each project has it's own set of rates assigned on different effective dates.

    This API allows you to list, create, delete, update rates and billing status of any project.

    ATTRIBUTES

    Name Description
    id
    integer
    Unique ID of project object to which this rate belongs.
    title
    string
    Name of project object.
    is_billable
    boolean
    Represents billing status of project object.
    rates
    array of objects
    Represents collection of rates that are assigned on the project object. While creating or updating a rate object user must pass arguments which are available for this rate object.
    rates.id
    integer
    Auto generated unique identifier for rate object.
    rates.rate
    float
    Represents applied billing rate.
    rates.effective_date
    string
    Represents effective date for the rate.

    Create Project Rate

    Creates a new rate object for specified project.

    POST /v1/projects/{ID}/rates

    Example Request

    
    curl -v -X POST \
    "https://app.eresourcescheduler.cloud/rest/v1/projects/2/rates" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -H "Content-Type: application/json" \
    -d '{
          "rate": 150,
          "effective_date": "2018-09-16"
        }'
    

    Example Request For Replace Existing Rate

    
    curl -v -X POST \
    "https://app.eresourcescheduler.cloud/rest/v1/projects/2/rates" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -H "Content-Type: application/json" \
    -d '{
          "rate": 250,
          "effective_date": "2018-09-16",
          "replace_existing_rate": true
        }'
    

    REQUEST BODY PARAMETERS

    Name Description
    rate
    required
    Represents billing rate. Rate value is a floating point number which could not be less than 0 and greater than 99999999.99.
    effective_date
    required
    String representing date value for effective date of rate. This field takes input in ISO 8601 extended notation for date value i.e. yyyy-MM-dd.

    Returns

    Code Description
    201
    Created
    Indicates that the operation was successful and rate created successfully.
    400
    Bad Request
    Bad Request error occurs when a request is malformed, syntactically incorrect, missing required parameters or any unknown parameter is passed.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    This status code indicates that project does not exist.
    409
    Conflict
    Conflict indicates that the rate can not be created as rate is already associated with passed effective date. If you wish to create rate of the same type any way you must use replace existing rate option by passing true for parameter replace_existing_rate which will replace existing rate with passed rate. Example request is shown to right.

    List Project Rates

    Retrieves list of all the rates on all projects.

    GET /v1/projects/rates

    Example Request

    curl -v -X GET \
    "https://app.eresourcescheduler.cloud/rest/v1/projects/rates?\
    offset=1&limit=10" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Example Response

    {
      "total_count": 18,
      "limit": 10,
      "offset": 1,
      "data": [{
            "id": 9,
            "title": "Project-A",
            "is_billable": true,
            "rates":[
                {
                    "id": 8,
                    "rate": 150,
                    "effective_date": "2019-01-01",
                    "created_on": "2018-08-20T09:25:34.925474Z",
                    "created_by": 
                    {
                        "name": "John doe",
                        "id": 118
                    },
                    "modified_on": "2018-09-28T12:32:44.896426Z",
                    "modified_by": 
                    {
                        "name": "John doe",
                        "id": 118
                    },
                    }
                ]
            },
            { ... },
            { ... }
        ]
    }
    

    REQUEST QUERY PARAMETERS

    Name Description
    limit
    optional
    The limit keyword is used to limit the number of records returned from a result set. If a limit count is given, no more than that many records will be returned (but possibly less, if the query itself yields less records)
    Default value of limit is 25
    Maximum value of limit can be 500
    offset
    optional
    Offset keyword is used to skip n items. If offset value is given as 10, then first 10 records will be skipped from result set. Offset is often used together with the Limit keyword.
    Default value of offset is 0

    Returns

    Code Description
    200
    OK
    This status code indicates that the operation was successful and list of rates retrieved successfully.
    400
    Bad Request
    Bad Request may occur when offset or limit value is negative.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    Not Found error occurs when requested url is not correct or the data type of query parameters is not integer.







    Search Project Rates

    POST /v1/projects/rates/search

    Example Request For Filter In JSON Format

    curl -X POST \
    "https://app.eresourcescheduler.cloud/rest/v1/projects/rates/search" \
    -H "Content-Type: application/json" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -d '{ 
          "title:eq": "Project-A"
        }'
    

    Example Request For Filter By Passing Multiple Rules In JSON Format

    curl -X POST \
    "https://app.eresourcescheduler.cloud/rest/v1/projects/rates/search" \
    -H "Content-Type: application/json" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -d '{ 
          "title:eq": "Project-A", 
          "project_start_date:gt": "2015-04-02" 
        }'
    

    Search Project Rates API allows filtering the results returned in various ways. This enables a great power to find out what is needed. eRS Cloud API also allows filtering on custom defined fields with multiple operators and conditions to cover up complex scenarios for searching.

    A filter condition consists of three components which are field, operator and value. For example fetching only those rates having project_type_id 1, could be achieved by adding "project_type_id":1 to your query. If operator is not supplied, it takes default operator for field. Read more

    Below is a list of available fields, which allow filtering rates:

    Filters for System-defined fields

    Field Code Operator Example
    project_type_id
  • eq (default)
  • any
  • "project_type_id":1
    "project_type_id:any":1
    email
  • has (default)  
  • eq
  • "email":"abc"
    "email:eq":"ujjwal@gmail.com"
    project_start_date
  • eq (default)
  • lt
  • gt
  • bt
  • ex
  • "project_start_date:eq":"2015-02-02"
    "project_start_date:lt":"2015-02-02"
    "project_start_date:gt":"2015-02-02"
    "project_start_date:bt":["2015-02-02","2015-04-05"]
    "project_start_date:ex":["2015-02-02","2015-04-04"]
    end_date
  • eq (default)
  • lt
  • gt
  • bt
  • ex
  • "end_date:eq":"2015-02-02"
    "end_date:lt":"2015-02-02"
    "end_date:gt":"2015-02-02"
    "end_date:bt":["2015-02-02","2015-04-05"]
    "end_date:ex":["2015-02-02","2015-04-04"]
    tags
  • any (default)
  • all
  • "tags":"["tagA", "tagB"]
    "tags:all":["tagB","tagC"]
    is_archive N/A "is_archive":true
    "is_archive":false
    disable_parallel_booking N/A "disable_parallel_booking": true
    "disable_parallel_booking": false
    created_by
  • eq (default)
  • neq
  • any
  • none
  • "created_by:eq": 1
    "created_by:neq": 1
    "created_by:any": [1, 2]
    "created_by:none": [1, 2]
    modified_by
  • eq (default)
  • neq
  • any
  • none
  • "modified_by:eq": 1
    "modified_by:neq": 1
    "modified_by:any": [1, 2]
    "modified_by:none": [1, 2]
    created_on
  • eq (default)
  • lt
  • gt
  • bt
  • ex
  • "created_on:eq": ["2021-07-08T00:00:00]
    "created_on:lt": ["2021-07-08T00:00:00]
    "created_on:gt": ["2021-07-08T59:59:59"]
    "created_on:bt": ["2021-07-08T00:00:00", "2021-07-10T23:59:59"]
    "created_on:bt": ["2021-07-08T00:00:00", ""]
    "created_on:bt": ["", "2021-07-10T23:59:59"]
    "created_on:ex": ["2021-07-08T00:00:00", "2021-07-10T23:59:59"]
    "created_on:ex": ["2021-07-08T00:00:00", ""]
    "created_on:ex": ["", "2021-07-10T23:59:59"]]
    modified_on
  • eq (default)
  • lt
  • gt
  • bt
  • ex
  • "modified_on:eq": ["2021-07-08T00:00:00]
    "modified_on:lt": ["2021-07-08T00:00:00]
    "modified_on:gt": ["2021-07-08T59:59:59"]
    "modified_on:bt": ["2021-07-08T00:00:00", "2021-07-10T23:59:59"]
    "modified_on:bt": ["2021-07-08T00:00:00", ""]
    "modified_on:bt": ["", "2021-07-10T23:59:59"]
    "modified_on:ex": ["2021-07-08T00:00:00", "2021-07-10T23:59:59"]
    "modified_on:ex": ["2021-07-08T00:00:00", ""]
    "modified_on:ex": ["", "2021-07-10T23:59:59"]]

    For filtering using custom fields and operators please check here.

    Update Project Rate

    PUT /v1/projects/{ID}/rates/{RATE_ID}

    Updates an existing rate by setting the values of the parameters passed. Any parameters not passed will be left unchanged.

    This request accepts the same arguments as the rate creation call.

    Example Request

    curl -v -X PUT \
    "https://app.eresourcescheduler.cloud/rest/v1/projects/8/rates/9" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -H "Content-Type: application/json" \
    -d '{
          "rate": 150,
          "effective_date": "2018-09-16"
        }'
    
    

    Example Request For Replace Existing Rate

    
    curl -v -X PUT \
    "https://app.eresourcescheduler.cloud/rest/v1/projects/8/rates/9" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -H "Content-Type: application/json" \
    -d '{
          "rate": 250,
          "effective_date": "2018-09-16",
          "replace_existing_rate": true
        }'
    

    REQUEST BODY PARAMETERS

    Name Description
    rate
    optional
    Represents billing rate. Rate value is a floating point number which could not be less than 0 and greater than 99999999.99.
    effective_date
    optional
    String representing date value for effective date of rate. This field takes input in ISO 8601 extended notation for date value i.e. yyyy-MM-dd.

    Returns

    Code Description
    200
    OK
    Indicates that the operation was successful and rate updated successfully.
    400
    Bad Request
    Bad Request error occurs when a request is malformed, syntactically incorrect, missing required parameters or any unknown parameter is passed.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    This status code indicates that project or rate does not exist.
    409
    Conflict
    Conflict indicates that the rate can not be created as rate is already associated with passed effective date. If you wish to create rate of the same type any way you must use replace existing rate option by passing true for parameter replace_existing_rate which will replace existing rate with passed rate. Example request is shown to right.

    Update Billing Status

    PUT /v1/projects/{ID}/billingStatus

    Updates project billing status by setting the value of the is_billable.

    Example Request

    curl -v -X PUT \
    "https://app.eresourcescheduler.cloud/rest/v1/projects/8/billingStatus" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -H "Content-Type: application/json" \
    -d '{
          "is_billable": true
        }'
    
    

    REQUEST BODY PARAMETERS

    Name Description
    is_billable
    boolean
    Represents billing status of project. It's default value is true indicating the project is billable while false value indicates the project is non-billable.

    Returns

    Code Description
    200
    OK
    Indicates that the operation was successful and billing status updated successfully.
    400
    Bad Request
    Bad Request error occurs when a request is malformed, syntactically incorrect, missing required parameters or any unknown parameter is passed.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    This status code indicates that project does not exist.

    Delete Project Rate

    DELETE /v1/projects/{ID}/rates/{RATE_ID}

    Permanently deletes a rate. It cannot be undone.

    Example Request

    curl -v -X DELETE \
    "https://app.eresourcescheduler.cloud/rest/v1/projects/1/rates/2" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Return

    Code Description
    200
    OK
    Indicates that the operation was successful and rate deleted successfully.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    This indicates that project or rate does not exist.

    Role Rates

    A rate is an entity that allows you to assign billing rates to a role object. Each role has it's own set of rates assigned on different effective dates.

    This API allows you to list, create, delete, update rates of any role.

    ATTRIBUTES

    Name Description
    id
    integer
    Unique ID of role object, which this rate belongs to.
    name
    string
    Name of role object.
    rates
    array of objects
    Represents collection of rates that are assigned on the project object. While creating or updating a rate object user must pass arguments which are available for this rate object.
    rates.id
    integer
    Auto generated unique identifier for rate object.
    rates.rate
    float
    Represents applied billing rate.
    rates.effective_date
    string
    Represents effective date for the rate.

    Create Role Rate

    Creates a new rate object for specified role.

    POST /v1/roles/{ID}/rates

    Example Request

    
    curl -v -X POST \
    "https://app.eresourcescheduler.cloud/rest/v1/roles/2/rates" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -H "Content-Type: application/json" \
    -d '{
          "rate": 150,
          "effective_date": "2018-09-16"
        }'
    

    Example Request For Replace Existing Rate

    
    curl -v -X POST \
    "https://app.eresourcescheduler.cloud/rest/v1/roles/2/rates" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -H "Content-Type: application/json" \
    -d '{
          "rate": 250,
          "effective_date": "2018-09-16",
          "replace_existing_rate": true
        }'
    

    REQUEST BODY PARAMETERS

    Name Description
    rate
    required
    Represents billing rate. Rate value is a floating point number which could not be less than 0 and greater than 99999999.99.
    effective_date
    required
    String representing date value for effective date of rate. This field takes input in ISO 8601 extended notation for date value i.e. yyyy-MM-dd.

    Returns

    Code Description
    201
    Created
    Indicates that the operation was successful and rate created successfully.
    400
    Bad Request
    Bad Request error occurs when a request is malformed, syntactically incorrect, missing required parameters or any unknown parameter is passed.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    This status code indicates that role does not exist.
    409
    Conflict
    Conflict indicates that the rate can not be created as rate is already associated with passed effective date. If you wish to create rate of the same type any way you must use replace existing rate option by passing true for parameter replace_existing_rate which will replace existing rate with passed rate. Example request is shown to right.

    List Role Rates

    Retrieves list of all the rates on all roles.

    GET /v1/roles/rates

    Example Request

    curl -v -X GET \
    "https://app.eresourcescheduler.cloud/rest/v1/roles/rates?\
    offset=1&limit=10" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Example Response

    {
      "total_count": 18,
      "limit": 10,
      "offset": 1,
      "data": [{
            "id": 9,
            "name": "Architect",
            "rates":[
                {
                    "id": 8,
                    "rate": 150,
                    "effective_date": "2019-01-01",
                    "created_on": "2018-08-20T09:25:34.925474Z",
                    "created_by": 
                    {
                        "name": "John doe",
                        "id": 118
                    },
                    "modified_on": "2018-09-28T12:32:44.896426Z",
                    "modified_by": 
                    {
                        "name": "John doe",
                        "id": 118
                    },
                    }
                ]
            },
            { ... },
            { ... }
        ]
    }
    

    REQUEST QUERY PARAMETERS

    Name Description
    limit
    optional
    The limit keyword is used to limit the number of records returned from a result set. If a limit count is given, no more than that many records will be returned (but possibly less, if the query itself yields less records)
    Default value of limit is 25
    Maximum value of limit can be 500
    offset
    optional
    Offset keyword is used to skip n items. If offset value is given as 10, then first 10 records will be skipped from result set. Offset is often used together with the Limit keyword.
    Default value of offset is 0

    Returns

    Code Description
    200
    OK
    This status code indicates that the operation was successful and list of rates retrieved successfully.
    400
    Bad Request
    Bad Request may occur when offset or limit value is negative.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    Not Found error occurs when requested url is not correct or the data type of query parameters is not integer.







    Update Role Rate

    PUT /v1/roles/{ID}/rates/{RATE_ID}

    Updates an existing rate by setting the values of the parameters passed. Any parameters not passed will be left unchanged.

    This request accepts the same arguments as the rate creation call.

    Example Request

    curl -v -X PUT \
    "https://app.eresourcescheduler.cloud/rest/v1/roles/8/rates/9" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -H "Content-Type: application/json" \
    -d '{
          "rate": 150,
          "effective_date": "2018-09-16"
        }'
    
    

    Example Request For Replace Existing Rate

    
    curl -v -X PUT \
    "https://app.eresourcescheduler.cloud/rest/v1/roles/8/rates/9" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -H "Content-Type: application/json" \
    -d '{
          "rate": 250,
          "effective_date": "2018-09-16",
          "replace_existing_rate": true
        }'
    

    REQUEST BODY PARAMETERS

    Name Description
    rate
    required
    Represents billing rate. Rate value is a floating point number which could not be less than 0 and greater than 99999999.99.
    effective_date
    optional
    String representing date value for effective date of rate. This field takes input in ISO 8601 extended notation for date value i.e. yyyy-MM-dd.

    Returns

    Code Description
    200
    OK
    Indicates that the operation was successful and rate updated successfully.
    400
    Bad Request
    Bad Request error occurs when a request is malformed, syntactically incorrect, missing required parameters or any unknown parameter is passed.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    This status code indicates that role or rate does not exist.
    409
    Conflict
    Conflict indicates that the rate can not be created as rate is already associated with passed effective date. If you wish to create rate of the same type any way you must use replace existing rate option by passing true for parameter replace_existing_rate which will replace existing rate with passed rate. Example request is shown to right.

    Delete Role Rate

    DELETE /v1/roles/{ID}/rates/{RATE_ID}

    Permanently deletes a rate. It cannot be undone.

    Example Request

    curl -v -X DELETE \
    "https://app.eresourcescheduler.cloud/rest/v1/roles/1/rates/2" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Return

    Code Description
    200
    OK
    Indicates that the operation was successful and rate deleted successfully.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    This indicates that role or rate does not exist.

    Timesheet

    Timesheet Object

    Example Response

    {
      "id": 34,
      "resource": {
        "name": "Andy Murray",
        "id": 2
      },
      "role": {
        "name": "Business Analyst",
        "id": 1
      },
      "project": {
        "title": "Mars Rover",
        "id": 5
      },
      "task": {
        "name": "Planning",
        "id": 3
      },
      "date": "2021-07-26",
      "time_start": "09:00",
      "time_end": "14:00",
      "hours": 5.0,
      "billing_status": 1,
      "rate_from": 8,
      "rate": 99.40,
      "entry_status": 4,
      "tags": [
        "analyst"
      ],
      "created_on": "2021-07-27T07:56:17.515125Z",
      "created_by": {
        "name": "John doe",
        "id": 118
      },
      "modified_on": "2021-07-27T13:23:46.583746Z",
      "modified_by": {
        "name": "John Smith",
        "id": 943
      },
      "submitted_on": "2021-07-27T07:56:17.515125Z",
      "submitted_by":{
        "name": "John doe",
        "id": 118
      },
      "approval_time": "2021-07-27T13:23:46.583746Z",
      "approver":{
        "name": "John Smith",
        "id": 943
      },
    }
    

    Timesheet entry represents tracking of work done by a resource on a certain project or task for a particular time range. Resource work can be tracked/entered on a project with a defined effort and date along with other custom defined fields.

    ATTRIBUTES

    Following attributes are available for timesheet entry. Timesheet entry can also be customized to have additional attributes by an Administrator user using eRS Cloud Application. To know about attributes currently applied for timesheet entry please check Timesheet Profile API.

    Name Description
    id
    integer
    eRS Cloud generated unique identifier for the timesheet entry.
    resource
    object
    Resource object to which this timesheet entry belongs.
    project
    object
    Project object for which this timesheet entry was created.
    task
    object
    Task object defines which task was performed. Tasks could be one of the defined tasks of timesheet's project object.
    role
    object
    Role object defines which role Resource performed for this timesheet entry.
    date
    string
    Represents date for which timesheet entry is created.
    time_start
    string
    Represents starting time of timesheet entry.
    time_end
    string
    Represents ending time of timesheet entry.
    hours
    float
    Represents number of hours worked by resource.
    billing_status
    integer
    Represents billing status for this timesheet entry. Billing Status could be one of Inherit from Project, Billable, Non Billable. This field is available only when financial module is active.
    rate_from
    integer
    Represents billing rate for this timesheet entry. Billing Rate could be one of Inherit from Project, Inherit from Resource, Inherit from Role, Custom. This field is available only when financial module is active.
    rate
    float
    Represents rate for this timesheet entry. Rate can only be defined when rate_from is given as Custom. This field is available only when financial module is active.
    tags
    array of strings
    Tags are the list of strings (labels) attached to this timesheet entry which could be used for the purpose of identification or other information.
    created_on
    string
    Timestamp at which this timesheet entry was created.
    created_by
    object
    Object representing user who created this timesheet entry.
    modified_on
    string
    Represents latest modification timestamp.
    modified_by
    object
    Object representing most recent user who modified this timesheet entry.
    submitted_on
    string
    Timestamp at which this timesheet entry was submitted.
    submitted_by
    object
    Object representing user who submitted this timesheet entry.
    approval_time
    string
    Timestamp at which this timesheet entry was approved/rejected.
    approver
    object
    Object representing user who approved/rejected this timesheet entry.
    entry_status
    integer
    Represents status of timesheet entry. Status could be one of Draft, Submitted, Approved or Rejected.
    comment
    string
    String attached to this timesheet entry which could be used to describe the detail of the work.
    udf_* Custom user-defined fields are used to capture additional information of timesheet entry. User defined fields can be of multiple types. Custom fields are very useful to configure timesheet entries to best fit requirements. In given example, all keys starting with prefix udf_ are user defined custom fields. Learn more

    Create a Timesheet Entry

    POST v1/timesheet

    Example Request:

     curl -v -X POST "https://app.eresourcescheduler.cloud/rest/v1/timesheet" \
     -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
     -H "Content-Type: application/json" \
     -d '{ 
           "resource_id": 1, 
           "project_id" : 9, 
           "date": "2021-07-27",
           "hours": 5,
           "udf_location": 349,
           "comment": "Client presentation is prepared."
         }'
    

    Creates a new timesheet entry.

    REQUEST BODY PARAMETERS

    Name Description
    resource_id
    required
    ID of resource object who performed task in this timesheet entry.
    project_id
    required
    ID of project object on which this timesheet entry is being created.
    date
    required
    String value representing a date on which task was performed. Date accepts value in ISO 8601 format i.e. YYYY-MM-DD. Date of a timesheet entry cannot be before start_date or after last_date of the resource for which this timesheet entry is being created.
    time_start
    Represents start time for timesheet entry. This field accepts value in HH:MM in 24 hour format or HH:MMam or HH:MMpm in 12 hour format.
    time_end
    Represents end time for timesheet entry. This field accepts value in HH:MM in 24 hour format or HH:MMam or HH:MMpm in 12 hour format. time_end must always be ahead of time_start.
    hours
    This defines how many hours the resource worked on a given task. Hours value is a floating point number which could not be 0 or less than 0 and greater than 99999 (When entries for more than 24 hours a day is disabled, maximum value can be up to 24). When user provides time_start and time_end for a timesheet entry, system automatically calculates hours worked by resource by difference in time_end and time_start.

    Note: The user should either provide time_start and time_end or hours. time_start and time_end value can also be provided with hours when the difference between them is equal to hours value.
    role_id
    ID of role object which was performed for this timesheet entry. This could be ID of a role which targeted resource performed.
    task_id
    ID of task object performed in this timesheet entry. This could only be ID of a task which is listed in targeted project.
    entry_status
    optional
    Integer number (1/2/4/8) representing status of timesheet entry. Timesheet Entry Status value could be one of the following:

  • 1 for Draft : This represents timesheet entry is in Draft state. By default, timesheet entries are created in Draft state.
  • 2 for Submitted : This represents timesheet entry is Submitted.
  • 4 for Approved : This represents timesheet entry is Approved.
  • 8 for Rejected : This represents timesheet entry is Rejected.
  • billing_status
    optional
    Integer number (1/2/4) representing billing status of the timesheet entry. Billing status value could be one of the following :

  • 1 for Inherit from Project : This represents billing status will be the same as given for the project associated with this timesheet entry.
  • 2 for Billable : This defines billing status as billable for this timesheet entry.
  • 4 for Non Billable : This is used to set the timesheet entry to non billable.

    Note: Default value of billing status can be set from Administrator Timesheet Settings. This field is available only when financial module is active.
  • rate_from
    optional
    Integer number (1/2/4/8) representing billing rate of the timesheet entry. Billing rate value could be one of the following :

  • 1 for Inherit from Project : This represents billing rate will be the same as given for the project associated with this timesheet entry.
  • 2 for Inherit from Resource : This represents billing rate will be the same as given for the resource associated with this timesheet entry.
  • 4 for Inherit from Role : This represents billing rate will be the same as given for the performing role associated with this timesheet entry.
  • 8 for Custom : Custom hourly rate can be defined on a timesheet entry with this billing rate value.

    Note: Default value of billing rate can be set from Administrator Timesheet Settings. This field is available only when financial module is active.
  • rate
    optional
    This defines hourly billing rate associated with this timesheet entry. Rate value is a floating point number which can not be less than 0 and greater than 99999999.99. Rate can only be defined when value of rate_from is 8, i.e Custom.

    Note: This field is available only when financial module is active.
    tags
    An optional array of strings which could be attached to this timesheet entry object as labels. This can be useful for the purpose of identification or other information.
    comment
    optional
    An optional string which could be attached to this timesheet entry. This can be useful for describing the detail of the work.
    udf_*
    A user with admin rights can add custom fields. These fields can be used to capture additional information in timesheet entry. The value for user defined fields can be passed as shown in example. In given example udf_location is a user defined field. Learn more

    Note: User with Administrator rights can make fields marked with mandatory and remove fields marked with , from timesheet profile using eRS Cloud Application. If mandatory fields are not passed with a valid value or removed fields are passed while creating timesheet entry, the operation will fail with response code 400.

    Returns

    Code Description
    201
    Created
    This status code indicates that the operation was successful and a timesheet entry is created successfully.
    400
    Bad Request
    Bad Request occurs when a request is malformed, syntactically incorrect, missing required parameters or any unknown parameter is passed. Additionally, Bad Request may also occur in one of these conditions:
    • Timesheet entry date is given before the start_date of resource or after the last_date of resource (if resource has a last_date defined).
    • Trying to create timesheet entry on archived resource.
    • Trying to create timesheet entry on archived project.
    • Parameters passed in timesheet entry are violating one or more pre-defined configurations of resource or project from Timesheet Setup using eRS Cloud Application.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.

    List Timesheets

    Returns list of timesheet entries.

    GET /v1/timesheet

    Example Request

    curl -v "https://app.eresourcescheduler.cloud/rest/v1/timesheet?\
    start=2021-07-01&end=2021-07-31" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Example Request With Offset And Limit

    curl -v "https://app.eresourcescheduler.cloud/rest/v1/timesheet?\
    start=2021-07-01&end=2021-07-31&offset=1&limit=10" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Example Response

    {
      "total_count": 7,
      "data": [{
          "id": 34,
          "resource": {
            "name": "Andy Murray",
            "id": 2
          },
          "role": {
            "name": "Business Analyst",
            "id": 1
          },
          "project": {
            "title": "Mars Rover",
            "id": 5
          },
          "task": {
            "name": "Planning",
            "id": 3
          },
          "date": "2021-07-26",
          "time_start": "09:00",
          "time_end": "14:00",
          "hours": 5.0,
          "billing_status": 1,
          "rate_from": 8,
          "rate": 99.40,
          "entry_status": 4,
          "tags": [
            "analyst"
          ],
          "created_on": "2021-07-27T07:56:17.515125Z",
          "created_by": {
            "name": "John doe",
            "id": 118
          },
          "modified_on": "2021-07-27T13:23:46.583746Z",
          "modified_by": {
            "name": "John Smith",
            "id": 943
          },
          "submitted_on": "2021-07-27T07:56:17.515125Z",
          "submitted_by":{
            "name": "John doe",
            "id": 118
          },
          "approval_time": "2021-07-27T13:23:46.583746Z",
          "approver":{
            "name": "John Smith",
            "id": 943
          },
        },
        { ... },
        { ... }
      ]
    }
    

    REQUEST QUERY PARAMETERS

    Name Description
    limit
    optional
    The limit keyword is used to limit the number of records returned from a result set. If a limit count is given, no more than that many records will be returned (but possibly less, if the query itself yields less records)
    Default value of limit is 500.
    Maximum value of limit can be 5000.
    offset
    optional
    Offset keyword is used to skip n items. If offset value is given as 10, then first 10 records will be skipped from result set. Offset is often used together with the Limit keyword.
    Default value of offset is 0.
    start
    optional
    String value representing start date in ISO 8601 extended notation for date i.e. yyyy-MM-dd. This is used to filter timesheet entries on or after this date.
    end
    optional
    String value representing end date in ISO 8601 extended notation for date i.e. yyyy-MM-dd. This is used to filter timesheet entries on or before this date.
    Note: By default if start & end arguments are omitted, then timesheet entries of current month will be returned. If timesheet entries of a certain period are needed, then both start & end arguments are required. If only one argument start or end is passed then a bad request error is raised.

    Returns

    Code Description
    200
    OK
    This indicates that the operation was successful and list of timesheet entries is returned.
    400
    Bad Request
    Bad Request may occur when offset or limit value is negative integer.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.

    Retrieve a Timesheet Entry

    GET v1/timesheet/{ID}

    Example Request

    curl -v -X GET "https://app.eresourcescheduler.cloud/rest/v1/timesheet/25" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Example Response

    {
      "id": 25,
      "resource": {
        "name": "Andy Murray",
        "id": 2
      },
      "role": {
        "name": "Business Analyst",
        "id": 1
      },
      "project": {
        "title": "Mars Rover",
        "id": 5
      },
      "task": {
        "name": "Planning",
        "id": 3
      },
      "date": "2021-07-26",
      "time_start": "09:00",
      "time_end": "14:00",
      "hours": 5.0,
      "billing_status": 1,
      "rate_from": 8,
      "rate": 99.40,
      "entry_status": 4,
      "tags": [
        "analyst"
      ],
      "created_on": "2021-07-27T07:56:17.515125Z",
      "created_by": {
        "name": "John doe",
        "id": 118
      },
      "modified_on": "2021-07-27T13:23:46.583746Z",
      "modified_by": {
        "name": "John Smith",
        "id": 943
      },
      "submitted_on": "2021-07-27T07:56:17.515125Z",
      "submitted_by":{
        "name": "John doe",
        "id": 118
      },
      "approval_time": "2021-07-27T13:23:46.583746Z",
      "approver":{
        "name": "John Smith",
        "id": 943
      },
    }
    

    Retrieves the details of an existing timesheet entry. You only need to provide the unique timesheet identifier that was returned upon timesheet creation.

    Returns

    Code Description
    200
    OK
    This status code indicates that the operation was successful and a timesheet entry returned successfully.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    Not Found error occurs when requested timesheet entry does not exist (i.e. There is no timesheet entry with given ID). This may also occur when requesting a timesheet entry that has been deleted.

    Search Timesheet Entries

    POST /v1/timesheet/search

    Example Request For Filter In JSON Format

    curl -X POST "https://app.eresourcescheduler.cloud/rest/v1/timesheet/search?\
    start=2021-07-01&end=2021-07-31" \
    -H "Content-Type: application/json" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -d '{ 
          "id": 1
        }'
    

    Example Request For Filter By Passing multiple filters In JSON Format

    curl -X POST "https://app.eresourcescheduler.cloud/rest/v1/timesheet/search?\
    start=2021-07-01&end=2021-07-31" \
    -H "Content-Type: application/json" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -d '{        
           "resource":{"id":2}, 
           "project":{"id":9},
           "role_id:eq": 1,
           "tags:any": ["analyst","admin"]
         }'
    

    Example Response

    {
      "total_count": 7,
      "data": [{
          "id": 34,
          "resource": {
            "name": "Andy Murray",
            "id": 2
          },
          "role": {
            "name": "Business Analyst",
            "id": 1
          },
          "project": {
            "title": "Mars Rover",
            "id": 5
          },
          "task": {
            "name": "Planning",
            "id": 3
          },
          "date": "2021-07-26",
          "time_start": "09:00",
          "time_end": "14:00",
          "hours": 5.0,
          "billing_status": 1,
          "rate_from": 8,
          "rate": 99.40,
          "entry_status": 4,
          "tags": [
            "analyst"
          ],
          "created_on": "2021-07-27T07:56:17.515125Z",
          "created_by": {
            "name": "John doe",
            "id": 118
          },
          "modified_on": "2021-07-27T13:23:46.583746Z",
          "modified_by": {
            "name": "John Smith",
            "id": 943
          },
          "submitted_on": "2021-07-27T07:56:17.515125Z",
          "submitted_by":{
            "name": "John doe",
            "id": 118
          },
          "approval_time": "2021-07-27T13:23:46.583746Z",
          "approver":{
            "name": "John Smith",
            "id": 943
          },
        },
        { ... },
        { ... }
      ]
    }
    

    REQUEST QUERY PARAMETERS

    Name Description
    limit
    optional
    The limit keyword is used to limit the number of records returned from a result set. If a limit count is given, no more than that many records will be returned (but possibly less, if the query itself yields less records)
    Default value of limit is 500.
    Maximum value of limit can be 5000.
    offset
    optional
    Offset keyword is used to skip n items. If offset value is given as 10, then first 10 records will be skipped from result set. Offset is often used together with the Limit keyword.
    Default value of offset is 0.
    start
    optional
    String value representing start date in ISO 8601 extended notation for date i.e. yyyy-MM-dd. This is used to filter timesheet entries on or after this date.
    end
    optional
    String value representing end date in ISO 8601 extended notation for date i.e. yyyy-MM-dd. This is used to filter timesheet entries on or before this date.
    Note: By default if start & end arguments are omitted, then timesheet entries of current month will be returned. If timesheet entries of a certain period are needed, then both start & end arguments are required. If only one argument start or end is passed then a bad request error is raised.

    Search Timesheet API allows filtering the results set in various ways. This enables a great power to find out what is needed. eRS Cloud API also allows filtering on custom defined fields with multiple operators and conditions to cover up complex scenarios for searching.

    A filter condition consists of three components which are field, operator and value. For example, fetching only those timesheets having tag analyst or admin, could be achieved by adding "tags:any": ["analyst", "admin"] to request body. If operator is not supplied, it takes default operator for field.

    Below is a list of available fields, which allow filtering of timesheet entries:

    Field Type Operator Example
    role_id
  • any (default)
  • none
  • eq
  • neq
  • "role_id:any": [1,2]
    "role_id:none": [1,2]
    "role_id:eq": 1
    "role_id:neq": 1
    tags
  • any (default)
  • none
  • all
  • ex
  • "tags:any": ["tagA","tagB"]
    "tags:none": ["tagA","tagB"]
    "tags:all": ["tagA","tagB"]
    "tags:ex": ["tagA","tagB"]
    created_on
  • eq (default)
  • lt
  • gt
  • bt
  • ex
  • "created_on:eq": ["2021-07-08T00:00:00]
    "created_on:lt": ["2021-07-08T00:00:00]
    "created_on:gt": ["2021-07-08T59:59:59"]
    "created_on:bt": ["2021-07-08T00:00:00", "2021-07-10T23:59:59"]
    "created_on:bt": ["2021-07-08T00:00:00", ""]
    "created_on:bt": ["", "2021-07-10T23:59:59"]
    "created_on:ex": ["2021-07-08T00:00:00", "2021-07-10T23:59:59"]
    "created_on:ex": ["2021-07-08T00:00:00", ""]
    "created_on:ex": ["", "2021-07-10T23:59:59"]]
    modified_on
  • eq (default)
  • lt
  • gt
  • bt
  • ex
  • "modified_on:eq": ["2021-07-08T00:00:00]
    "modified_on:lt": ["2021-07-08T00:00:00]
    "modified_on:gt": ["2021-07-08T59:59:59"]
    "modified_on:bt": ["2021-07-08T00:00:00", "2021-07-10T23:59:59"]
    "modified_on:bt": ["2021-07-08T00:00:00", ""]
    "modified_on:bt": ["", "2021-07-10T23:59:59"]
    "modified_on:ex": ["2021-07-08T00:00:00", "2021-07-10T23:59:59"]
    "modified_on:ex": ["2021-07-08T00:00:00", ""]
    "modified_on:ex": ["", "2021-07-10T23:59:59"]]
    approval_time
  • eq (default)
  • lt
  • gt
  • bt
  • ex
  • "approval_time:eq": ["2021-07-08T00:00:00]
    "approval_time:lt": ["2021-07-08T00:00:00]
    "approval_time:gt": ["2021-07-08T59:59:59"]
    "approval_time:bt": ["2021-07-08T00:00:00", "2021-07-10T23:59:59"]
    "approval_time:bt": ["2021-07-08T00:00:00", ""]
    "approval_time:bt": ["", "2021-07-10T23:59:59"]
    "approval_time:ex": ["2021-07-08T00:00:00", "2021-07-10T23:59:59"]
    "approval_time:ex": ["2021-07-08T00:00:00", ""]
    "approval_time:ex": ["", "2021-07-10T23:59:59"]]
    submitted_on
  • eq (default)
  • lt
  • gt
  • bt
  • ex
  • "submitted_on:eq": ["2021-07-08T00:00:00]
    "submitted_on:lt": ["2021-07-08T00:00:00]
    "submitted_on:gt": ["2021-07-08T59:59:59"]
    "submitted_on:bt": ["2021-07-08T00:00:00", "2021-07-10T23:59:59"]
    "submitted_on:bt": ["2021-07-08T00:00:00", ""]
    "submitted_on:bt": ["", "2021-07-10T23:59:59"]
    "submitted_on:ex": ["2021-07-08T00:00:00", "2021-07-10T23:59:59"]
    "submitted_on:ex": ["2021-07-08T00:00:00", ""]
    "submitted_on:ex": ["", "2021-07-10T23:59:59"]]
    created_by
  • eq (default)
  • neq
  • any
  • none
  • "created_by:eq": 1
    "created_by:neq": 1
    "created_by:any": [1, 2]
    "created_by:none": [1, 2]
    modified_by
  • eq (default)
  • neq
  • any
  • none
  • "modified_by:eq": 1
    "modified_by:neq": 1
    "modified_by:any": [1, 2]
    "modified_by:none": [1, 2]
    approver
  • eq (default)
  • neq
  • any
  • none
  • "approver:eq": 1
    "approver:neq": 1
    "approver:any": [1, 2]
    "approver:none": [1, 2]
    submitted_by
  • eq (default)
  • neq
  • any
  • none
  • "submitted_by:eq": 1
    "submitted_by:neq": 1
    "submitted_by:any": [1, 2]
    "submitted_by:none": [1, 2]
    entry_status
  • eq (default)
  • neq
  • any
  • none
  • "entry_status:eq": 1
    "entry_status:neq": 2
    "entry_status:any": [4, 8]
    "entry_status:none": [1, 2]

    Additionally, timesheet entries can also be filtered using resource fields, project fields and custom fields of timesheet. An example request for fetching only timesheet entry having resource_id as 2, project_id as 9 and role_id as 1 is shown.

    Update a Timesheet Entry

    Updates the specified timesheet entry by setting values of parameters passed. Values of any parameters which are not provided will be unchanged. To unset existing value for a parameter, just pass an empty value i.e. null.

    PUT /v1/timesheet/{ID}

    Example Request

    curl -v -X PUT "https://app.eresourcescheduler.cloud/rest/v1/timesheet/25" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -H "Content-Type: application/json" \
    -d '{ 
          "resource_id": 3, 
          "project_id" : 4, 
          "hours" : 5,
          "date": "2021-07-24",
          "comment": "Client presentation is prepared."
        }'
    

    REQUEST BODY PARAMETERS

    Name Description
    resource_id
    required
    ID of resource object which is being used in timesheet entry. This will throw an error if you post an empty value.
    project_id
    required
    ID of project object which this timesheet entry is being created for. This will throw an error if you post an empty value.
    date
    required
    String value representing a date on which task was performed. Date accepts value in ISO 8601 format i.e. YYYY-MM-DD. Date of a timesheet entry cannot be before start_date or after last_date of the resource for which this timesheet entry is being created.
    time_start
    Represents start time for timesheet entry. This field accepts value in HH:MM in 24 hour format or HH:MMam or HH:MMpm in 12 hour format.
    time_end
    Represents end time for timesheet entry. This field accepts value in HH:MM in 24 hour format or HH:MMam or HH:MMpm in 12 hour format. time_end must always be ahead of time_start.
    hours
    This defines how many hours the resource worked on a given task. Hours value is a floating point number which could not be 0 or less than 0 and greater than 99999 (When entries for more than 24 hours a day is disabled, maximum value can be up to 24).

    Note: The user should either provide time_start and time_end or hours. time_start and time_end value can also be provided with hours when the difference between them is equal to hours value.
    role_id
    ID of role object which was performed for this timesheet entry. This could be ID of a role which targeted resource performed.
    task_id
    ID of task object performed in this timesheet entry. This could only be ID of a task which is listed in targeted project.
    entry_status
    optional
    Integer number (1/2/4/8) representing status of timesheet entry. Timesheet Entry Status value could be one of the following:

  • 1 for Draft : This represents timesheet entry is in Draft state. By default, timesheet entries are created in Draft state.
  • 2 for Submitted : This represents timesheet entry is Submitted.
  • 4 for Approved : This represents timesheet entry is Approved.
  • 8 for Rejected : This represents timesheet entry is Rejected.
  • billing_status
    optional
    Integer number (1/2/4) representing billing status of the timesheet entry. Billing status value could be one of the following :

  • 1 for Inherit from Project : This represents billing status will be the same as given for the project associated with this timesheet entry.
  • 2 for Billable : This defines billing status as billable for this timesheet entry.
  • 4 for Non Billable : This is used to set the timesheet entry to non billable.

    Note: Default value of billing status can be set from Administrator Timesheet Settings. This field is available only when financial module is active.
  • rate_from
    optional
    Integer number (1/2/4/8) representing billing rate of the timesheet entry. Billing rate value could be one of the following :

  • 1 for Inherit from Project : This represents billing rate will be the same as given for the project associated with this timesheet entry.
  • 2 for Inherit from Resource : This represents billing rate will be the same as given for the resource associated with this timesheet entry.
  • 4 for Inherit from Role : This represents billing rate will be the same as given for the performing role associated with this timesheet entry.
  • 8 for Custom : Custom hourly rate can be defined on a timesheet entry with this billing rate value.

    Note: Default value of billing rate can be set from Administrator Timesheet Settings. This field is available only when financial module is active.
  • rate
    optional
    This defines hourly billing rate associated with this timesheet entry. Rate value is a floating point number which can not be less than 0 and greater than 99999999.99. Rate can only be defined when value of rate_from is 8, i.e Custom.

    Note: This field is available only when financial module is active.
    tags
    An optional array of strings which could be attached to this timesheet entry object as labels. This can be useful for the purpose of identification or other information.
    comment
    optional
    An optional string which could be attached to this timesheet entry. This can be useful for describing the detail of the work.

    Note: Existing comments cannot be updated but new comments can always be added with timesheet updates.
    udf_*
    A user with Administrator rights can add custom fields. These fields can be used to capture additional information in timesheet entry. Learn more

    Note: User with Administrator rights can make fields marked with mandatory and remove fields marked with , from timesheet profile using eRS Cloud Application. If mandatory fields are not passed with a valid value or removed fields are passed while creating timesheet entry, the operation will fail with response code 400.

    Returns

    Code Description
    200
    OK
    This indicates that the operation was successful and a timesheet entry updated successfully.
    400
    Bad Request
    Bad Request error occurs when a request is malformed, syntactically incorrect, empty required parameters or any unknown parameter is passed. Additionally, Bad request may also occur in one of these conditions :
    • Trying to update time_start or time_end such that time_end gets earlier than time_start.
    • Trying to update date of timesheet entry before the start_date of resource or after last_date of resource. (if resource has a last_date defined).
    • Trying to update timesheet entry of archived resource.
    • Trying to update timesheet entry of archived project.
    • Parameters passed in timesheet entry are violating one or more pre-defined configurations of resource or project from Timesheet Setup using eRS Cloud Application.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    Not Found error occurs when requested timesheet entry does not exist (i.e. There is no timesheet entry with given ID). This may also occur when requesting a timesheet entry that has been deleted.

    Update a Timesheet Entry Status

    Updates status of a specified timesheet entry by setting different integer values set for status.

    PUT /v1/timesheet/status/{ID}

    Example Request

    curl -v -X PUT "https://app.eresourcescheduler.cloud/rest/v1/timesheet/status/25" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -H "Content-Type: application/json" \
    -d '{ 
          "entry_status": 2
        }'
    

    REQUEST BODY PARAMETERS

    Name Description
    entry_status
    optional
    Integer number (1/2/4/8) representing status of timesheet entry. Timesheet Entry Status value could be one of the following:

  • 1 for Draft : This represents timesheet entry is in Draft state. By default, timesheet entries are created in Draft state.
  • 2 for Submitted : This represents timesheet entry is Submitted.
  • 4 for Approved : This represents timesheet entry is Approved.
  • 8 for Rejected : This represents timesheet entry is Rejected.
  • Returns

    Code Description
    200
    OK
    This indicates that the operation was successful and status of timesheet entry has been updated successfully.
    400
    Bad Request
    Bad Request error occurs when a request is malformed, syntactically incorrect, empty required parameters or any unknown parameter is passed. Additionally, Bad request may also occur in one of these conditions :
    • Trying to update timesheet entry status other then Draft, Submitted, Approved or Rejected(passing values other than 1/2/4/8 for entry_status).
    • Trying to update timesheet entry status targeted on an archived resource
    • Trying to update timesheet entry status targeted on an archived project.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    Not Found error occurs when requested timesheet entry does not exist (i.e. There is no timesheet entry with given ID). This may also occur when requesting a timesheet entry that has been deleted.

    Delete a Timesheet Entry

    Permanently deletes a timesheet entry. It cannot be undone.

    DELETE /v1/timesheet/{ID}

    Example Request

    curl -v -X DELETE "https://app.eresourcescheduler.cloud/rest\
    /v1/timesheet/1" -H "Authorization: Bearer B8x5Vj1O65r6wnoV"
    

    Returns

    Code Description
    200
    OK
    This status code indicates that the operation was successful and a timesheet entry deleted successfully.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.
    404
    Not Found
    Not Found error occurs when requested timesheet entry does not exist or is already deleted.

    Utilization

    This API endpoint is used to query the calculated utilization of resources and projects. The API also allows fetching out planned and actual utilization with different filter criteria in various ways. This enables a great power to find out what is needed. eRS Cloud API also allows filtering on custom-defined fields with multiple operators and conditions to cover complex scenarios.

    Get Utilization

    POST /v1/utilization

    Example: Get utilization by resources

    curl -X POST "https://app.eresourcescheduler.cloud/rest/v1/utilization?\
    view=resource&start=2022-05-01&end=2022-05-31" \
    -H "Content-Type: application/json" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    

    Response

    {
      "end_date": "2022-05-31",
      "offset": 0,
      "total_count": 11,
      "limit": 10,
      "start_date": "2022-05-01",
      "resources": [
          {
            "id": 1,
            "name": "Albert Murphy",
            "total_planned_hrs": 160.79
          },
          {
            "id": 8,
            "name": "Ayn Dante",
            "total_planned_hrs": 71.22
          },
          {
            "id": 2,
            "name": "Chris Rose",
            "total_planned_hrs": 138.6
          },
          {
            "id": 10,
            "name": "Emily Eliot",
            "total_planned_hrs": 187.2
          },
          {
            "id": 9,
            "name": "Jayden Brock",
            "total_planned_hrs": 164.39
          },
          {
            "id": 4,
            "name": "Joanna Collins",
            "total_planned_hrs": 114.0
          },
          {
            "id": 3,
            "name": "Martha Day",
            "total_planned_hrs": 66.0
          },
    
        { ... },
        { ... }
      ]
    }
    

    Example: Get utilization by projects

    curl -X POST "https://app.eresourcescheduler.cloud/rest/v1/utilization?\
    view=project&start=2022-05-01&end=2022-05-31" \
    -H "Content-Type: application/json" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    

    Response

    {
      "end_date": "2022-05-31",
      "offset": 0,
      "total_count": 6,
      "limit": 10,
      "start_date": "2022-05-01",
      "projects": [
          {
            "id": 1,
            "title": "Apollo 11",
            "total_planned_hrs": 274.0
          },
          {
            "id": 5,
            "title": "Falcon 9",
            "total_planned_hrs": 132.0
          },
          {
            "id": 2,
            "title": "Hubble Telescope",
            "total_planned_hrs": 422.59
          },
          {
            "id": 3,
            "title": "Mangalyaan",
            "total_planned_hrs": 229.20
          },
          {
            "id": 6,
            "title": "Mars Express",
            "total_planned_hrs": 213.79
          },
          {
            "id": 4,
            "title": "Mars Rover",
            "total_planned_hrs": 208.79
          }
    
      ]
    }
    

    Example: Get utilization by projects using project filter

    curl -X POST "https://app.eresourcescheduler.cloud/rest/v1/utilization?\
    view=project&start=2022-05-01&end=2022-05-31" \
    -H "Content-Type: application/json" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    -d '{        
           "project":{
                "project_start_date:gt":"2022-01-01",
                "tags":["Medium","High"]
            }
        }'
    

    Response

    {
      "end_date": "2022-05-31",
      "offset": 0,
      "total_count": 2,
      "limit": 10,
      "start_date": "2022-05-01",
      "projects": [
          {
            "id": 1,
            "title": "Apollo 11",
            "total_planned_hrs": 274.0
          },
          {
            "id": 2,
            "title": "Hubble Telescope",
            "total_planned_hrs": 422.59
          }
       ]
    }
    

    Example: Get planned and actual utilization

    curl -X POST "https://app.eresourcescheduler.cloud/rest/v1/utilization?\
    start=2022-05-01&end=2022-05-31&data=actual,planned" \
    -H "Content-Type: application/json" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    

    Response

    {
      "end_date": "2022-05-31",
      "offset": 0,
      "total_count": 11,
      "limit": 10,
      "start_date": "2022-05-01",
      "resource": [
          {
            "id": 1,
            "name": "Albert Murphy",
            "total_actual_hrs": 10.4,
            "total_planned_hrs": 160.79,
          },
          {
            "id": 8,
            "name": "Ayn Dante",
            "total_actual_hrs": 0.0,
            "total_planned_hrs": 71.22
          },
          {
            "id": 2,
            "name": "Chris Rose",
            "total_actual_hrs": 30.50,
            "total_planned_hrs": 0.0
          },
          {
            "id": 10,
            "name": "Emily Eliot",
            "total_actual_hrs": 12.8,
            "total_planned_hrs": 187.2
          },
          {
            "id": 9,
            "name": "Jayden Brock",
            "total_actual_hrs": 0.0,
            "total_planned_hrs": 164.39
          },
          {
            "id": 4,
            "name": "Joanna Collins",
            "total_actual_hrs": 15.0,
            "total_planned_hrs": 114.0
          },
          {
            "id": 3,
            "name": "Martha Day",
            "total_actual_hrs": 25.40,
            "total_planned_hrs": 66.0
          },
        { ... },
        { ... }
      ]
    }
    

    Example: Get planned and actual utilization with daily breakup

    curl -X POST "https://app.eresourcescheduler.cloud/rest/v1/utilization?\
    start=2022-05-01&end=2022-05-05&data=actual,planned&daily_hrs=true" \
    -H "Content-Type: application/json" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    

    Response

    {
      "end_date": "2022-05-05",
      "offset": 0,
      "total_count": 11,
      "limit": 10,
      "start_date": "2022-05-01",
      "resource": [
          {
            "daily_actual_hrs": {
            "2022-05-01": 3.0,
            "2022-05-01": 2.0,
            "2022-05-01": 5.0,
            "2022-05-01": 0.0,
            "2022-05-01": 3.0,
            },
            "daily_planned_hrs": {
            "2022-05-01": 5.0,
            "2022-05-01": 5.0,
            "2022-05-01": 5.0,
            "2022-05-01": 3.0,
            "2022-05-01": 0.0,
            },
    
            "id": 1,
            "name": "Albert Murphy",
            "total_actual_hrs": 13.0,
            "total_planned_hrs": 18.0,
          },
          {
            "daily_actual_hrs": {
            "2022-05-01": 4.0,
            "2022-05-01": 4.0,
            "2022-05-01": 4.0,
            "2022-05-01": 4.0,
            "2022-05-01": 5.0,
            },
            "daily_planned_hrs": {
            "2022-05-01": 8.0,
            "2022-05-01": 8.0,
            "2022-05-01": 8.0,
            "2022-05-01": 8.0,
            "2022-05-01": 8.0,
            },
    
            "id": 8,
            "name": "Ayn Dante",
            "total_actual_hrs": 21.0,
            "total_planned_hrs": 40.0,
          },      
          {...},
          {...}      
       ]
    }
    

    Example: Get requested hours by project

    curl -X POST "https://app.eresourcescheduler.cloud/rest/v1/utilization?\
    view=project&data=requested&start=2022-05-01&end=2022-05-31" \
    -H "Content-Type: application/json" \
    -H "Authorization: Bearer B8x5Vj1O65r6wnoV" \
    

    Response

    {
      "end_date": "2022-05-31",
      "offset": 0,
      "total_count": 6,
      "limit": 10,
      "start_date": "2022-05-01",
      "projects": [
          {
            "id": 1,
            "title": "Apollo 11",
            "total_requested_hrs": 274.0
          },
          {
            "id": 5,
            "title": "Falcon 9",
            "total_planned_hrs": 132.0
          },
          {
            "id": 2,
            "title": "Hubble Telescope",
            "total_planned_hrs": 422.59
          },
          {
            "id": 3,
            "title": "Mangalyaan",
            "total_planned_hrs": 229.20
          },
          {
            "id": 6,
            "title": "Mars Express",
            "total_planned_hrs": 213.79
          },
          {
            "id": 4,
            "title": "Mars Rover",
            "total_planned_hrs": 208.79
          }
    
      ]
    }
    

    REQUEST QUERY PARAMETERS

    Name Description
    start
    optional
    String value representing start date in ISO 8601 extended notation for date i.e. yyyy-MM-dd. This is used to get utilization on or after this date.
    end
    optional
    String value representing end date in ISO 8601 extended notation for date i.e. yyyy-MM-dd. This is used to get utilization on or before this date.
    Note: By default, if start & end arguments are omitted, then utilization of the current month will be returned. If utilization of a specific period is required, then both start & end arguments must be passed.
    limit
    optional
    The limit keyword is used to limit the number of records returned from a result set. If a limit count is given, no more than that many records will be returned (but possibly less, if the query itself yields fewer records)
    Default value of limit is 10.
    Maximum value of limit can be 25.
    offset
    optional
    Offset keyword is used to skip n items. If the offset value is given as 10, then the first 10 records will be skipped from the result set. Offset is often used together with the limit keyword.
    Default value of offset is 0.
    view
    optional
    This parameter allows you to select from the two available views i.e. resource or project. The Resource view aggregates utilization data on resources, whereas the project view aggregates data on projects.
    Default value of view is resource.
    data
    optional
    This parameter allows querying for planned and actual utilization. Possible values for this parameter can be any combination of 'planned,' 'actual,' or 'requested' when the view is set to project.
    Default value of data is planned.
    daily_hrs
    optional
    This parameter defines whether the result should contain a daily breakup of hours or not. If the parameter with the true value exists in the request, then the response will include daily utilization hours along with the aggregated total utilization hours.
    Default value of daily_hrs is false.

    Along with query parameters, this API endpoint also accepts filter criteria as a request body. Kindly refer to the examples shown to the right. To learn more about filters, visit this section.

    Returns

    Code Description
    200
    OK
    This indicates that the operation was successful and utilization is returned.
    400
    Bad Request
    Bad Request error occurs when a request is malformed, syntactically incorrect or when the offset or limit value is a negative integer.
    403
    Forbidden
    Authorization failed due to insufficient permissions. This occurs when user does not have enough access rights to perform this action. Access for each user can be controlled by an Administrator using eRS Cloud Application.

    Filters

    Definition

    The filter parameter allows for filtering the results returned from the various endpoint in various ways.

    Filters are made up of rules, with a user-defined or system-defined field, a filter operator and a value.

    A filter condition consists of three components which are field, operator and value. If operator is not supplied, it takes default operator for field.

    Operator

    The full list of all operators is shown below.

    Operator Meaning
    any Checks whether field value exists in given set.
    all Checks whether field value contains all elements of given set.
    has Checks whether field value contains given phrase.
    eq Checks whether field value is equal to given input.
    gt Checks whether field value is greater than given input.
    lt Checks whether field value is lesser than given input.
    bt Checks whether field value is between given range.
    ex Checks whether field value is not in the given range.
    none Checks whether field value does not exist in given set.
    miss Checks whether field value does not contain given phrase.
    neq Checks whether field value is not equal to given input.

    Filters for User Defined Fields

    Field Type Operators Example
    Simple Text
  • has (default)
  • miss
  • eq
  • neq
  • "simtext:has": "Simple Text"
    "simtext:miss": "Simple Text"
    "simtext:eq": "Simple Text Ed"
    "simtext:neq": "Simple Text Ed"
    Integer Number
  • eq (default)
  • lt
  • gt
  • bt
  • ex
  • "int_field:eq": 41
    "int_field:lt": 41
    "int_field:gt": 41
    "int_field:lt": 41
    "int_field:bt": [41,121]
    "int_field:bt": 41
    "int_field:ex": [41,121]
    "int_field:ex": 41
    Fractional Number
  • eq (default)
  • lt
  • gt
  • bt
  • ex
  • "float_field:eq": 12.1
    "float_field:lt": 45.6
    "float_field:gt": 121.1
    "float_field:bt": [1.0,121.1]
    "float_field:bt": 22.6
    "float_field:ex": [15.7,45.6]
    "float_field:ex": 45.6
    Date
  • eq (default)
  • lt
  • gt
  • bt
  • ex
  • "emp_birthday:eq": "1992-02-12"
    "emp_birthday:lt": "1992-02-12"
    "emp_birthday:gt": "1992-02-12"
    "emp_birthday:bt":[1992-02-12,1999-07-07]
    "emp_birthday:bt": "1992-02-12"
    "emp_birthday:ex" : [1992-02-12,1997-01-27]
    "emp_birthday:ex": "1992-02-12"
    DateTime
  • eq (default)
  • lt
  • gt
  • bt
  • ex
  • "date_time_field:eq": "2018-06-06T18:30:00Z"
    "date_time_field:lt": "2018-06-06T18:30:00Z"
    "date_time_field:gt": "2018-06-06T18:30:00Z"
    "date_time_field:bt": [2018-06-06T18:30:00Z,2018-06-06T18:30:00Z]
    "date_time_field:bt": "2018-06-06T18:30:00Z"
    "date_time_field:ex": [2018-06-06T18:30:00Z,2018-06-06T18:30:00Z]
    "date_time_field:ex": "2018-06-06T18:30:00Z"
    Email
  • has (default)
  • miss
  • eq
  • neq
  • "email:has": "a"
    "email:miss": "a"
    "email:eq": "ana@company.com"
    "email:neq": "ana@company.com"
    Checkbox N/A "check_field": true
    "check_field": false
    Checkbox Group
  • any (default)
  • none
  • all
  • ex
  • "check_group_field:any": [17,10]
    "check_group_field:none": [17,10]
    "check_group_field:all": [16,17]
    "check_group_field:ex": [16,17]
    Radio Group
  • eq (default)
  • neq
  • any
  • none
  • "radio_field:eq": 15
    "radio_field:neq": 15
    "radio_field:any": [16,15]
    "radio_field:none": [16,15]
    Label
  • eq (default)
  • neq
  • any
  • none
  • "label_field:eq": 18
    "label_field:neq": 18
    "label_field:any": [16,18]
    "label_field:none": [16,18]
    Drop Down Single Select
  • eq (default)
  • neq
  • any
  • none
  • "ddss_field:eq": 15
    "ddss_field:neq": 15
    "ddss_field:any": [16,15]
    "ddss_field:none": [16,15]
    Drop Down Multi Select
  • any (default)
  • none
  • all
  • ex
  • "ddms_field:any": [20,21]
    "ddms_field:none": [20,21]
    "ddms_field:all": [20,21]
    "ddms_field:ex": [20,21]
    User Single Select
  • eq (default)
  • neq
  • any
  • none
  • "uss_field:eq": 15
    "uss_field:neq": 15
    "uss_field:any": [16,15]
    "uss_field:none": [16,15]
    User Multi Select
  • any (default)
  • none
  • all
  • ex
  • "ums_field:any":[20,21]
    "ums_field:none": [20,21]
    "ums_field:all": [20,21]
    "ums_field:ex": [20,21]