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An Estimate represents a potential project. Estimates allow you to plan out a project's budget, resources, and allocations through associated estimate scenarios.

Fetching a list of Estimates

Request

This endpoint returns structured Estimate objects. As with all Kantata OX API endpoints, the returned data will be referenced in sorted order in the results array and will be indexed by ID in the estimates top-level JSON key. Please see our Response Format section for more information.

Query
by_custom_choice_valuestring

Filter by a custom field choice value, represented as a string with the custom field ID, followed by a colon, and then comma-separated custom field choice value IDs. The custom field choice value can also be the word blank. Multiple custom fields can be delimited by semicolons or by parentheses and colons.

The following formats are supported:

  • custom_field_ID:choice_value_ID
  • custom_field_ID:choice_value_1_ID,choice_value_2_ID
  • custom_field_ID:blank
  • (custom_field_1_ID:choice_value_1_ID,choice_value_2_ID):(custom_field_2_ID:choice_value_3_ID).
by_custom_currency_valuestring

Filter by a custom field currency value, represented as a string with the custom field ID, followed by a colon, and then the currency value. Optionally, the currency ISO code can be supplied as well, separated from the currency value by another colon. Multiple custom fields can be delimited by semicolons or by parentheses and colons. The following formats are supported:

  • (1:200.2:USD):(2:100).
by_custom_date_valuestring

Filter by a custom field date value, represented as a string with the custom field ID, followed by a colon, the starting date, another colon, and then the ending date. You can provide both a starting date and ending date, or provide just one. Multiple custom fields can be delimited by semicolons or by parentheses and colons. The following formats are supported:

  • (1:2014-12-05:2014-12-25):(2:2014-12-05).
by_custom_number_valuestring

Filter by a custom field number value, represented as a string with the custom field ID, followed by a colon, and then the number value. Multiple custom fields can be delimited by semicolons or by parentheses and colons. The following formats are supported:

  • (1:200):(2:101).
by_custom_text_valuestring

Filter by a custom field text value, represented as a string with the custom field ID, followed by a colon, and then the text value. Multiple custom fields can be delimited by semicolons or by parentheses and colons. The following formats are supported:

  • (1:something):(2:else)
  • (1:something):(1:else) (multiple values for the same field, returns objects matching any value)
  • 1 (bare field ID with no value, returns all objects that have any value for that field).
created_afterstring, (date-time)

Filter for records created after a specified datetime. The datetime must be in ISO 8601 format.

created_beforestring, (date-time)

Filter for records created before a specified datetime. The datetime must be in ISO 8601 format.

creatorstring

Only includes estimates in which the specified set IDs belong to the creator of the estimates. For example, '10,20'.

external_reference_external_messagestring

Filter the objects based on the external message of their associated external references. This is an exact match.

external_reference_external_statusstring

Filter by the status of the external object in the external system.

external_reference_service_modelstring

Filter by the type of the external object this external reference belongs to.

external_reference_service_model_refinteger, (int32)

Filter by the id of the external object this external reference belongs to.

external_reference_service_model_refsstring

Filter for objects that correlate to the specified external object IDs. Provide a comma-separated list of up to 200 external IDs.

external_reference_service_namestring

Filter by the name of the provider for integration.

external_reference_statusstring

Filter by the status of the integration, this can be successful or fail.

has_external_referencesboolean

Filter by whether or not the object has external references.

has_value_for_custom_field_idsstring

Filter by the presence of a custom field value for the specified comma-separated custom field ID(s).

includestring

Any of the below associations can be included in your request by providing the include param, e.g. include=association1,association2.

  • creator (User) - The user who created the estimate.
  • custom_field_values (CustomFieldValue) - The value set on estimate custom fields.
  • estimate_scenarios (EstimateScenario) - The EstimateScenarios of the estimate.
  • external_references (ExternalReference) - Includes references to external integrations for this object.
  • workspace (Workspace) - The Workspace that was created from the Project.
  • workspace_group (WorkspaceGroup) - The WorkspaceGroup (client) of the estimate.
matchingstring
onlystring

Allows you to request one or more resources directly by ID. Multiple IDs can be supplied in a comma separated list, like GET /api/v1/workspaces.json?only=5,6,7.

orderstring

Supply order with the name of a valid sort field for the endpoint and a direction.

Valid values: created_at:asc, created_at:desc, name:asc, and name:desc.

Default:"name"
pageinteger, (int32)
Default:1
per_pageinteger, (int32), <= 200
Default:20
updated_afterstring, (date-time)

Filter for records updated after a specified datetime. The datetime must be in ISO 8601 format.

updated_beforestring, (date-time)

Filter for records updated before a specified datetime. The datetime must be in ISO 8601 format.

with_workspace_group_idsstring

Only includes estimates for the specified workspace group IDs. For example, '1,2,3'.

without_external_reference_service_namestring

Exclude by the existence of an external reference with the specified service name.

GET
/estimates
curl -i -X GET \
  'https://api.mavenlink.com/api/v1/estimates?by_custom_choice_value=string&by_custom_currency_value=string&by_custom_date_value=string&by_custom_number_value=string&by_custom_text_value=string&created_after=2019-08-24T14%3A15%3A22Z&created_before=2019-08-24T14%3A15%3A22Z&creator=string&external_reference_external_message=string&external_reference_external_status=string&external_reference_service_model=string&external_reference_service_model_ref=0&external_reference_service_model_refs=string&external_reference_service_name=string&external_reference_status=string&has_external_references=true&has_value_for_custom_field_ids=string&include=string&matching=string&only=string&order=name&page=1&per_page=20&updated_after=2019-08-24T14%3A15%3A22Z&updated_before=2019-08-24T14%3A15%3A22Z&with_workspace_group_ids=string&without_external_reference_service_name=string'

Responses

A list of Estimates have been retrieved.

Bodyapplication/json
countinteger, (int32)
metaobject
resultsArray of objects
estimatesobject
external_referencesobject
usersobject
workspace_groupsobject
estimate_scenariosobject
workspacesobject
custom_field_valuesobject
Response
{ "count": 0, "meta": { "count": 0, "page_count": 0, "page_number": 0, "page_size": 0 }, "results": [ { "key": "string", "id": "string" } ], "estimates": { "property1": { "created_at": "2019-08-24T14:15:22Z", "creator_id": "string", "currency": "string", "custom_field_value_ids": [ "string" ], "description": "string", "estimate_scenario_ids": [ "string" ], "external_reference_ids": [ "string" ], "is_locked": true, "name": "string", "updated_at": "2019-08-24T14:15:22Z", "workspace_group_id": "string", "workspace_id": "string" }, "property2": { "created_at": "2019-08-24T14:15:22Z", "creator_id": "string", "currency": "string", "custom_field_value_ids": [ "string" ], "description": "string", "estimate_scenario_ids": [ "string" ], "external_reference_ids": [ "string" ], "is_locked": true, "name": "string", "updated_at": "2019-08-24T14:15:22Z", "workspace_group_id": "string", "workspace_id": "string" } }, "external_references": { "property1": { "created_at": "2019-08-24T14:15:22Z", "external_link": "string", "external_message": "string", "external_status": "string", "last_synced_at": "2019-08-24T14:15:22Z", "locked": true, "service_model": "string", "service_model_ref": "string", "service_name": "string", "status": "string", "subject_id": 0, "subject_ref": { "key": "string", "id": "string" }, "subject_type": "string", "updated_at": "2019-08-24T14:15:22Z" }, "property2": { "created_at": "2019-08-24T14:15:22Z", "external_link": "string", "external_message": "string", "external_status": "string", "last_synced_at": "2019-08-24T14:15:22Z", "locked": true, "service_model": "string", "service_model_ref": "string", "service_name": "string", "status": "string", "subject_id": 0, "subject_ref": { "key": "string", "id": "string" }, "subject_type": "string", "updated_at": "2019-08-24T14:15:22Z" } }, "users": { "property1": { "abbreviated_timezone": "string", "account_membership_id": "string", "bio": "string", "city": "string", "classification": "string", "country": "string", "custom_field_value_ids": [ "string" ], "email_address": "string", "external_reference_ids": [ "string" ], "full_name": "string", "headline": "string", "last_site_activity": "2019-08-24T14:15:22Z", "manager_id": "string", "photo_path": "string", "role_id": "string", "skill_ids": [ "string" ], "skill_membership_ids": [ "string" ], "state": "string", "website": "string", "work_sample_ids": [ "string" ] }, "property2": { "abbreviated_timezone": "string", "account_membership_id": "string", "bio": "string", "city": "string", "classification": "string", "country": "string", "custom_field_value_ids": [ "string" ], "email_address": "string", "external_reference_ids": [ "string" ], "full_name": "string", "headline": "string", "last_site_activity": "2019-08-24T14:15:22Z", "manager_id": "string", "photo_path": "string", "role_id": "string", "skill_ids": [ "string" ], "skill_membership_ids": [ "string" ], "state": "string", "website": "string", "work_sample_ids": [ "string" ] } }, "workspace_groups": { "property1": { "address": "string", "company": true, "contact_name": "string", "created_at": "2019-08-24T14:15:22Z", "email": "string", "external_reference_ids": [ "string" ], "name": "string", "notes": "string", "phone_number": "string", "rate_card_set_ids": [ "string" ], "updated_at": "2019-08-24T14:15:22Z", "website": "string", "workspace_ids": [ "string" ] }, "property2": { "address": "string", "company": true, "contact_name": "string", "created_at": "2019-08-24T14:15:22Z", "email": "string", "external_reference_ids": [ "string" ], "name": "string", "notes": "string", "phone_number": "string", "rate_card_set_ids": [ "string" ], "updated_at": "2019-08-24T14:15:22Z", "website": "string", "workspace_ids": [ "string" ] } }, "estimate_scenarios": { "property1": { "budget_in_cents": 0, "created_at": "2019-08-24T14:15:22Z", "estimate_id": 0, "estimate_scenario_resource_ids": [ "string" ], "external_reference_ids": [ "string" ], "name": "string", "rate_card_id": "string", "start_date": "2019-08-24T14:15:22Z", "target_margin_percent": 0, "updated_at": "2019-08-24T14:15:22Z" }, "property2": { "budget_in_cents": 0, "created_at": "2019-08-24T14:15:22Z", "estimate_id": 0, "estimate_scenario_resource_ids": [ "string" ], "external_reference_ids": [ "string" ], "name": "string", "rate_card_id": "string", "start_date": "2019-08-24T14:15:22Z", "target_margin_percent": 0, "updated_at": "2019-08-24T14:15:22Z" } }, "workspaces": { "property1": { "access_level": "string", "account_color_id": "string", "account_id": 0, "account_insights_mapping_ids": [ "string" ], "actual_fees_includes_additional_line_items": true, "actual_fees_includes_expenses": true, "approver_id": "string", "approver_ids": [ "string" ], "archived": true, "billable_minutes": 0, "billing_milestone_ids": [ "string" ], "budget_remaining": "string", "budget_used": "string", "budget_used_in_cents": 0, "budgeted": true, "can_create_line_items": true, "can_invite": true, "change_orders_enabled": true, "client_lead_name": "string", "client_role_name": "string", "consultant_role_name": "string", "created_at": "2019-08-24T14:15:22Z", "creator_id": "string", "currency": "string", "currency_base_unit": 0, "currency_symbol": "string", "current_status_report_id": "string", "current_user_participation_id": "string", "custom_field_value_ids": [ "string" ], "default_rate": "string", "description": "string", "due_date": "2019-08-24", "effective_due_date": "2019-08-24", "estimated_minutes": 0, "exclude_archived_stories_percent_complete": true, "expenses_in_burn_rate": true, "external_link": { "url": "string", "text": "string" }, "external_reference_ids": [ "string" ], "financial_viewer_ids": [ "string" ], "has_active_expense_report_submissions": true, "has_active_timesheet_submissions": true, "has_budget_access": true, "incoming_email_address": "string", "lock_date": "2019-08-24", "minutes_logged": 0, "next_uncompleted_milestone_id": "string", "non_billable_minutes": 0, "over_budget": true, "participant_ids": [ "string" ], "participation_ids": [ "string" ], "percent_of_budget_used": 0, "percentage_complete": 0, "permissions": { "can_upload_files": true, "can_private_message": true, "can_join": true, "is_participant": true, "access_level": "string", "team_lead": true, "user_is_client": true, "can_change_price": true, "can_change_story_billable": true, "can_post": true, "can_edit": true, "restricted": true, "can_see_financials": true, "is_guest_on_project": true }, "possible_approver_ids": [ "string" ], "posts_require_privacy_decision": true, "price": "string", "price_in_cents": 0, "primary_counterpart_id": "string", "primary_maven_id": "string", "primary_workspace_group_id": "string", "provider_lead_name": "string", "rate_card_id": 0, "require_expense_approvals": true, "require_notes_on_time_entries": true, "require_time_approvals": true, "revenue_recognition_method_id": "string", "revenue_recognition_method_name": "string", "stage": "string", "start_date": "2019-08-24", "status": { "color": "string", "key": "string", "message": "string" }, "status_report_ids": [ "string" ], "stories_are_fixed_fee_by_default": true, "target_margin": 0.1, "task_status_set_id": "string", "task_status_set_name": "string", "task_statuses": [ "string" ], "tasks_default_non_billable": true, "time_trackable": true, "timesheet_submission_ids": [ "string" ], "title": "string", "total_expenses_in_cents": 0, "total_invoiced": "string", "total_minutes_approved": 0, "updated_at": "2019-08-24T14:15:22Z", "workspace_group_ids": [ "string" ], "workspace_invoice_preference_id": 0, "workspace_resource_ids": [ "string" ], "workspace_resources_with_unnamed_ids": [ "string" ] }, "property2": { "access_level": "string", "account_color_id": "string", "account_id": 0, "account_insights_mapping_ids": [ "string" ], "actual_fees_includes_additional_line_items": true, "actual_fees_includes_expenses": true, "approver_id": "string", "approver_ids": [ "string" ], "archived": true, "billable_minutes": 0, "billing_milestone_ids": [ "string" ], "budget_remaining": "string", "budget_used": "string", "budget_used_in_cents": 0, "budgeted": true, "can_create_line_items": true, "can_invite": true, "change_orders_enabled": true, "client_lead_name": "string", "client_role_name": "string", "consultant_role_name": "string", "created_at": "2019-08-24T14:15:22Z", "creator_id": "string", "currency": "string", "currency_base_unit": 0, "currency_symbol": "string", "current_status_report_id": "string", "current_user_participation_id": "string", "custom_field_value_ids": [ "string" ], "default_rate": "string", "description": "string", "due_date": "2019-08-24", "effective_due_date": "2019-08-24", "estimated_minutes": 0, "exclude_archived_stories_percent_complete": true, "expenses_in_burn_rate": true, "external_link": { "url": "string", "text": "string" }, "external_reference_ids": [ "string" ], "financial_viewer_ids": [ "string" ], "has_active_expense_report_submissions": true, "has_active_timesheet_submissions": true, "has_budget_access": true, "incoming_email_address": "string", "lock_date": "2019-08-24", "minutes_logged": 0, "next_uncompleted_milestone_id": "string", "non_billable_minutes": 0, "over_budget": true, "participant_ids": [ "string" ], "participation_ids": [ "string" ], "percent_of_budget_used": 0, "percentage_complete": 0, "permissions": { "can_upload_files": true, "can_private_message": true, "can_join": true, "is_participant": true, "access_level": "string", "team_lead": true, "user_is_client": true, "can_change_price": true, "can_change_story_billable": true, "can_post": true, "can_edit": true, "restricted": true, "can_see_financials": true, "is_guest_on_project": true }, "possible_approver_ids": [ "string" ], "posts_require_privacy_decision": true, "price": "string", "price_in_cents": 0, "primary_counterpart_id": "string", "primary_maven_id": "string", "primary_workspace_group_id": "string", "provider_lead_name": "string", "rate_card_id": 0, "require_expense_approvals": true, "require_notes_on_time_entries": true, "require_time_approvals": true, "revenue_recognition_method_id": "string", "revenue_recognition_method_name": "string", "stage": "string", "start_date": "2019-08-24", "status": { "color": "string", "key": "string", "message": "string" }, "status_report_ids": [ "string" ], "stories_are_fixed_fee_by_default": true, "target_margin": 0.1, "task_status_set_id": "string", "task_status_set_name": "string", "task_statuses": [ "string" ], "tasks_default_non_billable": true, "time_trackable": true, "timesheet_submission_ids": [ "string" ], "title": "string", "total_expenses_in_cents": 0, "total_invoiced": "string", "total_minutes_approved": 0, "updated_at": "2019-08-24T14:15:22Z", "workspace_group_ids": [ "string" ], "workspace_invoice_preference_id": 0, "workspace_resource_ids": [ "string" ], "workspace_resources_with_unnamed_ids": [ "string" ] } }, "custom_field_values": { "property1": { "account_id": 0, "can_edit": true, "created_at": "2019-08-24T14:15:22Z", "custom_field_id": "string", "custom_field_name": "string", "display_value": "string", "external_reference_ids": [ "string" ], "selected_choice_ids": [ "string" ], "setter_id": "string", "subject_id": 0, "subject_ref": { "key": "string", "id": "string" }, "subject_type": "string", "type": "string", "updated_at": "2019-08-24T14:15:22Z", "value": "string" }, "property2": { "account_id": 0, "can_edit": true, "created_at": "2019-08-24T14:15:22Z", "custom_field_id": "string", "custom_field_name": "string", "display_value": "string", "external_reference_ids": [ "string" ], "selected_choice_ids": [ "string" ], "setter_id": "string", "subject_id": 0, "subject_ref": { "key": "string", "id": "string" }, "subject_type": "string", "type": "string", "updated_at": "2019-08-24T14:15:22Z", "value": "string" } } }