Project Templates

Project Templates are sets of tasks and attributes that can be applied to new or existing projects. A single template can be used on any number of projects. A project template's tasks are all stored in an attribute located on the project template object called raw_json. It is a JSON hash of all the stories that has been turned into a string and is stored on the object.

Project Template Stories (Tasks) - raw_json

A project template's tasks are all stored in an attribute located on the project template object called raw_json. It is a JSON hash of all the stories that has been turned into a string and is stored on the object.

Stories within the JSON have the following attributes:

• title - The title of the task.

• billable - The title of the project template.

• relative_start_date - An integer that represents the start day of the task relative to the start of the project.

• relative_due_date - An integer that represents the end day of the task relative to the start of the project.

• duration - The number of days the task will take to complete.

• temp_id - The unique reference ID for the task (used for dependencies).

• description - The task description.

• budget_estimate_in_cents - An integer (whole number) that represents the budget estimate, in cents, for the task.

• time_estimate_in_minutes - An integer (whole number) that represents the time estimate, in minutes, for the task.

• sub_stories - An nested array of sub-tasks that have the same structure as tasks.

• checklist - An array of strings, each being a checklist item on the task. For example, "checklist":["item one", "item two"].

• tag_list - A string with tags that are comma separated. For example, "design, engineering, this has spaces." This creates three tags: "design", "engineering", and "this has spaces."

• assignments - An array of objects with key value pairs "assignee_id":id. For example, [{"assignee_id":100},{"assignee_id":101}] This task would have two resources assigned to it. These are the IDs of two associated project template assignments. Project template assignments are associated objects.

• dependencies - An array of objects that represent a task's dependencies. A dependency is an object that connects two tasks, and is used in Gantt charts. A dependency object lives in the dependencies array on it's source task, not it's target.

Dependencies have the following attributes:

• source_id - The temporary ID of the first task (source task) in the dependency.
• target_id - The temporary ID of the second task (target task) in the dependency.
• type - There are four types of dependencies, numbered zero through three.
  • 0 - From the beginning of the source task to the beginning of the target task.
  • 1 - From the beginning of the source task to the end of the target task.
  • 2 - From the end of the source task to beginning of the target task.
  • 3 - From the end of the source task to end of the target task.
• lag - An integer that represents the number of days delay that occurs between the two tasks in the dependency.

raw_json example:

[ { "story_type":"task", "billable":true, "relative_start_date":1, "relative_due_date":2, "title":"Task One", "temp_id":1, "dependencies":[{"source_id":1, "target_id":2, "type":2, "lag":0}], "description":"this is a task", "assignments":[{"assignee_id":"26"}], "tag_list":"difficult,easy", "budget_estimate_in_cents":40000, "time_estimate_in_minutes":1200, "sub_stories": [ { "story_type":"task", "billable":true, "due_date":nil, "start_date":nil, "relative_start_date":1, "relative_due_date":3, "title":"Sub Task One", "description":"this is a sub task", "assignments":[{"assignee_id":"27"}], "budget_estimate_in_cents":20000, "time_estimate_in_minutes":300, "temp_id":3 } ] }, { "story_type":"deliverable", "billable":true, "endDay":4, "relative_start_date":1, "relative_due_date":4, "title":"Deliverable One", "temp_id":2, "description":"this is a deliverable", "sub_stories":[] }, { "story_type":"milestone", "billable":true, "title":"Milestone One", "description":"this is a milestone", "weight":100, "duration":0, "relative_start_date":5, "sub_stories":[], "checklist":["item one", "item two"], "temp_id":4 } ].