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NH360 Portfolio Insights (Preview)

  • Reference

NH360 Portfolio Insights Connector enables you to continuously connect, align and orchestrate all investments with strategies to drive business agility more effectively. It connects disparate silos across the enterprise and provides 360 degrees of insight to help ensure that all investments are derived from – and continuously align with – strategic priorities. Connect to NH360 Portfolio Insights to plan, manage, and adjust your initiatives, projects, epics and more.

This connector is available in the following products and regions:

Service Class Regions
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
     -   US Department of Defense (DoD)
Power Automate Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Power Apps Premium All Power Apps regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Contact
Name NH360 Support
URL https://www.northhighland.com/portal
Email spm-support@northhighland.com
Connector Metadata
Publisher The North Highland Company
Website https://www.northhighland.com/strategic-portfolio-manager
Privacy policy https://www.northhighland.com/nh360-privacy-policy
Categories Business Management

360 Strategic Portfolio Manager enables you to continuously connect, align and orchestrate all investments with strategies to drive business agility more effectively. The Strategic Portfolio Manager connector allows users to automate business processes and create workflows based on events in the 360 Strategic Portfolio Manager site. Additionally, it enables users to easily access and use the 360 Portfolio Insights data in Power Apps and create integrations with other applications using Power Automate.

Prerequisites

Before you can use take advantages of the Strategic Portfolio Manager connector, you must have:

  • A 360 Portfolio Insights subscription
  • A 360 Portfolio Insights site which allows connection requests from the connector
  • User with access rights to the 360 Portfolio Insights site

How to get credentials

Contact us to start using 360 Portfolio Insights: Contact Us

Get started with your connector

To use the Strategic Portfolio Manager connector, the first step is to obtain the URL of the 360 Portfolio Insights site, which can be found in the browser's address bar. Once you have the URL, you can begin accessing data from the instance and writing flows using the connector.

In all actions and triggers, the URL is used as the "Site URL" parameter, which is the absolute URL of your 360 Portfolio Insights site. The remaining parameters of actions and triggers are dynamically populated or can be set manually if the user knows exactly what they are looking for.

Common use cases for the Strategic Portfolio Manager connector include integration scenarios between 360 Portfolio Insights and Microsoft Teams, automating complex approval processes using Power Automate, creating bi-directional data integration with 3rd-party applications, and more.

Common errors and remedies

  • Status Code 400:
    * The input to the connector was not correct. Check if the "Site URL" inserted is a correct one. It must be a secure site (https) * If error occurred on "Create entity" action make sure the name of inserted entity is Unique

  • Status Code 401: Authorization has been denied for this request. * Check if the user used for the connection has rights in 360 Portfolio Insights site provided.
    * Check if the connection is still active. Authenticate your connection to resolve this problem.

  • Status Code 404: Endpoint not found. Check the latest documentation of the connector and see if used action/trigger is still supported. Retry the action later and if the error persists, contact support and specify the action/trigger used in the flow.

  • Status Code 500: Server error. Retry the action later and if the error persists, contact connector support and provide details such as: action/trigger used in the flow, 360 Portfolio Insights site, name of the user that encountered the problems.

  • Dynamic dropdown is not filled and returns an authorization error - to fix this, click on the "..." from the top right of the current step, go to "My connections" and select an existing connection or add a new connection if none exists. In the new popup that opens, enter the credentials required for authorization.

FAQ

  • Do I need to have extra knowledge to use the Strategic Portfolio Manager connector? For example, do I need to know an entity ID to get field values? No, there is no need to have any extra knowledge to use the Strategic Portfolio Manager connector. The connector uses dynamic dropdowns, and the user can select everything they need in the flow from there. You do not need to know how to get an entity ID or other IDs from the 360 Portfolio Insights site. If you already know the ID, you can insert it using 'Enter custom value'.

  • I need more details. Who can I reach out to? If you need more details, you can reach out to support@umt360.com. Please specify 'Strategic Portfolio Manager connector' in the subject of your email.

Throttling Limits

Name Calls Renewal Period
API calls per connection 100 60 seconds

Actions

Add a new entry to the entity's history log

Add a log entry to the chosen entity's history.
Add resource to entity

Assign a resource to an entity.
Create entity

Create a new entity in the NH360 Portfolio Insights site.
Execute Stage Transition

Executes an entity stage transition
Get entity

Returns properties of a selected entity.
Get entity field value

Returns a specific Entity Field value from an entity.
Get entity fields

Returns a list with an entity’s field names and their unique identifiers.
Get entity fields values

Returns a list with all Entity Fields and their values for a certain entity.
Get financial custom field value

Returns the value of a financial custom field.
Get option set values

Returns a list with all available values of a selected Option Set
Get resources assigned to entity

Returns all the name and unique identifier of all resources assigned to a selected entity.
Get the entity's stage validation status

Returns the entity's stage validation status.
List all entities

Returns a list with all Entities from the NH360 Portfolio Insights site.
List all option sets

Returns a list with all options sets from the NH360 Portfolio Insights site.
List entity history entries

Retrieve a list containing all history entries for the selected entity.
List entity types

Returns a list with all Entity Types from the NH360 Portfolio Insights site.
Update entity field value

Update the value of an Entity Field. For fields that use Option Sets, the Value should be set using the Option Set Value unique identifier.
Update financial custom field

Update the values of financial custom fields.

Add a new entry to the entity's history log

Operation ID:
FinancialEntitiesLogEntityHistoryEntry

Add a log entry to the chosen entity's history.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Choose entity by name or input an entity Uid.
Activity type
 activityType True string

Insert the activity type (ex: Entity field value changed )
Activity icon
 activityTypeIcon True string

Insert a fluent UI Icon (ex: arrow_step _back_16_regular).
Activity Details
 activityDetails True string

Insert some activity details
Add power apps user as initiator
 systemInitiator True string

Select if user from power apps is consider initiator

Add resource to entity

Operation ID:
FinancialEntitiesAddEntityResource

Assign a resource to an entity.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityUid True uuid

Choose entity by name or input an entity Uid
Resource
 resourceUid True uuid

Choose resource by name or input a resource Uid.

Returns

response
uuid

Create entity

Operation ID:
FinancialEntitiesCreateEntity

Create a new entity in the NH360 Portfolio Insights site.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity Type
 entityTypeUid True uuid

Choose an Entity Type to create the entity.
Entity Name
 entityName True string

Input a unique name for the entity.

Returns

response
uuid

Execute Stage Transition

Operation ID:
FinancialEntitiesExecuteStageTransition

Executes an entity stage transition

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Choose entity by name or input an entity Uid.
Stage
 stageId uuid

Choose stage by name or input a stage Uid.

Get entity

Operation ID:
FinancialEntitiesGetEntity

Returns properties of a selected entity.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Choose entity by name or input an entity Uid.
Columns
 selectColumns string

Use OData syntax to select only desired columns

Returns

Body
Entity

Get entity field value

Operation ID:
FinancialEntitiesGetEntityFieldValue

Returns a specific Entity Field value from an entity.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Choose entity by name or input an entity Uid.
Field
 fieldIdentifier True string

The custom field to read

Returns

Body
FieldValue

Get entity fields

Operation ID:
FinancialEntitiesGetEntityFields

Returns a list with an entity’s field names and their unique identifiers.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Choose entity by name or input an entity Uid.

Returns

response
array of Item

Get entity fields values

Operation ID:
FinancialEntitiesGetEntityFieldValues

Returns a list with all Entity Fields and their values for a certain entity.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Choose entity by name or input an entity Uid.

Returns

response
array of FieldValue

Get financial custom field value

Operation ID:
FinancialEntitiesGetFinancialCustomFieldValue

Returns the value of a financial custom field.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Choose entity by name or input an entity Uid.
Financial Type
 eftId True uuid

Choose an Enterprise Financial Type or input its Uid.
Financial Dimension
 fdId True uuid

Choose a Financial Dimension or input its Uid.
Financial Category
 fnId True uuid

Choose a Financial Category or input its Uid.
Allocation Center
 centerId True uuid

Choose an Allocation Center or input its Uid.
Financial Custom Field
 fieldIdentifier True string

Choose a Financial Custom Field or input its Uid.

Returns

Body
CustomFieldValueCreationInformation

Get option set values

Operation ID:
LookupTableGetLookupTableValues

Returns a list with all available values of a selected Option Set

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Option Set
 optionSetUid True uuid

Choose option set by name or input an option set Uid.

Returns

response
array of Item

Get resources assigned to entity

Operation ID:
FinancialEntitiesGetEntityResources

Returns all the name and unique identifier of all resources assigned to a selected entity.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityUid True uuid

Choose entity by name or input an entity Uid.

Returns

response
array of Resource

Get the entity's stage validation status

Operation ID:
FinancialEntitiesExecuteStageValidation

Returns the entity's stage validation status.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Choose entity by name or input an entity Uid.
Stage
 stageId uuid

Choose stage by name or input stage Uid.

Returns

response
boolean

List all entities

Operation ID:
FinancialEntitiesGetAllEntities

Returns a list with all Entities from the NH360 Portfolio Insights site.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Filter
 filter string

Use OData syntax to filter the entities read
Columns
 selectColumns string

Use OData syntax to select only desired columns

Returns

response
array of Entity

List all option sets

Operation ID:
LookupTableGetLookupTables

Returns a list with all options sets from the NH360 Portfolio Insights site.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site

Returns

response
array of Item

List entity history entries

Operation ID:
FinancialEntitiesGetEntityHistoryEntries

Retrieve a list containing all history entries for the selected entity.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Choose entity by name or input an entity Uid.

Returns

response
array of EntityHistoryEntry

List entity types

Operation ID:
EntityTypesGetEntityTypes

Returns a list with all Entity Types from the NH360 Portfolio Insights site.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site

Returns

response
array of Item

Update entity field value

Operation ID:
FinancialEntitiesSetEntityFieldValue

Update the value of an Entity Field. For fields that use Option Sets, the Value should be set using the Option Set Value unique identifier.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Choose entity by name or input an entity Uid.
Field
 fieldIdentifier True string

Choose field by name or input a field Uid.
Value
 value True string

Input the field value. Set to null to clear field value.

Update financial custom field

Operation ID:
FinancialEntitiesSetCustomFinancialFieldValue

Update the values of financial custom fields.

Parameters

Name Key Required Type Description
Site URL
 siteUrl True string

The absolute URL of your NH360 Portfolio Insights site
Entity
 entityId True uuid

Choose entity by name or input an entity Uid.
Financial Type
 eftId True uuid

Choose an Enterprise Financial Type or input its Uid.
Financial Dimension
 fdId True uuid

Choose a Financial Dimension or input its Uid.
Financial Category
 fnId True uuid

Choose a Financial Category or input its Uid.
Allocation Center
 centerId True uuid

Choose an Allocation Center or input its Uid.
Financial Custom Field
 fieldIdentifier True string

Choose a Financial Custom Field or input its Uid.
Value
 value True

Input the financial field value. Set to null to clear field value.

Triggers

On Actuals Approval Workflow Started

Executed when Actuals Approval workflow starts
On Actuals Period Status Changed

Executed when the status of an Actuals Period has been changed. Status values: Any = 0, Opened = 1, Locked = 2, Archived = 3, Waiting For Approval = 4, Open For Edit = 5, Processing = 6, Not Open = 7.
On Change Request Created

Executed when a new Change Request is created.
On Change Request Deleted

Executed when a “Change request” is deleted.
On Change Request Status Changed

Executed when a Change Request status is changed. Status values: Draft = 0, Pending = 1, Approved = 2, Rejected = 3, None = 4.
On Change Request Updated

Executed when a Change Request is updated.
On Entity Created

Executed when a new entity is created in the NH360 Portfolio Insights site.
On Entity Deleted

Executed when one or more entities are deleted from the NH360 Portfolio Insights site.
On Entity Updated

Executed when entity fields are updated.
On Financial Values Change

Executed when a financial value is changed.
On Milestone Created

Executed when a milestone is created in the NH360 Portfolio Insights site.
On Milestone Deleted

Executed when a milestone is deleted in the NH360 Portfolio Insights site.
On Milestone Updated

Executed when a milestone is edited in the NH360 Portfolio Insights site.
On Process Stage Transition

Executed when an entity changes its workflow stage.
On Relationship Created

Executed each time a new relationship is created in the NH360 Portfolio Insights site.
On Relationship Deleted

Executed each time a new relationship is deleted in the NH360 Portfolio Insights site.
On Relationship Updated

Executed each time a new relationship is edited in the NH360 Portfolio Insights site.
On Resource Assignment Created

Executed when one or more resources are added to an entity’s resource plan.
On Resource Assignment Removed

Executed when one or more resources are deleted.
On Resource Assignment Updated

Executed when one or more resources are re-assigned.

On Actuals Approval Workflow Started

Operation ID:
EventsAddActualsApprovalWorkflowStartedHook

Executed when Actuals Approval workflow starts

Parameters

Name Key Required Type Description
Site URL:
 SiteURL string

The absolute URL of your 360 Portfolio Insights site
Event Order
 Order integer

The order of this event in the list
Event Name
 Name string

An identifier for the event

Returns

Body
RemoteActualsStatusEventArgs

On Actuals Period Status Changed

Operation ID:
EventsAddActualsPeriodStatusChangedHook

Executed when the status of an Actuals Period has been changed. Status values: Any = 0, Opened = 1, Locked = 2, Archived = 3, Waiting For Approval = 4, Open For Edit = 5, Processing = 6, Not Open = 7.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL string

The absolute URL of your 360 Portfolio Insights site
Event Order
 Order integer

The order of this event in the list
Event Name
 Name string

An identifier for the event

Returns

Body
RemoteStageEventArgs

On Change Request Created

Operation ID:
EventsAddChangeRequestCreatedHook

Executed when a new Change Request is created.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL string

The absolute URL of your 360 Portfolio Insights site
Event Order
 Order integer

The order of this event in the list
Event Name
 Name string

An identifier for the event

Returns

Body
RemoteChangeRequestsEventArgs

On Change Request Deleted

Operation ID:
EventsAddChangeRequestDeletedHook

Executed when a “Change request” is deleted.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL string

The absolute URL of your 360 Portfolio Insights site
Event Order
 Order integer

The order of this event in the list
Event Name
 Name string

An identifier for the event

Returns

Body
RemoteChangeRequestsEventArgs

On Change Request Status Changed

Operation ID:
EventsAddChangeRequestStatusChangedHook

Executed when a Change Request status is changed. Status values: Draft = 0, Pending = 1, Approved = 2, Rejected = 3, None = 4.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL string

The absolute URL of your 360 Portfolio Insights site
Event Order
 Order integer

The order of this event in the list
Event Name
 Name string

An identifier for the event

Returns

Body
RemoteChangeRequestStatusEventArgs

On Change Request Updated

Operation ID:
EventsAddChangeRequestUpdatedHook

Executed when a Change Request is updated.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL string

The absolute URL of your 360 Portfolio Insights site
Event Order
 Order integer

The order of this event in the list
Event Name
 Name string

An identifier for the event

Returns

Body
RemoteChangeRequestsEventArgs

On Entity Created

Operation ID:
EventsAddEntityCreatedHook

Executed when a new entity is created in the NH360 Portfolio Insights site.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL string

The absolute URL of your 360 Portfolio Insights site
Event Order
 Order integer

The order of this event in the list
Event Name
 Name string

An identifier for the event

Returns

Body
RemoteEntityEventArgs

On Entity Deleted

Operation ID:
EventsAddEntityDeletedHook

Executed when one or more entities are deleted from the NH360 Portfolio Insights site.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL string

The absolute URL of your 360 Portfolio Insights site
Event Order
 Order integer

The order of this event in the list
Event Name
 Name string

An identifier for the event

Returns

Body
RemoteEntityDeletedEventArgs

On Entity Updated

Operation ID:
EventsAddEntityUpdatedHook

Executed when entity fields are updated.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL string

The absolute URL of your 360 Portfolio Insights site
Event Order
 Order integer

The order of this event in the list
Event Name
 Name string

An identifier for the event

Returns

Body
RemoteEntityEventArgs

On Financial Values Change

Operation ID:
EventsAddFinancialValuesChangedHook

Executed when a financial value is changed.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL string

The absolute URL of your 360 Portfolio Insights site
Event Order
 Order integer

The order of this event in the list
Event Name
 Name string

An identifier for the event

Returns

Body
RemoteFinancialValuesEventArgs

On Milestone Created

Operation ID:
EventsAddMilestoneCreatedHook

Executed when a milestone is created in the NH360 Portfolio Insights site.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL string

The absolute URL of your 360 Portfolio Insights site
Event Order
 Order integer

The order of this event in the list
Event Name
 Name string

An identifier for the event

Returns

Body
RemoteMilestoneEventArgs

On Milestone Deleted

Operation ID:
EventsAddMilestoneDeletedHook

Executed when a milestone is deleted in the NH360 Portfolio Insights site.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL string

The absolute URL of your 360 Portfolio Insights site
Event Order
 Order integer

The order of this event in the list
Event Name
 Name string

An identifier for the event

Returns

Body
RemoteMilestoneEventArgs

On Milestone Updated

Operation ID:
EventsAddMilestoneUpdatedHook

Executed when a milestone is edited in the NH360 Portfolio Insights site.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL string

The absolute URL of your 360 Portfolio Insights site
Event Order
 Order integer

The order of this event in the list
Event Name
 Name string

An identifier for the event

Returns

Body
RemoteMilestoneEventArgs

On Process Stage Transition

Operation ID:
EventsAddStageTransitionHook

Executed when an entity changes its workflow stage.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL string

The absolute URL of your 360 Portfolio Insights site
Event Order
 Order integer

The order of this event in the list
Event Name
 Name string

An identifier for the event

Returns

Body
RemoteStageEventArgs

On Relationship Created

Operation ID:
EventsAddRelationshipCreatedHook

Executed each time a new relationship is created in the NH360 Portfolio Insights site.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL string

The absolute URL of your 360 Portfolio Insights site
Event Order
 Order integer

The order of this event in the list
Event Name
 Name string

An identifier for the event

Returns

Body
RemoteRelationshipEventArgs

On Relationship Deleted

Operation ID:
EventsAddRelationshipDeletedHook

Executed each time a new relationship is deleted in the NH360 Portfolio Insights site.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL string

The absolute URL of your 360 Portfolio Insights site
Event Order
 Order integer

The order of this event in the list
Event Name
 Name string

An identifier for the event

Returns

Body
RemoteRelationshipEventArgs

On Relationship Updated

Operation ID:
EventsAddRelationshipUpdatedHook

Executed each time a new relationship is edited in the NH360 Portfolio Insights site.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL string

The absolute URL of your 360 Portfolio Insights site
Event Order
 Order integer

The order of this event in the list
Event Name
 Name string

An identifier for the event

Returns

Body
RemoteRelationshipEventArgs

On Resource Assignment Created

Operation ID:
EventsAddResourceAssignmentAddedHook

Executed when one or more resources are added to an entity’s resource plan.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL string

The absolute URL of your 360 Portfolio Insights site
Event Order
 Order integer

The order of this event in the list
Event Name
 Name string

An identifier for the event

Returns

Body
RemoteAssignmentEventArgs

On Resource Assignment Removed

Operation ID:
EventsAddResourceAssignmentRemovedHook

Executed when one or more resources are deleted.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL string

The absolute URL of your 360 Portfolio Insights site
Event Order
 Order integer

The order of this event in the list
Event Name
 Name string

An identifier for the event

Returns

Body
RemoteAssignmentEventArgs

On Resource Assignment Updated

Operation ID:
EventsAddResourceAssignmentUpdatedHook

Executed when one or more resources are re-assigned.

Parameters

Name Key Required Type Description
Site URL:
 SiteURL string

The absolute URL of your 360 Portfolio Insights site
Event Order
 Order integer

The order of this event in the list
Event Name
 Name string

An identifier for the event

Returns

Body
RemoteAssignmentEventArgs

Definitions

Item

Name Path Type Description
Id
 Id string
Name
 Name string

Entity

Name Path Type Description
EntityGUID
 EntityGUID uuid
EntityName
 EntityName string
EntityDescription
 EntityDescription string
AllowPartialAggregation
 AllowPartialAggregation boolean
IsChangeRequestEnabled
 IsChangeRequestEnabled boolean
ProviderCurrencyDigits
 ProviderCurrencyDigits integer
ProviderCurrencyCode
 ProviderCurrencyCode string
WorkflowStageGUID
 WorkflowStageGUID uuid
WorkflowStageName
 WorkflowStageName string
CalendarTypeGUID
 CalendarTypeGUID uuid
WorkflowInstanceGUID
 WorkflowInstanceGUID uuid
CalendarGUID
 CalendarGUID uuid
CurrencyCode
 CurrencyCode string
CurrencyCodeDescription
 CurrencyCodeDescription string
CurrencyCodeSymbol
 CurrencyCodeSymbol string
IsCustomRate
 IsCustomRate boolean
GTGUID
 GTGUID uuid
GTName
 GTName string
EntityTypeGUID
 EntityTypeGUID uuid
EntityTypeName
 EntityTypeName string
EntityTypeDescription
 EntityTypeDescription string
StartDate
 StartDate date-time
EndDate
 EndDate date-time

FieldValue

Name Path Type Description
FieldName
 FieldName string
FieldUid
 FieldUid uuid
Value
 Value string

CustomFieldValueCreationInformation

Name Path Type Description
FinancialTypeId
 FinancialTypeId uuid
FinancialDimensionId
 FinancialDimensionId uuid
FinancialNodeId
 FinancialNodeId uuid
AllocationCenterId
 AllocationCenterId uuid
Value
 Value
CustomFieldName
 CustomFieldName string
URL
 URL string
FinancialEntityId
 FinancialEntityId uuid

Resource

Name Path Type Description
Email
 Email string
Id
 Id string
Name
 Name string

EntityHistoryEntry

Name Path Type Description
Id
 Id uuid
EntityId
 EntityId uuid
Date
 Date date-time
DateString
 DateString string
Claim
 Claim string
Initiator
 Initiator string
ActivityType
 ActivityType string
ActivityTypeIcon
 ActivityTypeIcon string
ActivityDetails
 ActivityDetails string

RemoteFinancialValuesEventArgs

Name Path Type Description
SubscriptionToken
 SubscriptionToken uuid
EntityUid
 EntityUid uuid
EnterpriseFinancialTypeUid
 EnterpriseFinancialTypeUid uuid
DimensionUids
 DimensionUids array of uuid

RemoteEntityEventArgs

Name Path Type Description
SubscriptionToken
 SubscriptionToken uuid
EntityUid
 EntityUid uuid
EntityName
 EntityName string
EntityFields
 EntityFields array of EntityField

EntityField

Name Path Type Description
Uid
 Uid uuid
Name
 Name string
Value
 Value

RemoteEntityDeletedEventArgs

Name Path Type Description
SubscriptionToken
 SubscriptionToken uuid
EntityUids
 EntityUids array of uuid

RemoteStageEventArgs

Name Path Type Description
SubscriptionToken
 SubscriptionToken uuid
ProjectUid
 ProjectUid uuid
ProjectName
 ProjectName string
StageUid
 StageUid uuid
StageName
 StageName string

RemoteActualsStatusEventArgs

Name Path Type Description
OldStatus
 OldStatus integer
NewStatus
 NewStatus integer
SubscriptionToken
 SubscriptionToken uuid
EntityUid
 EntityUid uuid
PeriodStartDate
 PeriodStartDate date-time
PeriodName
 PeriodName string
EnterpriseFinancialTypeUid
 EnterpriseFinancialTypeUid uuid
FinancialDimensionUid
 FinancialDimensionUid uuid

RemoteChangeRequestsEventArgs

Name Path Type Description
SubscriptionToken
 SubscriptionToken uuid
EntityUid
 EntityUid uuid
ChangeRequestUid
 ChangeRequestUid uuid

RemoteChangeRequestStatusEventArgs

Name Path Type Description
SubscriptionToken
 SubscriptionToken uuid
EntityUid
 EntityUid uuid
ChangeRequestUid
 ChangeRequestUid uuid
OldStatus
 OldStatus integer
NewStatus
 NewStatus integer

RemoteAssignmentEventArgs

Name Path Type Description
SubscriptionToken
 SubscriptionToken uuid
ResourceAssignments
 ResourceAssignments array of ResourceAssignments
EntityUid
 EntityUid uuid

ResourceAssignments

Name Path Type Description
ResourceUid
 ResourceUid uuid
AssignmentUids
 AssignmentUids array of uuid

RemoteMilestoneEventArgs

Name Path Type Description
SubscriptionToken
 SubscriptionToken uuid
EntityUid
 EntityUid uuid
MilestoneUids
 MilestoneUids array of uuid

RemoteRelationshipEventArgs

Name Path Type Description
SubscriptionToken
 SubscriptionToken uuid
RelationshipDetails
 RelationshipDetails array of RelationshipDetails

RelationshipDetails

Name Path Type Description
MasterEntityUid
 MasterEntityUid uuid
ChildEntityUid
 ChildEntityUid uuid
Percent
 Percent double

uuid

boolean

This is the basic data type 'boolean'.