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Manage Projects

This is a guide that refers to a Project. A Project is the main resource of the Accounting System. If you are permitted to act on one or more Projects, via this guide you can see all the options you have.

Before you start​

1. Register to Accounting Service.

2. Contact the system administrator to assign you one or more roles on the Project.

NOTE​

In the Accounting Service, the project_admin role is the main role for managing a Project. This role permits the user to perform any operation on a specific Project. In case the user is assigned any other role, they can operate according to the role's permissions.

OPERATIONS​

GET Project's Hierarchy details​

You can get the details of the Project's structure to retrieve the Providers and Installations associated with the Project. Apply a request to the Accounting Service API.

📝 For more details on how to syntax the request, see here.

ASSOCIATE one or more Providers with a specific Project​

You can associate one or more Providers with a specific Project. This is a required action in order to be able to assign Installations and Metrics. Apply a request to the Accounting Service API.

📝 For more details on how to syntax the request, see here.

DISSOCIATE Provider from a specific Project​

If a Provider is associated with a specific Project, you can dissociate it. A Provider can be dissociated only if no installations are assigned. Apply a request to the Accounting Service API.

📝 For more details on how to syntax the request, see here.

FETCH Project's hierarchical structure​

You can fetch the hierarchy of the Project (all Providers and Installations that are assigned to the Project). Apply a request to the Accounting Service API.

📝 For more details on how to syntax the request, see here.

FETCH all Projects​

You can fetch all the Projects that are assigned to you. Apply a request to the Accounting Service API.

📝 For more details on how to syntax the request, see here.

Provide access roles on the Project​

You can provide users with access roles on the Project.

1. Read registered clients (see here ) and retrieve the client's id. 2. Decide on one or more roles that this user will be assigned with on the Project and apply a request to the Accounting Service API.

📝 For more details on how to syntax the request, see here .

SEARCH Projects​

If you are assigned many Projects, you can search for specific Project/Projects that match one or more criteria. You can define search criteria on each field of the Project Collection or a combination of search criteria on more than one field. You can search by Project's acronym, title, period, call identifier, or a combination of them.

Apply a request to the Accounting Service API. You need to provide the search criteria in a specific syntax .

📝 For more details on how to syntax the request, see here.

In the case the role assigned to you on the Project is administrative, you can perform all the actions on the Providers described at this section , as well as all the actions on Installations, described at this section.