Definitions below are drawn from the server's existing API metadata. Resources marked “field metadata only” do not have dedicated CRUD endpoints. Follow the listed operations rather than guessing URLs from resource names.
Sites
Physical site locations being developed or managed
36 documented fieldsTasks
Work items and action items assigned to team members
23 documented fieldsDeals
Pre-construction pipeline deals for real estate acquisition
33 documented fieldsBids
Construction bids from contractors/vendors for site work
25 documented fieldsRfps
Requests for proposals sent to vendors for site work
19 documented fieldsPermits
Permits and licenses required for site development
14 documented fieldsVendors
Vendor/contractor companies that provide services
15 documented fieldsInvoices
Invoices associated with bids for tracking payments
18 documented fieldsPhases
Project phases for organizing sites and tasks
11 documented fieldsRfis
Requests for information during construction
34 documented fieldsBid Contacts
Contacts associated with specific bids
11 documented fieldsUsers
User accounts (read-only via API)
6 documented fieldsChange Requests
Change requests for scope/cost/schedule modifications on a site
21 documented fieldsTask Assignees
User assignments to tasks (many-to-many)
4 documented fieldsTask Teams
Team assignments to tasks
4 documented fieldsTask Dependencies
Predecessor/successor relationships between tasks
9 documented fieldsTask Comments
Comments and discussion threads on tasks
9 documented fieldsMilestones
Key project milestones for tracking progress
11 documented fieldsSite Notes
Notes and annotations on sites
8 documented fieldsSite Documents
Documents uploaded and attached to sites
14 documented fieldsDocument Folders
Folder structure for organizing site documents
13 documented fieldsSite Team Members
Team member assignments to sites
6 documented fieldsBid Line Items
Individual cost line items within a bid
12 documented fieldsBid Milestones
Payment milestones and schedule within a bid
9 documented fieldsBid Comparisons
AI-generated bid comparison analyses for an RFP
8 documented fieldsRfp Vendors
Vendors invited to respond to an RFP
9 documented fieldsRfp Notes
Internal notes on RFPs
8 documented fieldsRfp Documents
Documents attached to RFPs (bid packages, specs)
11 documented fieldsPermit Payments
Fee payments associated with permits
12 documented fieldsPermit Documents
Documents attached to permits
10 documented fieldsPermit Blockers
Blocking issues preventing permit approval
8 documented fieldsPermit Notes
Notes on permit applications and status
8 documented fieldsChange Request Approvals
Approval workflow steps for change requests
9 documented fieldsChange Request Documents
Supporting documents for change requests
10 documented fieldsChange Request Line Items
Cost breakdown line items in change requests
12 documented fieldsDeal History
Audit trail of changes to deals
11 documented fieldsDeal Stages
Custom deal pipeline stage definitions
12 documented fieldsDeal Budgets
Budget plans associated with deals
31 documented fieldsDeal Budget Line Items
Individual line items within deal budgets
23 documented fieldsDeal Budget Line Item Expenses
Actual expense entries against budget line items
16 documented fieldsBudget Categories
Reusable categories for organizing budget line items
8 documented fieldsSpend Forecasts
Financial spend forecasts for deals
38 documented fieldsSpend Forecast Periods
Time-period breakdowns within spend forecasts
28 documented fieldsProformas
Pro forma financial models for deals/sites
81 documented fieldsProforma Sources
Sources of funds in pro formas
15 documented fieldsProforma Uses
Uses of funds in pro formas
11 documented fieldsProforma Cash Flows
Cash flow projections in pro formas
35 documented fieldsProforma Scenarios
What-if scenarios for pro forma analysis
11 documented fieldsRisk Factors
Risk assessment factor definitions
13 documented fieldsDeal Risk Assessments
Individual risk factor assessments for deals
13 documented fieldsDeal Risk Summary
Aggregated risk scores for deals
19 documented fieldsVendor Workers
Individual workers/employees of vendor companies
13 documented fieldsSite Vendors
Vendor assignments to specific sites
5 documented fieldsSite Daily Logs
Daily field reports/logs for construction sites
12 documented fieldsSite Daily Log Media
Photos and media attached to daily logs
10 documented fieldsCriteria Profiles
Investment criteria profiles for deal matching
75 documented fieldsDeal Criteria Matches
Matching scores between deals and criteria profiles
16 documented fieldsDeal Distributions
Deal distribution/marketing campaigns
27 documented fieldsDeal Distribution Recipients
Recipients of deal distribution campaigns
31 documented fieldsDeal Distribution Packages
Document packages included in deal distributions
13 documented fieldsEnterprise Leads
Inbound enterprise sales leads
20 documented fieldsDue Diligence Tabs
Custom due diligence tab definitions
7 documented fieldsDue Diligence Fields
Custom field definitions within due diligence tabs
12 documented fieldsDue Diligence Field Values
Field values entered for due diligence on deals
7 documented fieldsAsi Responses
Architect's supplemental instruction responses to RFIs
23 documented fieldsRfi Attachments
File attachments on RFIs
11 documented fieldsRfi Comments
Comments and discussion on RFIs
10 documented fieldsApproval Flows
Approval workflow definitions
7 documented fieldsApproval Flow Steps
Steps within approval workflows
7 documented fieldsApproval Requests
Individual approval requests submitted for review
11 documented fieldsApproval Request Actions
Approve/reject actions taken on approval requests
7 documented fieldsLine Item Rfp Links
Links between budget line items and RFPs
4 documented fieldsLine Item Bid Links
Links between budget line items and bids
4 documented fieldsProjects
General projects for tracking cross-site work (events, marketing, technology, operations, partnerships)
14 documented fieldsProject Tasks
Tasks belonging to a project (accessed via /api/v1/projects/:id/tasks)
12 documented fieldsProject Notes
Notes and comments attached to a project (accessed via /api/v1/projects/:id/notes)
8 documented fieldsProject Documents
Documents attached to a project (accessed via /api/v1/projects/:id/documents)
10 documented fieldsProject Budget Items
Budget line items for a project (accessed via /api/v1/projects/:id/budget)
9 documented fieldsProject Team Members
Team member assignments on a project (accessed via /api/v1/projects/:id/team)
5 documented fields