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Planview Customer Success Center

Tips for finding IDs

Allocation IDs

Use the findEntity operation and pass in the Project ID, Resource ID, and Org role ID. Return the Allocation Role entity ID. Optionally use bill rate

<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:ser="http://services" xmlns:xsd="http://objects.services/xsd">

   <soapenv:Header/>

   <soapenv:Body>

      <ser:findEntity>

         <ser:sessionId>8f337bf5-0640-4112-850b-a0eae59328cb</ser:sessionId>

         <!--Allocation Role entity type ID (found on Admin > Web Services API)-->

         <ser:entityTypeId>54</ser:entityTypeId>

         <!--search value pairs that identify the project, o:-->

         <ser:searchValuePairs>

            <xsd:elementValue>project ID</xsd:elementValue>

            <xsd:id>5421</xsd:id>

<xsd:elementValue>org role ID</xsd:elementValue>

            <xsd:id>5419</xsd:id>

<xsd:elementValue>resource ID</xsd:elementValue>

            <xsd:id>5417</xsd:id>

          </ser:searchValuePairs>

<!--The attribute to be fetched - allocationid (5401) -->     

         <ser:fieldsRequest>5401</ser:fieldsRequest>

      </ser:findEntity>

   </soapenv:Body>

</soapenv:Envelope>

 

Entity Type IDs

There are the IDs of generic entity types (Project, Tasks, Resource, User, Request, and so on).

Navigate to Admin/Web Services API. The list of entity type IDs is shown on the page.

Entity IDs

These are the IDs of instances of an entity type. If you have access to the PPM Pro UI, you can use the ID Inspector tool.

To use the ID Inspector

1.      From the Help menu, choose Developers Tools > Inspector ID.

2.      The ID window appears in the top-left corner of the app.

3.      Select any entity, such as a task.

4.      The entity ID appears in the Inspector ID window.

Screen Shot 2018-12-20 at 3.58.00 PM.png

In addition, you can also find entity IDs on the Info page of most entities. find these on the Info page of the entity (Resource Info, Project Info, and so on), or you can run a report.

User Type IDs

User Type

 typeID

Full User

1

Guest User

2

T&E User

3

Team User

4

Request User

256

WSAPI User

262144

Organization Role IDs

1.      Navigate to Admin>Setup>Lookup Lists.

2.      Click the [Values] link to the right of Organization Roles.

3.      Click the [Edit] link to the right of the role you want.

4.      The role ID can be found at the end of the URL.

Alternatively, you can run a report that returns the full list of IDs.

Timesheet IDs

To get a timesheet ID, use getTimesheetForUser. Or, in the PPM Pro application, open the timesheet and get the ID from the URL.

Field Type and Subtype IDs

 

Field Type

ID

AutoComplete

37

Checkbox

13

Column Head

9

Custom

15

Custom Entity

45

Custom Entity

46

Date

8

Date Select Pulldown

19

Email Address

7

Empty Select Pulldown

18

empty type

0

Float

6

Guest Visibility Field

26

Hidden Field

10

History

27

HTML

99

HTML Info

29

Human Resource

34

Image

36

Input File

11

Integer

20

Java Defined Select List

44

LL Lookup List

2

LL Status List

14

Lookup with Initial Value

33

Money

31

Multi Select

48

Multi Select (CheckBox)

50

Multi Select (Lookup/Status)

49

Multi Select (Lookup/Status)

51

Native Percent

41

Password

16

Percent

35

PickList

5

PickList Multi Select

28

Pulldown of Sub Attribute

22

Radio

30

Read Only String

21

Select List

4

String

1

Sub Attribute Field

23

Telephone

3

Text Box

12

Text Box (read only link)

17

Threaded Note

40

TTBusObj

32

TTNote Field

24

UDF Pulldown Field

42

Value Checkbox

43

Visibility Field

25

ID

Title

1

Resource Type

2

Resource Department

3

Attachment Category

4

Customer Type (was Account)

5

Customer Lead Source (was Account)

6

Customer Status (was Account)

7

Department Status (was Program)

8

Project Type

9

Project Phase

10

Project Status

32

Project Priority

13

Material Expense Status

14

Material Expense Type

15

Telephone Number Type

16

Email Address Type

17

Contact Type

18

Issue Priority

19

Issue Status

20

Issue Phase

21

Issue Type

22

Issue Budget Impact

23

Issue Complexity

24

Contact Association Type

25

Address Type

26

Task Priority

27

Task Status

28

Task Phase

29

Task Type

33

HR Issue Priority

34

HR Issue Status

35

HR Issue Type

36

Baseline Type

37

Dashboard Type

39

Division Type (was Business Unit)

42

Portfolio Status

43

Project Investment

44

Project Business Objective

45

Project Risk