Talent Direct Projects

 
Field
Type
Value
Purpose
type_id Field "direct_engaged" Profile type identification - distinguishing between Provider Direct and Opportunity Projects
entity_id Field int Unique identifier
name Field varchar Name for the service
image_url Field varchar Service image URL. By default takes business logo or individual profile image for Individual Service Providers. Can be changed in Service Offering Editor. There are some specifics in terms of how to upload images via API if that is ever needed. We can also think of using S3 as a single source of media assets, though, would require some extra development down the road
project_attachments Object

Inner fields:

display_name
file_name
file_type
view_url
uploadTrue

A variety of media assets that help to describe service scope, appear in Marketplace. Includes types: Image, PDF, CSV
project_status Field int

Project has a lifecycle consisting of 5 statuses:

1 - Planning

Draft project, visible only by its creator

2 - Discovery

Project shared among team members of the same team

3 - Published

Project is posted to catalog as opportunity or is available now by direct service provider in his/her project list.

For opportunity, it also means that service providers can start applying to opportunities in the catalog

4 - Awarded

The work order for project was created with certain service provider. For opportunity, it also means that service providers can no more apply to opportunity

5 - Closed

Project is no more available in the catalog and search and reached its final lifecycle destination

Key difference with Opportunities:

Provider Direct projects are always private and never appear in the Marketplace. They are only visible to Service Buyer and Service Provider

project_time_zone Field varchar EST, CST, MST, PST. Appears in the Marketplace.
publish_date Field datetime in UTC+0 Project publish date. Publishing happens either automatically or by explicit action
due_date Field datetime in UTC+0 Response due date for opportunities. Opportunities get status Awarded on this date automatically, or by explicit manual action. Appears in the Marketplace.
estimate_start_date Field datetime in UTC+0 The reference date for the project to start, appears in the Marketplace.
work_order_start_date Field datetime in UTC+0 The reference date for the work order to start. Doesn't directly affect the work order
work_order_end_date Field datetime in UTC+0 The reference date for the work order to end. Doesn't directly affect the work order
project_attendees Array of objects

Inner fields:

id

company_id

role_id

Any project by default has at least 2 attendees (team members):

role_id = 1 - Project Creator, the one who initiated a project, certain user from a certain company (if applicable), can do everything with project

role_id = 4 - Service Provider, certain selected Service Provider that will execute the Work Order, certain user from certain company or company team admin if the company was selected as a service provider. In SkillSetz, can do nothing 

 

If Service Buyer side is a team account, two extra roles are available:

role_id = 3- Project Watcher, can see the project details and collaborate, but can't create work orders

role_id = 2 - Project Approver, can edit the project and create work orders

service_buyers Array of objects

Inner fields:

customer_id

company_id

Identifies the Project Creator for the project and who will appear as a service buyer in work orders and transactions.
service_providers Array of objects

Inner fields:

customer_id

company_id

Identifies Service Provider for the project and who will appear as a service provider in work orders and transactions.

Key difference with Opportunities:

For provider direct projects, there can only be one Service Provider at a time

category_ids Array String IDs of taxonomy categories

Used to output service into categories inside Marketplace.

There's an existing taxonomy back from SkillSetz. It can be used as is or tweaked to something completely different if necessary. If tweaked, existing IDs may change, though new taxonomy can always be requested by a specific API call

billing_type Field

String with comma-separated values

1 - Hourly rate

2 - Daily rate

3 - Weekly rate

4 - Monthly rate

5 - Deliverable based

6 - Milestone based

7 - Fixed fee

 

Preferred billing type for this service, used for filtering in Marketplace. Doesn't directly affect projects and work orders of this individual

engagement_type

Field

String with comma-separated values

1 - Onsite Work

2 - Remote Work

3 - Hybrid Work

 

Preferred engagement type for this service, used for filtering in Marketplace. Doesn't directly affect projects and work orders of this individual
budget_type Field

1 - Actual

2 - Estimated

Declared budget type for еру service. Doesn't directly affect projects and work order created from this service
budget Field decimal Value for budget based on budget type. Actual budget is calculated based on project service items total. Estimated is a manually set value
scope_work Field text Text description for the scope of service, output in the Marketplace.
business_requirements Array of objects

Inner fields:

index

description

Index list of business requirements that this service fulfills
options Array of objects

Inner fields:

option_type

title

units_qty

uom

price

price_type

service_item_status

Service items of the service.

Each service item has one of the following possible types:

  • Deliverable
  • Milestone
  • Service
  • Resource

Each service item has one of the following Units of Measure:

  • Hour
  • Day
  • Week
  • Month
  • Each

Each service item has a fixed price that is multiplied by entered unit quantity. That creates a row total. The total budget (price) of project is a sum of row totals in case of Actual budget. 

Service item status field defines whether or not it is possible to create a work order with the item. 0 means it is possible, 1 - work order was already created for the service item

hourly_rate Field

String with comma-separated values

1 - Up to $49

2 - $50 to $99

3 - $100 to $149

4 - $150 to $200

5 - $200 and above

 

Rate tiers for this service, used for filtering in Marketplace. Doesn't directly affect projects and work orders of this individual
is_publish Field 1 or 0 Publish/unpublish service from Marketplace. Individual is not visible in catalog and search, though, still available to interact via direct engagement
rating_summary Field Value from 0 to 100 Average rating summary of moderated and approved peer reviews
reviews_count Field int Number of moderated and approved peer reviews
created_at Field date in UTC+0 Date and time of project creation
updated_at Field date in UTC+0 Date and time of the last update
 

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