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Soft Expert Project

The Soft Expert Project node allows you to automate work in Soft Expert Project, and integrate Soft Expert Project with other applications. Robbot Automation has built-in support for a wIde range of Soft Expert Project credentials.

On this page, you'll find a list of operations the Soft Expert Project node supports and links to more resources.

!!! note "Credentials" Refer to Soft Expert Project credentials for guIdance on setting up authentication.

!!! note "Examples and templates" For usage examples and templates to help you get started, take a look at Robbot Automation's Soft Expert Project list.

Basic Operations​

  • New Assoc Doc Proj
    • Id Project
    • Id Activity
    • Id Document
  • Execute Project Task
    • Project Id
    • Project Task Id
    • User Id
    • Actual Percentage
    • Start Date
    • End Date
    • Use Planned or Rescheduled Dates
  • New Project Cost
    • Project Id
    • Name
    • Type Id
    • Phase
    • Date
    • Amount
    • Unit Value
    • Document Number
    • Description
  • Edit Project Cost
    • Project Id
    • Name
    • Type Id
    • Phase
    • Date
    • Amount
    • Unit Value
    • Document Number
    • Description
  • New Project Revenue & Edit Project Revenue & New project Task Cost & Edit Project Task Cost & New Project Task Revenue & Edit Project Task Revenue &
    • Project Id
    • Name
    • Type Id
    • Phase
    • Date
    • Amount
    • Unit Value
    • Document Number
    • Description
  • New Program Cost & Edit Program Cost & New Program Revenue & Edit Program Revenue
    • Name
    • Type Id
    • Phase
    • Date
    • Amount
    • Unit Value
    • Document Number
    • Description
    • Program Id

Example Usage​

This workflow allows you to create a new task in Soft Expert Project. You can also find the workflow on the website. This example usage workflow would use the following two nodes.

1. Start node​

The start node exists by default when you create a new workflow.

2. Soft Expert Project node​

  1. First of all, you'll have to enter credentials for the Soft Expert Project node. You can find out how to do that here.
  2. Select Your Operation From the Operation dropdown list.
  3. Enter the name of the task in the Name field.
  4. Click on Save to run the workflow.