Portfolios Test
Finance/Portfolios/Entries?planId={planId}
Get details of a portfolio entry for a plan.
Http Verb GET
Resource URL https://ts-stg-appgw.calacademy.org/TessituraService/Finance/Portfolios/Entries?planId={planId}

URI Parameters

Parameter Name Data Type Required Notes
planId integer N

Request Body

None.

No request body.

Response object type : PortfolioPlan

Response object type PortfolioPlan has the following properties.
Property Name Data Type Length Required Readonly Notes
ActiveWorkers string
AskAmount decimal number
Campaign CampaignSummary
CompleteByDateTime date
Constituent ConstituentDisplaySummary
ContributionAmount decimal number
ContributionDesignation ContributionDesignationSummary
CreatedBy string
CreatedDateTime date
CreateLocation string
CustomPlanElements Collection of PortfolioCustomDataItem
CustomPortfolioElements Collection of PortfolioCustomDataItem
EditIndicator boolean
Fund FundSummary
GoalAmount decimal number
HasOpenSteps boolean
HasSteps boolean
Id integer
LastStepDate date
LastStepType StepTypeSummary
LastWorkerDisplayName string
NextStepDate date
NextStepType StepTypeSummary
Notes string
OriginalSource PlanSourceSummary
PrimaryWorker ConstituentShortDisplayNameSummary
Priority PlanPrioritySummary
Probability decimal number
RecordedAmount decimal number
StartDateTime date
Status PlanStatusSummary
Type PlanTypeSummary
UpdatedBy string
UpdatedDateTime date
{
  "ActiveWorkers": "sample string 1",
  "LastStepType": {
    "Description": "sample string 1",
    "Id": 1,
    "Inactive": true,
    "AllowAttachments": "sample string 2",
    "UseCompletedOnDateTime": "sample string 3",
    "UseDueDateTime": "sample string 4"
  },
  "LastStepDate": "2025-04-24T05:14:51.1240822-07:00",
  "NextStepType": {
    "Description": "sample string 1",
    "Id": 1,
    "Inactive": true,
    "AllowAttachments": "sample string 2",
    "UseCompletedOnDateTime": "sample string 3",
    "UseDueDateTime": "sample string 4"
  },
  "NextStepDate": "2025-04-24T05:14:51.1240822-07:00",
  "AskAmount": 1.0,
  "Campaign": {
    "Id": 1,
    "Description": "sample string 1",
    "FYear": 1,
    "Inactive": true,
    "MembershipOrganization": {
      "Description": "sample string 1",
      "Id": 1,
      "EditIndicator": true
    }
  },
  "CompleteByDateTime": "2025-04-24T05:14:51.1240822-07:00",
  "ContributionAmount": 1.0,
  "ContributionDesignation": {
    "Description": "sample string 1",
    "Id": 1,
    "Inactive": true
  },
  "HasSteps": true,
  "HasOpenSteps": true,
  "CreatedDateTime": "2025-04-24T05:14:51.1240822-07:00",
  "CreateLocation": "sample string 4",
  "CreatedBy": "sample string 5",
  "CustomPlanElements": [
    {
      "Name": "sample string 1",
      "Index": 1,
      "CustomElementId": 1,
      "Value": "sample string 2",
      "Description": "sample string 3",
      "DataType": "sample string 4",
      "IsDropdown": true
    },
    {
      "Name": "sample string 1",
      "Index": 1,
      "CustomElementId": 1,
      "Value": "sample string 2",
      "Description": "sample string 3",
      "DataType": "sample string 4",
      "IsDropdown": true
    }
  ],
  "CustomPortfolioElements": [
    {
      "Name": "sample string 1",
      "Index": 1,
      "CustomElementId": 1,
      "Value": "sample string 2",
      "Description": "sample string 3",
      "DataType": "sample string 4",
      "IsDropdown": true
    },
    {
      "Name": "sample string 1",
      "Index": 1,
      "CustomElementId": 1,
      "Value": "sample string 2",
      "Description": "sample string 3",
      "DataType": "sample string 4",
      "IsDropdown": true
    }
  ],
  "EditIndicator": true,
  "Constituent": {
    "Id": 1,
    "SortName": "sample string 1",
    "DisplayName": "sample string 2"
  },
  "Fund": {
    "Description": "sample string 1",
    "Id": 1,
    "BusinessUnitId": 1,
    "Inactive": true,
    "TicketingIndicator": true,
    "EditIndicator": true,
    "ConstituencyId": 3
  },
  "GoalAmount": 1.0,
  "UpdatedDateTime": "2025-04-24T05:14:51.1397029-07:00",
  "UpdatedBy": "sample string 6",
  "Notes": "sample string 7",
  "Priority": {
    "Description": "sample string 1",
    "Id": 1,
    "Inactive": true,
    "Ranking": 1
  },
  "Probability": 1.0,
  "RecordedAmount": 1.0,
  "Id": 1,
  "StartDateTime": "2025-04-24T05:14:51.1397029-07:00",
  "Status": {
    "Description": "sample string 1",
    "Id": 1,
    "Inactive": true,
    "Rank": 2
  },
  "Type": {
    "Description": "sample string 1",
    "Id": 1,
    "Inactive": true
  },
  "OriginalSource": {
    "Description": "sample string 1",
    "Id": 1,
    "Inactive": true
  },
  "PrimaryWorker": {
    "Id": 1,
    "SortName": "sample string 1",
    "ShortDisplayName": "sample string 2"
  },
  "LastWorkerDisplayName": "sample string 8"
}
<PortfolioPlan xmlns:i="http://www.w3.org/2001/XMLSchema-instance">
  <ActiveWorkers>sample string 1</ActiveWorkers>
  <AskAmount>1</AskAmount>
  <Campaign>
    <Description>sample string 1</Description>
    <FYear>1</FYear>
    <Id>1</Id>
    <Inactive>true</Inactive>
    <MembershipOrganization>
      <Description>sample string 1</Description>
      <EditIndicator>true</EditIndicator>
      <Id>1</Id>
    </MembershipOrganization>
  </Campaign>
  <CompleteByDateTime>2025-04-24T05:14:51.1240822-07:00</CompleteByDateTime>
  <Constituent>
    <DisplayName>sample string 2</DisplayName>
    <Id>1</Id>
    <SortName>sample string 1</SortName>
  </Constituent>
  <ContributionAmount>1</ContributionAmount>
  <ContributionDesignation>
    <Description>sample string 1</Description>
    <Id>1</Id>
    <Inactive>true</Inactive>
  </ContributionDesignation>
  <CreateLocation>sample string 4</CreateLocation>
  <CreatedBy>sample string 5</CreatedBy>
  <CreatedDateTime>2025-04-24T05:14:51.1240822-07:00</CreatedDateTime>
  <CustomPlanElements>
    <PortfolioCustomDataItem>
      <CustomElementId>1</CustomElementId>
      <DataType>sample string 4</DataType>
      <Description>sample string 3</Description>
      <Index>1</Index>
      <IsDropdown>true</IsDropdown>
      <Name>sample string 1</Name>
      <Value>sample string 2</Value>
    </PortfolioCustomDataItem>
    <PortfolioCustomDataItem>
      <CustomElementId>1</CustomElementId>
      <DataType>sample string 4</DataType>
      <Description>sample string 3</Description>
      <Index>1</Index>
      <IsDropdown>true</IsDropdown>
      <Name>sample string 1</Name>
      <Value>sample string 2</Value>
    </PortfolioCustomDataItem>
  </CustomPlanElements>
  <CustomPortfolioElements>
    <PortfolioCustomDataItem>
      <CustomElementId>1</CustomElementId>
      <DataType>sample string 4</DataType>
      <Description>sample string 3</Description>
      <Index>1</Index>
      <IsDropdown>true</IsDropdown>
      <Name>sample string 1</Name>
      <Value>sample string 2</Value>
    </PortfolioCustomDataItem>
    <PortfolioCustomDataItem>
      <CustomElementId>1</CustomElementId>
      <DataType>sample string 4</DataType>
      <Description>sample string 3</Description>
      <Index>1</Index>
      <IsDropdown>true</IsDropdown>
      <Name>sample string 1</Name>
      <Value>sample string 2</Value>
    </PortfolioCustomDataItem>
  </CustomPortfolioElements>
  <EditIndicator>true</EditIndicator>
  <Fund>
    <BusinessUnitId>1</BusinessUnitId>
    <ConstituencyId>3</ConstituencyId>
    <Description>sample string 1</Description>
    <EditIndicator>true</EditIndicator>
    <Id>1</Id>
    <Inactive>true</Inactive>
    <TicketingIndicator>true</TicketingIndicator>
  </Fund>
  <GoalAmount>1</GoalAmount>
  <HasOpenSteps>true</HasOpenSteps>
  <HasSteps>true</HasSteps>
  <Id>1</Id>
  <LastStepDate>2025-04-24T05:14:51.1240822-07:00</LastStepDate>
  <LastStepType>
    <AllowAttachments>sample string 2</AllowAttachments>
    <Description>sample string 1</Description>
    <Id>1</Id>
    <Inactive>true</Inactive>
    <UseCompletedOnDateTime>sample string 3</UseCompletedOnDateTime>
    <UseDueDateTime>sample string 4</UseDueDateTime>
  </LastStepType>
  <LastWorkerDisplayName>sample string 8</LastWorkerDisplayName>
  <NextStepDate>2025-04-24T05:14:51.1240822-07:00</NextStepDate>
  <NextStepType>
    <AllowAttachments>sample string 2</AllowAttachments>
    <Description>sample string 1</Description>
    <Id>1</Id>
    <Inactive>true</Inactive>
    <UseCompletedOnDateTime>sample string 3</UseCompletedOnDateTime>
    <UseDueDateTime>sample string 4</UseDueDateTime>
  </NextStepType>
  <Notes>sample string 7</Notes>
  <OriginalSource>
    <Description>sample string 1</Description>
    <Id>1</Id>
    <Inactive>true</Inactive>
  </OriginalSource>
  <PrimaryWorker>
    <Id>1</Id>
    <ShortDisplayName>sample string 2</ShortDisplayName>
    <SortName>sample string 1</SortName>
  </PrimaryWorker>
  <Priority>
    <Description>sample string 1</Description>
    <Id>1</Id>
    <Inactive>true</Inactive>
    <Ranking>1</Ranking>
  </Priority>
  <Probability>1</Probability>
  <RecordedAmount>1</RecordedAmount>
  <StartDateTime>2025-04-24T05:14:51.1397029-07:00</StartDateTime>
  <Status>
    <Description>sample string 1</Description>
    <Id>1</Id>
    <Inactive>true</Inactive>
    <Rank>2</Rank>
  </Status>
  <Type>
    <Description>sample string 1</Description>
    <Id>1</Id>
    <Inactive>true</Inactive>
  </Type>
  <UpdatedBy>sample string 6</UpdatedBy>
  <UpdatedDateTime>2025-04-24T05:14:51.1397029-07:00</UpdatedDateTime>
</PortfolioPlan>

No entries in change log for this operation.