| Property Name | Data Type | Length | Required | Readonly | Notes |
|---|---|---|---|---|---|
| ActiveWorkers | string | ||||
| LastStepType | StepTypeSummary | ||||
| LastStepDate | date | ||||
| NextStepType | StepTypeSummary | ||||
| NextStepDate | date | ||||
| AskAmount | decimal number | ||||
| Campaign | CampaignSummary | ||||
| CompleteByDateTime | date | ||||
| ContributionAmount | decimal number | ||||
| ContributionDesignation | ContributionDesignationSummary | ||||
| HasSteps | boolean | ||||
| HasOpenSteps | boolean | ||||
| CreatedDateTime | date | ||||
| CreateLocation | string | ||||
| CreatedBy | string | ||||
| CustomPlanElements | Collection of PortfolioCustomDataItem | ||||
| CustomPortfolioElements | Collection of PortfolioCustomDataItem | ||||
| EditIndicator | boolean | ||||
| Constituent | ConstituentDisplaySummary | ||||
| Fund | FundSummary | ||||
| GoalAmount | decimal number | ||||
| UpdatedDateTime | date | ||||
| UpdatedBy | string | ||||
| Notes | string | ||||
| Priority | PlanPrioritySummary | ||||
| Probability | decimal number | ||||
| RecordedAmount | decimal number | ||||
| Id | integer | ||||
| StartDateTime | date | ||||
| Status | PlanStatusSummary | ||||
| Type | PlanTypeSummary | ||||
| OriginalSource | PlanSourceSummary | ||||
| PrimaryWorker | ConstituentShortDisplayNameSummary | ||||
| LastWorkerDisplayName | string |