Plan

Type: Tessitura.Service.Client.Finance.Plan

Property Name Data Type Length Required Readonly Notes
AskAmount decimal number N
Campaign CampaignSummary Y
FK: T_CAMPAIGN.campaign_no   Resource: Campaigns
CompleteByDateTime date N
ContributionAmount decimal number N
ContributionDesignation ContributionDesignationSummary Y
FK: TR_CONT_DESIGNATION.id   Resource: ContributionDesignations
HasSteps boolean
HasOpenSteps boolean
CreatedDateTime date N Non-updatable
CreateLocation string N Non-updatable
CreatedBy string N Non-updatable
CustomDataItems Collection of CustomDataItem
EditIndicator boolean
Constituent ConstituentDisplaySummary Y
FK: T_CUSTOMER.customer_no   Resource: Constituents
Fund FundSummary N
FK: T_FUND.fund_no   Resource: Funds
GoalAmount decimal number N
UpdatedDateTime date Y Auto-assigned
UpdatedBy string N Auto-assigned
Notes string N
Priority PlanPrioritySummary N
FK: TR_PLAN_PRIORITY.id   Resource: PlanPriorities
Probability decimal number Y
RecordedAmount decimal number N
Id integer Y Non-updatable
PlanAssociates string
StartDateTime date N
Status PlanStatusSummary Y
FK: TR_PLAN_STATUS.id   Resource: PlanStatuses
Type PlanTypeSummary Y
FK: TR_PLAN_TYPE.id   Resource: PlanTypes
OriginalSource PlanSourceSummary Y
FK: TR_PLAN_SOURCE.id   Resource: PlanSources
PrimaryWorker ConstituentShortDisplayNameSummary
LastStepType StepTypeSummary
LastStepDate date
NextStepType StepTypeSummary
NextStepDate date
LastWorkerDisplayName string