Get Initiative Summary

get

https://api.scalepad.com/lifecycle-manager/v2/initiatives/summary

Retrieve counts, budget totals, and effort-hour totals for initiatives matching the supplied filters, optionally grouped by client.

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Query Params

include_unscheduled

boolean

Whether initiatives without a scheduled fiscal quarter are included when filtering by scheduled period. Defaults to false.

include_internal

boolean

Whether initiatives marked internal are included. Defaults to true.

currency_scope

string

enum

Currency used for summary totals. Available values: client, account. Defaults to client.

Allowed:

group_by

string

enum

Optional summary grouping dimension. Available value: client.

Allowed:

filter[needs_attention]

string

^(eq):.+$

Narrows initiatives to On hold work or In progress work whose scheduled fiscal quarter has ended. Use eq:true to include only initiatives needing attention. The eq operator is the default when no prefix is supplied.

filter[client.id]

string

^(eq|in):.+$

filter[status]

string

^(eq|in):.+$

filter[priority]

string

^(eq|in):.+$

filter[scheduled]

string

^(eq):.+$

filter[scheduled_period]

string

^(eq|gt|gte|lt|lte):.+$

filter[assigned_user_id]

string

^(eq|in):.+$

Narrows initiatives to those assigned to any supplied user. Use eq: for one user or in: for multiple users.

filter[tag.id]

string

^(eq|in):.+$

filter[created_at]

string

^(eq|gt|gte|lt|lte):.+$

filter[updated_at]

string

^(eq|gt|gte|lt|lte):.+$

filter[created_period]

string

^(eq|gt|gte|lt|lte):.+$

filter[updated_period]

string

^(eq|gt|gte|lt|lte):.+$

Responses

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