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Supply Chain & Retail Solutions user guide

Projects dataset

Projects dataset containing project-level metadata for commercial pricing scenarios, used to associate pricing decisions with specific project entities.

The Projects dataset contains project-level metadata used in commercial pricing scenarios. It defines project entities that may be associated with quotes, pricing decisions, or sales transactions.

This dataset is required for application deployment and pricing insights analysis.

→ For the canonical technical schema (data types, validation rules, request/response examples), see Project in the API Guide.

Purpose

The commercial pricing solution uses the Projects dataset to:

  • Associate quotes and sales transactions with specific projects
  • Enable project-level pricing analysis
  • Support segmentation and reporting based on project context

In project-driven pricing environments, this dataset ensures pricing behavior can be evaluated within the appropriate business context.

Required fields

About the Nullable column: every field below must appear in your data. Nullable: Yes means the field can be sent as null (or left blank in your source) when no value is available; Nullable: No means a non-null value is required for every row.

FieldDescriptionTypeNullable
project_idUnique identifier for each project.stringNo
project_nameName of the project.stringNo
project_categoryCategory assigned to the project.stringYes
project_subcategorySub-category assigned to the project.stringYes
updated_atTimestamp when the record was updated.timestamp_tzYes

Custom fields

The fields listed previously are the standard schema for this dataset. A field that your business requires but the standard schema does not include can be added as a custom attribute after the schema is rolled out. Custom attributes are additive, so they extend the dataset without affecting existing fields, and they are validated in the same way as standard fields.

The following request adds a PROJECT_OWNER column to this dataset:

curl -X POST \
  'https://ingestion.peak.ai/api/v2/schema/QP_PROJECT_OOTB/add-attribute' \
  -H 'Authorization: YOUR_API_KEY' \
  -H 'Content-Type: application/json' \
  -d '{
    "solutionName": "QP_OOTB",
    "columnName": "PROJECT_OWNER",
    "dataType": "string",
    "validations": [
      { "type": "optional" }
    ]
  }'
curl -X POST \
  'https://ingestion.peak.ai/api/v2/schema/QP_PROJECT_OOTB/add-attribute' \
  -H 'Authorization: YOUR_API_KEY' \
  -H 'Content-Type: application/json' \
  -d '{
    "solutionName": "QP_OOTB",
    "columnName": "PROJECT_OWNER",
    "dataType": "string",
    "validations": [
      { "type": "optional" }
    ]
  }'

The table name in the request URL is this dataset's fully qualified warehouse name, which includes the prefix and suffix configured when your solution was rolled out — QP_PROJECT_OOTB in this example. Retrieve the name for your own solution with Describe a solution's schema.

On standard tables the API prefixes the new column name in the warehouse with C_ (Snowflake) or c_ (Redshift), so PROJECT_OWNER becomes C_PROJECT_OWNER and warehouse queries must use the prefixed name.

→ For the full parameter reference, supported data types, and validation rules, see Customizations in the API Guide.

Usage notes

  • Every project referenced in the Quote Line or Sales datasets must exist in the Projects dataset.
  • Project identifiers must be consistent across all related datasets.
  • Categorization fields improve segmentation-based pricing strategies.
  • The updated_at field supports incremental data synchronization.

Why this dataset matters

The Projects dataset allows the pricing solution to evaluate pricing behavior in environments where quotes and sales are tied to specific projects. Without it, project-level pricing insights and segmentation would not be possible.

  • Purpose
  • Required fields
  • Custom fields
  • Usage notes
  • Why this dataset matters

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