Mavenlink Project Snapshots API

Project snapshots capture the state of a project at a specific point in time. Snapshots are useful for gaining a historical perspective on a project, and for comparing the current state of a project to a previous state. Project financials, tasks, and resources are all captured in a snapshot, as well as project and task custom field values. To use these endpoints, you must have the Edit Financials permission or higher in a project.

Business capability
Project Management BC-900.30

Operations 3

GET /project_snapshots Fetching a list of Project Snapshots #
POST /project_snapshots Creating a Project Snapshot #
PUT /project_snapshots/{id} Updating a Project Snapshot #

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OpenAPI Specification

mavenlink-project-snapshots-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  version: 1.0.0
  title: Kantata OX API Documentation Project Snapshots API
  description: Kantata OX's API provides access to the majority of Kantata OX's data model.
  termsOfService: https://www.kantata.com/terms-of-use
  contact:
    name: Kantata OX Support
    url: https://knowledge.kantata.com/hc/en-us
  license:
    name: COPYRIGHT © 2026 Kantata, Inc.
    url: https://www.kantata.com/terms-of-use
  x-logo:
    url: https://theme.zdassets.com/theme_assets/56104/04e93064d309f75d054b8cee885d1ea51e9be8f7.png
    backgroundColor: '#FFFFFF'
    altText: Kantata OX API Documentation
    href: https://developer.kantata.com
servers:
- url: https://api.mavenlink.com/api/v1
tags:
- name: Project Snapshots
  description: 'Project snapshots capture the state of a project at a specific point in time. Snapshots are useful for gaining a historical perspective on a project, and for comparing the current state of a project to a previous state.


    Project financials, tasks, and resources are all captured in a snapshot, as well as project and task custom field values.


    To use these endpoints, you must have the Edit Financials permission or higher in a project.'
paths:
  /project_snapshots:
    get:
      summary: Fetching a list of Project Snapshots
      description: 'Gets a list of Project Snapshots. You can only see snapshots for projects where you have the Edit Financials project permission or higher.


        This endpoint returns structured Project Snapshots objects.

        As with all Kantata OX API endpoints, the returned data will be referenced in sorted order in the `results` array

        and will be indexed by ID in the `project_snapshots` top-level JSON key.

        Please see our Response Format section for more information.'
      operationId: Get Project Snapshots
      tags:
      - Project Snapshots
      parameters:
      - in: query
        name: by_title
        description: Filter for snapshots with a title that match the specified search term. This filter is not case sensitive.
        schema:
          type: string
      - in: query
        name: include
        description: 'Any of the below associations can be included in your request by providing the `include` param, e.g. `include=association1,association2`.

          - `project_snapshot_assignments` (Project::Snapshots::Models::ProjectSnapshotAssignment) - Retrieves task assignments saved in snapshots. The response will include `project_snapshot_assignment_ids`, which references the data in the `project_snapshot_assignments` top-level key.

          - `project_snapshot_custom_field_values` (Project::Snapshots::Models::ProjectSnapshotCustomFieldValue) - Retrieves project custom fields saved in snapshots. The response will include `project_snapshot_custom_field_value_ids`, which references the data in the `project_snapshot_custom_field_values` top-level key.

          - `project_snapshot_resources` (Project::Snapshots::Models::ProjectSnapshotResource) - Retrieves the resources saved in snapshots. The response will include `project_snapshot_resource_ids`, which references the data in the `project_snapshot_resources` top-level key.

          - `project_snapshot_task_custom_field_values` (Project::Snapshots::Models::ProjectSnapshotCustomFieldValue) - Retrieves task custom fields saved in snapshots. The response will include `project_snapshot_task_custom_field_value_ids`, which references the data in the `project_snapshot_custom_field_values` top-level key.

          - `project_snapshot_tasks` (Project::Snapshots::Models::ProjectSnapshotTask) - Retrieves the tasks saved in snapshots. The response will include `project_snapshot_task_ids`, which references the data in the `project_snapshot_tasks` top-level key.'
        schema:
          type: string
      - in: query
        name: is_baseline
        description: Return only snapshots that are marked as the baseline.
        schema:
          type: boolean
      - in: query
        name: only
        description: 'Allows you to request one or more resources directly by ID. Multiple IDs can be supplied

          in a comma separated list, like `GET /api/v1/workspaces.json?only=5,6,7`.'
        schema:
          type: string
      - in: query
        name: order
        description: 'Supply `order` with the name of a valid sort field for the endpoint and a direction.


          Valid values: `created_at:asc` and `created_at:desc`.'
        schema:
          type: string
          default: created_at:desc
      - in: query
        name: page
        schema:
          type: integer
          format: int32
          default: 1
      - in: query
        name: per_page
        schema:
          type: integer
          format: int32
          default: 20
          maximum: 200
      - in: query
        name: workspace_id
        description: Filter for snapshots by workspace ID.
        schema:
          type: integer
          format: int32
      responses:
        '200':
          description: A list of Project Snapshots have been retrieved.
          content:
            application/json:
              schema:
                type: object
                properties:
                  count:
                    type: integer
                    format: int32
                  meta:
                    type: object
                    properties:
                      count:
                        type: integer
                        format: int32
                      page_count:
                        type: integer
                        format: int32
                      page_number:
                        type: integer
                        format: int32
                      page_size:
                        type: integer
                        format: int32
                  results:
                    type: array
                    items:
                      type: object
                      properties:
                        key:
                          type: string
                        id:
                          type: string
                  project_snapshots:
                    type: object
                    additionalProperties:
                      $ref: '#/components/schemas/Project__Snapshots__Models__ProjectSnapshot'
                  project_snapshot_resources:
                    type: object
                    additionalProperties:
                      $ref: '#/components/schemas/Project__Snapshots__Models__ProjectSnapshotResource'
                  project_snapshot_tasks:
                    type: object
                    additionalProperties:
                      $ref: '#/components/schemas/Project__Snapshots__Models__ProjectSnapshotTask'
                  project_snapshot_custom_field_values:
                    type: object
                    additionalProperties:
                      $ref: '#/components/schemas/Project__Snapshots__Models__ProjectSnapshotCustomFieldValue'
                  project_snapshot_assignments:
                    type: object
                    additionalProperties:
                      $ref: '#/components/schemas/Project__Snapshots__Models__ProjectSnapshotAssignment'
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Errors'
        '401':
          description: Unauthorized request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Errors'
        '403':
          description: Forbidden request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Errors'
        '404':
          description: Page Not Found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Errors'
        '422':
          description: Unprocessable Entity
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Errors'
        '503':
          description: Service is unavailable
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Errors'
    post:
      summary: Creating a Project Snapshot
      description: 'Creates a Project Snapshot. You must have the Edit Financials project permission or higher to create a project snapshot.


        This endpoint has its own rate limit. See the Knowledge Base for more information.


        This endpoint returns structured Project Snapshots objects.

        As with all Kantata OX API endpoints, the returned data will be referenced in sorted order in the `results` array

        and will be indexed by ID in the `project_snapshots` top-level JSON key.

        Please see our Response Format section for more information.'
      operationId: Create Project Snapshot
      tags:
      - Project Snapshots
      parameters:
      - in: query
        name: include
        description: 'Any of the below associations can be included in your request by providing the `include` param, e.g. `include=association1,association2`.

          - `project_snapshot_assignments` (Project::Snapshots::Models::ProjectSnapshotAssignment) - Retrieves task assignments saved in snapshots. The response will include `project_snapshot_assignment_ids`, which references the data in the `project_snapshot_assignments` top-level key.

          - `project_snapshot_custom_field_values` (Project::Snapshots::Models::ProjectSnapshotCustomFieldValue) - Retrieves project custom fields saved in snapshots. The response will include `project_snapshot_custom_field_value_ids`, which references the data in the `project_snapshot_custom_field_values` top-level key.

          - `project_snapshot_resources` (Project::Snapshots::Models::ProjectSnapshotResource) - Retrieves the resources saved in snapshots. The response will include `project_snapshot_resource_ids`, which references the data in the `project_snapshot_resources` top-level key.

          - `project_snapshot_task_custom_field_values` (Project::Snapshots::Models::ProjectSnapshotCustomFieldValue) - Retrieves task custom fields saved in snapshots. The response will include `project_snapshot_task_custom_field_value_ids`, which references the data in the `project_snapshot_custom_field_values` top-level key.

          - `project_snapshot_tasks` (Project::Snapshots::Models::ProjectSnapshotTask) - Retrieves the tasks saved in snapshots. The response will include `project_snapshot_task_ids`, which references the data in the `project_snapshot_tasks` top-level key.'
        schema:
          type: string
      responses:
        '200':
          description: Project Snapshots has been created.
          content:
            application/json:
              schema:
                type: object
                properties:
                  count:
                    type: integer
                    format: int32
                  meta:
                    type: object
                    properties:
                      count:
                        type: integer
                        format: int32
                      page_count:
                        type: integer
                        format: int32
                      page_number:
                        type: integer
                        format: int32
                      page_size:
                        type: integer
                        format: int32
                  results:
                    type: array
                    items:
                      type: object
                      properties:
                        key:
                          type: string
                        id:
                          type: string
                  project_snapshots:
                    type: object
                    additionalProperties:
                      $ref: '#/components/schemas/Project__Snapshots__Models__ProjectSnapshot'
                  project_snapshot_resources:
                    type: object
                    additionalProperties:
                      $ref: '#/components/schemas/Project__Snapshots__Models__ProjectSnapshotResource'
                  project_snapshot_tasks:
                    type: object
                    additionalProperties:
                      $ref: '#/components/schemas/Project__Snapshots__Models__ProjectSnapshotTask'
                  project_snapshot_custom_field_values:
                    type: object
                    additionalProperties:
                      $ref: '#/components/schemas/Project__Snapshots__Models__ProjectSnapshotCustomFieldValue'
                  project_snapshot_assignments:
                    type: object
                    additionalProperties:
                      $ref: '#/components/schemas/Project__Snapshots__Models__ProjectSnapshotAssignment'
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Errors'
        '401':
          description: Unauthorized request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Errors'
        '403':
          description: Forbidden request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Errors'
        '404':
          description: Page Not Found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Errors'
        '422':
          description: Unprocessable Entity
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Errors'
        '503':
          description: Service is unavailable
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Errors'
      requestBody:
        content:
          application/json:
            schema:
              type: object
              properties:
                project_snapshot:
                  type: object
                  properties:
                    workspace_id:
                      type: integer
                      format: int32
                      description: The ID of the workspace to take a snapshot of.
                    title:
                      type: string
                      description: The title of the snapshot.
                    description:
                      type: string
                      description: The description of the snapshot.
                    replace_baseline:
                      type: boolean
                      description: Whether the snapshot should be set as the workspace's baseline.
                  required:
                  - workspace_id
        required: true
  /project_snapshots/{id}:
    put:
      summary: Updating a Project Snapshot
      description: 'Updates the metadata of a Project Snapshot.


        This endpoint returns structured Project Snapshots objects.

        As with all Kantata OX API endpoints, the returned data will be referenced in sorted order in the `results` array

        and will be indexed by ID in the `project_snapshots` top-level JSON key.

        Please see our Response Format section for more information.'
      operationId: Update Project Snapshot
      tags:
      - Project Snapshots
      parameters:
      - in: path
        name: id
        required: true
        description: The ID of the Model.
        schema:
          type: integer
      - in: query
        name: include
        description: 'Any of the below associations can be included in your request by providing the `include` param, e.g. `include=association1,association2`.

          - `project_snapshot_assignments` (Project::Snapshots::Models::ProjectSnapshotAssignment) - Retrieves task assignments saved in snapshots. The response will include `project_snapshot_assignment_ids`, which references the data in the `project_snapshot_assignments` top-level key.

          - `project_snapshot_custom_field_values` (Project::Snapshots::Models::ProjectSnapshotCustomFieldValue) - Retrieves project custom fields saved in snapshots. The response will include `project_snapshot_custom_field_value_ids`, which references the data in the `project_snapshot_custom_field_values` top-level key.

          - `project_snapshot_resources` (Project::Snapshots::Models::ProjectSnapshotResource) - Retrieves the resources saved in snapshots. The response will include `project_snapshot_resource_ids`, which references the data in the `project_snapshot_resources` top-level key.

          - `project_snapshot_task_custom_field_values` (Project::Snapshots::Models::ProjectSnapshotCustomFieldValue) - Retrieves task custom fields saved in snapshots. The response will include `project_snapshot_task_custom_field_value_ids`, which references the data in the `project_snapshot_custom_field_values` top-level key.

          - `project_snapshot_tasks` (Project::Snapshots::Models::ProjectSnapshotTask) - Retrieves the tasks saved in snapshots. The response will include `project_snapshot_task_ids`, which references the data in the `project_snapshot_tasks` top-level key.'
        schema:
          type: string
      responses:
        '200':
          description: Project Snapshots has been updated.
          content:
            application/json:
              schema:
                type: object
                properties:
                  count:
                    type: integer
                    format: int32
                  meta:
                    type: object
                    properties:
                      count:
                        type: integer
                        format: int32
                      page_count:
                        type: integer
                        format: int32
                      page_number:
                        type: integer
                        format: int32
                      page_size:
                        type: integer
                        format: int32
                  results:
                    type: array
                    items:
                      type: object
                      properties:
                        key:
                          type: string
                        id:
                          type: string
                  project_snapshots:
                    type: object
                    additionalProperties:
                      $ref: '#/components/schemas/Project__Snapshots__Models__ProjectSnapshot'
                  project_snapshot_resources:
                    type: object
                    additionalProperties:
                      $ref: '#/components/schemas/Project__Snapshots__Models__ProjectSnapshotResource'
                  project_snapshot_tasks:
                    type: object
                    additionalProperties:
                      $ref: '#/components/schemas/Project__Snapshots__Models__ProjectSnapshotTask'
                  project_snapshot_custom_field_values:
                    type: object
                    additionalProperties:
                      $ref: '#/components/schemas/Project__Snapshots__Models__ProjectSnapshotCustomFieldValue'
                  project_snapshot_assignments:
                    type: object
                    additionalProperties:
                      $ref: '#/components/schemas/Project__Snapshots__Models__ProjectSnapshotAssignment'
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Errors'
        '401':
          description: Unauthorized request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Errors'
        '403':
          description: Forbidden request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Errors'
        '404':
          description: Page Not Found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Errors'
        '422':
          description: Unprocessable Entity
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Errors'
        '503':
          description: Service is unavailable
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Errors'
      requestBody:
        content:
          application/json:
            schema:
              type: object
              properties:
                project_snapshot:
                  type: object
                  properties:
                    title:
                      type: string
                      description: The title of the snapshot.
                    description:
                      type: string
                      description: The description of the snapshot.
                    replace_baseline:
                      type: boolean
                      description: Whether the snapshot should be set as the workspace's baseline.
        required: true
components:
  schemas:
    Project__Snapshots__Models__ProjectSnapshotResource:
      title: Project Snapshot Resources
      description: Project Snapshot Resources represent the state of project resources when a snapshot was taken, including their roles and total project allocation.
      type: object
      properties:
        allocated_minutes:
          type: integer
          format: int32
          description: The number of minutes the resource was allocated on the project at the time of the snapshot.
        name:
          type: string
          description: For named resources, this is the person's full name. For unnamed resources, this is the title.
        project_snapshot_id:
          type: integer
          format: int32
          description: The ID of the snapshot this snapshot resource is for.
        resource_id:
          type: integer
          format: int32
          description: The ID of the resource.
        role_id:
          type: integer
          format: int32
          description: The ID of the role the resource had on the project at the time of the snapshot.
        user_id:
          type: integer
          format: int32
          description: The ID of the user for the resource at the time of the snapshot. For unnamed resources, this is null.
    Project__Snapshots__Models__ProjectSnapshot:
      title: Project Snapshots
      description: 'Project snapshots capture the state of a project at a specific point in time. Snapshots are useful for gaining a historical perspective on a project, and for comparing the current state of a project to a previous state.


        Project financials, tasks, and resources are all captured in a snapshot, as well as project and task custom field values.'
      type: object
      properties:
        budget_in_cents:
          type: integer
          format: int32
          description: The budget of the project at the time of the snapshot, in the subunits of the currency (e.g. cents for USD).
        created_at:
          type: string
          format: date-time
          description: When the snapshot was created.
        currency:
          type: string
          description: The [ISO code](https://knowledge.kantata.com/hc/en-us/articles/360041576473) of the currency set on the project at the time of the snapshot.
        description:
          type: string
          description: The description of the snapshot.
        due_date:
          type: string
          format: date
          description: The due date of the project at the time of the snapshot.
        duration:
          type: string
          description: The duration of the project at the time of the snapshot, based on the earliest start date and latest due date of tasks.
        is_baseline:
          type: boolean
          description: Whether the snapshot is set as the baseline for the project.
        project_snapshot_assignment_ids:
          type: array
          items:
            type: string
          description: '`project_snapshot_assignment_ids` will only be included in the response if `project_snapshot_assignments` is in the list of included associations. See <a href=''#section/Includes''>include</a> section for usage.'
        project_snapshot_custom_field_value_ids:
          type: array
          items:
            type: string
          description: '`project_snapshot_custom_field_value_ids` will only be included in the response if `project_snapshot_custom_field_values` is in the list of included associations. See <a href=''#section/Includes''>include</a> section for usage.'
        project_snapshot_resource_ids:
          type: array
          items:
            type: string
          description: '`project_snapshot_resource_ids` will only be included in the response if `project_snapshot_resources` is in the list of included associations. See <a href=''#section/Includes''>include</a> section for usage.'
        project_snapshot_task_custom_field_value_ids:
          type: array
          items:
            type: string
          description: '`project_snapshot_task_custom_field_value_ids` will only be included in the response if `project_snapshot_task_custom_field_values` is in the list of included associations. See <a href=''#section/Includes''>include</a> section for usage.'
        project_snapshot_task_ids:
          type: array
          items:
            type: string
          description: '`project_snapshot_task_ids` will only be included in the response if `project_snapshot_tasks` is in the list of included associations. See <a href=''#section/Includes''>include</a> section for usage.'
        start_date:
          type: string
          format: date
          description: The start date of the project at the time of the snapshot.
        status_as_text:
          type: string
          description: The status of the project at the time of the snapshot.
        status_color:
          type: string
          description: The status color of the project at the time of the snapshot.
        title:
          type: string
          description: The title of the snapshot.
        workspace_id:
          type: string
          description: The ID of the project the snapshot is for.
    Error:
      type: object
      properties:
        type:
          type: string
        message:
          type: string
    Project__Snapshots__Models__ProjectSnapshotAssignment:
      title: Project Snapshot Assignments
      description: Project snapshot assignments represent the state of task assignments in a project when a snapshot was taken, including resource estimated minutes, scheduled minutes, and rates.
      type: object
      properties:
        bill_rate_in_cents:
          type: integer
          format: int32
          description: The bill rate in cents of the resource at the time of the snapshot.
        cost_rate_in_cents:
          type: integer
          format: int32
          description: The cost rate in cents of the resource at the time of the snapshot.
        estimated_minutes:
          type: integer
          format: int32
          description: The estimated time in minutes for the resource of this assignment at the time of the snapshot.
        project_snapshot_resource_id:
          type: integer
          format: int32
          description: The ID of the resource the assignment is for.
        project_snapshot_task_id:
          type: integer
          format: int32
          description: The ID of the task the assignment is for.
        scheduled_minutes:
          type: integer
          format: int32
          description: The scheduled minutes of the assignment.
    Errors:
      type: object
      properties:
        errors:
          type: array
          items:
            $ref: '#/components/schemas/Error'
    Project__Snapshots__Models__ProjectSnapshotTask:
      title: Project Snapshot Task
      description: Project snapshot tasks represent the state of tasks in a project when a snapshot was taken.
      type: object
      properties:
        archived:
          type: boolean
          description: Whether the task was archived when the snapshot was taken.
        billable:
          type: boolean
          description: Whether the task was billable when the snapshot was taken.
        budget_estimate_in_cents:
          type: integer
          format: int32
          description: The budget of the task when the snapshot was taken.
        description:
          type: string
          description: The description of the task when the snapshot was taken.
        due_date:
          type: string
          description: The due date of the task when the snapshot was taken.
        percentage_complete:
          type: integer
          format: int32
          description: The percentage complete of the task when the snapshot was taken.
        priority_level:
          type: integer
          format: int32
          description: The priority level of the task when the snapshot was taken.
        project_plan:
          type: boolean
          description: Whether the task was a project task (`true`) or a To Do (`false`) when the snapshot was taken.
        project_snapshot_id:
          type: integer
          format: int32
          description: The ID of the snapshot this snapshot task is for.
        start_date:
          type: string
          description: The start date of the task when the snapshot was taken.
        state:
          type: string
          description: The status of the task when the snapshot was taken.
        story_id:
          type: integer
          format: int32
          description: The ID of the story (task).
        story_type:
          type: string
          description: The type of the task when the snapshot was taken.
        time_estimate_in_minutes:
          type: integer
          format: int32
          description: The task estimate in minutes when the snapshot was taken.
        title:
          type: string
          description: The title of the task when the snapshot was taken.
        wbs:
          type: integer
          format: int32
          description: The WBS number of the task when the snapshot was taken.
    Project__Snapshots__Models__ProjectSnapshotCustomFieldValue:
      title: Snapshot Custom Field Value
      description: Snapshot custom field values represent the state of project and task custom field values when a snapshot was taken.
      type: object
      properties:
        custom_field_name:
          type: string
          description: The name of the custom field.
        subject_id:
          type: integer
          format: int32
          description: The ID of the snapshot project or snapshot task the custom field value is for. This is not the same as the project or task ID.
        subject_type:
          type: string
          description: The subject type of the custom field value, e.g. `SnapshotWorkspace` (snapshot project) or `SnapshotStory` (snapshot task).
        value:
          type: string
          description: The value of the custom field.
        value_type:
          type: string
          description: The value type of the custom field, e.g. `string`, `date`, `number`, `currency`, `single`, or `multi`.
  securitySchemes:
    BearerToken:
      type: apiKey
      name: Bearer
      in: header
    OauthSecurity:
      type: oauth2
      flows:
        authorizationCode:
          scopes: {}
          authorizationUrl: https://app.mavenlink.com/oauth/authorize
          tokenUrl: https://app.mavenlink.com/oauth/token
x-tagGroups:
- name: '# Subscribed Events'
  tags:
  - Event Types
  - Events
- name: Account Locations
  tags:
  - Account Locations
- name: Account Settings & Members
  tags:
  - Access Group Memberships
  - Account Colors
  - Account Invitations
  - Account Memberships
  - Backup Approver Associations
  - Billable Utilizations
  - Cost Rates
  - Custom Branding
  - Organization Memberships
  - Organizations
  - Roles
  - Skill Categories
  - Skill Memberships
  - Skills
  - Task Status Sets
  - Task Statuses
  - User Group Memberships
  - Users
- name: Currencies
  tags:
  - Currencies
- name: Custom Fields
  tags:
  - Custom Field Choices
  - Custom Field Sets
  - Custom Field Values
  - Custom Fields
- n

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# Full source: https://raw.githubusercontent.com/api-evangelist/mavenlink/refs/heads/main/openapi/mavenlink-project-snapshots-api-openapi.yml