Procore Budget Notes API

openapi: 3.2.0
info:
  title: Procore REST Budget Notes API
  version: v1.0/v2.0
  description: Merged from the per-resource OpenAPI documents Procore publishes through its developer portal (https://developers.procore.com/api/v1/resource_groups). Originals are kept verbatim in openapi/_original/resources/.
  x-source: https://developers.procore.com/api/v1/resource_groups
servers:
- url: https://api.procore.com
  description: Production
security:
- bearerAuth: []
tags:
- name: Budget Notes
paths:
  /rest/v2.0/companies/{company_id}/projects/{project_id}/budget_notes/{wbs_code_id}:
    parameters:
    - name: Procore-Company-Id
      in: header
      description: Unique company identifier associated with the Procore User Account.
      required: true
      schema:
        type: integer
    - name: company_id
      in: path
      description: ID of the company
      required: true
      schema:
        type: string
    - name: project_id
      in: path
      description: ID of the project
      required: true
      schema:
        type: string
    - name: wbs_code_id
      in: path
      description: ID of the WBS code
      required: true
      schema:
        type: string
    x-compliance-level: full
    post:
      x-doc:
        visibility: public
        stage: beta
        exposure: public
      summary: Creates or updates a budget note for a budget or a forecasting row
      tags:
      - Budget Notes
      requestBody:
        content:
          application/json:
            schema:
              type: object
              description: Budget Notes object
              properties:
                note:
                  type:
                  - string
                  - 'null'
                  description: Note text for the budget or forecasting row. The note key must be present. Send an empty string or null to clear the note. Omitting the key returns 400.
                  example: A very important budget note
                label:
                  type: string
                  description: The custom name you have assigned to your Budget Note column. Use 'Notes' if using the default name
                  example: Notes
        required: true
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                type: object
                properties:
                  data:
                    type: object
                    description: Budget Notes
                    properties:
                      note:
                        type: string
                        description: The note that was saved for a budget or a forecast row
                        example: A very important note
                      user:
                        type:
                        - string
                        - 'null'
                        description: Display name of the user who last created or updated the note. Null when no author history is available.
                        example: John Doe
                      updated_at:
                        type: string
                        description: Human-readable, locale- and timezone-formatted timestamp of when the note was last updated. Display only; not ISO 8601.
                        example: Oct 2, 2024, 5:15 AM PDT
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                type: object
                properties:
                  error:
                    type: object
                    properties:
                      code:
                        type: string
                        description: HTTP status in screaming snake case (like BAD_REQUEST)
                      message:
                        type: string
                        description: Human readable message describing error.
                      details:
                        type: array
                        description: Additional information about the error.
                        items:
                          type: object
                          required:
                          - reason_code
                          - message
                          properties:
                            reason_code:
                              type: string
                              description: A machine-readable code that identifies the error specifically enough for the client to interpret what happened and take action.
                              example: BLANK
                            message:
                              type: string
                              description: Human readable message
                              example: Name can't be blank
                            source:
                              type: string
                              description: Source of the error
                              example: name
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                type: object
                properties:
                  error:
                    type: object
                    properties:
                      code:
                        type: string
                        description: HTTP status in screaming snake case (like BAD_REQUEST)
                      message:
                        type: string
                        description: Human readable message describing error.
                      details:
                        type: array
                        description: Additional information about the error.
                        items:
                          type: object
                          required:
                          - reason_code
                          - message
                          properties:
                            reason_code:
                              type: string
                              description: A machine-readable code that identifies the error specifically enough for the client to interpret what happened and take action.
                              example: BLANK
                            message:
                              type: string
                              description: Human readable message
                              example: Name can't be blank
                            source:
                              type: string
                              description: Source of the error
                              example: name
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                type: object
                properties:
                  error:
                    type: object
                    properties:
                      code:
                        type: string
                        description: HTTP status in screaming snake case (like BAD_REQUEST)
                      message:
                        type: string
                        description: Human readable message describing error.
                      details:
                        type: array
                        description: Additional information about the error.
                        items:
                          type: object
                          required:
                          - reason_code
                          - message
                          properties:
                            reason_code:
                              type: string
                              description: A machine-readable code that identifies the error specifically enough for the client to interpret what happened and take action.
                              example: BLANK
                            message:
                              type: string
                              description: Human readable message
                              example: Name can't be blank
                            source:
                              type: string
                              description: Source of the error
                              example: name
        '409':
          description: Conflict
          content:
            application/json:
              schema:
                type: object
                properties:
                  error:
                    type: object
                    properties:
                      code:
                        type: string
                        description: HTTP status in screaming snake case (like BAD_REQUEST)
                      message:
                        type: string
                        description: Human readable message describing error.
                      details:
                        type: array
                        description: Additional information about the error.
                        items:
                          type: object
                          required:
                          - reason_code
                          - message
                          properties:
                            reason_code:
                              type: string
                              description: A machine-readable code that identifies the error specifically enough for the client to interpret what happened and take action.
                              example: BLANK
                            message:
                              type: string
                              description: Human readable message
                              example: Name can't be blank
                            source:
                              type: string
                              description: Source of the error
                              example: name
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                type: object
                properties:
                  error:
                    type: object
                    properties:
                      code:
                        type: string
                        description: HTTP status in screaming snake case (like BAD_REQUEST)
                      message:
                        type: string
                        description: Human readable message describing error.
                      details:
                        type: array
                        description: Additional information about the error.
                        items:
                          type: object
                          required:
                          - reason_code
                          - message
                          properties:
                            reason_code:
                              type: string
                              description: A machine-readable code that identifies the error specifically enough for the client to interpret what happened and take action.
                              example: BLANK
                            message:
                              type: string
                              description: Human readable message
                              example: Name can't be blank
                            source:
                              type: string
                              description: Source of the error
                              example: name
        default:
          description: Unexpected error
          content:
            application/json:
              schema:
                type: object
                properties:
                  error:
                    type: object
                    properties:
                      code:
                        type: string
                        description: HTTP status in screaming snake case (like BAD_REQUEST)
                      message:
                        type: string
                        description: Human readable message describing error.
                      details:
                        type: array
                        description: Additional information about the error.
                        items:
                          type: object
                          required:
                          - reason_code
                          - message
                          properties:
                            reason_code:
                              type: string
                              description: A machine-readable code that identifies the error specifically enough for the client to interpret what happened and take action.
                              example: BLANK
                            message:
                              type: string
                              description: Human readable message
                              example: Name can't be blank
                            source:
                              type: string
                              description: Source of the error
                              example: name
      x-code-samples:
      - id: node_request
        mimeType: application/json
        title: Node.js
        content: "const request = require('request');\n\nconst options = {\n  method: 'POST',\n  url: 'https://api.procore.com/rest/v2.0/companies/%7Bcompany_id%7D/projects/%7Bproject_id%7D/budget_notes/%7Bwbs_code_id%7D',\n  headers: {'content-type': 'application/json'},\n  body: {note: 'A very important budget note', label: 'Notes'},\n  json: true\n};\n\nrequest(options, function (error, response, body) {\n  if (error) throw new Error(error);\n\n  console.log(body);\n});\n"
      - id: python_python3
        mimeType: application/json
        title: Python3
        content: 'import http.client


          conn = http.client.HTTPSConnection("api.procore.com")


          payload = "{\"note\":\"A very important budget note\",\"label\":\"Notes\"}"


          headers = { ''content-type'': "application/json" }


          conn.request("POST", "/rest/v2.0/companies/%7Bcompany_id%7D/projects/%7Bproject_id%7D/budget_notes/%7Bwbs_code_id%7D", payload, headers)


          res = conn.getresponse()

          data = res.read()


          print(data.decode("utf-8"))'
      - id: shell_curl
        mimeType: application/json
        title: Curl
        content: "curl --request POST \\\n  --url https://api.procore.com/rest/v2.0/companies/%7Bcompany_id%7D/projects/%7Bproject_id%7D/budget_notes/%7Bwbs_code_id%7D \\\n  --header 'content-type: application/json' \\\n  --data '{\"note\":\"A very important budget note\",\"label\":\"Notes\"}'"
      - id: csharp_httpclient
        mimeType: application/json
        title: C#
        content: "var client = new HttpClient();\nvar request = new HttpRequestMessage\n{\n    Method = HttpMethod.Post,\n    RequestUri = new Uri(\"https://api.procore.com/rest/v2.0/companies/%7Bcompany_id%7D/projects/%7Bproject_id%7D/budget_notes/%7Bwbs_code_id%7D\"),\n    Content = new StringContent(\"{\\\"note\\\":\\\"A very important budget note\\\",\\\"label\\\":\\\"Notes\\\"}\")\n    {\n        Headers =\n        {\n            ContentType = new MediaTypeHeaderValue(\"application/json\")\n        }\n    }\n};\nusing (var response = await client.SendAsync(request))\n{\n    response.EnsureSuccessStatusCode();\n    var body = await response.Content.ReadAsStringAsync();\n    Console.WriteLine(body);\n}"
      x-rate-limit-enabled: true
      x-procore-kong-tags:
      - rate-limit:enabled
      x-changelog:
      - summary: Create and update notes for a budget or a forecast row
        description: Possibility to create and update budget notes for a budget or a forecast row
        endpoint: POST /companies/{company_id}/projects/{project_id}/budget_notes/{wbs_code_id}
        type: new
        breaking: false
        datestamp: '2024-12-05'
        versions:
        - '2.0'
        x-doc:
          visibility: public
          stage: beta
          exposure: public
        link: budget-notes?version=2.0#creates-or-updates-a-budget-note-for-a-budget-or-a-forecasting-row
      operationId: createsOrUpdatesABudgetNoteForABudgetOrAForecastingRow
    get:
      x-doc:
        visibility: public
        stage: beta
        exposure: public
      summary: Fetches a budget note
      description: Fetches the saved budget note for a WBS code. The data field is null when no note exists for the WBS code.
      tags:
      - Budget Notes
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                type: object
                properties:
                  data:
                    type: object
                    description: Budget Notes
                    properties:
                      note:
                        type: string
                        description: The note that was saved for a budget or a forecast row
                        example: A very important note
                      user:
                        type:
                        - string
                        - 'null'
                        description: Display name of the user who last created or updated the note. Null when no author history is available.
                        example: John Doe
                      updated_at:
                        type: string
                        description: Human-readable, locale- and timezone-formatted timestamp of when the note was last updated. Display only; not ISO 8601.
                        example: Oct 2, 2024, 5:15 AM PDT
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                type: object
                properties:
                  error:
                    type: object
                    properties:
                      code:
                        type: string
                        description: HTTP status in screaming snake case (like BAD_REQUEST)
                      message:
                        type: string
                        description: Human readable message describing error.
                      details:
                        type: array
                        description: Additional information about the error.
                        items:
                          type: object
                          required:
                          - reason_code
                          - message
                          properties:
                            reason_code:
                              type: string
                              description: A machine-readable code that identifies the error specifically enough for the client to interpret what happened and take action.
                              example: BLANK
                            message:
                              type: string
                              description: Human readable message
                              example: Name can't be blank
                            source:
                              type: string
                              description: Source of the error
                              example: name
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                type: object
                properties:
                  error:
                    type: object
                    properties:
                      code:
                        type: string
                        description: HTTP status in screaming snake case (like BAD_REQUEST)
                      message:
                        type: string
                        description: Human readable message describing error.
                      details:
                        type: array
                        description: Additional information about the error.
                        items:
                          type: object
                          required:
                          - reason_code
                          - message
                          properties:
                            reason_code:
                              type: string
                              description: A machine-readable code that identifies the error specifically enough for the client to interpret what happened and take action.
                              example: BLANK
                            message:
                              type: string
                              description: Human readable message
                              example: Name can't be blank
                            source:
                              type: string
                              description: Source of the error
                              example: name
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                type: object
                properties:
                  error:
                    type: object
                    properties:
                      code:
                        type: string
                        description: HTTP status in screaming snake case (like BAD_REQUEST)
                      message:
                        type: string
                        description: Human readable message describing error.
                      details:
                        type: array
                        description: Additional information about the error.
                        items:
                          type: object
                          required:
                          - reason_code
                          - message
                          properties:
                            reason_code:
                              type: string
                              description: A machine-readable code that identifies the error specifically enough for the client to interpret what happened and take action.
                              example: BLANK
                            message:
                              type: string
                              description: Human readable message
                              example: Name can't be blank
                            source:
                              type: string
                              description: Source of the error
                              example: name
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                type: object
                properties:
                  error:
                    type: object
                    properties:
                      code:
                        type: string
                        description: HTTP status in screaming snake case (like BAD_REQUEST)
                      message:
                        type: string
                        description: Human readable message describing error.
                      details:
                        type: array
                        description: Additional information about the error.
                        items:
                          type: object
                          required:
                          - reason_code
                          - message
                          properties:
                            reason_code:
                              type: string
                              description: A machine-readable code that identifies the error specifically enough for the client to interpret what happened and take action.
                              example: BLANK
                            message:
                              type: string
                              description: Human readable message
                              example: Name can't be blank
                            source:
                              type: string
                              description: Source of the error
                              example: name
        default:
          description: Unexpected error
          content:
            application/json:
              schema:
                type: object
                properties:
                  error:
                    type: object
                    properties:
                      code:
                        type: string
                        description: HTTP status in screaming snake case (like BAD_REQUEST)
                      message:
                        type: string
                        description: Human readable message describing error.
                      details:
                        type: array
                        description: Additional information about the error.
                        items:
                          type: object
                          required:
                          - reason_code
                          - message
                          properties:
                            reason_code:
                              type: string
                              description: A machine-readable code that identifies the error specifically enough for the client to interpret what happened and take action.
                              example: BLANK
                            message:
                              type: string
                              description: Human readable message
                              example: Name can't be blank
                            source:
                              type: string
                              description: Source of the error
                              example: name
      x-code-samples:
      - id: node_request
        title: Node.js
        content: "const request = require('request');\n\nconst options = {\n  method: 'GET',\n  url: 'https://api.procore.com/rest/v2.0/companies/%7Bcompany_id%7D/projects/%7Bproject_id%7D/budget_notes/%7Bwbs_code_id%7D'\n};\n\nrequest(options, function (error, response, body) {\n  if (error) throw new Error(error);\n\n  console.log(body);\n});\n"
      - id: python_python3
        title: Python3
        content: 'import http.client


          conn = http.client.HTTPSConnection("api.procore.com")


          conn.request("GET", "/rest/v2.0/companies/%7Bcompany_id%7D/projects/%7Bproject_id%7D/budget_notes/%7Bwbs_code_id%7D")


          res = conn.getresponse()

          data = res.read()


          print(data.decode("utf-8"))'
      - id: shell_curl
        title: Curl
        content: "curl --request GET \\\n  --url https://api.procore.com/rest/v2.0/companies/%7Bcompany_id%7D/projects/%7Bproject_id%7D/budget_notes/%7Bwbs_code_id%7D"
      - id: csharp_httpclient
        title: C#
        content: "var client = new HttpClient();\nvar request = new HttpRequestMessage\n{\n    Method = HttpMethod.Get,\n    RequestUri = new Uri(\"https://api.procore.com/rest/v2.0/companies/%7Bcompany_id%7D/projects/%7Bproject_id%7D/budget_notes/%7Bwbs_code_id%7D\"),\n};\nusing (var response = await client.SendAsync(request))\n{\n    response.EnsureSuccessStatusCode();\n    var body = await response.Content.ReadAsStringAsync();\n    Console.WriteLine(body);\n}"
      x-rate-limit-enabled: true
      x-procore-kong-tags:
      - rate-limit:enabled
      x-changelog:
      - summary: Fetch budget notes data for a budget or a forecast row
        description: Possibility to fetch data for a budget or a forecast row
        endpoint: GET /companies/{company_id}/projects/{project_id}/budget_notes/{wbs_code_id}
        type: new
        breaking: false
        datestamp: '2024-12-05'
        versions:
        - '2.0'
        x-doc:
          visibility: public
          stage: beta
          exposure: public
        link: budget-notes?version=2.0#fetches-a-budget-note
      operationId: fetchesABudgetNote
components:
  securitySchemes:
    bearerAuth:
      type: http
      scheme: bearer