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ITM Platformproject management
10 available actions
What your AI agent can do in ITM Platform
ITM Platform provides modern project, portfolio, task, service, financial, risk, and resource management APIs plus read-only DataMart analytics. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 10 actions.
Common starting points
- Search DataMart ComponentsSearch the read-only DataMart for project or service analytics records and return one offset-paginated page.
- Search ProjectsSearch projects by account-specific filters and return one page of project summaries with a continuation cursor.
- Create TaskCreate a task in an ITM Platform project using account-defined type, priority, and status names.
- Create ProjectCreate an ITM Platform project with its schedule and optional account-specific classification IDs.
- Update TaskUpdate selected descriptive, scheduling, hierarchy, or custom fields on an existing ITM Platform project task.
- Update ProjectUpdate selected fields of an existing ITM Platform project and return the provider result.
Browse all 10 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 5 actions
- Get ProjectReturn the full current details of one project by its ITM Platform project ID.
- List Reference DataList account-defined project or task statuses, priorities, or types needed to form valid project and task mutations.
- Search DataMart ComponentsSearch the read-only DataMart for project or service analytics records and return one offset-paginated page.
- Search ProjectsSearch projects by account-specific filters and return one page of project summaries with a continuation cursor.
- Search TasksSearch tasks across accessible projects and return one page of task summaries with a continuation cursor.
Create & communicateCreate records or send supported messagesView 2 actions
- Create ProjectCreate an ITM Platform project with its schedule and optional account-specific classification IDs.
- Create TaskCreate a task in an ITM Platform project using account-defined type, priority, and status names.
Update & manageChange and manage existing recordsView 2 actions
- Update ProjectUpdate selected fields of an existing ITM Platform project and return the provider result.
- Update TaskUpdate selected descriptive, scheduling, hierarchy, or custom fields on an existing ITM Platform project task.
Other actionsSpecialist and administrative actions.View 1 action
- Aggregate DataMart ComponentsRun a bounded read-only DataMart aggregation over project and service records for portfolio analytics.
Connection record
A connection you can control.
- Sign-in
- Customer-managed key
- Setup
- Use a key you create and control. It is stored securely and limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect ITM Platform
How does the agent connect to ITM Platform?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in ITM Platform?
The page above lists the 10 actions currently available through the ITM Platform connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is ITM Platform included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until ITM Platform is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put ITM Platform to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.