The Class functionality in SapphireOne helps categorise and organise your Job Projects. This guide will teach you how to create and manage classes to streamline job project management. The steps are as follows:
- Navigation – Go to Job Projects > Job Projects > Inquiry and then select the Class item. Shepherd one will display the job project classed list screen.
- New Job Project Class – Click on the blue + icon on the main toolbar.
- Project Class area – Enter a new Class ID , Name and a company ID if required.
- Notes area – Enter any notes for this New Class if required.
- Plant Reporting area – A Group Name is any title that you want to assign to a Group. Also select if this Class is an Income or Expense account.
- Custom Header – All of these header names may be customised by the user as required.
- Linked Project – Project classes must be created first. Once the class has been created the user enters the Project Class from a Project Inquiry. If the selected Job Project has this new class entered, Job Project will now be displayed in the list of Job Projects in this class.
- Saving – As soon as data entry is complete, save this new class by selecting the green tick on the main toolbar.
- Verifying – Reopen the new class to ensure all data entry fields have been entered correctly.
For more detailed instructions, please refer to the Job Projects > Job Projects > Class article.