Categorise Job Projects by Class

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:

1. Navigate to Job Projects > Job Projects > Class.
2. Click on the new item icon on the main toolbar.
3. Select Class from the drop-down menu.
4. Fill Out Necessary Form Elements:
   • ID – Automatically generated by SapphireOne.
   • Prefix – Optional, can be entered or revised at any time.
   • Project – Enter the Job Project ID (wild card searchable).
   • Type Drop Down Menu – Select Class.
5. Save the form immediately after completion.
6. Reopen the form to ensure all compulsory fields are filled.

For more detailed instructions, please refer to the Job Projects > Job Projects > Class article.