Create a New Job Project

This section explains how to create and manage a Job Project in SapphireOne. Proper setup and management of job projects are essential for tracking project progress and financials. The steps are as follows:

1. Navigate to Job Projects > Job Projects > Job Project.
2. Enter Project Details:
   • Project ID: Enter a unique identifier for the project.
   • Project Name: Provide a name for the project.
   • Client ID: Select the client associated with the project.
   • Start Date: Enter the start date of the project.
   • End Date: Enter the expected end date of the project.
   • Description: Add a brief description of the project.
3. Use the Document Paperclip to scan and attach any documents related to the project.
4. Double-check all entered details for accuracy.
5. Click on Save to finalise the project setup.

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