Define a Parent Project

This section covers the process of setting up a Parent Project in SapphireOne. Parent Projects allow for the grouping of related job projects, facilitating better project management and reporting. The steps are as follows:

1. Navigate to Job Projects > Job Projects > Parent Project.
2. Enter Parent Project Details:
   • Parent Project ID: Enter a unique identifier for the parent project.
   • Parent Project Name: Provide a name for the parent project.
   • Description: Add a brief description of the parent project.
3. Select the child projects to be linked to the parent project.
4. Use the Document Paperclip to scan and attach any documents related to the parent project.
5. Double-check all entered details for accuracy.
6. Click on Save to finalise the parent project setup.

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

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