This short article explains the process of setting up a Parent Project in SapphireOne. Parent Projects enable the grouping of related Job Projects under a single overarching Project, streamlining project management and improving reporting capabilities. By using a Parent Project, users can effectively monitor and manage multiple related projects within a unified structure. The steps are as follows:
- Navigate to Job Projects > Job Projects > Inquiry and then select the Parent Project item. SapphireOne will display the Parent Project list screen, with a list of existing active Parent Projects in the data file.
- New Parent Project – To commence a new Parent Project select the blue + button on the main toolbar and proceed from there.
- Details page – SapphireOne begins the process by opening the Details Page, ready for data entry
- Project area – Enter the new Parent Project’s ID and enter the new Parent Projects Name.
- Description. Also the user may use the Document Paperclip to attach any relevant documents associated with the Parent Project.
- Grouping area – This area displays a number of Tags which may be customised by the user.
- Notes area – Add a brief description of the Parent Project and other notes as required.
- Contacts area – The user may enter any contacts that are associated with this Parent Project.
- Verifying – Double-check all entered details for accuracy.
- Saving – Click the green tick on the main toolbar to save and finalise the Parent Project setup.
Important Reminder – Always create the Parent Project first before adding any Child Job Projects into it. This ensures proper hierarchical organisation and smooth project management.
For more detailed instructions, please refer to the Job Projects > Job Projects > Inquiry > Parent Project article.