Conduct a Job Project Inquiry from the Sapphire Web Pack

In this section, we will cover how to manage Job Project Inquiries within SapphireOne Web Pack. Effective job project management is vital for tracking job project progress, costs, and ensuring timely completion within your organisation. The steps are as follows:

Creating a New Job Project Record

1. Navigate to Web Pack > Inquiry > Job Project Inquiry. SapphireOne will display a list of job projects with master records.
2. Click the New button. An alert will prompt you to enter a new Job Project ID and the Name of the Job Project.
3. After entering these details, press Tab to proceed to the Job Project data entry page.

Modifying an Existing Job Project Record

1. Navigate to Web Pack > Inquiry > Job Project Inquiry. SapphireOne will display a list of job projects with master records.
2. Select a job project from the list.
3. Click the Modify button to edit the job project details.
4. Fill out the general details about the job project.
5. Ensure all relevant project information is entered accurately.
6. Add any relevant notes at the bottom of the window.
7. Review the job project’s balance details, including costs and revenues.
8. View the job projects transactions, including invoices, receipts, and credits. Note that editing of this list is not allowed.
9. View and modify contact details for the selected job project.
10. Add notes to contacts as necessary.
11. Click the Save button to save your changes.
12. Click the Cancel button to discard changes and return to the job project inquiry screen.

For more detailed information, refer to the Web Pack > Inquiry > Job Project Inquiry article.