The Time Lines function in SapphireOne allows users to view and manage historical time line entries associated with a specific Job Project. This functionality is vital for tracking project timelines and ensuring accurate scheduling. The steps are as follows:
First navigate to Job Projects Mode > Job Projects History > Job Projects History Inquiries and then select the Time Lines item. SapphireOne will display the Time Lines list screen, showing a list of all historical time lines within the data file. From there the user has a number of options as follows:
- Options Menu – Once the complete list of historical time Lines is displayed onscreen, select the Options menu from the main toolbar. This menu provides a range of search and filter options, enabling the user to locate a single Time Line or a group of Time Lines as required.
- Options Article – To access detailed documentation on this menu, refer to the Options Menu article.
- Reports Menu – Once the complete list of historical time lines is displayed onscreen, select the Reports icon from the main toolbar. SapphireOne will then display the Time Lines Reports printer dialog alert. From here, proceed to select the desired report criteria as outlined below:
- Share Destination – Use this drop-down menu to choose from: Printer, Custom Report, or Quick Report.
- Report Type – Select either One Line Transaction or Allocation
- Report Sort Order – Choose from several options including by Project, through to by Resource – Activity.
- Report Selection – This is a critical menu. Use the available radio buttons to select either All Records or Current Selection.
- Drop Down Menus – Two additional drop-down menus provide further filtering and sorting options to refine the report output.
- Tools menu – The Tools menu offers functions for viewing and selecting inventory lines from historical records across all Job Projects. These tools assist in locating and managing past inventory usage efficiently.
- Checking – Check and review all of the options you have selected from the menus above.
- Printing – Click on the blue Process button to print or view the historical Time Sheet report.
- Additional Documentation – For more detailed instructions, please refer to the Job Projects Mode > Job Projects History > Job Projects History Inquiries > Job Projects History Time Lines article