Include Finished - Find And Reactivate Finished Projects With Ease

Job Projects > Job Projects > Job Project Inquiry > Include Finished
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Include Finished Overview

The Sapphire Include Finished tool enables the user to view a list of all Job Projects contained within the SapphireOne data file that have the status of Finished. When a user searches the list of Job Projects or Employees, it will typically display only those that have a status of Active or Hold. From this list, the user also has the ability to modify the primary status of an Employee or a Job Project from Finished and reactivate it to Hold or Active.

For example, you may have completed a Job Project for a client and changed its status from Active to Finished. The client may then require additional work to be done for that Job Project. Rather than starting a new Job Project, the user has the ability to search the list of Job Project. They can then utilise the Include Finished tool to display all finished Job Projects. The SapphireOne user can then select the particular Job Project and reactivate it, modifying its status to Active. The SapphireOne user will then be prompted with a confirmation screen. They can then confirm the changes they wish to make before processing the status change.

Normally Projects and Employees marked as Finished will not be displayed in the standard list of Projects. Making this selection from the Sapphire Tools menu will show a list of all projects in the data file. This includes those that have had the Primary Status set at Finished

This allows modifications to be made to these Projects and Employees including re-activating them by altering the Primary Status from Finished to either Hold or Active

If you do make a change you may be presented with an alert as follows seeking confirmation.

“Are you sure you wish to change this, as this may take some time to process?”

You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.

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