Get Started with OPS
Learn how to create and manage projects using OPS.
OPS Software provides a structured way to manage multiple projects, track financial details, and ensure that project expenses remain within approved budgets.
- 01.Creating a New Project
Step 1
Access the PlatformOpen your web browser and navigate to the following URL: https://ops.inc/
Log in to your account using your credentials.Step 2
Initiate Project CreationOn the dashboard or main menu, locate and click the “Create New Project” button. This will open a new project creation form.
Step 3
Fill in Project DetailsFill in the required fields as described below:
1. Client / Enter the name of the client for whom the project is being created.2. Billing Company / Specify the billing company associated with the project.
3. Project Name / Provide a descriptive name for the project.
Example: “2024 Q1 Marketing Campaign.”4. Project Code / Enter a unique project code for identification.
Example: “PRJ2024-001.”5. Account Type / Select the appropriate account type from the drop down menu.
6. Budget Type / Choose the budget type for the project.
7. Project Job / Define the type of job or work to be performed.
8. Service / Select the service category for the project.
Example: “Creative,” “Creative production,” “Post-production” etc.9. Market Segment / Select the market segment relevant to the project.
Example: “Art & Culture,” “Luxury,” “Fashion,” etc.10. Expected Budget / Enter the estimated budget for the project.
11. Project Prep and Job Dates / Fill in the preparation and job execution dates:
Project Prep Date: The start date for project preparation.
Job Date: The date when the project work will begin or be delivered. TestStep 4: Save and Submit
Review all the entered details to ensure accuracy.Click the “Save project” or “Save and continue” button to create the project.
- 02.Easy Project Search Function
Step 1
Access the PlatformOpen your web browser and navigate to the following URL:
https://ops.inc/
Log in to your account using your credentials.Step 2
Initiate Project CreationOn the dashboard or main menu, locate and click the “Create New Project” button. This will open a new project creation form.
Step 3
Fill in Project DetailsFill in the required fields as described below:
1. Client / Enter the name of the client for whom the project is being created.2. Billing Company / Specify the billing company associated with the project.
3. Project Name / Provide a descriptive name for the project.
Example: “2024 Q1 Marketing Campaign.”4. Project Code / Enter a unique project code for identification.
Example: “PRJ2024-001.”5. Account Type / Select the appropriate account type from the drop down menu.
6. Budget Type / Choose the budget type for the project.
7. Project Job / Define the type of job or work to be performed.
8. Service / Select the service category for the project.
Example: “Creative,” “Creative production,” “Post-production” etc.9. Market Segment / Select the market segment relevant to the project.
Example: “Art & Culture,” “Luxury,” “Fashion,” etc.10. Expected Budget / Enter the estimated budget for the project.
11. Project Prep and Job Dates / Fill in the preparation and job execution dates:
Project Prep Date: The start date for project preparation.
Job Date: The date when the project work will begin or be delivered.Step 4: Save and Submit
Review all the entered details to ensure accuracy.Click the “Save project” or “Save and continue” button to create the project.
- 03.Create Multiple Departments and Define Them According to Project Requirements
Step 1
Access the PlatformOpen your web browser and navigate to the following URL:
https://ops.inc/
Log in to your account using your credentials.Step 2
Initiate Project CreationOn the dashboard or main menu, locate and click the “Create New Project” button. This will open a new project creation form.
Step 3
Fill in Project DetailsFill in the required fields as described below:
1. Client / Enter the name of the client for whom the project is being created.2. Billing Company / Specify the billing company associated with the project.
3. Project Name / Provide a descriptive name for the project.
Example: “2024 Q1 Marketing Campaign.”4. Project Code / Enter a unique project code for identification.
Example: “PRJ2024-001.”5. Account Type / Select the appropriate account type from the drop down menu.
6. Budget Type / Choose the budget type for the project.
7. Project Job / Define the type of job or work to be performed.
8. Service / Select the service category for the project.
Example: “Creative,” “Creative production,” “Post-production” etc.9. Market Segment / Select the market segment relevant to the project.
Example: “Art & Culture,” “Luxury,” “Fashion,” etc.10. Expected Budget / Enter the estimated budget for the project.
11. Project Prep and Job Dates / Fill in the preparation and job execution dates:
Project Prep Date: The start date for project preparation.
Job Date: The date when the project work will begin or be delivered.Step 4: Save and Submit
Review all the entered details to ensure accuracy.Click the “Save project” or “Save and continue” button to create the project.
- 04.Quick and Multiple Creation of Budget Estimate Versions
Step 1
Access the PlatformOpen your web browser and navigate to the following URL:
https://ops.inc/
Log in to your account using your credentials.Step 2
Initiate Project CreationOn the dashboard or main menu, locate and click the “Create New Project” button. This will open a new project creation form.
Step 3
Fill in Project DetailsFill in the required fields as described below:
1. Client / Enter the name of the client for whom the project is being created.2. Billing Company / Specify the billing company associated with the project.
3. Project Name / Provide a descriptive name for the project.
Example: “2024 Q1 Marketing Campaign.”4. Project Code / Enter a unique project code for identification.
Example: “PRJ2024-001.”5. Account Type / Select the appropriate account type from the drop down menu.
6. Budget Type / Choose the budget type for the project.
7. Project Job / Define the type of job or work to be performed.
8. Service / Select the service category for the project.
Example: “Creative,” “Creative production,” “Post-production” etc.9. Market Segment / Select the market segment relevant to the project.
Example: “Art & Culture,” “Luxury,” “Fashion,” etc.10. Expected Budget / Enter the estimated budget for the project.
11. Project Prep and Job Dates / Fill in the preparation and job execution dates:
Project Prep Date: The start date for project preparation.
Job Date: The date when the project work will begin or be delivered.Step 4: Save and Submit
Review all the entered details to ensure accuracy.Click the “Save project” or “Save and continue” button to create the project.
- 05.Write Comments About Departments and Each Budget Item
Step 1
Access the PlatformOpen your web browser and navigate to the following URL:
https://ops.inc/
Log in to your account using your credentials.Step 2
Initiate Project CreationOn the dashboard or main menu, locate and click the “Create New Project” button. This will open a new project creation form.
Step 3
Fill in Project DetailsFill in the required fields as described below:
1. Client / Enter the name of the client for whom the project is being created.2. Billing Company / Specify the billing company associated with the project.
3. Project Name / Provide a descriptive name for the project.
Example: “2024 Q1 Marketing Campaign.”4. Project Code / Enter a unique project code for identification.
Example: “PRJ2024-001.”5. Account Type / Select the appropriate account type from the drop down menu.
6. Budget Type / Choose the budget type for the project.
7. Project Job / Define the type of job or work to be performed.
8. Service / Select the service category for the project.
Example: “Creative,” “Creative production,” “Post-production” etc.9. Market Segment / Select the market segment relevant to the project.
Example: “Art & Culture,” “Luxury,” “Fashion,” etc.10. Expected Budget / Enter the estimated budget for the project.
11. Project Prep and Job Dates / Fill in the preparation and job execution dates:
Project Prep Date: The start date for project preparation.
Job Date: The date when the project work will begin or be delivered.Step 4: Save and Submit
Review all the entered details to ensure accuracy.Click the “Save project” or “Save and continue” button to create the project.
- 06.Color Code Your Budget Items
Step 1
Access the PlatformOpen your web browser and navigate to the following URL:
https://ops.inc/
Log in to your account using your credentials.Step 2
Initiate Project CreationOn the dashboard or main menu, locate and click the “Create New Project” button. This will open a new project creation form.
Step 3
Fill in Project DetailsFill in the required fields as described below:
1. Client / Enter the name of the client for whom the project is being created.2. Billing Company / Specify the billing company associated with the project.
3. Project Name / Provide a descriptive name for the project.
Example: “2024 Q1 Marketing Campaign.”4. Project Code / Enter a unique project code for identification.
Example: “PRJ2024-001.”5. Account Type / Select the appropriate account type from the drop down menu.
6. Budget Type / Choose the budget type for the project.
7. Project Job / Define the type of job or work to be performed.
8. Service / Select the service category for the project.
Example: “Creative,” “Creative production,” “Post-production” etc.9. Market Segment / Select the market segment relevant to the project.
Example: “Art & Culture,” “Luxury,” “Fashion,” etc.10. Expected Budget / Enter the estimated budget for the project.
11. Project Prep and Job Dates / Fill in the preparation and job execution dates:
Project Prep Date: The start date for project preparation.
Job Date: The date when the project work will begin or be delivered.Step 4: Save and Submit
Review all the entered details to ensure accuracy.Click the “Save project” or “Save and continue” button to create the project.
- 07.Duplicate Department or Budget Items
Step 1
Access the PlatformOpen your web browser and navigate to the following URL:
https://ops.inc/
Log in to your account using your credentials.Step 2
Initiate Project CreationOn the dashboard or main menu, locate and click the “Create New Project” button. This will open a new project creation form.
Step 3
Fill in Project DetailsFill in the required fields as described below:
1. Client / Enter the name of the client for whom the project is being created.2. Billing Company / Specify the billing company associated with the project.
3. Project Name / Provide a descriptive name for the project.
Example: “2024 Q1 Marketing Campaign.”4. Project Code / Enter a unique project code for identification.
Example: “PRJ2024-001.”5. Account Type / Select the appropriate account type from the drop down menu.
6. Budget Type / Choose the budget type for the project.
7. Project Job / Define the type of job or work to be performed.
8. Service / Select the service category for the project.
Example: “Creative,” “Creative production,” “Post-production” etc.9. Market Segment / Select the market segment relevant to the project.
Example: “Art & Culture,” “Luxury,” “Fashion,” etc.10. Expected Budget / Enter the estimated budget for the project.
11. Project Prep and Job Dates / Fill in the preparation and job execution dates:
Project Prep Date: The start date for project preparation.
Job Date: The date when the project work will begin or be delivered.Step 4: Save and Submit
Review all the entered details to ensure accuracy.Click the “Save project” or “Save and continue” button to create the project.
- 08.Type in Expected Costs for Project Team to Follow Negotiation Guidelines
Step 1
Access the PlatformOpen your web browser and navigate to the following URL:
https://ops.inc/
Log in to your account using your credentials.Step 2
Initiate Project CreationOn the dashboard or main menu, locate and click the “Create New Project” button. This will open a new project creation form.
Step 3
Fill in Project DetailsFill in the required fields as described below:
1. Client / Enter the name of the client for whom the project is being created.2. Billing Company / Specify the billing company associated with the project.
3. Project Name / Provide a descriptive name for the project.
Example: “2024 Q1 Marketing Campaign.”4. Project Code / Enter a unique project code for identification.
Example: “PRJ2024-001.”5. Account Type / Select the appropriate account type from the drop down menu.
6. Budget Type / Choose the budget type for the project.
7. Project Job / Define the type of job or work to be performed.
8. Service / Select the service category for the project.
Example: “Creative,” “Creative production,” “Post-production” etc.9. Market Segment / Select the market segment relevant to the project.
Example: “Art & Culture,” “Luxury,” “Fashion,” etc.10. Expected Budget / Enter the estimated budget for the project.
11. Project Prep and Job Dates / Fill in the preparation and job execution dates:
Project Prep Date: The start date for project preparation.
Job Date: The date when the project work will begin or be delivered.Step 4: Save and Submit
Review all the entered details to ensure accuracy.Click the “Save project” or “Save and continue” button to create the project.
- 09.Moveable Department Sections
Step 1
Access the PlatformOpen your web browser and navigate to the following URL:
https://ops.inc/
Log in to your account using your credentials.Step 2
Initiate Project CreationOn the dashboard or main menu, locate and click the “Create New Project” button. This will open a new project creation form.
Step 3
Fill in Project DetailsFill in the required fields as described below:
1. Client / Enter the name of the client for whom the project is being created.2. Billing Company / Specify the billing company associated with the project.
3. Project Name / Provide a descriptive name for the project.
Example: “2024 Q1 Marketing Campaign.”4. Project Code / Enter a unique project code for identification.
Example: “PRJ2024-001.”5. Account Type / Select the appropriate account type from the drop down menu.
6. Budget Type / Choose the budget type for the project.
7. Project Job / Define the type of job or work to be performed.
8. Service / Select the service category for the project.
Example: “Creative,” “Creative production,” “Post-production” etc.9. Market Segment / Select the market segment relevant to the project.
Example: “Art & Culture,” “Luxury,” “Fashion,” etc.10. Expected Budget / Enter the estimated budget for the project.
11. Project Prep and Job Dates / Fill in the preparation and job execution dates:
Project Prep Date: The start date for project preparation.
Job Date: The date when the project work will begin or be delivered.Step 4: Save and Submit
Review all the entered details to ensure accuracy.Click the “Save project” or “Save and continue” button to create the project.
- 10.Icon Indicators for Payment Status and Documents
Step 1
Access the PlatformOpen your web browser and navigate to the following URL:
https://ops.inc/
Log in to your account using your credentials.Step 2
Initiate Project CreationOn the dashboard or main menu, locate and click the “Create New Project” button. This will open a new project creation form.
Step 3
Fill in Project DetailsFill in the required fields as described below:
1. Client / Enter the name of the client for whom the project is being created.2. Billing Company / Specify the billing company associated with the project.
3. Project Name / Provide a descriptive name for the project.
Example: “2024 Q1 Marketing Campaign.”4. Project Code / Enter a unique project code for identification.
Example: “PRJ2024-001.”5. Account Type / Select the appropriate account type from the drop down menu.
6. Budget Type / Choose the budget type for the project.
7. Project Job / Define the type of job or work to be performed.
8. Service / Select the service category for the project.
Example: “Creative,” “Creative production,” “Post-production” etc.9. Market Segment / Select the market segment relevant to the project.
Example: “Art & Culture,” “Luxury,” “Fashion,” etc.10. Expected Budget / Enter the estimated budget for the project.
11. Project Prep and Job Dates / Fill in the preparation and job execution dates:
Project Prep Date: The start date for project preparation.
Job Date: The date when the project work will begin or be delivered.Step 4: Save and Submit
Review all the entered details to ensure accuracy.Click the “Save project” or “Save and continue” button to create the project.