OPS New Project Set UpNEW PROJECT SETUP FORM v1.0 · PM → ACCOUNTING → OPS OPS
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1. Project Information
This becomes the job's name everywhere in Newton Ops and on its tracker.
2. Financial Information
3. Contacts
Ops Team
Sets the foreman for the daily payroll sign-off.
Client / Project Contacts
4. Google Drive / Email / Newton Ops Setup
5. Attachments Checklist
Tick what is included. Upload the document itself next to it once the form is saved.
6. Additional Notes / Special Instructions
7. Sign-Off
Submitting records your signed-in Newton Ops account against this signature and sends the form to Accounting.
For Accounting Use Only
Set up job in Newton Ops creates the job everywhere at once: its field tracker and route, every job dropdown and list, the crew board,
the job record, the PM and foreman seats, a financials row with the contract value, and a Create Project draft for the budget and SOV — then deploys.
If “Google Email Created” is ticked, the alias above becomes the job's EAF mailbox.