New Project Set Up — Your Company

Date Submitted

Project Manager (Name) *

PM Phone

1. Project Information

Project Name *

This becomes the job's name everywhere in Newton Ops and on its tracker.

Client / Owner Name *

Client Contract / PO #

Project Type

Contract Type

Project Address *

City

State

Zip

Scheduled Start Date *

Projected Completion Date *

Estimated Duration (months)

Shift Differential Rate / Details

Tax Exemption Cert #

Bonding Company

2. Financial Information

Total Contract Value ($) *

Contract Fully Executed (both parties)

Retention (%)

Payment Terms

Change Order Markup (%)

Schedule of Values Attached Budget Attached

Billing Method

Billing Frequency

Client Invoice Submission

Total Budget ($)

Invoice Portal / Submission Details

3. Contacts

Ops Team

Project Manager

Superintendent / Field Lead

Superintendent Phone

Superintendent Email

Sets the foreman for the daily payroll sign-off.

Preconstruction / Estimator

Ops Accounting Contact

Client / Project Contacts

Client Primary Contact

Title

Phone

Client AP / Accounting Contact

Phone

4. Google Drive / Email / Newton Ops Setup

Create shared Google email for this project Create shared Google Drive folder Create project in Newton Ops

Desired Email Alias

Drive Folder Naming

Team members to grant access to email / Drive folder (name — role, one per line)

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

Project Manager Signature (type your full name) *

Date

Submitting records your signed-in Newton Ops account against this signature and sends the form to Accounting.

1. Project Information

2. Financial Information

3. Contacts

Ops Team

Client / Project Contacts

4. Google Drive / Email / Newton Ops Setup

5. Attachments Checklist

6. Additional Notes / Special Instructions

7. Sign-Off

For Accounting Use Only

Newton Ops Setup

History