Brief to close-out. All in one place.
Plan and deliver projects end-to-end. Each project gets its own workspace pulling in inventory allocations, purchase orders, staff assignments, and files — so your whole team works from the same picture.
Screenshots coming soon
What's included
Project management
Every job, tracked from start to finish.
Create projects with all the key details — client, venue, dates, budget, and status. Track progress from brief through to close-out. Every project has its own page that becomes the single source of truth for everyone involved.
Project workspaces
Everything for a job, in one place.
Each project has a workspace that aggregates all related data across OpsOS — staff assignments from Planner, inventory allocations, purchase orders, files from Transfer, and notes. No more tab-switching to piece together what's happening on a job.
Shows & events
Multiple events under one project.
Structure larger projects as a series of shows or events under a single project umbrella. Manage each show individually — its own dates, venue, and crew — while keeping everything rolled up to the project level.
Ticket sales
Sales tracked. Revenue visible.
Record and track ticket sales against projects. Log entries for each ticket type, quantities, and revenue. View totals and breakdowns per event so you know exactly where revenue is coming from.
Recharge tracking
Costs attributed. Nothing falls through the cracks.
Log rechargeable costs against a project — expenses, sub-hires, contractor fees, or any other item that needs to be passed on to a client. Full recharge history per project with amounts, descriptions, and status.
Venue management
Venues attached to every project.
Link projects and events to venues with full venue records — address, capacity, contacts, and notes. Venue details are available across all modules so staff assigned to a job always know where they're going.
Client & contact linking
Know who the project is for.
Link projects directly to clients and contacts from the CRM. The full relationship between a project and the people behind it is visible in one place — no switching to another system to find the client's details.
File attachments
Briefs, plans, and documents, filed to the project.
Attach files directly to a project or link Transfer packages. Riders, production schedules, contracts, and sign-off docs all live with the project they belong to — findable by anyone with access.
Project dashboard
All your live projects. At a glance.
An overview of all active projects — upcoming events, recent activity, and items that need attention. Filter by client, venue, or date range to cut through the noise and focus on what matters right now.
Status tracking
Always know where a job stands.
Set and update project status through its lifecycle — enquiry, confirmed, in progress, closed. Statuses are visible across the dashboard and in cross-module views so the whole team knows what's live and what's done.
Cross-module visibility
One project. Every module connected.
See everything related to a project without leaving it — the staff assigned from Planner, the purchase orders raised in Purchasing, the inventory allocated from the warehouse. The full picture, assembled automatically.
Project list
Your whole project portfolio, searchable.
Filterable list of all your projects with key details visible at a glance — client, venue, dates, and status. Search by name, filter by date range or status, and drill into any project in one click.
All modules
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