OpX 3.0 Guide Introduction

OpX provides a streamlined experience to plan, track, execute, and report on items, such as when municipalities are faced with large strategic and operational programs and emergency response. OpX enables this workflow by combining projects and contracts to:

• Make better decisions in a shorter time frame.
• Provide a streamlined view of financial standing between estimated and actual costs, with the ability to associate revenue from permits.
• Visualize location and associated assets to strategize the project and contract coordination.

Projects are used to group work activities together under a defined event and track the total cost of those activities. In addition, child projects can exist within a parent project, and budgets can be set to monitor actual costs versus budgeted costs.

Contracts are used to track data involved in the management of work contracted out to another entity, including the design, estimated costs, bid process, etc. Users can add and manage various contract details that may be associated with work orders and/or assets.

Budgets provide activity-based budgeting which is reconciled through work order activity. By leveraging the estimated equipment, labor, and/or material, Performance Budgeting develops projected annual and daily budgets which can facilitate the pre-planning budget process in your organization. Organizations can compare their year-to-date (YTD) work activities against the projected budgets developed in Performance Budgeting.

PREREQUISITES: Project, contract, and budget permissions, as well as comments, need to be migrated using the Data Migration Tool. See Data Migration in the Data Migration Tool 15.8 Guide for more information. The Enable OpX Project Permissions preference in Admin must be selected to enable projects. If the OpX permissions have not been enabled, users cannot view projects on the Home page. See Configure Global Preferences in the Admin 2.2 Guide for more information. The Enable OpX Contract Permissions preference in Admin must be selected to enable contracts. If the OpX permissions have not been enabled, users cannot view contracts on the Home page. See Configure Global Preferences in the Admin 2.2 Guide for more information. The OpX Web App and OpX Budgets check boxes must be selected for individual users in Admin. If OpX Budgets has not been selected, the user cannot view the Budgets panel on the Home page. See Licensing for more information. The OpX Web App and OpX Contracts check boxes must be selected for individual users in Admin. If OpX Contracts has not been selected, the user cannot view the Contracts panel on the Home page. See Licensing for more information. The OpX Web App and OpX Projects check boxes must be selected for individual users in Admin. If OpX Projects has not been selected, the user cannot view the Projects panel on the Home page. See Licensing for more information.

NOTE: All images were taken on a Google Chrome browser using the Light theme. While there may be slight differences using other browsers or themes, functionality is the same.

OpX can be used with the Cityworks platform or Trimble Unity AMS.

NOTE: Trimble Unity AMS is powered by Cityworks so some links in this guide point to the Cityworks documentation.