page before using the My Clients & Profits! web server online
This online demo is the actual My Clients & Profits! web server software.
It will let you browse through the client, job, and cost pages served by
My Clients & Profits! as well as find clients, open new jobs, update
traffic, and add time. The online demo is fully functional.
In the real agency, only authorized staff
members can use My Clients & Profits! web server. For demo
purposes you'll need to log onto the web server as one of the
staffers in the sample database (choose one from the list of "Example
The password for each staff member is "my".
Here's what you can do with the My C&P!
- View a job ticket
- Open a new job ticket
- See the Daily Job Status report
- Update a job's traffic information
- Review a job's diary
- Edit a job's creative brief and work order
- Add new tasks to a job ticket
- Add a change order
- Check out the job's Snapshot
- Edit a job task
- Use the lookup list to find a client,
job, status code, or client project
- View a job's costs
- Enter hours onto a time card
- Enter expenses into an expense report
- View newly-added purchase orders
To use the My Clients & Profits! online
1 Click this link: http://my.clientsandprofits.com
2 When the Introduce Yourself page
appears, enter a staff member's initials (see below) then press
3 Enter the password "my" (which
works for all staff initials), then click the "Go" button.
The staff member's personalized Home
page opens, displaying the functions available to them.
4 Click on any button on the Home
page to access a My Clients & Profits! web page.
About the demo database: This
My C&P! online demo is connected to a sample Clients & Profits
database which contains fictional clients, staff members, jobs, costs,
and billings running on a Windows 2000 server. This database has been
used for training, so isn't a truly accurate example of an actual Clients & Profits
database. While it is incomplete in many areas, the database has enough
data to illustrate how My Clients & Profits! can work as web server.
Get more information: The What
is My Clients & Profits? page describes the features
and benefits of the My Clients & Profits! web server.
Example Staff Members -
only these authorized users can use the My C&P! demo
- AK ("Allan Koontz") is
an account executive who can access clients, jobs, and POs
but not update job schedules, traffic, or production status.
Log onto My C&P! as "AK" to look up job tickets, add
some hours to his time card, and review the web-based job
- BAT ("Barbara
Templeton") is a creative who can only access
jobs and time cards. Log onto the My C&P! web server
as "BAT" to check some jobs and enter some time.
- GG ("Gayle Green") is
a production supervisor who can access jobs, traffic, schedules,
and purchase orders. "GG" has full access to jobs, schedules,
- BEN ("Bea Noonan") is
an art director who can access time cards, but has an expired
account. Try logging in as "BEN" to see what happens when
someone with an expired account tries to access My Clients & Profits!
- CL ("Cathy Lewis ") works
for American Bios/Integrated Systems, one of the shop's clients.
Try connecting to My Clients & Profits! as "CL" to see
how a client can see their own jobs but nothing else.
Example Clients -
open jobs from any internet connection, anywhere
- SED ("SED Galaxy
Studios") is a fictitious video game developer.
Jobs for SED include package design, collateral, signage,
- ABI ("American
Bios") is a fictitious hi-tech company that
makes communications products.
- ITP ("Int'l Performance") is
a fictitious maker of computer network equipment.
- ENG ("Corporate
Engineering & Services") is a fictitious
Example Job Tickets -
keep jobs up-to-date from any web browser
- SED-131 is
a typical print production job that has an estimate, costs,
- ABI-116, ABI-120 are
two good examples that show how Clients & Profits keeps
detailed traffic and schedule information on the job ticket.
- ABI-139 is
a typical product packaging job with lots of change orders.
- BEN-107 is
a brochure production job with a fine example of a creative
- ITP-123, ITP-185 are
two good examples of advertising job tickets. ITP-123 has
some example change orders, while ITP-185 features a detailed
- DMF-131, DMF-140 are
two examples of traditional brochure and catalog production
- REE-111 is
an advertising production job for a fictitious electronics
company. This job has an excellent example of a job schedule.
Example Orders -
view any purchase, broadcast, or insertion order
- 2502, 2556 are
examples of common purchase orders.
- 50006, 50009,
9001 are examples of print insertion orders.
- 50017 is
an example of a typical broadcast media order.