Features & how-tos
What each feature is and how to use it day to day — planning, time tracking, projects, financials, invoicing, views, and reports.
Resource planning
Plan who works on what and when — positions, allocations, capacity, and staffing.
Time tracking
Record, submit, and approve time — plus tasks, timesheets, and the concepts behind them.
Clients & Projects
Set up and structure clients, projects, project phases, and project types.
Financials
Budgets, rates, billing types, expenses, and profitability — what they are and how to set them up.
Invoicing
Create and send invoices from tracked work and expenses.
Navigation & views
Find your way around Operating — the sidebar, detail pages, views, and filtering.
Cross-feature concepts
Concepts that span planning, time, and financials — revenue recognition, forecasting, and planned vs. actuals.
Reports
Read and use Operating's reports.