Clients & Projects
Set up and structure clients, projects, project phases, and project types.
- What is a client?A Client in Operating is a customer company you do billable work for — the entity that groups a customer's projects, invoices, and revenue together.
- How to add a clientHow to create a new client in Operating, with the option to set an owner, mark it internal, and add contacts and tags afterward.
- What is a project?A Project is Operating's central container for a piece of work — holding the team, time, budgets, and expenses for one engagement.
- How to create a projectHow to create a new project in Operating, setting the client, billing type, status, and other key fields.
- Projects in Operating
- Internal and non-billable work in OperatingUse internal and non-billable work to distinguish between client projects which bring in money and internal work.
- What are estimated start and end dates?Estimated start and end dates are an early, approximate marker for when a Project's work is expected to begin and finish. They exist for the initial planning phase — before Positions and Allocations have been set up — and are replaced by real planning data as the Project takes shape.
- What are project phases?Project phases are named stages within a project — like Design, Implementation, and Launch — that let you organize the team and time by stage without affecting budgets or rates.
- How to set up project phasesProject phases let you split a Project into stages — like Design, Implementation, and Launch — and assign Positions to each. This shows you how to create and manage them.
- What are a project owner, secondary owner, invoice owner, and client owner?Ownership in Operating is split across a few roles: a Project has a project owner, an optional secondary owner, and a separate invoice owner, while a Client has a client owner. This article explains what each one is — and because ownership controls access, approval routing, and reporting, who holds these roles matters beyond the label.