Best practices & routines
Recurring, cross-feature routines and recommended ways of working — month-end close, staffing, forecasting, and more.
- How to run a staffing routine with OperatingA weekly staffing routine built on two halves — keeping allocations current throughout the week, and a standing meeting to align the team on what to staff next.
- How to hand a won deal over from sales to deliveryA step-by-step routine for turning a won deal into a live project — covering confirmation, knowledge handover, staffing, and commercial setup so delivery starts with full context.
- How to run a revenue-forecasting routineA guide to the recurring discipline behind Operating's revenue forecast — keeping upcoming work and existing plans current so the combined actuals-plus-plan forecast stays meaningful.
- How to run the invoicing process end to endA routine for clearing every due invoice in a billing cycle — working from the Invoicing tab to confirm schedules, check time readiness, generate, send, and mark invoices sent.
- How to run a month-end closeHow much did we make last month? Are we sure?
- Example saved views worth building and pinning
- How to structure permissions based on your company cultureHow companies manage access and visibility with Operating permissions
- How to interpret the project details pageIn project details, you can make sense of the Project Details Page. It contains multitudes!
- Turn signed Statements of Work into staffed projects with the Operating APILearn how to use the Operating API to automatically turn a signed Statement of Work into a staffed project — creating the client, timeline, budget, and open roles ready for your staffing lead to fill, without manual data entry.