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Set up & administer

Features & how-tos

Concepts overview

Sidebar navigation The Person detail page How to create, pin, share, and edit views View options Filtering

Numbers & calculations

Metrics glossary — the formulas behind Operating's numbers How utilization is calculated in Operating How are revenue, cost, gross profit, and margin calculated?Why don't earned (recognized) and invoiced revenue match?How are planned revenue and planned cost calculated?How Operating calculates earned and forecasted revenue How cost capping works How to choose a fixed-price forecast method

Best practices & routines

How to run a staffing routine with Operating How to hand a won deal over from sales to delivery How to run a revenue-forecasting routine How to run the invoicing process end to end How to run a month-end close Example saved views worth building and pinning How to structure permissions based on your company culture How to interpret the project details page Turn signed Statements of Work into staffed projects with the Operating API

Integrations & API

AI chat (LLM) via MCP REST API HubSpot CRM Salesforce CRM Pipedrive CRM HiBob HR Harvest time tracking Flowcase What teams use the Operating MCP for

Account & Trust

Manage your billing Operating security & privacy FAQ Does Operating keep an audit log of changes?

Features & how-tos

Navigation & views

Find your way around Operating — the sidebar, detail pages, views, and filtering.

Sidebar navigationThe left-hand sidebar and how to make most of it
The Person detail page
How to create, pin, share, and edit views
View options
FilteringFiltering means narrowing down a set of results – projects, positions, or people

Developer & API Documentation

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