Step-by-step Operating Setup Guide (Start Here)

Written By Lauri Eurén

Last updated 9 months ago

Essential steps for a successful rollout. Copy past this article to your note taking software of choice to create a checklist for yourself.

1. Video: A guide to adding data in Operating (Start Here)

Start with a video overview that walks through how to input and structure your data within Operating. This video will go over the necessary steps to create an Operating setup that will help you demo the platform to your team members.

2. Give team members access to Operating

Learn how to invite and manage team members, ensuring everyone has the correct access and permissions.

3. Set up: Sites, Groups, Tags

Organize your workspace using sites, groups, and tags for clearer structure and navigation.

4. Set up: Holiday Calendars

Set the holidays for different sites, so you don’t have to manage these manually.

5. Set up: Skills

Define and assign skills to team members to support resource planning and project matching.

6. Set up: Projects

Create projects and configure essential details like timelines, teams, and deliverables.

7. Set up: Financials

Add financial data, such as budgets and billing models, to get full visibility on project economics.

8. Set up: Rate cards

Establish rate cards for services or roles to standardize pricing across projects.

9. Set Up: Cost Rates & Project Profitability

Configure internal cost rates to track profitability and understand financial performance.

10. Set up: Time tracking with Operating Hours

Enable time tracking and define operating hours to support accurate time logging and reporting.

11. How to roll out Operating to your organization

Follow a step-by-step plan to introduce Operating to your organization and drive adoption.

Operating