Video: A guide to adding data in Operating

In the tutorial video we'll go over how to add data into Operating and how to make sense of it. We will go over the necessary steps to create an Operating setup that will help you demo the platform to your team members.

Written By Matti Parviainen

Last updated 9 months ago

The video is divided into sections as follows:

00:00 Intro
00:22 Organizational Setup - Sites, Holidays, Groups, Roles, Seniority Levels, Skills Tags
2:41 Adding people
03:40 Timeline
04:12 Adding a project
05:47 Horizon - Planning upcoming projects: high level staffing
06:12 Horizon & Timeline - The Staffing workflow
10:22 Financials: Setting Rates & Cost Cards
12:30 Financials: Costs
13:58 Financials: Project Budgets, Profitability-%, Gross Margins
16:19 Financials: Reporting
16:55 Timesheets
18:19 Timesheets: Planned vs. actuals reporting
19:14 Timesheets: Addings tasks on projects