HomeAdmin Guide🔧🔧Admin GuideMore detailed instructionsBy Lauri Eurén and 2 others•55 articles🏢OrganizationHow to start the Operating setupSites, Groups, TagsHoliday Calendars (Public Holidays)Roles and seniority levelsSkillsStatuses in OperatingWhat’s the difference between a User and a Person in Operating?In-house employees and external team membersIndividual Working Hours & Part time employeesInternal and non-billable work in OperatingReporting structure (reports to)Approval FlowsProjectsProjects in OperatingUnderstanding Positions and AllocationsProject Phases💰Financials & Monetary PlanningIntroduction to FinancialsRate cardsCost Rates & Project ProfitabilityFixed price projectsExpensesBilling types (per hour, fixed price)How to set up a time-and-materials (per hour) projectFilteringFilteringViews (Saved Filters)📊Reporting & CalculationsReports (legacy edition with old screenshots)How capacity, time off, and work allocation are calculatedHow utilization is calculated in OperatingReports available in Operating⏰TimesheetsHow to start using Operating for time trackingHow to create Tasks and Task Lists in OperatingTimesheet view and time entries list viewViewing, editing and exporting time entry dataEditing timesheets on behalf of someone elseLocation information for time trackingApproval of locked timesheetsMigration from old time tracking tool to Operating HoursTime balance (flex)Time tracking permissions and project membershipTime entries against a specific project phase (not yet live)Submitting timesheetsPublic holidays: create time entries automatically on the day of the holiday📮InvoicingInvoicing Process Using OperatingHow to create and send an invoiceHow to run a month-end close👥User Management And PermissionsGive team members access to OperatingPermissions Guide (old)How to Structure Permissions Based on Your Company CultureSingle-Sign On and User ManagementHow to add a new PersonPermission sets in OperatingData ManagementHow to merge clients, projects, and peopleHow Date Formats Work in OperatingExporting data from OperatingArchiving and Unarchiving ProjectsMerge Time Off projects into the official Time Off