<aside> 👋 How to Operate

• An overview: A quick look around Operating

• Getting started: How to start adding data to Operating

• For everyone: How to add & edit work and time off

• For sales & staffing: How to use the Horizon

• Our recommended Staffing Routine for your sales & staffing team

Questions? Here’s how to reach us:

• Email: [email protected]
• Slack Connect: Create a channel and invite [email protected]
• See if others have the same feature idea as you on our public roadmap </aside>

Useful information for admins

Here’s the step-by-step checklist for a roll-out in your organization.

Features

• Video: Get started.
• Everything related to Projects.
• Categorize your work to get the reporting you need: Groups, Tags and Roles.
• Get started with Revenue.
  • Video: work with hourly rates and revenue forecasting (Ask to join our early access users!).
  • Assign Rate cards to projects.
• Set up Skills (for admins).
  • Video: Edit your professional profile (for consultants)
• Video: Match consultants to projects based on skills & roles.
• Think about Part-time work and individual working hours.
• Manage different kinds of people: Employees and Externals (subcontractors, etc).
• Add holiday calendars to groups of people.
• Read the Capacity and other reports.
• Understand statuses in Operating and your CRM.
• Video: Filtering in the Horizon, Timeline, and Reports, and saving the filters for future use.

Integrations

• Connect Harvest to Operating.