Operating is all about following what the status of work is.
Your external systems most likely has a deal/opportunity/project status or a pipeline stage. More about those below.
Internally in Operating we think of things as one of two:
- Tentative – unconfirmed, not sure yet
- Confirmed – happening, ongoing, sure thing
Additionally, projects can be archived.
- Tentative + Archive ⇒ something that never happened. Perhaps it was lost.
- Confirmed + Archive ⇒ completed. Perhaps a project was delivered and you want to hide it from the staffing timeline.
Work effort (allocation) status
- Allocations that belong to a tentative project are tentative.
- Confirming a project confirms all of the related allocations. After confirmation, you may add tentative allocations to the project – e.g. a project continuation for one or more positions.
- All of the individual allocation bars – work efforts – can be tentative or confirmed. They can be deleted, not archived.
- Rows in projects are called Positions – it’s the entirety of the work efforts on one row. Think of it as a “role in the team”, e.g. a position you add in the Horizon to the Team setup. These can be archived.
CRM deal / opportunity status
CRM deals appear in the project details in Horizon. This example shows 4 deals related to the same Multibble deal project. Perhaps unrealistic, but demonstrates many things: HubSpot and Pipedrive deals appear nicely next to each other, showing the deal status from the source system (e.g. LOST for the Pipedrive deal). The latest deal’s CRM status is shown on top – In Negotiation, in this picture.