Operating — Resource Allocation Tool With Harvest Integration
Track time in Harvest and handle resource management in Operating! Sync data between the tools and compare planned allocations with timesheet data.
Staff projects connected with Harvest
Connect your CRM and organize all work in one place. When confirming the project, create it in Harvest too—without leaving Operating!
- See deals when they reach a chosen pipeline stage
- Start planning early, add required skills and roles
- Create a project in Harvest when you have the team confirmed - directly from Operating!
Allocate work, and keep data in sync with time tracking
Solve the resource allocation puzzle: see people, projects, and budgets on a timeline
- Keep clients and projects in sync with Harvest and easily navigate to Harvest and back
- Allocate work with hourly rates and project budgets
- Supports both day-to-day scheduling and longer term resource planning for months ahead
Monitor actual hours from Harvest
Analyse predictive project bunrups that combine resource allocation data with timesheet data from Harvest, so you can notice deviations and correct course, and make sure consultants are not overworked or underutilized and minimize revenue leak.
- Pull data from Harvest to see planned capacity and actual hours tracked in the same view
- Drill down to individual, project, and client level: spot project overruns and underutilization in real-time
- Spot differences in utilization at a glance
Go deeper
Harvest is great, but it has its limits!
We’ve been through it, using Harvest with teams of 5, 50, even 100s of people. Harvest is a great time tracking tool, but reporting and forecasting require extensive custom work. Information was scattered across spreadsheets crafted by our sales team and managers, leaving us frustrated. And what about consultants skills? Turns out lots of agencies are using a CRM, Harvest, and tons of spreadsheets. Operating connects with both, so you can ditch the spreadsheet part. The best part: your whole company can enjoy the increased visibility.
Book a setup call
Access our Operating Routine for Resource Planning
Agencies and consultancies of all sizes – from a boutique to an international powerhouse – should operate efficiently. We wrote a Resource Planning Routine and a solid agenda for your weekly meeting. Get the guide.
Thank you!
Get the Staffing Routine by clicking below.
Download guide
