Operating — Resource Allocation Tool With Harvest Integration
Track time in Harvest and handle resource management in Operating! Sync clients, projects, people, and time-tracking data, and compare planned allocations with timesheet data seamlessly.
Join the group of happy customers using
Harvest
and Operating together
We used to jump between HubSpot and Harvest all the time, but with Operating, it’s all just there, working together.
Operating is the glue between Harvest time tracking, HubSpot, and our reporting. Both the native integrations, and the APIs are great!
Operating replaced a ton of spreadsheets that used to link our CRM and time tracking systems
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
Allocate & Forecast
Allocate resources to meet the budget from CRM, and forecast tentative capacity
- A project and people timeline for different points-of-view
- Allocate work with hourly rates and project budgets
- Visualize your deal stages on the project timeline
- Forecast tentative capacity and use HubSpot deal probabilities to account for uncertainty
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.
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