Everything you need for AI-enabled planning, tracking, and billing – nothing extra

Can I do _____ with Operating?

• Can I use Operating in an AI chat tool like Claude, or ChatGPT?

  -> Yes, you can use our MCP server to connect Operating directly to your AI tool of choice like Claude, ChatGPT, Gemini, or MS Copilot.

• Does Operating suggest the right consultants for right projects based on their skills?

  -> Yes, you can match consultants to the right projects based on their availability, role, skill set, site, and seniority level

• Can I add hourly rates, and forecast my company's revenue?

  -> Yes, you can add charge-out rates, and project budgets to Operating, so you're able to forecast your company's revenue. Filter down to team, client, or project level.

• Can I monitor project profitability (gross margin) by adding consultant cost rates and expenses?

  -> You can add labor costs based on the the project position's role & seniority for estimation purposes and also use a person-specific cost rate to forecast project margin. You can also add include expenses in these calculations.

• Does Operating handle revenue recognition?

  -> Yes, you can recognize revenue for projects in Operating so your finance team can keep track

• Can people showcase their skills, interests and bio?

  -> Yes, you're able to add more information about your consultants to make sure the staffing team has the right info at hand. You can also update the information via the API.

• Does Operating allow time tracking in timesheets?

  -> Yes, you can use timesheets in Operating to consolidate resource planning and time tracking in one platform. This helps you minimize revenue leakage and capture all billable hours.

• Can people submit their timesheets and can someone else approve them?

  -> Operating supports submitting timesheets. You can set up approval flows so that e.g. project owners approve project hours, and people's managers approve internal hours.

• Can I compare planned utilization with the realized utilization-%

  -> Yes, Operating lets you compare planned and actual hours, helping you identify if consultants are overworked or underutilized.

• Can I see a predictive project burnup to stay within the budget?

  -> Yes, Operating generates a predictive project burnup, so you'll well in advance if your teams are about to go over budget. This helps you make the needed adjustments early.

• Can anyone look up for what kind of projects they might be staffed in soon?

  -> Yes, you can let your consultants have visibility into the tentative project plans and let them have a say in which project they'll be placed next.

• Can I set part-time working hours for a consultant?

  -> You can set part-time working hours for people to make sure you have people's actual capacity in the system to make better staffing decisions, and to have an accurate utilization forecast.

• Do you support different user permission levels?

  -> Yes, both the view and edit permissions are highly configurable, so you can set different access levels for leadership, project managers, individual contributors, and subcontractors.

• Can I replicate our company structure, teams, offices, etc.?

  -> Yes, Operating lets you define your geographical locations as sites, teams, roles, and seniority levels, as well as skills with skill levels, skill sentiments and categories.

• Can I manage externals, subcontractors, freelancers?

  -> Yes, you can add you subcontractor profiles on the platform so that you'll be able to match them to a project when the right engagement appears int the sales pipeline.

• Do you support single-sign-on (SSO)?

  -> Yes. We support all the major platforms like Microsoft Entra (Azure AD), Okta, Google, and more. Reach out to hello@operating.app if you need more info.

• Can I add people to the talent pool before they’ve started work?

  -> You can add people manually or by pushing them from an HR system. In fact, we recommend you to do this, so your new consultants will get a flying start.

• Can I import people from our system XYZ?

  -> Yes, you can do this using our native time tracking integrations, HiBoB integration, REST API or a .csv file.

• Can I visualize everyone’s time tracking data?

  -> Yes, use our timesheets, connect your time tracking system or bring in data via CSV to visualize time spent and monitor utilization.

• Can I integrate our HR tool?

  -> Yes, we have a native integration to HiBob, and more on the way

• Can I track utilization % and number of billable hours per person?

  -> Yes, you're able to track billable utilization, productive utilization (all client work, not just billable), and overall utilization (internal projects included).

• Can I add internal projects and roles?

  -> Yes, we recommend adding your internal projects to Operating so you see your team's true capacity and where time is going. This helps you allocate time more efficicnely.

• Can I let people manage their own schedule?

  -> We encourage giving people as much control over their own schedule as possible. Some of our customers let their consultants edit their own allocations, and for many it's the project leads who do that.

• Can I let people manage their own weekly working hours and time off?

  -> Yes, with Operating you can let people define their own working hours, as well as let them mark when they're having time off.

• Can I add different countries holidays automatically on people's timeline?

  -> You can automatically add country-specific holiday calendars and assign them to people under a site at once.

• Can I generate invoices in Operating?

  -> If you set an invoicing cycle for a project, invoices are generated automatically for the right month with all the budgetary and timesheet data included.

• How do I know an invoice is ready to be sent?

  -> If you use approval flows in Operating, you'll see a visualization on which the time entries related to your invoice are open, submitted, or approved. If all the entries are approved, you're good to go!

• Can I send invoices using Operating?

  -> Operating allows you to send invoices directly from our platform, or to connect your invoicing/accounting platform via the API.

• Can I do account planning for a client account inside Operating?

  -> In the client page, you see all projects related to the client. You can also write your account plan here.

• Can I link to our files on Google Drive, Linkedin CVs, etc.?

  -> Yeah, Operating supports inserting links to project descriptions, people's bios and other longer text fields.

• Where do I get more specific answers like this?

  -> To get answers to all your specific questions, please head to our support site