Project staffing software for professional services firms

Put the right people on the right projects, with availability, skills and margin in one view

See who is available before you commit to a date
Staff by skill, seniority and rate card, not by memory
Spot overbooking and idle time the moment they appear
Operating manage resources to keep utilization high and projects within budget —

Staffing decisions are made in a spreadsheet nobody trusts

Most firms staff projects from a sheet that is a week out of date, a chat thread, and whoever happens to remember who is free. Operating keeps the staffing plan, availability and project budgets in one place, so the staffing call you make today still holds next month.

Availability at a glance

See who is free, when, and for how long, across teams, offices and contractors.

Skills, seniority and rates

Match people to work by role, skill level and rate card instead of gut feel.

Plan versus reality

Compare planned hours against logged hours to catch drift before it reaches the margin.

Staff from a live picture of capacity

Assignments, absences and confirmed work sit in one plan, so the answer to "who can take this?" is the same for everyone who asks.

Upcoming projects visible early, for a clean handoff from sales to delivery

Availability that accounts for absences, part-time contracts and notice periods

Tentative and confirmed assignments side by side

Contractors and subcontractors in the same plan as employees

Filter by skill, seniority, office and language

User interface screen titled 'Choose person' showing a list of candidates filtered by Full Stack Developer and React roles. It displays three entries with their names, roles, seniority levels, locations, and percentage of availability: Amanda Rodriguez is a Senior Full Stack Developer in New York with 84% free time, Kevin Murphy is a Junior Full Stack Developer in New York with 1% free time, and James O'Brien is a Principal Full Stack Developer in San Francisco with 47% free time.Star map with constellations connected by thin white lines on a dark blue background.Vintage-style star map with black dots connected by lines showing constellations on beige background.Blue background with scattered white spots resembling paint splatters or stars.Blue-gray background with scattered small white spots resembling a starry night sky.Gray background with scattered white spots resembling paint splatters or stars.

Keep margin in the staffing decision

Every assignment carries a cost and a rate, so you see what a staffing choice does to project profitability before you confirm it.

Cost and billing rates per person, role and rate card

Budgets in fees, hours and cost on every project

See what a swap does to project margin before you confirm it

Warnings when a project is heading past its budget

Project timeline for Orbital Dynamics AI Engineering from September 9, 2026, to January 31, 2027, showing planned budget, revenue, and gross profit. The timeline lists team members Emily Ramirez, Jessica Wong, Sophia Hernandez, AI Engineer Senior, and Data Engineer Senior with individual progress percentages ranging from 20% to 80%. Budget details include a total of $450,000, planned revenue $448,228 with $1,772 remaining, planned gross profit $276,222 at 61.63%, and earned revenue $0.Star map with constellations connected by thin white lines on a dark blue background.Vintage-style star map with black dots connected by lines showing constellations on beige background.Blue background with scattered white spots resembling paint splatters or stars.Blue-gray background with scattered small white spots resembling a starry night sky.Gray background with scattered white spots resembling paint splatters or stars.

Turn the staffing plan into delivery, then follow it

Once the work is staffed, Operating compares planned hours with logged hours, so you see whether the project runs to plan.

Planned versus actual hours on every project

Spot underutilized people and staff them to projects

Build your own ad-hoc staffing analysis using AI and our MCP server

Operating track time against planned hours — Track time on a weekly timesheet or a day-by-day list viewStar map with constellations connected by thin white lines on a dark blue background.Vintage-style star map with black dots connected by lines showing constellations on beige background.Blue background with scattered white spots resembling paint splatters or stars.Blue-gray background with scattered small white spots resembling a starry night sky.Gray background with scattered white spots resembling paint splatters or stars.

What firms that run on Operating say

Anna Lehto

"Operating played a key role in improving our profitability and utilization. By optimizing processes and tracking, we achieved 40% growth."

"Operating played a key role in improving our profitability and utilization. By optimizing processes and tracking, we achieved 40% growth."

70/30 Digital logo

Anna Lehto

CEO

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70/30 Digital

James Shaw

"Last year, pre-Operating, we absorbed $250,000 in unbilled work due to inefficiencies. This year, it's down to $25,000."

"Last year, pre-Operating, we absorbed $250,000 in unbilled work due to inefficiencies. This year, it's down to $25,000."

Inventive.io logo

James Shaw

COO

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Inventive.io

"We plan our tentative projects, forecast our revenue, and analyze any deviations in actual hours spent with Operating. There's no going back to the old ways."

"We plan our tentative projects, forecast our revenue, and analyze any deviations in actual hours spent with Operating. There's no going back to the old ways."

Meltlake logo

Timo Hyväoja

CEO & Founder

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Meltlake

Ville Loppinen

"We're about 150 people, in different locations and countries. We can keep things efficient and people-focused with a common view of our sales pipeline, allocations, and our team's skills and interests."

"We're about 150 people, in different locations and countries. We can keep things efficient and people-focused with a common view of our sales pipeline, allocations, and our team's skills and interests."

Columbia Road logo

Ville Loppinen

General Manager

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Columbia Road

Alisha David

"I used to spend 3 hours per week updating data from CRM to resource allocation sheets. It only takes me 15-20 minutes with Operating."

"I used to spend 3 hours per week updating data from CRM to resource allocation sheets. It only takes me 15-20 minutes with Operating."

Supreme Optimization logo

Alisha David

COO

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Supreme Optimization

John Kavaleff

"Fewer Excel sheets, a reliable future outlook—what's not to like! Centralizing our capacity planning and skill matrix Excels into Operating has made running the business easier."

"Fewer Excel sheets, a reliable future outlook—what's not to like! Centralizing our capacity planning and skill matrix Excels into Operating has made running the business easier."

IONA logo

John Kavaleff

COO

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IONA

Shawn St Mart

"We used to jump between HubSpot and Harvest all the time, but with Operating, it's all just there, working together."

"We used to jump between HubSpot and Harvest all the time, but with Operating, it's all just there, working together."

Furo logo

Shawn St Mart

Delivery Lead

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Furo

Petya Raykovska

"We switched to Operating to spend less time juggling tools and more time on client work. The reports, plus HubSpot and HiBob integrations, make that easy."

"We switched to Operating to spend less time juggling tools and more time on client work. The reports, plus HubSpot and HiBob integrations, make that easy."

Human Made logo

Petya Raykovska

Director of Ops.

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Human Made

Brittany Meeks

"Operating is great—it's a new approach compared to our homegrown spreadsheet setup, but we're quickly getting smarter and gaining clarity, especially for staffing new projects."

"Operating is great—it's a new approach compared to our homegrown spreadsheet setup, but we're quickly getting smarter and gaining clarity, especially for staffing new projects."

Winterberry Group logo

Brittany Meeks

Associate Managing Director

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Winterberry Group

Jacqueline Enoch

"We replaced our complex finance projection spreadsheet, and now our HiBob leaves are visible in Operating, keeping our calculations up-to-date."

"We replaced our complex finance projection spreadsheet, and now our HiBob leaves are visible in Operating, keeping our calculations up-to-date."

Founder + Lightning logo

Jacqueline Enoch

CFO

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Founder + Lightning

John Kavaleff

"Centralizing our capacity planning and skill matrix Excels into Operating has made running the business easier."

"Centralizing our capacity planning and skill matrix Excels into Operating has made running the business easier."

IONA logo

John Kavaleff

COO

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IONA

James Shaw

"Operating is the glue between Harvest time tracking, HubSpot, and our reporting. Both the native integrations, and the APIs are great!"

"Operating is the glue between Harvest time tracking, HubSpot, and our reporting. Both the native integrations, and the APIs are great!"

Inventive.io logo

James Shaw

COO

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Inventive.io

Perttu Paarma

"We connected Operating to NetSuite ERP via APIs and integrated HiBob using the ready-made integration, replacing our homegrown, disconnected systems."

"We connected Operating to NetSuite ERP via APIs and integrated HiBob using the ready-made integration, replacing our homegrown, disconnected systems."

Sievo logo

Perttu Paarma

VP of Professional Services

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Sievo

Ville Loppinen

"Operating replaced a ton of spreadsheets that used to link our CRM and time tracking systems."

"Operating replaced a ton of spreadsheets that used to link our CRM and time tracking systems."

Columbia Road logo

Ville Loppinen

General Manager

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Columbia Road

Adam Grønbeck Andersen

"Operating replaced a bunch of custom built reports and eliminated the hassle of connecting pipeline, allocations and time tracking."

"Operating replaced a bunch of custom built reports and eliminated the hassle of connecting pipeline, allocations and time tracking."

Intellishore logo

Adam Grønbeck Andersen

Partner

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Intellishore

Alisha David

"Operating integrates with HubSpot and Harvest, automatically importing data to plan optimal project teams and workloads."

"Operating integrates with HubSpot and Harvest, automatically importing data to plan optimal project teams and workloads."

Supreme Optimization logo

Alisha David

COO

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Supreme Optimization

Timo Hyväoja

"We integrated MS Dynamics CRM to Operating via the API, and use the ready-made Harvest integration. We also visualize our data in PowerBI."

"We integrated MS Dynamics CRM to Operating via the API, and use the ready-made Harvest integration. We also visualize our data in PowerBI."

Meltlake logo

Timo Hyväoja

CEO & Founder

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Meltlake

John Kavaleff

"It's great to have one place to plan all the projects and teams."

"It's great to have one place to plan all the projects and teams."

Iona logo

John Kavaleff

COO

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Iona

Learn how customers
run on Operating

Running a transparent, efficient consulting operation with a human touch

Running a transparent, efficient consulting operation with a human touch

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Predictive sales and hiring decisions,
powered by a Pipedrive integration

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