Operating Setup Guide
Step-by-step Operating Setup Guide (Start Here)Video: A guide to adding data in OperatingHow to roll out Operating to your organization
Admin Guide
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Organization
Projects
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Financials & Monetary Planning
Filtering
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Reporting & Calculations
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Timesheets
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Invoicing
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User Management And Permissions
Data Management
User Guide
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Navigation
Custom icon
Timeline View
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User Guide
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First login as a consultant
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Time Tracking: Quick introduction for users
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Staffing Routine with Operating
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User Guide: Using The Horizon for Staffing and Resource Planning
View Options
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Project budgeting & profitability
Integrations, API, Data Importing
HiBob HRHubSpot CRMPipedrive CRMHarvest time trackingFlowcaseSSO: Entra IdREST APIData import: Handling CSV files
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Feedback
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Roadmap
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Changelog
Developer & API Documentation

Operating Manual

Search our documentation to find articles about how to set up & use Operating.app

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Operating Setup Guide

First time here? Read through our setup guide to get started.

3 articles

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Admin Guide

More detailed instructions

45 articles

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User Guide

Guides for different user roles and use cases

11 articles

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Integrations, API, Data Importing

Guides into working with the pre-built integrations, our REST API, and importing data

8 articles