HomeAdmin Guide🔧🔧Admin GuideMore detailed instructionsBy Lauri Eurén and 2 others•45 articles🏢OrganizationHow to start the Operating setupSites, Groups, TagsHoliday Calendars (Public Holidays)Roles and seniority levelsSkillsStatuses in OperatingWhat’s the difference between a User and a Person in Operating?In-house employees and external team membersIndividual Working Hours & Part time employeesInternal and non-billable work in OperatingReporting structure (reports to)Approval FlowsProjectsProjects in OperatingUnderstanding Positions and AllocationsProject Phases💰Financials & Monetary PlanningIntroduction to FinancialsRate cardsCost Rates & Project ProfitabilityFixed price projectsExpensesFilteringFilteringViews (Saved Filters)📊Reporting & CalculationsReportsHow capacity, time off, and work allocation are calculatedHow utilization is calculated in Operating⏰TimesheetsHow to start using Operating for time trackingHow to create Tasks and Task Lists in OperatingTimesheet view and time entries list viewViewing and exporting time entry dataEditing timesheets on behalf of someone elseLocation information for time trackingApproval of locked timesheetsMigration from old time tracking tool to Operating HoursTime balance (flex)Time tracking permissions and project membership📮InvoicingInvoicing Process Using OperatingInvoice creation👥User Management And PermissionsGive team members access to OperatingPermissions GuideHow to Structure Permissions Based on Your Company CultureSingle-Sign On and User ManagementData ManagementHow to merge clients, projects, and peopleHow Date Formats Work in OperatingExporting data from OperatingArchiving and Unarchiving Projects