Roadmap
Operating.app roadmap
Backlog
35Under consideration
Notifications over email
For example, when a project has ended in Operating, make sure the Project Owner and other relevant people would get a reminder to handle the end-of-project routines, such as gathering customer feedback, writing an after-action review, having a retro, etc.
Notifications in Slack / Teams
Get notified about changes in your projects, when you’ve been assigned to a new position, when people add notes related to you, etc… Probably first inside the app – then an option to deliver them via Slack, Teams or email. Also related: @Notifications over email
Pre-filled timesheets
Pre-fill timesheets based on allocations on the timeline
Sub-tasks for time tracking Tasks
Nested, more specific task management
Admin ability to standardize display settings for all users
As an administrator, I want the ability to choose and enforce specific display settings (e.g., allocation input method, total effort display, summary row allocation information) for all users within the company. This would ensure a consistent view of information across the organization.
Capacity trends & visualisation
Improvements to the capacity planning view, pulling trends from the historical data on unconfirmed/confirmed allocations.
AI-based staffing suggestions
Leverage past data (projects, team setups, project profitability) in making better suggestions for a project: provide a list of suggestions for the staffing team
Client view
Aggregate view of all projects done for a specific client. Description field for account planning notes.
Improved Planned vs Actuals reports
Better visualisations and summaries for which plans and actuals (projects, people) differ. Easier focus, drill down to details only when necessary. Breakdown also by team (group, role), not just per person
Ability to tag (@) people in certain free text fields to trigger a notification
Enable faster collaboration by introducing ability to tag (@) people in certain free text fields to trigger a notification by email (alternatively a task/notification feed). E.g. in free text fields as: Project Level Description Position Notes
Next up
6Committed and queued
People Directory: bulk edit of entries
Like it is currently possible to edit entries in bulk in the “Time Entries” directory, it would be very useful (and convenient) to have the ability to edit properties for multiple people at the same time in the “People” directory. For example, adding skills in bulk to multiple people, editing their role, location, group, etc.
Default 100% Allocation for New Project Members
Users should be able to set a default allocation of 100% when adding new people to projects, rather than having to manually adjust it each time. This would streamline the project setup process and improve efficiency.
Snapshot/Baseline Resource Plans for Reporting
I want to be able to snapshot an initial resource plan as an "original plan" (baseline). This would allow us to report against the original plan even as the current plan evolves, making it easier to track variances and performance against the initial estimate.
Add Phase Labels to People Timeline
I want to see the phase name next to the project name on the People Timeline. Currently, when a person has multiple allocations for different phases of the same project, the project name just repeats without any indication of which phase it belongs to. Adding phase labels would make it much clearer, similar to how it's shown on the project details and project timeline pages.
Hierarchy for Site not reflected when filtering
Our Sites are used as following: - Global - - Region - - - Country - - - Country - - Region - - - Country etc. When selecting a Region when filtering in the people view, it does not return the people assigned to the contries within that region, it shows none. Our expectations would be that the hierarchy in the Site set up is for the reason of being able to use it this way. Please confirm if this is a bug or intended behaviour
"Projects for me" filter should apply to the user whose timesheet is being edited
When a user, such as a Personal Assistant, is in the 'Hours' section and submitting a timesheet on behalf of another person, the 'Projects for me' filter should display the projects assigned to the person for whom the timesheet is being filled out, rather than the projects of the assistant who is performing the action. This would make the feature more useful and efficient for administrative staff who manage timesheets for multiple users.
In Progress
3Actively being built
Revenue (budgeted, tracked, invoiced) reporting 2.0
Improve reports so that you can immediately see how the invoiced numbers differ from original estimates & tracked time.
Include expense pictures (=receipts) in Invoice
Pictures can be uploaded to an expense and are accessible via the expense on the specific project. Unfortunately, it seems that the pictures/receipts are not captured in the invoice. The receipts are required documentation that we need to provide to our clients.
Send invoice via email
Email sending of an invoice directly from Operating.
Done
79Recently shipped
Profitability: Personnel costs and project expenses
Add typical personnel costs + per-hour subcontractor costs. Add one-time expenses to projects. The goal is to get operational-level project & account profitability from the plans and actuals.
More sophisticated time tracking Tasks
Task management in Settings is very basic. Let’s take it to 2.0: bulk edit tasks set task as project-specific (not available for other projects, never cluttering list views that show shared tasks) see in which projects each task is available and used filter the task list (text match) and sort by name to find if a similarly named task already exists optional: configure defaults: always use these tasks [e.g. for billable client projects] optional: require tasks to be set in order to track time to a project (currently if no tasks are set, you may still track time to the project without a task) allow editable ext_task external references to be used (e.g. upload / push tasks over API from another system)
Time off allocation type
Add the possibility to define a time of allocation type like “parental leave” or “vacation”. This is already possible for time entries, but not yet in planning allocations. The type of the time off will affect capacity calculations. I.e. if someone is on a parental leave, they’re omitted from the company’s total capacity.
Dark mode
For people who don't like bright screens
Revenue report
Report showing all of the forecasted (budgeted) not-yet-scheduled work, as well as showing fixed price project revenue when the work is happening. The Capacity report with Units: revenue is the interim solution to this, but only works for per-hour billing kind of work.
Invoicing 1.0
Create invoices (time entry breakdown, possible edit, discounts, etc) based on time tracked in Operating Hours. The 1.0 won't necessarily connect with any bookkeeping apps, but QuickBooks Online and Xero are high on the list of candidates to plug into.
Introduce Budget Oversight at a Glance with essential numbers
User Story As a Project Manager, I want to stay on top of my budget and have essential values ready at all times so that timely and accurate metrics can be communicated with my client without having to do calculations Acceptance Criteria: Ability to see Total Budget Ability to see Budget Remaining to date - all time registrations to date, invoiced or not (Amount and %) Ability to see the projected over or underspend (Amount and %) - color coding if under / over spend ideal Ability to see the total amount of expenses Ability to see the un-invoiced amount See Mock-Up
HiBob – more data being synced with the integration
Currently there is only a limited and fixed set of fields that can be synced from HiBob – we find ourselves updating many fields and information that are necessary for planning purposes about candidates manually, as these are not synced from HiBob, such as: skills nationality etc. It would be extremely useful to have the ability to sync arbitrary/custom fields from HiBob, or at least to extend the list of people properties that can be sent over. This is the current list of People properties listed in the HiBob support page on Operating, at the time of submitting this feature request: HiBob field Operating field Note root.id externalId root.firstName name We combine the name field automatically from firstName and lastName in HiBob root.lastName name root.email email work.startDate employmentStart internal.terminationDate employmentEnd work.reportsTo reportsToPersonId The HiBob reportsToId is translated to Operating internal person id. work.title title work.siteId siteId Employee sites are imported and the HiBob siteId is translated to Operating internal site id. payroll.employment.siteWorkingPattern Site’s working hours We fetch the site default working hours through this field
Toggle: show projects & people, even if they're archived
A display option for Timeline. Useful especially when reviewing past situations – “how busy were we 6 months ago”.
Fixed price budgets
Projects with billing type “fixed price”. Plan with rate cards. Assume that the invoiced amount will be predetermined. Follow actualised hourly rate as you track time.
Ability to select Group for open positions
Picture included. It would be helpful if we could indicate the group for which the open position should be chosen from.