Foundations
The building blocks you configure once — sites, groups, tags, roles, seniority, skills, statuses, and holiday calendars.
- What's the difference between an Organization and a Company?Your Organization is your entire Operating account; a Company is the legal entity within it that issues invoices. The distinction is mostly invisible for single-entity businesses — it matters most when you run multiple legal entities in the same account.
- SitesIntroduction to the organizational structure
- Roles and seniority levelsRoles and seniority levels define how competence is structured in Operating — a Role is the broad discipline a person works in, and a seniority level refines it. Together they drive billing and cost rates, power staffing suggestions, and enable planning and forecasting by competence.
- SkillsSkill management
- Holiday calendars (public holidays)Site-based public holidays that are non-working days for everyone
- Statuses in OperatingIn depth dive into how project and allocation statuses work in Operating
- GroupsUse Groups to mirror the parts of your organization structure that matter for reporting, filtering and permissions.
- Project and client tagsUse project and client tags for reporting and filtering that Groups are not detailed enough for.