<a target="_blank" rel="noopener noreferrer nofollow" class="link" href="http://Operating.app">Operating.app</a> roadmap

Backlog

Next up

In Progress

Done

Roadmap

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.

In Review

Notifications over email

Matti Parviainen

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

Notifications in Slack / Teams

For people who don't like bright screens

Dark mode

Improvements to the capacity planning view, pulling trends from the historical data on unconfirmed/confirmed allocations.

Capacity trends & visualisation

Easy bulk edit of all the entities in your account. Useful especially when getting started with Operating, after a big import of data from another tool.

Multi-edit people, clients, projects, positions

A display option for Timeline. Useful especially when reviewing past situations – “how busy were we 6 months ago”.

Toggle: show projects & people, even if they're archived

Pre-fill timesheets based on allocations on the timeline

Pre-filled timesheets

Lauri Eurén

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

Improved Planned vs Actuals reports

User Story As an Allocation Manager, I want to be able to able to filter on full months in the past and future, so that I can report on and provide forecasting for full months with ease Acceptance Criteria <ul><li>Ability to filter directly for “Last Month” and “Next Month”</li><li>Ability to filter directly for “Last Quarter” and “Next Quarter”</li><li>Ability to filter directly for “Last Year”</li><li>Ability to filter directly for “Last Fiscal Year” In essence; previous XX days is likely always middle in months. </li></ul><img data-width="100%" data-align="left" alt="" data-featurebase-content-key="67a618eeba8ba355ea61fed3/post/6930a9fac61ff6308d47c9d8/019ae610-a6ed-7392-ba55-729f93ef6684/b64u-aW1hZ2UucG5n.png" src="https://67a618eeba8ba355ea61fed3.featurebase-attachments.com/c/post/6930a9fac61ff6308d47c9d8/019ae610-a6ed-7392-ba55-729f93ef6684/b64u-aW1hZ2UucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260130T070000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260130%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=19e1b2be21f151a9071c58170434563a81ec04333738c145f1dfe428478eb019" data-featurebase-content-filename="image.png">

Filter ability for "Last Month", "Next Month" as in full complete months

DOEN | Dortea Engelund

Developers are requesting dark mode to soothe their eyes as they are used to from other tools.

Dark Mode

Emil Munk

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.

Planned

Time off allocation type

Nested, more specific task management

Sub-tasks for time tracking Tasks

Task management in Settings is very basic.Let’s take it to 2.0:<ul><li>bulk edit tasks</li><li>set task as project-specific (not available for other projects, never cluttering list views that show shared tasks)</li><li>see in which projects each task is available and used</li><li>filter the task list (text match) and sort by name to find if a similarly named task already exists</li><li>optional: configure defaults:<ul><li>always use these tasks [e.g. for billable client projects]</li></ul></li><li>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)</li><li>allow editable ext_task external references to be used (e.g. upload / push tasks over API from another system)</li></ul>

More sophisticated time tracking Tasks

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.

Default 100% Allocation for New Project Members

Jacob Huff

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.

Include expense pictures (=receipts) in Invoice

SAPE | Sanne Petersen

I want to be able to invite new people to join our organization through an API. This is important for automating user onboarding and management processes.

API for inviting new users to an organization

GICA | Gianluca Carlini

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.

"Projects for me" filter should apply to the user whose timesheet is being edited

Darren Barker

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.<img data-width="50%" data-align="left" data-featurebase-content-key="67a618eeba8ba355ea61fed3/post/68e77f76cf0aabb124dbcbff/0199c846-4dcd-73cf-8914-00e69e1e4217/b64u-aW1hZ2UucG5n.png" src="https://67a618eeba8ba355ea61fed3.featurebase-attachments.com/c/post/68e77f76cf0aabb124dbcbff/0199c846-4dcd-73cf-8914-00e69e1e4217/b64u-aW1hZ2UucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260130T070000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260130%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=e44e20d389c47db20a08a43af904c9d0264829ff2663f8fcef1216559f817500" data-featurebase-content-filename="image.png">

People Directory: bulk edit of entries

Filippo Volpin

Improve reports so that you can immediately see how the invoiced numbers differ from original estimates &amp; tracked time.

Revenue (budgeted, tracked, invoiced) reporting 2.0

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:<ul><li>Ability to see Total Budget</li><li>Ability to see Budget Remaining to date - all time registrations to date, invoiced or not (Amount and %)</li><li>Ability to see the projected over or underspend (Amount and %) - color coding if under / over spend ideal</li><li>Ability to see the total amount of expenses</li></ul>Ability to see the un-invoiced amount See Mock-Up<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="67a618eeba8ba355ea61fed3/post/691f84a21529b5a9e90e5a54/019aa316-b198-719f-b0e3-37c57fa6a505/b64u-Q1IgLSBCdWRnZXQgT3ZlcnNpZ2h0LnBuZw.png" data-featurebase-content-filename="CR - Budget Oversight.png" src="https://67a618eeba8ba355ea61fed3.featurebase-attachments.com/c/post/691f84a21529b5a9e90e5a54/019aa316-b198-719f-b0e3-37c57fa6a505/b64u-Q1IgLSBCdWRnZXQgT3ZlcnNpZ2h0LnBuZw.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260130T070000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260130%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=b08725e8d97bef76e69f8b0f9d46cebb4fd3dfdd39be58718ab308e3704a885b">

High Priority

Introduce Budget Oversight at a Glance with essential numbers

To allow for fast editing and checking that properties for People and Projects are correct, it would be very useful to have the ability to display one (or more) additional columns in the directory views.

Ability to display additional properties in Directory table view (People and Projects)

Accumulated revenue and costs for each project

Improved financial / hours reports per project

We’re improving the navigability of Operating.

Information architecture improvements: sidebar, quick access to all People and Projects

Email sending of an invoice directly from Operating.

Send invoice via email

Add typical personnel costs + per-hour subcontractor costs. Add one-time expenses to projects. The goal is to get operational-level project &amp; account profitability from the plans and actuals.

Completed

Profitability: Personnel costs and project expenses

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.

Revenue report

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.

Invoicing 1.0

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.

Fixed price budgets

Improve on the Rate card "1.0" feature – add seniority level considerations to the rates. Also: support for different rates for different Sites.

Rate Cards with seniority

More user-friendly CSV importing experience, guiding the uploader to see which columns are which. Trying to minimize the number of errors when importing time entries, allocations, or any other data into Operating.

CSV Importer 2.0

Continued over from the Project Detail Page work. Some heavy lifting with the money logic required before we can tackle this, that's why it's not done yet.

Burnup charts with budgets, in money

Automatically sync data between Operating and other tools, such as HiBob, HubSpot, or Pipedrive.This will likely be a stretched-out piece of work as we implement the auto-refresh in different integrations. It's already available for HiBob time off sync. HubSpot auto-refresh will be launched in mid-February 2025.

Auto-refresh integrations

I want to be able to bulk archive projects, similar to the existing bulk delete functionality in the directory. I think this would be a very useful feature.

Bulk Archive Projects

Attach image (from photo library or camera) to an Expense related to a Project.