---
title: Operating Reviews
meta_title: 'Operating Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 20 reviews by the users' company size, role or industry to
  find out how Operating works for a business like yours.
aggregate_rating:
  rating_value: 4.7
  review_count: 20
  scale: '5'
date_modified: '2026-09-28'
parent_category:
  name: Project, Portfolio & Program Management
  url: https://www.g2.com/categories/project-portfolio-program-management
---


# Operating Reviews
**Vendor:** Operating Solutions  
**Category:** [Resource Management Software](https://www.g2.com/categories/resource-management)  
**Average Rating:** 4.7/5.0  
**Total Reviews:** 20  
**AI Enabled:** This product embeds AI to enhance or extend its core functionality.
## About Operating
Operating is an AI-enabled professional services automation (PSA) platform for running the business behind complex consulting work. It puts time, people, projects, and money in one place and sits in between the CRM and accounting platform. It's the one hub for running the professional services delivery. Operating is built by former IT services professionals. Operating does the following: - Skills-based project staffing & resource planning with timeline views - Project planning with rate cards, labor costs, and margin & profit forecasting - Time tracking - Project health monitoring: margin, profits, project progress, budget burndown - Revenue recognition: ASC-06 compliant revenue recognition specific to professional services - Invoice generation and integrations to accounting platforms (QuickBooks & Xero) to close the month. On top of the the already mentioned features, Operating is design to work with an MCP-first approach: anything you do in the UI, you can do with AI assistants. We also provide a robust REST API to connect Operating with your tooling of choice. Operating doesn't replace your issue tracking or task management system, so you can continue using your project management tool of choice for collaborating with your team within projects.



## Operating Pros & Cons
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.

**What users like:**

- Users highlight the **exceptional customer support** of Operating, praising its responsiveness and helpfulness throughout their experience. (4 reviews)
- Users value the **intuitive user experience** of Operating, enhancing team collaboration and project management efficiency. (4 reviews)
- Users love the **intuitive user experience** of Operating, making resource management and project tracking seamless and efficient. (3 reviews)
- Users commend the **efficient project management capabilities** of Operating, enhancing visibility and resource tracking for teams. (3 reviews)
- Users appreciate the **effective time tracking** capabilities of Operating, enhancing project profitability and resource management. (3 reviews)
- Users enjoy the **automation capabilities** of Operating, streamlining project management and enhancing operational efficiency. (2 reviews)
- Users appreciate the **intuitive dashboard features** of Operating, which streamline project management and enhance team planning. (2 reviews)
- Ease of Management (2 reviews)
- Users find Operating's **ease of use** to be a key advantage, facilitating effortless project planning and management. (2 reviews)
- Navigation Ease (2 reviews)

**What users dislike:**

- Users find the **lack of customization** limits flexibility, particularly for reporting needs and developing features. (1 reviews)
- Users find the **report customization** process lacks intuitiveness, requiring extra steps for effective use. (1 reviews)
- Users find the **reporting features less intuitive** , requiring extra steps for customizing and accessing time tracking insights. (1 reviews)
- Users find **update issues** frustrating, particularly with features in development and limited reporting flexibility. (1 reviews)

## Operating Reviews
  ### 1. Built by people who've actually run a services business

**Rating:** 5.0/5.0 stars

**Reviewed by:** Greg M. | Chief Operating Officer, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** August 30, 2026

**What do you like best about Operating?**

It's obvious from day one that Operating was built by people who have lived in professional services. The resource model, positions, allocations, and phases, matches how consulting work is actually planned and delivered, so we spent almost no time bending the tool to fit our reality. Staffing and allocations and the utilization and margin reporting are where we get the most value: we can see planned versus actual capacity and delivery economics in one place instead of assembling them from exports. The integration ecosystem is also a real differentiator. Native HiBob and HubSpot connections, a well-built API, and an MCP server mean the data doesn't stay trapped in the product.

**What do you dislike about Operating?**

Reporting flexibility. The standard planned and actual reports answer the main questions, but for non-standard cuts we end up going through the API and analyzing outside the tool. More configurable dimensions and saved custom views would remove that step. Worth noting that the API makes the workaround easy, which is why this hasn't been a real problem for us.

**What problems is Operating solving and how is that benefiting you?**

Operating replaced a set of disconnected spreadsheets and exports with one live view of staffing and delivery economics. Capacity questions get answered during the conversation instead of in a follow-up analysis, and because planned allocations and actuals live in the same system, our utilization and margin reporting is grounded in the same data our staffing decisions were made from. The HiBob and HubSpot integrations and the API mean it fits into how we already work rather than becoming another silo.

  ### 2. Operating Makes Capacity and Revenue Planning Easy with Clear Project Visibility

**Rating:** 4.5/5.0 stars

**Reviewed by:** James G. | Head of Engineering, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** August 18, 2026

**What do you like best about Operating?**

Forward planning for capacity and revenue has been much easier since we started using Operating. Having all of our in-flight projects in one place makes it simple to see who is assigned to the work, for how long, at what rate, and other key details.

**What do you dislike about Operating?**

While Operating meets nearly all of our requirements, one feature it’s currently missing (though I hope it’s on the roadmap) is the ability to model when our consultants are added to project teams as “investments” in a non-billable capacity. Being able to see the total investment spend and filter for these individuals as a first-class feature would be very helpful.

**What problems is Operating solving and how is that benefiting you?**

Operating helps us understand many dimensions of our day-to-day workforce planning and project delivery needs. For each of our clients, we can view every project along with the team profile, the budget for each project, and the burn-down based on individual rates. We can also track time in Operating and even keep track of details like skills.

  ### 3. Frictionless Resource Planning with Easy to Use Finance Features

**Rating:** 5.0/5.0 stars

**Reviewed by:** Diego M. | Client & People Operations Manager, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** September 10, 2026

**What do you like best about Operating?**

Skills matching consultants to prospective projects. It also displays finance information in an easy to understand way.

It's a highly performant tool, with reasonable pricing, and amazing support.

**What do you dislike about Operating?**

Integrations are still being built out, as with any new product, but there's already been huge progress!

**What problems is Operating solving and how is that benefiting you?**

It makes checking burn rate on a project by project basis painless. It helps us track staffing, margins, and future plans in an straightforward manner. It helps us plan our business. Before Operating we struggled to consistently and continually keep all this information a) up to date, b) accurate and c) easy to display and access. Operating solves all of these problems.

  ### 4. Saves Time, Centralizes Resource Management and Kills Manual work

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** September 01, 2026

**What do you like best about Operating?**

I use Operating for resource allocation, project budget tracking, and productivity reporting. I no longer have to manually add or remove projects, people, and allocations, which was tedious and error-prone. I like that Operating is our source of truth for resource allocation and availability. It syncs with Harvest to get all the updated earned revenue, which is great for financial analysis and project managers. I appreciate that the team is very agile and willing to listen. MCP has been a big lifesaver, saving me a lot of time and effort. Overall, Operating has saved countless hours and served as a source of truth for us.

**What do you dislike about Operating?**

Mainly UI/UX related: I would have liked more drag and drop capabilities, like moving people or allocations between projects or duplicating them in the frontend. However, since I have MCP, this has resolved a lot of this.

**What problems is Operating solving and how is that benefiting you?**

I use Operating for resource allocation and budget tracking, saving time by avoiding manual entries. It syncs with Harvest for accurate financial analysis and serves as our source of truth. Using MCP, I maintain data and extract reports, and it handles tedious project management tasks efficiently.

  ### 5. Best PSA with MCP

**Rating:** 5.0/5.0 stars

**Reviewed by:** Wojciech C. | Partner, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** August 05, 2026

**What do you like best about Operating?**

They were the first MCP ready PSA tool, we've connected it with hubspot and automated most of our work and run everything from claude thanks to them

**What do you dislike about Operating?**

Nothing really, they where the first PSA we implemented beacause UX was super simple but the features were still quite robust and I can ran sales, my cofounder delivery and ops, and our CFO understands everything

**What problems is Operating solving and how is that benefiting you?**

Who does what, how much time do they spend on it, automating scoping, proposals, planning etc.

  ### 6. Operating Delivers the Best Customer Service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jini S. | Client development, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** September 21, 2026

**What do you like best about Operating?**

Operating has the best customer service!

**What do you dislike about Operating?**

There is nothing I dislike about Operating

**What problems is Operating solving and how is that benefiting you?**

Operating is helping us manage our consultants’ time and project allocations more effectively.

  ### 7. Operating: versatile and intuitive one-stop-software

**Rating:** 4.5/5.0 stars

**Reviewed by:** KK . | Senior Insight Manager, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account added to their profile

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** August 13, 2025

**What do you like best about Operating?**

As a small consultancy we have tried to look for a one-stop software that would cater both our resource planning needs as well as time tracking/project profitability needs. We have just started using the Opearating software as a company and what stands out to me the most so far is its comprehensive features and intuitive user experience. From the moment I started using it, navigating through the features felt natural and easy to use. Most features are logically organized, making it easy to manage our team's resources and track time efficiently. Flexibility of ways how to track different kinds of projects and their subtasks has also been useful for our business. Customer support has also been superb! Looking forward to learning to use the tool even better!

**What do you dislike about Operating?**

While I’ve been very satisfied overall, I find that the reporting features could be somewhat more intuitive. At least as a beginner user, accessing and customizing reports sometimes requires extra steps, and a more streamlined approach would make it even easier to get quick, actionable insights. Hopefully there will also be some improvements/new features soon for tracking time per project phase; e.g. being able to compare easily planned hours per project phase vs actual hours.

**What problems is Operating solving and how is that benefiting you?**

It makes our team's resource planning easier and helps us to efficiently track our team's time use and thus supports our profitability tracking for projects

  ### 8. Operating: Perfect Solution for Agency - Simple and Effective

**Rating:** 5.0/5.0 stars

**Reviewed by:** Hung D. | Technical Director, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google using a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** June 23, 2025

**What do you like best about Operating?**

Operating App stands out for its seamless native integration support with both HubSpot and Harvest, which has been transformative for our workflow. These integrations eliminate the need for manual data entry and ensure that all our project, sales pipeline, and time tracking data are automatically synchronised. This has dramatically improved our efficiency and accuracy in planning, forecasting, and staffing projects, allowing us to allocate resources based on real-time information and historical trends.

The interface is another highlight—it’s refreshingly simple and highly intuitive, making onboarding and daily use effortless for the entire team. We’ve found that the minimal learning curve and clear navigation allow us to focus on our work rather than figuring out the software. The platform provides structured visibility into ongoing projects and resource allocation, ensuring nothing slips through the cracks and empowering leadership with actionable, real-time insights.

Perhaps most impressive is the Operating product team. They are exceptionally responsive, always open to feedback, and quick to implement new features. The support experience is truly top-tier; it’s not uncommon to get direct, helpful responses from the developers or even the CEO (Thanks Lauri!). This level of engagement and commitment to continuous improvement makes us feel like valued partners, not just customers

**What do you dislike about Operating?**

While Operating excels in many areas, the Google SSO (Single Sign-On) experience could be smoother. Occasionally, the login process feels less streamlined compared to other aspects of the app, and there’s room for improvement in making authentication as frictionless as the rest of the platform. However, given the Operating team’s track record of rapidly addressing feedback and rolling out enhancements, I am confident this will be improved in future updates

**What problems is Operating solving and how is that benefiting you?**

Operating App is helping us streamline our project resourcing by providing clear visibility into who is available and what skills they bring to each project. This eliminates much of the guesswork and manual effort that used to be involved in assigning tasks. Second, Operating is assisting with capacity planning by making it easy to see current workloads and forecast future needs, which helps us avoid overbooking or under-utilising our team.

Finally, the platform offers robust resource billable metrics, allowing us to accurately track time and billable work, which improves our financial tracking and client reporting.

Overall, these features are saving us time, reducing errors, and giving management the data they need to make better business decisions.

  ### 9. One-stop solution for running your consultancy business

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jussi R. | Principal Consultant, partner, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google One Tap using a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** May 28, 2025

**What do you like best about Operating?**

It's developing fast with new features. It replaces many software solutions and merges them into one; time tracking, project planning, and reporting, to mention a few. It was easy to take into use as a greenfield implementation, and we were able to integrate it with our CRM even though we had to build a custom integration pipeline for this.

The customer experience is top of the line, and the support from the team has been exceptional.

**What do you dislike about Operating?**

Some features are still in development phase, which is understandable, but sometimes frustrating. Also the reporting solution would need some more attention and possibilities for a more flexible reporting. This is especially coming from a small company who doesn't want to yet invest into an external solution for reporting.

**What problems is Operating solving and how is that benefiting you?**

We don't have to build our own ERP, nor so we need to integrate many solutions that would eventually do the same.

  ### 10. Great software for resourcing and time tracking

**Rating:** 5.0/5.0 stars

**Reviewed by:** Reetta J. | Senior Consultant & HR responsible, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google using a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** July 29, 2025

**What do you like best about Operating?**

We have started to use Operating for resourcing as well as work time tracking. We are especially happy with the workflow, as many consultants have mentioned how easy the software is to use. Other great features are reporting and forecasting. We have also been very happy with the support we have received during implementation and first months.

**What do you dislike about Operating?**

There are some features such as recurring resource allocation and cumulative work hour balance that are not yet available but they are on the way.

**What problems is Operating solving and how is that benefiting you?**

Resource management and work time tracking.

  ### 11. A Game-Changer for Resource Management and Project Oversight

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mark L. | Chief Delivery Officer, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** February 19, 2025

**What do you like best about Operating?**

We have been using Operating for just a few months, but can already see that it will be a game-changer for our team. Its intuitive interface makes it incredibly easy to use, allowing us to seamlessly track resources and manage projects with full visibility. The platform provides a clear and structured way to oversee ongoing projects, ensuring that nothing falls through the cracks.<br><br>A great benefit is how it supports leadership with real-time reporting, giving them the insights needed to make informed decisions.<br><br>They are committed to continually improving the product, as evidenced by the regular product updates. Along with all of this, the customer support is top notch. I often am able to email the CEO if I have questions, and he will respond quickly.

**What do you dislike about Operating?**

There isn't too much to dislike about Operating at this time.

**What problems is Operating solving and how is that benefiting you?**

Before using Operating.app, keeping track of resource allocation and project progress was time-consuming and often lacked clarity. The platform provides real-time visibility into projects, ensuring that all stakeholders have access to up-to-date information. This eliminates guesswork and improves efficiency.<br><br>Additionally, resource tracking has become significantly easier, allowing us to allocate team members effectively and avoid bottlenecks. This ensures that workloads are balanced and projects stay on track.<br><br>From a leadership perspective, the built-in reporting tools offer clear, data-driven insights, making it easier to make informed decisions and adjust strategies as needed.

  ### 12. Very useful for a variety of cases

**Rating:** 3.5/5.0 stars

**Reviewed by:** GROVER u. | Talent coordinator, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** June 19, 2025

**What do you like best about Operating?**

The combination of project planning and tracking, as well as capacity planning and integration with our CRM makes Operating very useful for a variety of cases.

**What do you dislike about Operating?**

As of the time of our using, there is no dark mode available ;)

**What problems is Operating solving and how is that benefiting you?**

Operating allows us to more efficiently plan for a larger number of projects and people, as well as perform skill matching more accurately.

  ### 13. Amazing ressource planning tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Adam G. | Qlik Consultant, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** February 11, 2025

**What do you like best about Operating?**

We have been using operating for 7-8 months now and it has been amazing. The integration points to hubspot and our time tracking system really solves some of the main issues when running a consultancy. It gives us an amazing overview of the upcoming projects and resources needed and makes it a lot easier to forecast.<br><br>Also big kudos to the team behind operating - super responsive and listening to all the feedback we provide.

**What do you dislike about Operating?**

Still a new tool, so some features are coming along the way.

**What problems is Operating solving and how is that benefiting you?**

Connecting the ressource forecast effectively and easy to use ressource management and much more

  ### 14. Efficiency and transparency to staffing process

**Rating:** 4.5/5.0 stars

**Reviewed by:** Suvi K. | Chief Operating Officer, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** June 23, 2025

**What do you like best about Operating?**

Operating makes it easy to find the best match when it comes to availability and skills. 
Their customer support is always very responsive, and thinking proactively about enhancements to the platform.

**What do you dislike about Operating?**

We haven't yet implemented integrations, which makes our time registration matching manual at the moment

**What problems is Operating solving and how is that benefiting you?**

Operating helps us find the right consultant to the right project at the right time.

  ### 15. A straightforward and efficient platform for resource management.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Chandru K. | Senior VP, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through Google One Tap using a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** June 14, 2025

**What do you like best about Operating?**

User-friendly with intuitive configuration, minimal learning curve, and effective fulfillment of key use case requirements.

**What do you dislike about Operating?**

While the platform operates smoothly overall, adding greater flexibility in resource planning, workforce allocation, and utilization would further enhance its value.

**What problems is Operating solving and how is that benefiting you?**

Workforce planning and allocation

  ### 16. Great Customer Support

**Rating:** 4.5/5.0 stars

**Reviewed by:** Chandni Y. | Director of HR, India, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through Google using a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** January 31, 2025

**What do you like best about Operating?**

Operating.in is an amazing user-friendly tool that makes it easy to manage people planning and forecasting of our projects. A very easy tool to create, edit and monitor project progress. Good KPI dashboard to monitor project progress. The user interface is very intuitive and very easy to navigate. But what we love most is how helpful our Reps have been, from the beginning.

**What do you dislike about Operating?**

Its a new platform, need some reporting features and some more. Though team is very active and quick in implementing new features.

**What problems is Operating solving and how is that benefiting you?**

This has replaced our spreadsheet to easily manage our projects planning and forecasting with our teams time off information.

  ### 17. Operating has made capacity and forecasting much more accurate for us

**Rating:** 5.0/5.0 stars

**Reviewed by:** Brad R. | Director of Project Management Operations, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google One Tap using a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** January 31, 2025

**What do you like best about Operating?**

The integrations with HubSpot and Harvest are essential for us to keep everything moving forward. The timeline and horizon views are very useful when it comes to forecasting for projects.

**What do you dislike about Operating?**

A lack of a communication feature in the platform means we need to discuss things in Slack which adds to the complexity and risks things being missed.

**What problems is Operating solving and how is that benefiting you?**

Operating solves the problem of us not knowing which departments are at capacity and need new hires. It also helps us forecast for projects so we know when we have bandwidth to take on new clients.

  ### 18. Seamless Integration and Great Support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google using a business email account

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** June 18, 2024

**What do you like best about Operating?**

We've been using Operating since December 2023, and it has made a significant difference in our business operations. The implementation was very smooth and the Operating team lead the entire process. The tool is easy to use, and the developers are very responsive. Operating has enhanced our forecasting and team planning by integrating smoothly with HubSpot and Harvest, automating many of our manual tasks. It has allowed our team to plan staffing ahead of time and set goals based on effective hourly rates. It has provided a reliable solution for our forecasting and planning needs - I find myself using it every day.

Before Operating, we managed multiple spreadsheets to track our sales pipeline, project details, and forecast hours, which was time-consuming and prone to errors. Operating connects with HubSpot and Harvest, automatically pulling in data to help us plan the best teams for projects based on current workloads and historical data. This integration has streamlined our operations, making it easier to forecast hours for potential projects.

**What do you dislike about Operating?**

Lack of a comments feature means we use Slack for discussions. Data from Harvest and HubSpot requires manual refreshing, which can be overlooked. Ensuring all deals are connected to a Harvest project can be tricky if not careful.

**What problems is Operating solving and how is that benefiting you?**

Operating solves several key problems for us by integrating seamlessly with our existing tools like HubSpot and Harvest. Before using Operating, we managed multiple spreadsheets to track our sales pipeline, project details, and forecast hours, which was cumbersome and prone to errors. Now, Operating automatically pulls in data from these platforms, streamlining our operations and eliminating manual updates. This integration helps us plan the best teams for projects based on current workloads and historical data, making it easier to forecast hours for potential projects and be prepared as soon as a deal is signed. This has greatly improved our efficiency and accuracy in planning and forecasting.

  ### 19. Quickly evolving product and great supportive team

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** June 27, 2024

**What do you like best about Operating?**

Operating has been a great fit for us to handle staffing our Professional Services team of 100 people to client projects. It's easy to use and makes planning project timelines and adjusting them on the go very effortless. The tool is also very flexible, and we can easily see our team's capacity forecast from an individual level to combinations of roles and teams as needed.<br><br>We've been able to sync all of our project data via their API so no double input is needed in addition to managing projects in our CRM. The Operating team is also extremely responsive and we always get support very fast if needed.

**What do you dislike about Operating?**

There are still some features we'd like to see, but the product is evolving quickly so more is added all the time.

**What problems is Operating solving and how is that benefiting you?**

- Planning project timelines and work effort<br>- Making sure our team's capacity stays balanced<br>- Evaluating our work backlog and lead times for new projects<br><br>Operating replaced our previous system where work allocations were managed manually via Excel and Power BI. It has been very beneficial to manage resourcing in real time within the same system where we see up-to-date capacity forecasts.

  ### 20. Fantastic team and a great product

**Rating:** 5.0/5.0 stars

**Reviewed by:** John K. | CTO, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through Google using a business email account

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** June 14, 2024

**What do you like best about Operating?**

It makes my life easy as I can easily manage my staffing with Operating.

**What do you dislike about Operating?**

There is nothing to dislike. Product is evolving fast and new features are added all the time.

**What problems is Operating solving and how is that benefiting you?**

Operating solves the complexity of staffing an agency staff.



- [View Operating pricing details and edition comparison](https://www.g2.com/products/operating/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-29+15%3A16%3A35+-0500&secure%5Bsession_id%5D=217d2d5a-0076-4126-a61d-1426d2817343&secure%5Btoken%5D=d1bc07db0a5a1d815c8eb61a002eb38ada22b2ba8fd4a07019f3b2c307806b00&format=llm_user)

## Operating Features
**Planning**
- Resource Definiton
- Capacity
- Scheduling
- Real-Time Data

**Customer Management**
- Customer Profiles
- Sales
- Marketing
- Client Portal

**Optimization**
- Performance
- Forecasting
- Corrections

**Project Management**
- Project Planning
- Project Tracking
- Resource Definition
- Resource Management
- Resource Allocation & Planning
- Progress Tracking
- Project Time Tracking
- Project Management

**Additional Functionality**
- Calendar Management
- Shop Floor Management
- Performance Management
- Real-Time Monitoring
- KPI Monitoring
- Availability Management
- Third-Party Integration
- Drag & Drop
- Project Management
- Activity Dashboard
- Recommendations
- Collaboration Tools
- Equipment Management
- Task Management
- Gantt/Timeline View
- Progress Tracking
- Alerts/Notifications
- "What If" Scenarios
- AI Copilot
- For Manufacturers
- Real-Time Reporting
- Mobile Access
- Cost Management
- Scenario Planning
- Historical Database
- Inventory Control
- Reporting/Analytics
- Generative AI
- Time Tracking
- Resource Management
- Predictive Analytics
- Resource Allocation & Planning
- Projections
- Prioritization
- Search/Filter
- Timesheet Management
- Workflow Management
- Skills Tracking
- Utilization Reporting
- Approval Process Control
- Access Controls/Permissions
- Third-Party Integrations
- Reporting & Statistics
- Customizable Reports
- Commenting/Notes
- API
- Project Planning
- Assignment Management
- Customizable Fields
- Multiple Projects
- Time & Expense Tracking
- Resource Request
- Data Import/Export
- Reporting/Project Tracking
- Capacity Management
- Real-Time Notifications
- Real-Time Updates
- Project Templates
- Document Management
- Workflow Automation

**Accounting**
- Revenue Recognition
- Invoice Management
- Payments
- Project Accounting
- Budget Tracking
- Time & Expense Tracking
- Activity Tracking
- Billable Items Tracking
- Document Management
- Multiple Projects

**Portfolio Management**
- Portfolio Definition
- Portfolio Performance
- Risk
- Portfolio Mix

**Analytics**
- Forecasting
- Reporting
- KPIs
- Real-Time Reporting

**Administration**
- Standard Integrations
- Workflow
- Access Management
- Email Management
- Workflow Management
- Task Management
- Portfolio Management
- Calendar Management
- Timesheet Management
- Accounting Integration
- Third-Party Integrations

**Platform**
- APIs
- Internationalization
- Performance and Reliability
- Mobile
- Offline Access

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Proposal Generation
- Generative AI

**Artificial Intelligence - Professional Services Automation**
- Predictive Forecasting
- Smart task suggestions
- Automated workflows

**Agentic AI - Professional Services Automation**
- Adaptive Learning
- Proactive Assistance

**Additional Functionality**
- Activity Dashboard
- Gantt/Timeline View
- Quotes/Estimates
- Collaboration Tools
- Customizable Fields
- CRM
- AI Copilot
- Customizable Reports
- Performance Metrics
- Access Controls/Permissions
- Billing & Invoicing
- Approval Process Control
- Reporting & Statistics
- Project Templates
- Task Scheduling
- Real-Time Data
- Document Storage
- Drag & Drop

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