Overview

Operating units represent internal service lines or cost centers used by capacity planning and project profitability. Every workspace has a default unit, so single-unit teams can use planning without additional setup. Multi-unit teams can allocate people and projects across units when needed.

Configure units and capacity

Open Operations, then choose Manage capacity (also available from Team members > Capacity).

From the management view, authorized users can:

• Add, rename, order, activate, or deactivate operating units.
• Set weekly capacity and target billable percentage for staff and resource-only people.
• Assign a person's primary unit and percentage allocations across units.
• Maintain unit cost and bill-rate inputs when their rate permissions allow it.

Allocations should total the full intended split for a person. The default unit supplies a safe fallback when no specialized assignment exists.

Use units in planning

The capacity grid can filter by operating unit and shows confirmed and penciled project demand against available hours. Project assignments may specify a unit directly. Otherwise Core resolves the unit from the associated budget line, project, or default planning context.

Cross-unit projects can distribute shares across multiple units. Those shares drive planning and reporting; they do not change the customer's contract or invoice by themselves.

Permissions

• operating_units:read and operating_units:manage control unit access and setup.
• technician_capacity:read and technician_capacity:manage control capacity targets and allocations.
• Cost, bill-rate, and rate-management permissions independently protect sensitive rate data.

The Operations capacity workspace also requires project resourcing read access. Users without management permission can review only the scopes allowed by their resourcing role.

Overview

Operating units represent internal service lines or cost centers used by capacity planning and project profitability. Every workspace has a default unit, so single-unit teams can use planning without additional setup. Multi-unit teams can allocate people and projects across units when needed.

Configure units and capacity

Open Operations, then choose Manage capacity (also available from Team members > Capacity).

From the management view, authorized users can:

• Add, rename, order, activate, or deactivate operating units.
• Set weekly capacity and target billable percentage for staff and resource-only people.
• Assign a person's primary unit and percentage allocations across units.
• Maintain unit cost and bill-rate inputs when their rate permissions allow it.

Allocations should total the full intended split for a person. The default unit supplies a safe fallback when no specialized assignment exists.

Use units in planning

The capacity grid can filter by operating unit and shows confirmed and penciled project demand against available hours. Project assignments may specify a unit directly. Otherwise Core resolves the unit from the associated budget line, project, or default planning context.

Cross-unit projects can distribute shares across multiple units. Those shares drive planning and reporting; they do not change the customer's contract or invoice by themselves.

Permissions

• operating_units:read and operating_units:manage control unit access and setup.
• technician_capacity:read and technician_capacity:manage control capacity targets and allocations.
• Cost, bill-rate, and rate-management permissions independently protect sensitive rate data.

The Operations capacity workspace also requires project resourcing read access. Users without management permission can review only the scopes allowed by their resourcing role.