Operations Workspace
The Operations workspace is where you manage engagements and run check-ins to record actuals against plans.
Engagement List and Search
The Operations workspace shows all engagements your organisation manages. Use the search bar to find engagements by name, or filter by service, status, or health score.
The list displays key information at a glance:
- Engagement name
- Service
- Status indicator
- Health score
- Last check-in date
Engagement Workspace Tabs
Click into an engagement to open the workspace, which is organised into tabs:
Pulse Tab — Health Snapshot
The Pulse tab shows the engagement’s current health score with:
- Domain breakdowns (Finance, Performance, Capacity)
- Trend direction
- Top concerns
- Timeline of key events
Check-in Tab — Data Entry
The Check-in tab is where you enter monthly data. It contains three sub-tabs:
| Sub-Tab | Purpose |
|---|---|
| Finance | Revenue, costs, and P&L line items |
| Performance | KPI measurements and SLA tracking |
| Capacity | Hours worked by role |
Each sub-tab shows a multi-period grid with planned values and actual input fields. See the Monthly Check-in Guide for the detailed workflow.
Timeline Tab — Deliverables, Milestones, Governance
The Timeline tab shows the chronological view of everything that has happened on this engagement:
- Milestones
- Deliverables
- Governance decisions
- Check-in events
- Scenario commits
For project-based engagements, this is where you track workstreams, milestones, and deliverables.
Check-in Grid Controls
Period Range Picker
Select which months to display in the grid. Presets:
- Last 3 Months
- Last 6 Months
- Year to Date
- Custom Range
The grid dynamically adjusts columns based on your selection.
View Density
Toggle between:
- Compact — More data visible, smaller cells
- Comfortable — Larger text, more whitespace
Domain Summary
A collapsible panel showing totals across all visible periods:
- Total revenue
- Total costs
- Margin percentage
- Achievement rate
- Utilisation rate