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OOTI 101
OOTI updates
Security and data
Programs
Integrations
DISCOVER OOTI ROLE PER ROLE
1) I'm a partner/CFO
I'm a project manager
I'm an architect
ACCOUNT SETUP
1. OOTI CONNECTION
2. CUSTOMIZATION
3. YOUR TEAM
PROJECT MANAGEMENT
1. SETTINGS
2. MANAGEMENT
3.PROJECT MANAGEMENT
4. CO-CONTRACTORS
5. DIRECT SUB-CONTRACTORS
6. INTRA-GROUP AND DEPARTMENT MANAGEMENT
BILLING
1. INVOICING CONFIGURATION AND INVOICE CREATION
2. BILLING FORECAST
3. SUGGESTIONS, SENDINGS AND SUGGESTIONS OF INVOICES
TIMES AND LEAVES
1. SETTINGS
2. ENTERING TIME AND LEAVE REQUESTS
3. VALIDATION OF TIMES AND LEAVE REQUESTS
4. LEAVE AND RECOVERY BALANCE
COST
1. UNDERSTAND THE COSTS
2. EXPENSE NOTES
3. PAYROLL
4. SERVICE PROVIDERS/SUBCONTRACTORS/FREELANCES
5. OVERHEADS/FIXED CHARGES OF YOUR AGENCY
AGENCY MANAGEMENT
1. CONSULT THE REPORTS
2. CREATE A NEW TEAM
3. LOAD SCHEDULE
OPPORTUNITIES
1. OPPORTUNITY MANAGEMENT
2. PROPOSALS
DATA IMPORTS AND EXPORTS
RESUME INVOICING HISTORY BY PROJECT
RESUME THE TIME SPENT BY PROJECT
EXPORT DATA
MANAGE YOUR IMPORTS
USE CASES
Admin
Projects
Billing
Duration
agency management
Imports/exports
Practical sheets
Get in touch
Hello. How can we help you?
OOTI 101
Discover OOTI.
DISCOVER OOTI ROLE PER ROLE
You are partner/CFO, project manager or architect
ACCOUNT SETUP
Setup your account step by step
PROJECT MANAGEMENT
Project creation and management, co-contractors and sub-contractors.
BILLING
Edition of invoices, billing forecasts and customer reminders
TIMES AND LEAVES
Time entry, leave management
COST
Salaries, overheads, expense reports and subcontractors
AGENCY MANAGEMENT
Reports and resources planning
OPPORTUNITIES
Manage opportunities and proposals
DATA IMPORTS AND EXPORTS
Easily import and export your data on OOTI
USE CASES
Discover the questions of our users
Get in touch
You need help ? Contact us !