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USE CASES
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
Back to home
Help Center
USE CASES
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
USE CASES
Discover the questions of our users
Admin
How to change my agency's address on OOTI?
I need to change the language on OOTI every time I log in, why?
OOTI doesn't remember my login password, is that normal?
The difference between "Admin" in team and project permissions?
What is a paying user?
How to unarchive a user?
Why Invite All Your Collaborators?
My collaborators are not displayed, how come?
See more
Projects
The details of my project are not displaying in my fees.
I want to create sub-phases in OOTI, how can I do that?
I'm having trouble updating the progress of my phases.
How to set up flat fees for my project?
Billing
How do I edit my invoice header or footer?
Definition : "You have generated duplicate invoice codes"
How to resume an invoice already passed in time?
How to invoice between your entities?
How to modify an invoice already sent?
I can't send an invoice from OOTI.
How to make a partial credit?
How do I update the numbering of my invoices?
How do I change the title of my invoice?
I changed a client name but it does not appear on my invoice
How to make a discount on OOTI?
See more
Duration
I can't enter my hours
Can I include weekends as working days?
"How to transfer an employee's time recovery to another project?
agency management
How to determine the billable hourly rate?
How to change the date of a CDD?
Imports/exports
How to export an invoices report in Excel format (.xls) ?
How to import time spent over a month directly on OOTI?
I would like to export my overheads.
There is an error message when I import my data, what should I do?
Practical sheets
Preparation for time settings
