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ACCOUNT SETUP
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
Get in touch
Back to home
Help Center
ACCOUNT SETUP
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
Get in touch
ACCOUNT SETUP
Setup your account step by step
1. OOTI CONNECTION
Change account on OOTI (demo)
How to create an account, choose a subscription and activate the account?
How do I change my login email address?
Create an account on OOTI
How do I activate double authentication when connecting to OOTI?
See more
2. CUSTOMIZATION
How do I create a style guide specific to each of my entities?
How to display times in days in a project?
How do I create custom fields for projects, collaborators, or contacts?
How to receive personalized notifications?
What does "productivity", "capacity" or "billable time" mean?
How to create, manage and assign the roles of your collaborators?
Optimal customization of the style guide
See more
3. YOUR TEAM
How do I invite my collaborators?
How to name/create a new entity on OOTI?
A user has left the agency, what should you do?
