β Identify and manage the external actors of a project in OOTI
π Required permissions
Super admin
Reading time | 5 min |
Set up time | 10 min |
Number of steps | 2 |
I/ Where to find the information related to the actors present?
When external companies intervene on your projects, it impacts several data in OOTI: your costs, your billing, and your finances. But be careful, depending on whether it is a co-contractor, a subcontractor, or a subcontractor in direct payment, the impact variesβand this can lead to confusion.
For example, subcontractors and direct payment subcontractors are taken into account in your costs, but only the latter appear on your production invoices. As for the co-contractors, they are visible in the invoice PDF, but not directly on the invoice itself.
Letβs take stock! Here is where to find information related to co-contractors, subcontractors, direct payment subcontractors and other service providers in OOTI :
| co-contractors | subcontractors | Subcontractors in direct payment | other providers |
Costs: External companies | β | β | β | β |
Costs: Purchase invoices | β | β | β | β |
Cost planning | β | β | β | β |
Present on your invoice | β | β | β | β |
Visible on your invoice | β | β | β | β |
Visible on your invoice PDF | β | β | β | β |
Revisions (public procurement) | β | β | β unless deducted | β |
"External" finances | β | β | β | β |
Budget "external" | β | β | β | β |
Revenue | β | β | β | β |
II/ What actions to perform or verify according to the actors present ?
Beyond their impact on your data, each type of external actor requires specific actions: enter certain elements in your invoices, modify the progress or even adjust the billing history. Here is what to control and manage based on their role in the project.
| co-contractors | subcontractors | Subcontractors in direct payment | other providers |
Progress of the phases: to be filled in | β | β | β | β |
Invoice: internal elements tab to control | β | β | β | β |
Invoice: CT/ST elements tab to control | β | β | β | β |
Invoice : clientβs payment to be filled in | β | β | β | β |
Billing history (project with non-EOTI billing) to be filled in | β | β | β | β |
β
π Well done !
You now know how to anticipate and manage the impact of external actors on your projects... and on the organization of your agency!
