Team OOTI 🔵

AGENCY MANAGEMENT

View agency and/or project reports. Download your management, invoicing, financial reports... and schedule their delivery.

How do I create and schedule reports?

Set permissions to manage access to team reports for you and your collaborators.

What permission do I need to access team reports?

Set up your permissions to manage access to project reports for yourself and your collaborators.

What permission do I need to access project reports ?

1. CONSULT THE REPORTS

Do you have several agencies within your company with specific or joint projects? Is each entity independent or is re-invoicing to be done?

How to add a new agency/entity in OOTI ?

Here are the ins and outs of creating an additional entity on OOTI

Create entities on OOTI: the points to know

2. CREATE A NEW TEAM

Consult the schedule of your teams and manage their schedule. Check their availability for optimal management of your agency.

How can I consult the workload schedule and availability of my teams?

Create the workload schedule, the tasks of your teams on the projects. Manage your resources precisely and regularly.

How to plan resources based on your collaborators’ availability ?

Use time budgets to generate an accurate schedule of your resources per day.

How do I create a resource schedule based on the budget ?

Use your schedule of expenses to generate your budget. — expert advice and use cases

How to create a budget from the resource schedule ?

3. LOAD SCHEDULE

Find answers and get help from Intercom Support and Community Experts

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