Team OOTI 🔵

PROJECT MANAGEMENT

Created a deal by mistake? This case is over and you want to remove it from your list? Alternatives are offered, such as archiving a deal, before you can delete…

How to archive or delete a project on OOTI? What impact does it have on your account?

Add members in business (projects or opportunities) so that they can consult the project for planning follow-up, progress (and much more!) and above all allow them to enter time.

How to add members on the project/opportunity ?

Archiving a project removes it from your list of active projects. All data remains stored and always taken into account

How to archive/unarchive a project and what is the impact ?

Projects are the heart of your agency. Let’s take a look at how projects work in OOTI, from start to finish.

What is a project in OOTI? A detailed guide

Would you like to track your furniture, fixtures and equipment purchases in OOTI?Follow the steps below to manage your FF&E operations efficiently.

What is FF&E and how to manage it in OOTI?

Creating and managing a project from A to Z: setup, fee calculation, scheduling, progress tracking, invoicing, and configuration.

How to create and configure projects?

On OOTI, tags allow you to filter your projects and clients and perform profitability analyses by project and client type. Here’s a guide on how to create and assign them.

How do I create project tags and create tag groups?

Set fees for your time-based project. Add the project roles with a rate and time to get the fees.

How to calculate project fees over time?

1. SETTINGS

Managing a project from start to finish: project creation, fee calculation, scheduling, progress monitoring, invoicing, and configuration on OOTI.

How to manage a project—from planning to invoicing, including progress tracking

You will learn how to add additional missions, contracts, firm tranches, and conditional tranches to a project. Each mission has fees and phases and is an integral part of the…

How to add a complementary mission/contract on a project?

The fees for your project are calculated based on the costs of works. What should you do when the cost of works changes? Simply update the cost of works and…

How to deal with rising construction costs?

A change during an ongoing project and you want to add new billing items? Here are the different alternatives available on OOTI.

How to add an amendment and invoice it?

You can use an annex to add an amendment, manage a retention guarantee, or perform a VAT adjustment.

What is an annex used for on OOTI?

2. MANAGEMENT

Here’s how to manage and customize your production schedule and track progress. Discover the new version of the production schedule!

How to manage/customise your production timeline and progress?

Find the detailed finances of your projects: turnover, costs, margin on the chronology of the project and on the phases.

How to analyse the margin of my project?

Estimate the time to spend on your project, by phase and by agency role. Measure the time spent by your employees on the budget.

How to create a time budget on a project and analyse the times?

Assign tasks (to-do list), actions to be carried out to your collaborators, or to yourself.

How to assign tasks to your collaborators?

3. PROJECT MANAGEMENT

Add your co-contractors on your projects and distribute the market fees. Follow the invoicing of co-contractors with our annexes.

How to manage co-contracting fees and invoicing?

If there is a co-contractor and you are the lead contractor, include your mandate fees

How to manage mandate fees when co-contracting ?

4. CO-CONTRACTORS

Add subcontractor fees, manage direct payment subcontractor invoicing with certification and impact on the budget

Manage subcontracting/direct payment subcontracting situations

5. DIRECT SUB-CONTRACTORS

You can now assign departments to internal and external entities, so that you can segment fees and costs according to your agency's specific departments.

How to use departments management ?

From now on, when you add an internal entity as a service provider on your project (co-contractor and/or subcontractor), you can manage everything directly from the same project using filters.…

How to easily use intragroup on OOTI?

6. INTRA-GROUP AND DEPARTMENT MANAGEMENT

Find answers and get help from Intercom Support and Community Experts

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