Help Center
English
Français
Go to ooti.co
Go to Customer Portal
Français
OPPORTUNITIES
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
OPPORTUNITIES
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
OPPORTUNITIES
Manage opportunities and proposals
1. OPPORTUNITY MANAGEMENT
What to do when an opportunity is won or lost?
What is an opportunity?
How to create and manage opportunities?
2. PROPOSALS
How do I create a proposal/quote for an opportunity?
