Obi® General Navigation
Learn how to navigate through our web application. You can find quick videos to help you as a first-time user here.
- How to access and sign in to obi
- How to quickly add users to obi
- How to request a company set up within obi®
- Managing user groups and permissions
- How to change your password on obi
Latest Product Updates
See the latest product updates and release notes from Obi.
- Navigating the new Project Setup process
- Navigating the new Benchmarks Log and creating, submitting and reviewing Benchmarks
- Release Notes February 2025
- Coming Soon to Obi
Project Set-up
Set up your project, permissions and CDE information.
- Project Templates
- Understanding and Using the New Level-Based Permission System
- New Permissions Module Helper Video
- Getting Started with User Management
Project Management
Manage meetings, issue actions, raise and respond to queries, RFIs and report using the Dashboard.
- Project Settings
- How to create a team within a project on obi
- How to raise new queries/RFIs in obi® within the desktop.
- How to navigate the My Tasks module in obi
- How to navigate the meetings module within obi®
Document Management
Manage the flow and approval of documentation on your project.
- Control File Manager Access using Permission Groups
- How to change the latest file in a Document Thread
- How to navigate a folder within File Manager.
- How to create a folder within File Manager (CDE).
- How to bulk upload records within File Manager.
Design Management
Manage design responsibility, review technical submittals and designs and share design information.
- How to manage users within Design Deliverables
- How to navigate Design Deliverables within Obi
- How to edit records within Design Deliverables
- How to upload a document within Design Deliverables
- How to download information from Design Deliverables
Quality Management
Manage inspection and supervision, defect management, benchmarking and inspection and test planning.
- How to navigate in the obi® inspection plan overview.
- How to view and download a report within the obi® inspection plan overview
- How to navigate the inspection plan timeline within obi®
- Using the Inspection Report Templates
- Inspections App: More ways to add Evidence
obi® Inspection App
Manage Inspections and issues via our iOS/Android obi® app.
- How to download and login to the obi® inspection app
- How to navigate the obi® inspection app
- Explaining the obi® app dashboard
- Explaining the inspection tab within the obi® mobile app
- How to navigate the IFCOs tab within the obi® mobile app
