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This video outlines the new stepper flow for creating projects and displays how it connects to the obi® app when projects are created on a mobile device
1. When logged into the obi app via your device's browser, click the 'Add New' button on the top toolbar, and then select 'New Project'.
2. The new project setup flow comprises of five steps. The first step, 'Project Setup', is where you'll enter the project name, client name, provide a project ID, specify ht location of the project, and enter a default date format. Once all fields have been filled, click 'Next' in the bottom right to move to Step 2, 'Project Details'.
3. In 'Project Details', you can specify the start and end date for your project, for information purposes. You have the option to set the end date as estimated if a concrete date is not known. Once you've specified the start and end dates, click 'Next' in the bottom right to move to Step 3, 'User Management'.
4. In 'User Management', you can add required users to your project. To add an existing user, i.e. a user within your company, begin typing their name in the white 'Add existing user' field, and tick the box next to their name. Please note that user will inherit the Permissions assigned to them from the project you opened and began creating your new project within.
If you wish to add a user or users who are not within your company, select the 'Add New' tab, and click 'Add New User'. Enter their first name, last name and email address. If a company has previously been created for their email domain, that will appear in the Company dropdown for you to select. If a company has not been created, this field will remain grey, and you can send a Company Setup Request to the obi® team by clicking the paper airplane icon next to the Company field.
On the 'Request New Company' screen, the email address entered on the previous screen will automatically populate in the Email field, as will the user's first and last names, in the First Name and Last Name fields. Enter the required Company Name, Company abbreviation, and any Comments. Click 'Send Request' to notify a member of the obi® team who will review the request, and complete the new company setup. Following this, you'll be brought back to the 'User Management' step. click 'Next' in the bottom right to move to Step 4, 'Site Management'.
5. Here you can add disciplines and work packages under 'Site Info'. Disciplines can be selected from the dropdown, and work packages added by typing the relevant names and hitting 'Enter' after each one in the Custom Work Packages field. Multiple work packages can be added to each discipline.
Once you've added your required Work Packages and Disciplines, you can upload Drawings against disciplines, by clicking the 'Drawings' tab, and uploading the relevant files from your device. Uploading drawings against disciplines makes searching in the app quicker and easier.
Once you've uploaded your required drawings, click 'Next' in the bottom right to move to Step 5, 'Information Management'.
6. In 'Information Management', you can enter Volumes, Levels, File Types, Roles, Statuses, Codes, and Phases. Please note that these details do not need to be entered during project setup, if the project is being created on site, on the fly. Information can be added retroactively if needs be after Project Setup.
7. Upon clicking 'Finish' on the bottom right of the screen, if completing the Setup process via a browser on a mobile device that has the obi® app installed, you'll be prompted to open the obi® app and begin an Inspection if you wish.