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Project Management
Manage meetings, issue actions, raise and respond to queries, RFIs and report using the Dashboard.
Planning Conditions
- How to create a team within a project on obi
- How to edit and manage a project team in obi
- How to delete a team in obi
Queries
- How to raise new queries/RFIs in obi® within the desktop.
- How to respond to a query within obi®
- How to navigate the queries module in obi
- Explaining the status columns in queries
- How to raise a new question within an existing query in obi®
- How to close a question within a query in obi®
- How to mark all questions within a query as responded to in obi®
- How to generate an Excel export from the queries log in obi®
My Task
- How to navigate the My Tasks module in obi
- How to complete or request the removal or extension of a task?
- How to transfer or pick up a task with your team
Meeting Minutes
- How to navigate the meetings module within obi®
- How to create or edit a meeting type
- How to add and edit a meeting template
- How to add meeting minutes and actions within the meeting log
- How to set project meeting reminders
- How to use the meeting now option within obi®
- How to schedule a meeting from obi®
- How to access the meetings actions log
- How to submit a meeting action