How do I log in to BIM 2.0 and find my way around the menu?Where each function is and how to get back to the home screen from any page.
How do I read any record in the program?All records (project, RFI, certification...) follow the same layout.
How do I create a project from a CRM opportunity?Turn a won opportunity into a project without retyping the customer, name or managers.
How do I create a budget from the CRM?Prepare the budget for the opportunity and keep it linked to it.
How do I assign and notify the Project Manager of an opportunity?The technical lead gets the notice in their Odoo inbox, not by email.
How do I make the CRM stage change the project status?When you move the opportunity in the pipeline, its projects change status automatically.
How do I register a budget request from the CRM?Capture what the customer asks for and, once approved, turn it into a budget.
How do I set up the rates for the preliminary budget?Define typologies, units and prices per m² to quickly budget a home or premises.
How do I make a preliminary budget and turn it into a sales order?Quick price per m² for a first offer, before the detailed budget.
How do I create a project?The project is the container for everything: budgets, purchases, documents and costs.
How do I change a project's status or create my own?Statuses are not just labels: they decide what can be done in the project.
How do I split a project into project objects?Parts of the project (buildings, phases, lots) with their own analytic account, which group spaces, warehouse issues and payment statuses.
How do I choose between Normal, APU and APU HH?Decide how the price of each item is built. Choose it before loading the budget.
What keyboard shortcuts does the tree have?With the focus on the tree, these keys speed up writing a lot.
How do I enter the measurements of an item?Lines anyone can check: where it is and how much it measures.
How do I apply overheads, profit or discounts?From the PEM (execution material budget) to the contract price (PEC).
How do I recalculate the amounts (UPD)?The step most often forgotten and the one that prevents the most errors.
How do I load or update the resources of items from an Excel file?Fill existing items with their resources, quantities and prices from a spreadsheet.
How do I create and use measurement formulas?Reusable formulas (circles, slopes, perimeters…) to calculate the subtotal of a measurement line.
How do I duplicate a budget to make a new version?Create a full copy of the budget in the same project, with a numbered name V1, V2, V3...
How do I create a project's budget by copying another budget?Use an existing budget, from any project, as a template for the current project.
How do I save a version (history) of the budget?Save a snapshot of the quantities and prices of all concepts to compare or recover later.
How do I go back to a previous version of the budget?Apply a saved history: the budget recovers the quantities and prices of that time.
How do I compare two saved versions of a budget?Get an Excel file with the price and quantity differences between two histories.
How do I compare two budgets?Excel file with the price, text, quantity and measurement differences between two budgets.
How do I raise or lower the whole budget by a percentage or to a given amount?The Modify button adjusts the price or quantity of the resources at once.
How do I update the prices of the budget resources all at once?The Update button brings the current cost or price of the products, a price list or the agreed prices into the items.
How do I change, add or remove a resource in many items at once?Replace one product with another, add one to several items or remove it from the whole budget.
How do I apply a resource's price to all the items where it appears?Change the price once and spread it to all other occurrences of the same product.
How do I change the type or status of several budgets at once?Bulk modification: type, status and recalculation of several budgets in one step.
How do I copy resources or items from one item to another, or between budgets?Copy and paste in the tree works within the budget and also to another budget.
How do I copy several items or unit prices to a chapter at once?Copy (M) gathers items, unit prices or whole budgets, and Pasting (M) drops them into a chapter.
How do I copy the measurements from one item to another?Reuse the measurement lines in another item, in the same budget or another one.
How do I remove an intermediate chapter without losing what it contains?Delete the chapter and move its content up one level, in the same place.
How do I renumber the codes of a chapter or item?Resequential renumbers everything hanging from the concept according to the current order.
How do I add resources to an item with the CA, PR and BC3 wizards?Three item shortcuts to load resources without typing them one by one.
How do I use the economic technical indices (ITE)?Breakdown sheets with formulas in N, X, Y, Z that you insert into an item with your own dimensions.
How do I create a complete budget from an APU template?A template with chapters, unit prices and formulas generates the project budget in one step.
How do I create and apply an assets and discounts template (Template H.D.)?Define the cascade of direct costs, overheads, profit and total once, and apply it to any budget.
How do I create a sales order from the budget?Generate a sales order for the project's customer for the budget amount.
How do I create a BIM budget from a sales order?Turn the lines of a sales order into items of a project budget.
How do I lock a budget or limit what can be certified?Two locks: the status that prevents touching concepts and an amount cap for certifying.
How do I send the budget to the customer by email or link?Email with the full PDF attached, printed notes or a public web link.
How do I view the items of all my budgets in a list?Table view with filters and totals, useful for searching and comparing items across projects.
How do I create the spaces of a budget?Project zones (blocks, floors, homes) to distribute measurements and request material.
How do I get the budget's resource list?How much labor, material, equipment and subcontract the project needs, in PDF or Excel.
How do I get the budget analyses by stage in Excel?Resources by stage, amounts by stage, general cash flow or purchase invoices.
How do I compare budgeted against actual executed in several budgets?Actual execution PDF: by chapter and item, budget against actual executed and the difference.
How do I set up the catalogs to classify items and budgets?Phases, specialties, PCP, work breakdown and budget categories.
How do I register a framework contract and link projects to it?Track how much of a framework agreement with a customer is already committed to projects.
How do I register a resource demand?Note which resource is needed, how much, between which dates and for which projects.
How do I issue materials from the warehouse against the budget?Create and validate in one go the outgoing delivery notes from the project warehouse, charged to their items.
How do I change the APU total calculation in all budgets at once?BIM Mass Edit sets whether the APU total is summed by items or by budget in the budgets you choose.
How do I load item resources from a concepts database?Save a standard breakdown by code and apply it to all items with that code.
How do I adjust the quantity of a resource across the whole budget at once (resource balancing)?It adds up how much of each resource the budget needs and, if you change the total, spreads the change across all items that use it.
How do I compare planned labor against actual labor by stage (resource analysis)?Labor S-curve: what is planned in each stage against what is recorded in the daily reports.
How do I compare the resources the budget asks for with those of my template (resource balance in Excel)?Month-by-month Excel with the maximum quantity of labor and equipment that scheduled items require, against the quantity in your resource template.
How do I create an item from a unit price?Insert into a chapter one or several items with the saved breakdown.
How do I import a large price database?Process the BC3 in batches and save the result in your price library.
Where does the budget get the price of each resource from?A company setting decides whether the resource takes the cost, the sale price, a price list or a cost list.
How do I set prices agreed with the client for a project?Agreed prices per product that take precedence over any other price in that project's budgets.
How do I create a unit price by hand and what does each field mean?The form of a standard item in your library: performance, resources and totals.
How do I organize unit prices into groups and subgroups?Two classification levels used to search, code and create chapters.
How do I update the prices in my unit price library?Refresh the lines with the current cost or price of the products, or apply a percentage by group.
How do I use attributes and parameters to vary a unit price?The same unit price with variants (height, finish…) that change the price and quantity of some resources.
How do I reapply updated unit prices to a budget?Bring the quantity and price of the resources from your library into items already made.
How do I export a budget to BC3?Generate a FIEBDC-3 file to open in Presto, Arquimedes or another program.
How do I export a budget to CSV, Excel or ExJson?Get the budget in formats that BIM 2.0 can import back.
How do I import a budget from Excel (Excel Template)?Import the Excel file that Presto exports, with or without measurement lines.
How do I turn an MS Project plan into a budget?The Project tasks become chapters and items with their dates.
How do I import an Excel budget with models 1000, 2000 or 3000?Concept importer from Excel with fixed headers, to create or complete a budget.
How do I import an Excel with my own columns (BIM XLS Template)?Define which column of your Excel is the code, the parent, the type, the quantity or the price.
How do I import unit prices, products or a budget from CSV or BC3?Load or update your library of unit prices and products from a file.
How do I import old project expenses as vendor bills?Load expenses in bulk and turn them into vendor bills already charged to the project.
How do I create a product or resource (material, labor, equipment or subcontract)?Every budget resource is a product. Its resource type decides where it can be used.
How do I change the price of a product or resource?The price is changed on the product; then it is carried to the budgets and unit prices that use it.
How do I change the resource type of many products at once?Fix the resource type or the inventory tracking in one go, for example after an import.
How do I prepare the units of measure for BIM and imports?Alternative names to recognize the units in files and a default unit for items.
How do I classify products by trades and subtrades?Your own classification of resources that the budget concepts inherit.
How do I budget with virtual products without creating the product?A light catalog of articles with attributes that are inserted into items and become products only when needed.
How do I load a crew as the resources of an item?Insert at once the resources of a resource template (crew) into an item.
How do I register project elements and their types?Identifiable pieces (columns, beams, panels...) to control materials and work per element.
How do I create the certification stages?Stages are the certification periods. Without them you cannot certify.
How do I schedule the project in the Gantt chart?Durations, dates and predecessors in a table or by dragging bars.
How do I see the S-curve (planned versus certified)?Cumulative comparison of what was planned and what was actually certified.
How do I assign tasks to the technical team?Tasks per project and budget, with estimated hours, actual hours charged and their cost.
How do I create the list of tasks that hours are logged against?The task master is the closed list of jobs (design, measurements, visits...) that the team picks from when logging hours.
How do I log an employee's hours to a project or task?Each entry is the hours of one person on one project and day, with its cost and its price.
How do I group a customer's logged hours and invoice them?Gather a customer's pending time entries into one summary, approve it and generate the invoice.
How do I define the working days to calculate item durations?A calendar with the days worked; the duration of each item counts only those days.
How do I certify directly from the tree?Certify whole items or chapters without creating the certification by hand.
How do I undo or correct a certification that is already certified?Two buttons to go back from Certified to Validated: with quantities reset to zero or keeping them.
How do I create the payment status of a certification?Turn what was certified into the amount to collect, with retention, discount and advance payment.
How do I generate the invoice to the customer?From the validated payment status to a draft invoice in Accounting.
How do I create a proforma invoice?The same information as a customer invoice, without a journal entry.
How do I convert a proforma into an invoice?Creates the customer invoice with the same lines, taxes and analytics.
How do I create a proforma from a payment status?Before invoicing a certification, send the proforma to the customer.
How do I close a stage and move on to the next?The last milestone of the monthly certification cycle.
How do I record a contradictory price or a change order?Record new units or scope changes, with their amount, and approve them.
How do I create a payment status from the menu, without going through the certification?Gather in a single payment status what is pending billing from one or more budgets of the project.
How do I create a Manual payment status by project objects?To bill fixed amounts per object (block, home, premises...) with no certification behind it.
How are retention, discount and advance payment calculated?Where the percentages come from and how they appear on the invoice.
How do I cancel a payment status or send it back to draft?To correct a payment status or release its certifications.
How do I invoice several payment statuses in a single invoice?One invoice with the lines of several validated payment statuses, with their discount, advance payment and retention.
How do I choose the level of detail of a certification invoice?A single descriptive line, only the amount, or the breakdown by chapters and items.
How do I apply a price adjustment index to the payment statuses?Multiply what is invoiced by the variation of a monthly index with respect to the first one.
How do I certify whole chapters by percentage?Certify a % of each chapter and the program distributes it among its items.
How do I register a project measurement capture?Note what was measured on each item, by hand or from Excel, to certify it later.
How do I certify from captures or measurement lines?Fill in CurQty with what was measured instead of typing it item by item.
What advanced options does a certification have?Fields and buttons to certify only part, everything, with an adjustment or in a repeated stage.
How do I invoice by milestones (advance payment, end of structure…)?Collect percentages of the contract on planned dates, without certifying items.
How do I compare what was invoiced by milestones with the actual cost?Budget, cost, executed and treasury for each milestone.
How do I certify from the actual costs of the period?Cost settlement: reads the period's vendor bills and prepares the certification.
How do I record a subcontractor's progress and turn it into an order and certification?Progress capture against the subcontractor's contract.
How do I make a resource estimate for a stage?List the budget's labor, equipment or material resources to estimate quantities.
How do I publish a progress catalog with photos for the customer?Photos and a description of progress that the customer sees and comments on in their portal.
How do I invoice a payment status to the contractor (vendor bill)?With Type Invoice Purchase, the payment status generates a vendor bill to the project's contractor.
How do I make a daily report?What each crew did in a day: hours per employee and PCP, equipment, progress and lost hours.
How do I log and process a technical query (RFI)?Put the question, its answer, its approval and its impact on cost and schedule in writing.
How do I do a checklist (inspection) on a project?Checks with values, photos and a signature, based on a template.
How do I make the quality control plan for the project?What is controlled, how, how often, by what criterion and where it is recorded.
How do I record and resolve an incident (ticket)?Incidents with priority, owner, solution and final rating.
How do I create a crew for the daily reports?The crew is the standard team: its employees, managers and PCP are copied to each daily report.
How do I load each employee's hours by PCP in the report?Spread each person's HH across the types of work, in the table, with the web matrix or with the Add button.
How do I log and analyse lost hours?Note the unproductive hours and their cause on each report; then analyse them by cause or claim them.
How do I view the hours of all reports by employee?A list of all employee lines from the reports, to filter, group and export.
How do I settle a project's daily reports?Add up by PCP the progress of several finished reports to get the quantity to certify.
How do I check which crews submitted the report for a day?One line per active crew with its report for the day, its state and the hours difference.
How do I create a checklist template?The list of checks that you then load into each project with one click.
How do I configure the checklist states?The phases an inspection goes through, who can move it and who is notified.
How do I configure the inspection and quality register types?The two catalogues required on every line of the quality plan.
How do I configure PCP codes and what are they for?Control codes hanging from a sub-phase, which group quantities in daily reports and settlements.
How do I set up the staff catalogs?Areas, disciplines, shifts, categories, specialties, payrolls, lost-hour causes, bi-weeks, education levels and sizes.
How do I set up an employee's record for BIM?Hourly cost, codes, default project and the data used by reports, attendance and time allocations.
How do I configure overtime types?Each type (night, holiday…) sets its hourly cost or a factor on the employee's cost.
How do I set the hourly price I charge a customer?The hourly price list sets how much the customer is charged for each employee and type of hour.
How do I record an employee's attendance on a project?Employee check-in and check-out, assigned to project, budget and item, with its cost.
How do I record the attendance of a whole crew on a project at once?From the project, create the attendance of several employees for a range of days.
How do I record mass attendance with a control document?A document with its employee lines that, when validated, creates all the attendance records for the period.
How do I import clock-ins from a time clock (zktime)?Upload the clock's Excel file, review the lines and turn them into attendance.
How do I export attendance to Excel?Get a simple Excel file with employee, day, check-in and check-out.
How do I make a project's attendance summary and invoice it to the customer?Gather the project's pending attendance with its price, approve it and generate the invoice.
How do I record the hours of a subcontractor's staff?An hourly contract with the company and attendance for each worker, which add to the project cost.
How do I see a project's labor cost?Attendance, hour allocations and subcontractors are added up in the project's costs tab.
How do I manage leave requests?Vacations and permits that employees request from the portal, to authorize or reject.
How do I let an employee log their hours from the portal?The employee logs their hours by project and day from the BIM portal, without entering Odoo.
How do I register a machine or site vehicle?Equipment is registered in the fleet and linked to its budget resource and its rate.
How do I configure equipment rates and catalogues?Rates by vehicle type, and brands and models of transport equipment.
How do I record the rental of a machine, rented or lent?Rental contract for fleet equipment, incoming (they rent to us) or outgoing (we rent out), with its invoice.
How do I record tool rental for a project?Daily tool rental, with its cost on the project and automatic handover to the person in charge.
How do I record the hourly use of our own tool on site?Each use charges the tool's hours to the project at its hourly cost.
How do I hand a tool to an employee?Record which tools each person has, with their cost and warehouse movement.
How do I withdraw, transfer or write off a tool?Returns to the warehouse, changes of person or place, and write-offs for breakage or loss.
How do I record an equipment trip between projects?Kilometres driven by a vehicle, priced with its rate and charged to the origin and destination projects.
How do I record a transport expense and invoice it?Fuel, tolls or transport repairs, charged to a project and turned into a vendor bill.
How do I register a transport equipment for its expenses?Trucks and vehicles to which transport expenses (fuel, tolls…) are charged, with their driver and usual project.
How do I request material from the site?The site manager requests, an administrator approves and purchasing turns it into an order.
How do I turn a request into a purchase order?One order per vendor, with the project, the warehouse and the analytics already set.
How do I make a vendor bill count toward the project?The key rule: with no analytic account on the line there is no expense.
How do I fix a bill that does not appear on the project?Fill in the analytic of all lines from the project.
How do I value a purchase order or subcontract by progress?Invoice the vendor only for what has been executed on the order, with technical and financial approval.
How do I schedule the payments of a purchase order?Split the order into payments with an expected date according to the vendor's payment term.
How do I use a cost list by customer or province?Different resource prices depending on the customer or the project's area.
How do I load the budget's materials into the request?The program calculates how much is still to be ordered of each resource and, if you want, deducts what is already in the warehouse.
What materials do I have on order per project?All the lines of all requests in a single list, to filter and group.
How do I request a service or a subcontract for the project?Like the material request, but with the budget's service-type resources.
How do I check what has been ordered against what was budgeted for each resource?How much of each material has been ordered against what the budget says, and how to set a cap.
How do I stop buying above the budget price?When a project's purchase order is confirmed, each price is compared with the budget's.
What does BIM check when confirming a project's purchase order?Project and budget state, maximum price and place of delivery.
How do I pass the prices of a purchase order to the budget?Copy the purchased price, with or without margin, into the budget's resources.
How do I value and invoice a vendor's or subcontractor's progress?Partial valuations against a purchase order, with double approval and automatic invoice.
How do I schedule the payments of a purchase order?Spread the order's payment over dates and amounts and track its approval.
How do I export my orders' payment calendar to Excel?A sheet with each order and what is scheduled month by month.
What purchase reports by line do I have?Four lists to cross-check order, valuation, delivery note and invoice line by line.
How do I make a purchase requirement (RQ) and turn it into an order?An RQ gathers products from one or several items, goes through review and approval and, when finished, creates the purchase order.
How do I buy the resources of a budget's items?Generate purchase orders item by item with the resources of the type you choose, grouped by vendor.
How do I ask several vendors for a price from a request?If you put two or more vendors on a line, the purchase creates a purchase agreement and a request for quotation for each vendor.
How do I produce a report of what was ordered, valued, received and invoiced?A table per order line with what was received or valued, the balance and what was invoiced.
How do I create the vendor bill from the receipt?The delivery note's Create Invoice button invoices what was received at the order prices and charges it to the project.
How do I invoice several delivery notes at once?Group the validated delivery notes by contact and create an invoice (and its credit note if there are returns) for each.
How do I create a project's warehouse?Each project can have its own warehouse to receive and consume material.
What material is on the project and how much is it worth?Buttons on the project record to see stock, receipts and outputs.
How do I receive purchased material on site?The receipt already comes linked to the project; you only need to validate it.
How do I record the material used in each item?Take material out of the project warehouse and charge it to a budget item.
How do I make a delivery note count (or not) towards the project cost?The Include for Bim box and the delivery note's project decide whether it counts.
How do I see and recalculate the cost of a delivery note?Each delivery note line carries its cost: the purchase order's or the product's cost.
How do I review a project's delivery notes up to a date?Line-by-line list of the project's validated delivery notes, with cost and subtotal.
How do I return material to a vendor or to the warehouse?Use the standard delivery note return; the return inherits its BIM information and subtracts from consumption.
How do I automatically number products by group?Each group has a code and the program assigns the next internal reference in sequence.
How do I record a transport trip and charge it to the projects?Kilometres at the vehicle's rate, split between the origin and destination projects.
How do I fulfil a material request from another warehouse?Instead of buying, create an internal transfer that brings the material from another warehouse to the project's.
How do I issue material from the project warehouse?The project's Exit Mov. button creates (and validates) an outbound delivery note with what is in its warehouse.
How do I use a mobile warehouse to carry material between projects?Your own warehouse (truck, container) that material enters and leaves towards the projects.
How do I empty a project's warehouse when it is finished?Liquidate Stock moves everything left in the project to another location in a single movement.
How do I hand out PPE to an employee?Record the protective equipment each person receives, with its cost, its expiry and its warehouse movement.
How do I hand out the same PPE to several employees at once?A single delivery for a group: each employee receives all the lines and one delivery note is created per person.
How do I take back the PPE an employee has?Return to the warehouse the PPE that was handed to a person.
How do I pass PPE from one employee to another?Transfer of PPE between two people, with its movement between their locations.
How do I split a project's items among subcontractors?Load the budget items, assign each one to a subcontractor and their contracts are generated.
How do I create and approve a contract with a subcontractor?A document with the items, quantities and prices agreed with the subcontractor.
How do I record the hours of a subcontractor's workers?Each check-in and check-out is valued at the contract rate and adds to the project cost.
How do I record the prices agreed with a customer per resource?A price table per product for a customer and a project.
How do I automatically invoice a periodic fee to a customer?Recurring contract: issues an invoice every day, week, month or year with the lines of a sale order.
How do I see which subcontracted items are running late?Contract analysis: executed quantity, pending quantity and actual amount of each item according to the progress captures, with its deadline status.
How do I prepare the material transfer for a subcontracted item?From the contract line, the Move button creates an internal transfer with the item's storable materials.
How do I create a SAT quote?Technical service or after-sales quote for a customer, linked to a project.
How do I turn a SAT quote into a work order?When the customer accepts, confirm it and it moves to Work Orders.
How do I record the work done on a SAT order?The work delivery closes the job and prepares the delivery note for the materials.
How do I invoice a SAT work order?Creates the customer invoice with the order's lines and validates the pending delivery note.
How do I cancel a SAT quote or set it back to quote?Cancel and Set as budget, depending on the status.
How do I record other project expenses?Expenses with no purchase invoice (fees, minor services…) charged to a project and item.
How do I ask for money for expenses or a reimbursement?Request for funds to account for, or a reimbursement, charged to a project and budget.
How does administration approve and settle an expense to be justified?From Required to Finalized, with its journal entries and the vendor bills.
How do I record and invoice a transport expense?Fuel, tolls and other expenses of equipment and trucks charged to the project.
How do I load the cost already incurred on a project I start managing in BIM?Opening balances: earlier cost charged to an item.
How do I close an expense period for a project?Prevents recording warehouse movements or measurements dated before the closing.
How do I request the analytic account of a project that does not have one?Workflow to request and create the project's analytic account.
How do I check whether the job is ahead of schedule and making money (CPI and SPI)?Three figures per stage: planned (PV), certified (EV) and actual cost (AC).
How do I get the written analysis of a stage?The program writes up whether you are ahead or behind and what measures to take.
How do I estimate how the job will finish?Estimated final cost and variance if everything continues as it is.
How do I generate the forecast of receipts and payments?Know when every euro comes in and goes out, not just how much.
How do I record what was actually collected or paid?The Actual of each line comes from the payments you link to it.
How do I simulate the budget's cash position with advance and retention?Receipts and payments per stage, with the advance being amortized and the retention returned at the end.
How do I classify the cash flow by categories?Group receipts and payments by your own treasury items.
How do I see the whole portfolio of projects on one screen?Management, Production and per-Project dashboards.
How do I analyse a project by its milestones on the BI dashboard?Contract, invoiced, executed, cost, SPI, CPI, margin and treasury of one project.
How do I see the milestone analysis of all projects?The milestone indicators added up for the whole portfolio, with a summary and cost by project.
How do I get the results table of the projects month by month?Billing, costs by type, work executed but not certified, result and margins per project.
How do I prepare an income statement summary with formulas?Line report with formulas over budget data, with totals and % for MO, MAT, EQ and SUBC.
How do I create or edit a dashboard and its charts by hand?Your own dashboards with charts defined by a read-only query.
How do I compare a budget with its parent budget by phase (BI RO)?By sub phase: parent budget, budget, provision, approved orders, expenses and estimated margin.
How do I create or update a budget with a BIM file (Revit, BOQ or ExJson)?Reads codes and quantities from a CSV or Excel file and matches them with your unit prices by their BIM ID.
How do I manage a BOQ (bill of quantities) and generate its budget?Receive the customer's bill of quantities, review it by phases and turn it into a budget.
How do I set up the AI model?BIM 2.0 connects to an external provider (OpenAI, DeepSeek or another compatible one).
How do I use the AI assistant in the budget?Create chapters, items and measurements, change prices or query the budget.
How do I ask the AI about a document?Summarize an RFI, explain a payment status or say what is missing.
Who can use artificial intelligence?The AI profile opens the AI menus and buttons; the budget assistant is open to everyone.
How do I save sample instructions for ChatBim?Text templates that anyone can load into ChatBim and adapt.
How do I register a project document (contract, licence, minutes, drawing)?Document record with its file, code, revision, author and expiry.
How do I share a document with a link and know if it has been opened?A public link to view and download the document, with an open counter.
How do I record a document's reviews and rating?Who reviewed it, when, with what result and what score they gave it.
How do I set up the portal document categories?They group the documents the customer sees in the portal app.
How do I register a received document (invoice, delivery note, order)?File what arrives from third parties, charged to a project and item, and validate it.
How do I publish Tech Letters (technical data sheets) in the portal?Technical texts sorted by categories, available from the portal app.
How do I compare several vendors' proposals with a product specification?Table of characteristics with up to three proposals and the awarded vendor.
How do I create a web form that generates opportunities, tickets or maintenance orders?A public link with a contact form; each submission creates the record you choose.
How do I keep track of employee documents and their expiry dates?IDs, medical check-ups, health and safety courses… with their expiry date.
How do I handle the leave requests that come from the portal?Vacations and leave requested from the portal app; they are authorized in Odoo.
How do I create the questions of a survey?Each question is scored from 1 to the value you choose, or answered Yes / No.
How do I create a survey template?It groups the questions, the welcome text and the project it refers to.
How do I send the survey to the customer to answer?You send the template link; they answer from the browser with no user or password.
How do I manually record a survey answered on paper or by phone?Load the template, note the score for each question and finish it.
How do I view and analyze the survey results?Each answer is a line with its value; the list totals and groups by question, project or customer.
How do I set up a development with its blocks and lots?The structure of the development: Development › Block › Lot.
How do I define prototypes and home variants?Prototype = home type with its reference budget; variant = extra or element that a property includes.
How do I create properties and put them up for sale?Each home, commercial unit or parking space with price, area, status and extras.
How do I calculate the actual cost and profit of each property?Spreads the expenses and hours charged to their budgets and items across the properties.
How do I create a price list with a payment plan?Sets the price, the down payment and the number of installments applied to a sale.
How do I configure the states of a property sale?The commercial stages of the sale: reservation, contract, deed…
How do I record the sale of a property?Sales order with the buyer, the price list and the properties sold.
How do I generate and collect the instalments of a sale?The payment plan is created from the sale; each collected instalment generates its payment.
How do I transfer a sale's installments to the cash flow?Turns each installment into an income forecast in the project's cash flow.
How do I register an asset and get its QR code?Record for each piece of equipment (lift, pump, boiler) with its QR for labeling.
How do I create a maintenance plan?Groups by project and location the assets and the tasks to be done.
How do I create and carry out a maintenance work order?The task with owner, timer, review and signature.
How do I use subtasks as a checklist for an order?Each step of the task with its data type and whether it is mandatory.
How do I note the materials, labor and equipment of an order?The resources consumed, which make up the task's cost.
How do I register a maintenance request and turn it into a work order?The notice from the building user, which becomes a work order with one button.
How do I record readings (measures) of an asset, also from the QR?Meters, pressures or temperatures, in Odoo or from your mobile.
How do I set how often a maintenance task repeats?The task's activators: how often, at what frequency and of what type.
How do I manage a real estate development from start to finish?Walkthrough: structure, properties, prices, sale, installments and cash flow.
How do I manage the maintenance of the delivered building?Walkthrough: catalogs, assets with QR, plan, requests and work orders.
How do I give my customer access to the portal?The customer sees their projects, budgets, documents, invoices and tickets without logging in to Odoo.
How do I create a maintenance plan with its tasks?The plan groups, by project and location, the tasks and assets to be maintained.
How do I define the control points (subtasks) of a maintenance task?Each subtask is a check: a text, a number, a date, a verification or a GPS position.
How do I register a maintenance request and turn it into a work order?Collect the customer's or user's notice and generate the work order with one click.
What can the customer see and do in the BIM Portal?Their projects, tickets, documents, budgets and invoices, without logging in to Odoo.
How do I ask the customer to approve a document or a budget in the portal?The customer approves or rejects from the portal and you see the result in Odoo.
How do I give access to the BIM Customer Portal app and choose what each person sees?User, encrypted password and roles (customer, employee, tech letters, timesheets…).
How do I publish the construction progress with photos for the customer?A dated report of the site that the customer sees and comments on in the portal.
How do I review the vendor bills uploaded from the portal?Employees upload the bill on site; in the office it is approved or rejected.
How do I give permissions to a user?Access is granted through profiles; one person can have several at once.
How do I create a new user for BIM 2.0?Create the user in Odoo and the minimum profiles so they see the BIM app.
What is the difference between “own documents”, “all documents” and BIM Manager?The three basic profiles: they open the BIM app and decide which projects each person sees.
How do I let someone see the project costs without being an administrator?The Bim Costs profile opens the cost screens reserved for the BIM Manager.
Which profiles does whoever certifies and issues payment statuses need?Certifying, validating payment statuses and invoicing are three separate permissions.
Which purchasing and payment profiles does BIM 2.0 have?Valuations, payment scheduling, request approval and purchases without limit.
What permissions does whoever runs the warehouse and PPE need?Odoo Inventory plus the BIM profiles for delivery notes, PPE and virtual products.
Which profiles are there for reports, attendance, employees and expenses?Each staff app is opened with its own profile.
Which profiles open BI, AI, integrations and the other modules?Modules that the BIM Manager does not include and that are assigned one by one.
What do the special profiles allow (deleting projects, USD, sandbox)?Individual profiles for delicate actions.
How do I make a site manager see only their own projects?With the “own documents” profile and by setting them as Supervisor on their projects.
How do I give a foreman access to the Daily Parts app?A user who only does reports, without entering the rest of BIM.
Can I give someone read-only access?There is no read-only profile: you limit what they see and the buttons they have.
How do I make only certain people approve or close projects, budgets or checklists?Each state can have its list of authorized users.
How do I limit who can request material or services for a project?List of users per project and profile to approve the requests.
How do I work with several companies?Each user has their allowed companies and BIM 2.0 filters everything by the active company.
How do I activate developer mode?It shows advanced options: groups, sequences, permissions without a section and technical names.
How do I make a user see only the projects they follow?With the followers module, seeing a project and its budgets depends on following it.
How do I set up the BIM 2.0 settings?Invoicing, inventory, budget, purchases, retention and staff, per company.
How do I configure what each budget state allows?Lock items, allow certifications and decide which costs can be charged.
What invoicing options do the BIM 2.0 settings have?Journal, products and boxes that decide how payment statuses are invoiced and which invoices count in the project.
What inventory and project options do the BIM 2.0 settings have?Project warehouse, mobile warehouse, purchase limits and automatic stage closing.
What budget options do the BIM 2.0 settings have?Default values of each new budget: prices, calculation type, certification limit and codes.
What purchasing, retention and staff options do the BIM 2.0 settings have?Buying more than planned, retention %, working day and hourly cost.
How do I change the numbering of projects, budgets and documents?Prefixes and counters for each document type, or yearly numbering for projects.
How do I get data with an SQL report or a link for another application?Export a query to CSV, or publish a project, a budget or the APUs as JSON.