Simplify your household’s project management for renovations, home maintenance, entertaining and more

Overseeing projects is one of the most rewarding — and most complex — parts of estate management. Whether you’re working on a major home renovation project, replacing the HVAC, or planning an event for 100 people at home, keeping track of all the details can be a huge challenge.

You need one place where you can:

• Collaborate with all of the people involved, whether you’re working with one plumber or a general contractor with a full team of subcontractors and tradespeople
• Get a sense of project scope and where the project stands
• Track milestones, deadlines and roadblocks
• Gauge project costs
• Search documents and photos related to the project

That’s why we’re introducing Projects. With our new project management feature, homeowners can quickly check on a project’s progress, estate managers can seamlessly manage all the moving pieces, and vendors and team members can stay on the same page every step of the way.

An easier way to manage projects

Now that project management is built into our household management platform, Nines users can quickly create a single dashboard to easily keep track of everything involved in a project.

With Projects, you can:

• Organize tasks and focus on one project at a time
• Track estimated costs
• Set start and end dates (along with deadlines for tasks within a project)
• Add project managers and followers
• Collaborate with team members via comments and keep all communications in one searchable place
• Get an overview of the scope of work, track what’s been done, and see what’s still on your to-do list

Plus, you can connect your project to relevant pieces of information in your Nines account to save time and quickly tie together important details. For example, if you’re managing a kitchen remodeling project, you could connect it to your interior design vendor, your electrician, the Asset profiles for your countertops or light fixtures, sketches mapping out your renovation plans, warranty documents for any appliances, a list of paint colors, reference photos with design ideas, and anything else you might need at your fingertips during the remodeling process.

Where in the past you’d have to enter all this existing information into a new spreadsheet, now you can simply connect or @ mention important details to ensure everyone has the information they need.

Moving forward, you’ll have a real-time view of a project’s progress, and once it’s done, you’ll automatically have a searchable historical record so you can come back and reference it later.

3 tips for running estate management projects with Nines

1. Include everyone involved in a project

Users will have permission to see and contribute to a project if they are the creator of the project, the project manager, a follower, or an assignee on any of the tasks within a project. When you start a project, consider who needs to be involved as an assignee or a project manager, and who might want to follow along with the project’s progress.

For example, if you’re managing a landscaping refresh, you might add your house manager as the project manager, your gardener as an assignee to a task, and your principal as a follower. That way, everyone with a vested interest in the project can see and share any important updates, all in one place.

Or, if you’re managing a major renovation process, you might invite your owner’s rep into Nines to serve as the renovation project manager, and add everyone in the family office and on the household staff as followers or assignees, depending on what needs to be done and who needs to be in the loop.

2. Contain conversations with comments

In the past, project details could easily get lost in messages and emails. This is challenging in the moment, but even more frustrating in the long run. Consider the need to look back at a past home remodeling project. No one wants to dig through old emails to find project plans and renovation costs, and no one wants to sift through printed paperwork stored in a binder on site.

With comments, you can easily keep everyone up to date and avoid surprises (like unexpected costs), @ mention anyone or anything in your account to create a quick link to relevant details, and ensure that everything in preserved for the future in case you need to reference it for a new home improvement project.

3. Eliminate steps and distractions

Whether you’re turning an empty lot into a dream home, managing an AV system upgrade, or planning a dinner party, your team needs the right tools to help them move quickly. At the same time, they need to cut out unnecessary steps that slow them down.

With Projects, you can help stakeholders focus on one project at a time, without distractions. By keeping everything to do with a project in one place — from tasks and deadlines to attachments and communications — you can help team members save time and empower them with exactly the information they need.

Ready to simplify the way you manage household projects?

With Projects in Nines, you can start empowering your team and managing projects seamlessly right away. Log in to your account to try it out today!

Don’t have a Nines account? Schedule a demo today to see why families, family offices and private service professionals trust Nines with their household operations.