Adding materials to your projects enables the creation of a centralised database for accurately tracking material usage, rates, and charges across all projects.
This provides several key benefits:
Improved cost control – Monitor material spend across multiple jobs to stay within budget.
Accurate reporting – Generate detailed records of material usage and associated costs for each project.
Streamlined invoicing – Ensure all material charges are captured and correctly billed to clients.
How to use materials within Onetrace:
Getting started: Materials | Next Steps: Materials | Scale Up: Materials |
Start with the basics, add the material name, tags, and related documents. Onetrace adds this to your PDF/Excel reports, helping maintain and audit the golden thread. | Include measurements to track material usage across your project. This info appears in reports and helps operatives when revisiting jobs or reviewing work. | Applying rates to your materials allows you to track both the amount and the costs associated with your jobs in a project. |
Option one: Add individual materials
How to add individual materials to your library:
Navigate to your Library on the bottom left-hand side of your screen
Select Materials
Click the + Add Materials blue button in the top right-hand corner
A white box will open to fill out the material details
Add in your material name
Add in the input type (💡 Learn more about Input Types)
Add your material to an existing group or make a new one by typing into the search bar
Add tags if needed, such as manufacturer or product type
Upload any relevant documentation for the material, such as a data sheet or safety certificates
Finish by selecting Add Material
⚠️ Once a material is added, its input type is fixed. Double-check before adding a material to your library. To correct a mistake, a new material must be created with the right input type.