In addition to setting up materials and rates via the Global Settings, Onetrace also gives you the flexibility to customise materials at the project level. This means you can tailor material selections and rates to meet the unique requirements of each individual project.
In this guide, you’ll learn the step-by-step process for customising materials for a specific project, including how to:
Add or remove materials from a project.
Ensure only relevant materials appear in job forms.
This feature helps maintain precise control over project resources and costs, ensuring your team has exactly what they need.
Adding materials to projects:
How to add specific materials to a project:
Navigate to the Projects tab using the left navigation bar
Select the project you wish to customise the materials for
Click the Project Setup button in the top right-hand corner
Select the Materials & Rates from the dropdown
Click the Material Manager blue button
Click the Add Materials button
Select the material group or the individual materials you would like to add
Click the Add (no.) Materials blue button