With Onetrace, you can customise your job forms to include only the materials that are relevant to each project. This allows you to:
Add or remove materials from your project templates based on specific job requirements.
Ensure that operatives select from pre-approved, project-specific materials.
Improve accuracy and efficiency in material tracking and reporting.
This level of customisation ensures that every project has the right resources listed from the start, supporting smooth execution and precise cost control.
Adding materials to project templates:
How to add materials to project templates:
Navigate to the Library on the bottom left-hand side of your screen
Click Project Templates
Select the template which you’d like to add materials to
Choose the Materials & Rates tab
Click on the blue Material Manager button
You can choose to import whole material groups or individual materials into the template
Once you’ve selected the materials to add, click the blue Add (no.) Materials button
Deleting materials from project templates:
How to delete materials from a project template:
Navigate to the Library on the bottom left-hand side of your screen
Click Project Templates
Select the template from which you’d like to remove materials
Choose the Materials & Rates tab
Click on the blue Material Manager button
Select the checkboxes next to the material’s name
Navigate to the blue toolbar that has popped up, and use the bin icon to delete the selected materials