With the dedicated Project Reference field, you can record and track your external project IDs without needing to add them to the project name.
Manage your projects to work across multiple systems like CRMs, CAFM platforms, or exporting project data into spreadsheets.
How does the project reference field work?
Utilising the Project Reference field, you can separate out the Project name and reference numbers to match projects between Onetrace and other systems within your organisation.
With this dedicated space, project data is cleaner and more consistent, with improved search and filtering options. The project reference field is included within the Onetrace API to enable smoother integrations and automated project matching with your external tech stack.
Less manual effort is needed to update the project reference in multiple places; this ensures data is accurate and consistent for reporting purposes as well.
Add project reference field to your organisation
How to add the project reference field:
Head to settings at the bottom of the left-hand sidebar.
Select Customise from the menu.
Enable the show project reference field toggle.
Navigate back to Projects.
Project reference will now show within the project table, next to the project name.
To add the project reference to existing projects, first select the project.
Head to Project Setup in the top-right-hand corner.
Select Details from the dropdown.
Click Edit in the right-hand corner of the Details block.
Add in your reference.
Click the Save Changes button to show the reference number.
When creating a new project, the reference field will show below the project name.