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πŸš€ An Overview of the Projects Tab
πŸš€ An Overview of the Projects Tab

Learn your way around the Onetrace system by exploring the functionalities of the Projects tab.

Vandini Nirwan avatar
Written by Vandini Nirwan
Updated over 6 months ago

This guide provides an overview of the Projects tab. It explains how to set up, manage, and remove projects from your organisation to help you manage your work more efficiently.


An Overview of the Projects Tab

The Projects tab within your Onetrace account is your central hub for managing project-related information. Projects represent the work that your teams are carrying out in real time.

1. Active Project

2. Filter

3. Status

Once in the Projects tab, the filter drop-down provides access to your Active Projects and Archived Projects

You can toggle between filters to view your Active and Archived projects.

Once you are inside a project, the Add Filter drop-down will provide the option to view your project details by:

  • Reference

  • Operative

  • Form

  • Scheduled Date

  • When Created

Once you are inside a project, the Status drop-down will provide the ability to filter your projects by their job status:

  • All

  • Awaiting

  • In Progress

  • Completed

  • Cancelled

4. + Create Project

5. Template

6. Details and Drawings

The + Create Project button enables you to create a project.

πŸ’‘ Learn more about how to Create Projects

You can either choose a Template from the drop-down menu or opt to proceed without one by checking the box next to 'I don't need a template'.

πŸ’‘ Learn more about Project Templates

The Details section will enable you to add the following information:

  • Project Name

  • Client (you can select from the drop-down menu or create a new one)

  • Site Address

The Drawing tab will enable you to either create a project with or without drawings.

πŸ’‘ Learn more about creating your projects With Drawings and Without Drawings

7. Jobs

8. Jobs Sheet

9. Approvals

Use the Schedule Job button to schedule work for this project.

πŸ’‘ Learn more about Jobs

The Jobs tab will enable you to:

  • View all the job sheets associated with this particular project.

  • Edit particular job sheets by simply clicking on the desired job sheets to modify them.

  • Generate reports by clicking the Get Report button for a specific job sheet.

πŸ’‘ Learn more about Job Sheets

Use the Setup Approvals button to create an approval stage for a specific project.

πŸ’‘ Learn more about Approvals

10. Drawings

11. Locations

12. Specifications

The Drawings tab will enable you to:

  • View your pre-dropped pins/locations from this tab.

  • Manage your drawings by clicking on the three dots adjacent to each one.

  • Edit the blocks, levels and drawings by using the Site Manager button.

πŸ’‘ Learn more about managing your drawings and the Site Manager

The Locations tab will enable you to:

  • View all the existing locations within a project.

  • Generate reports by clicking the Get Report button for a specific location.

πŸ’‘ Learn more about the Location tab

The Specifications tab will enable you to:

  • View any specifications that have been added to a specific project.

  • Click the + Add Specification button to create a new specification.

πŸ’‘ Learn more about Specifications

13. Docs & Files

14. Project Setup

The Docs & Files tab will enable you to view/do the following:

  • View all the docs & files added to a specific project.

  • Click the New Folder button to create a new folder for your files and signed documents.

  • To Rename, Edit, Access or Delete a folder, click the three dots adjacent to the folder of your choice.

πŸ’‘ Learn more about Files and Signed Docs

The Project Setup dropdown is an overall admin panel you can use to add additional information to your projects, such as:

  • Project Details

  • Forms

  • Jobs

  • Locations

  • Specifications

  • Materials & Rates

  • Protect Approvals

  • Site Manager

πŸ’‘ Learn more about Project Setup

15. Create Similar Project

16. Save As Template

17. Archive Project

18. Delete Project

To create a similar project, click the Create Similar Project button.

To save a project as a template, click the Save as Template button.

To archive a project, click the Archive Project button.

To delete a project, click the Delete Project button.


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