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Introduction to Projects in Onetrace

Learn more about projects, the different types and an exploration into the features and management of projects.

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Written by Onetrace
Updated over 2 weeks ago

Within Onetrace, everything starts with a project.

Projects are a digital representation of sites that are being worked on. These could be a block of apartments, a hospital, or any type of building under construction or undergoing remedial work.


There are two different types of projects that our clients can work with in Onetrace: with drawings and without drawings. Each project type provides unique ways to create and track progress, tailored to the type of work being carried out.

  • Project with Drawings:
    This type is predominantly used by subcontractors working on new build projects where their client (the building owner) has provided site drawings. While this is common for new builds, some remedial projects also utilise drawings to track work. With changes in legislation, drawings are expected to become more prevalent, and all new build projects will likely include drawings.

    Using the drawing, users can drop location pins to mark exactly where work has been carried out. This simplifies tracking project progress, identifying completed and outstanding work, and facilitates future remedial work by offering a visual reference.

  • Project without Drawings:
    This type is suitable for projects where subcontractors have not received drawings from their client or are working on older buildings without existing drawings.

    For these projects, clients track work using locations, which are defined as specific positions within a building. Combined with the custom attributes feature, locations can represent broader areas (e.g., “Plot 1 – Kitchen”), enabling users to track work effectively without drawings.

Global Projects page

The Projects page is the central hub for managing all project-related activity within Onetrace. It provides access to your active work, archived records, and detailed project information.

Key features within the Projects tab include:

  • Active & Archived Projects – Switch between ongoing work and historical records.

  • Filters – Narrow down projects by details such as reference, operative, form, scheduled date, or creation date.

  • Status – View projects by their current job status: Awaiting, In Progress, Completed, or Cancelled.

Project Features

Once inside a project, a wide range of features are available to help manage and track progress:

  • Details & Drawings – Store essential project information such as name, client, site address, and manage drawings when applicable.

  • Jobs – View all job sheets linked to a project, keep track of scheduled work, and monitor progress.

  • Approvals – Add approval stages to ensure work meets client or compliance requirements.

  • Drawings – Access, view, and manage site drawings, including pre-dropped pins and locations.

  • Locations – Organise and track work by specific locations within a project.

  • Specifications – Store and manage specifications relevant to the project.

  • Docs & Files – Centralise important files, documents, and signed records in one place.

  • Project Setup – Access an admin panel to manage core project elements such as forms, jobs, materials, and approvals.

Project Management Options

Additional project management tools include the ability to:

  • Create similar projects

  • Save projects as templates

  • Archive completed projects

  • Delete projects if no longer required

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