Onetrace empowers you to oversee and manage your real-life projects or sites digitally. With real-time tracking, customisable workflows, templates and drawings, you can standardise and monitor your on-site work.
This guide will walk you through the steps to set up your Projects to mirror your on-site workflows.
Steps to Set Up Your Projects with Drawings
1. Log into your account at app.onetrace.com and select the Projects tab from the options in the left-hand menu.
2. Click the + Create Project button.
3. Select either a pre-populated template from the dropdown menu or select 'I don't need a template' if you wish to continue without one.
✨ Onetrace has a library of pre-built templates that are customisable to help you save time.
4. Add the Project Name.
5. Add the Client.
6. Add the Site Address.
7. Click the Continue button.
8. Select the 'run project with drawing' option.
9. Click the Continue button.
10. Click Go to Project.
11. Click Get Started.
12. Click Add Levels.
✨ You have the flexibility to rename the levels as "floors" to suit the needs of your project. Onetrace retains the previous number and seamlessly incorporates the floor numbers.
13. Click Upload Drawings
14. Drag and drop the drawings into levels to build your site.
✨ You can choose to upload a single drawing or multiple drawings at once and upload them in bulk.
✨ When you upload a multi-drawing file, Onetrace will split the file into individual drawings, so you can easily drag and drop them into the right floors.
15. Click the Finish button.
✨ You can create as many blocks and levels depending on your project's requirements.
✨ You can upload drawings to mark up specific locations or add pins to where work is being carried out on-site.
Steps to Set Up Your Projects without Drawings
1. Select the Projects tab from the options in the left-hand menu.
2. Click the + Create Project button.
3. Select either a pre-populated template from the dropdown menu or select 'I don't need a template' if you wish to continue without one.
✨ Onetrace has a library of pre-built templates that are customisable to help you save time.
4. Add the Project Name.
5. Add the Client.
6. Add the Site Address.
7. Click the Continue button.
8. Select the option 'Run Project without drawings'.
9. Click the Continue button.
☝️ You can begin working on a project in Onetrace even without drawings. If the need arises later, drawings can easily be uploaded and added to the existing project.
Project Setup: What Comes Next?
Each project is unique and tailored to meet your business's specific needs. When setting up a new project, you have the flexibility to mirror your actual site in order to track work in real-time. Once you've created a project, you can customise it by setting up the following:
Scheduling Jobs and Adding Members
The Jobs tab allows you to schedule your jobs, assign them to members to complete the work, and specify dates.
Additionally, you can add a job reference if applicable, select forms operatives need to fill out, assign an on-site contact for your operatives to contact when working on the site and leave any additional instructions that might help finish the job.
💡 Learn more about Scheduling Jobs and Adding Members to your Projects
Working with Job Sheets
The Job Sheets tab allows you to view and edit the information that has been submitted by your operatives.
Additionally, within this tab, you can generate a report for specific job sheets, delete them or edit their pin locations.
💡 Learn more about Job sheets
Setting Up Approval Stages
The Approvals tab enables setting up approval stages within a specific project to establish accountability for on-site work performed by your operatives.
Additionally, this tab permits you to add approval stages, allowing your approvers to either approve or reject jobs in bulk and enabling them on specific job forms.
💡 Learn more about setting up Approval Stages and the Approvals tab
Managing Drawings
The Drawings tab is only available within a project with drawings. Using this tab you can manage your drawings, upload new ones or replace the existing ones.
Additionally, you can edit your site using the Site Manager to add more levels, and blocks or delete them.
💡 Learn more about your Site Manager and how to Manage your Drawings
Defining Locations and Dropping Pins
The Locations tab enables you to edit and manage your existing locations within a project. Additionally, you can use this tab to pre-drop pins on your drawings using the Onetrace cloud (desktop).
💡 Learn more about the Locations tab and how to Pre-drop Pins using the Onetrace cloud.
Creating Specifications
The Specifications tab allows you to create and manage specifications. You can also use this tab to add materials, files, attributes, and unique identification codes to your specifications, providing more detail.
💡 Learn more about Specifications
Adding Project-Related Files and Folders
The Docs & Files within a project is a dedicated storage space for all project documentation, including RAMS, contracts, certificates, datasheets, quotations, job instructions, etc.
Additionally, you can organise files into folders, restrict user access, and turn documents into signed records to improve project organisation and document management.
💡 Learn more about Docs & Files
Need more help?
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