For detailed projects that require floor plans, you can run your project with drawings, allowing you to upload plans, drop pins for surveys, installs, and inspections, and organise everything into blocks and levels. If drawings aren’t available, you can run your project without drawings and still keep all project details organised and accessible.
Flexible project setup: Match the project type to your resources — with drawings for detailed build management or without drawings for simpler workflows.
Enhanced collaboration: Drawings allow you to visually mark up surveys, installs, and inspections, making it easier for teams to stay aligned.
Efficient site management: Use the Site Manager to organise blocks, levels, drawings, and zones, upload CSVs for quick setup, and preview plans directly within Onetrace.
Creating a project with drawings
How to create a project with drawings:
Navigate to the Projects tab on the left-hand side of your screen.
Click the + Create Project button located either in the centre of the screen or in the top right-hand corner.
Input the Project Name, such as the building name, address, or a specific reference number.
Include the project reference if enabled, and any relevant package information.
Assign a client by picking from the menu or typing a new name into the search bar.
Pick a pre-populated template from the list or select "Continue without template" to start from scratch.
Select the "Run project with drawings" option, which can also be adjusted later in the settings.
Provide the site address using the search bar or enter the details manually if the automated search returns no results.
Press the Next button to move forward.
Check the what3words code and click "Find location on what3words" if you need to reposition the pin.
Paste the specific 3x3m square code from the what3words tab back into the Onetrace field.
Select the Next button again.
Verify all information in the summary and click Create Project to finalise the setup.
Choose the Go to Project option to begin building the site.
💡 Learn more about building a digital version of your site within Site Manager
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.
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.
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 how to set up approvals.
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 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).
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.
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.