Project templates in Onetrace allow you to save time and maintain consistency by pre-populating new projects with the forms, materials, locations, approvals, and folders you need. By creating templates in your Library, you avoid having to set everything up from scratch each time you start a new project.
Pre-populating your projects with templates provides several benefits:
Consistency – Standardised templates ensure projects follow the same structure and requirements.
Efficiency – Quickly create new projects and begin working faster.
Organisation – Improved oversight through structured templates.
Scalability – Establish a foundation to manage more projects as your business grows.
Ways to use project templates
Onetrace gives you three options for working with project templates:
Add a new project template to your Library
Build and customise a project template
Save an existing project as a template
Adding project templates using the library
How to add a template to the library:
Select the Library tab from the left-hand navigation bar.
Click the Project Templates tab.
Click + Add Template.
Enter a name for your new template.
Click Add Template to save.
Your new template will now appear in the Library, ready to be customised.
Building your project template
Once a template is created, click on it to start customising. Templates act as skeletal versions of projects - you can predefine everything you need depending on the type of work being carried out.
You can customise the following sections:
Template field | Description |
Details | Add or edit basic information about the project template. |
Forms | Select which forms will be included by default. For example, preload standard install or survey forms for relevant projects. |
Jobs | Add custom attributes, define job requirements, and set preferences for creating new locations. |
Locations | Predefine locations relevant to your project type. |
Specifications | Manage specification settings and apply custom attributes. |
Materials & Rates | Select which materials and rate sets will apply. For instance, you might only include fire-stopping materials for a fire-stopping project. |
Approvals | Set up approval workflows by adding stages (e.g., “Installer Approval”). You can choose which forms require approvals. |
Folders | Add folders to organise Signed Docs and Files |
💡 You can set up as many templates as needed to cover different types of projects or clients. If a project requires additional forms or materials later, you can still add them directly within the project itself.
Create a project from a template
If you’ve already set up a project and want to reuse its structure, you can save it as a template:
Open the project you want to save as a template.
Click the three dots menu in the top-right corner.
Select Save as Template.
Enter a name for the template.
Click Add Template.
This project will now be stored in your Library as a reusable template.