This guide will help you customise projects on Onetrace using the Project Setup menu.
Projects on Onetrace represent the work that your teams are carrying out in real-time, and this specifically refers to the scope of work for the project you are viewing. The scope of work is any information related to a job, including how an operative should carry out the work.
In this guide you will learn how to:
Customise your project details
Customise your forms for a project
Customise your jobs for a project
Customise the locations for a project
Customise the specifications for a project
Customise the materials and rates for a project
Customise your project approvals
Make edits using the site manager
1. Steps To Add and Edit Project Details
You can customise your projects' basic information using the Details tab.
1. Log into your account at app.onetrace.com
2. Click the Project you wish to work with.
3. Click the Project Setup button.
4. Select Details from the dropdown menu.
5. Click the Edit button.
6. Enter the project title, package details, client, developer and site address.
7. Click the Save Changes button.
2. Steps To Add and Edit Forms
The Forms tab lets you set up the forms you'd like to use in a specific project.
1. Log into your account at app.onetrace.com
2. Click the Project you wish to work with.
3. Click the Project Setup button.
4. Select Forms from the dropdown menu.
👇🏻 You can either add a new form or copy one from your library.
✨ + Add New Form
6. Click the + New Form button.
7. Input the Form Name.
8. Finish setting up your form as per your project requirements.
✨ Copy from Library
6. Click the Copy from Library button.
7. Click the box to the left of the form of your choice.
8. Click the Copy to Project button.
3. Steps To Manage Your Job Sheets and Job Attributes
This tab allows you to manage job sheet options and add custom attributes to your jobs.
1. Log into your account at app.onetrace.com
2. Click the Project you wish to work with.
3. Click the Project Setup button.
4. Select Jobs from the dropdown menu.
5. Use this dropdown to set your preferences: You can either create a New Location or select an existing location from a To-Do List.
6. Click the Add Attributes button.
✨ You can customise your jobs via the following attribute types:
Text
Number
Yes/No Field
Date & Time Field
Select Dropdown
Multiselect Dropdown
4. Steps to Define the Permission an Operative Has Within a Specific Project
1. Log into your account at app.onetrace.com
2. Select the Project you wish to work with.
3. Click the Project Setup button.
4. Select Jobs from the dropdown menu.
5. Using the when creating a new location dropdown you can determine the permission your operative has within a project related to creating job sheets.
✨ You will have three permission options to choose from:
Allow either: By selecting this option, your operatives can create new locations or select an existing location.
Create new location: By selecting this option, your operatives can create new locations within a particular project.
Select from the ToDo list: By selecting this option, your operatives can only work on existing jobs for a particular project.
5. Steps To Manage Your Locations
This tab allows you to manage your locations/drawings, location references, and custom attributes.
Steps To Manage Your Drawings Mode
1. Log into your account at app.onetrace.com
2. Click the Project you wish to work with.
3. Click the Project Setup button.
4. Select Locations from the dropdown menu.
5. Click the Disable Drawings button to disable your drawings.
✨ To Manage your Locations Field Reference
6. You can switch this button on/off to edit your locations field reference.
✨ Steps To Manage Your Location Attributes
You can customise your locations via the following attribute types:
Text
Number
Yes/No Field
Select Dropdown
Multiselect Dropdown
Steps To Add Location References (Display Name)
1. Log into your account at app.onetrace.com
2. Select the Settings tab.
3. Click the Customise button.
4. Under the Display Name you can add the name for the location reference field within projects (example: Seal ID)
5. Click the Save Changes button.
✨ This is how your deal ID will appear as a reference field. You can always go back to the global settings to edit it.
6. Steps To Manage Your Specifications
The Specifications tab lets you manage specifications preferences and add custom attributes to specifications.
1. Log into your account at app.onetrace.com
2. Click the Project you wish to work with.
3. Click the Project Setup button.
4. Select Specifications from the dropdown menu.
5. Click the Add Attribute button.
✨ You can customise your locations via the following attribute types:
Text
Number
Yes/No Field
Select Dropdown
Multiselect Dropdown
7. Steps To Manage Your Materials & Rates
You can manage materials, default rates and recalculate rates using the Materials & Rates tab.
Steps To Modify Your Selection or Customise the Rates
1. Log into your account at app.onetrace.com
2. Click the Project you wish to work with.
3. Click the Project Setup button.
4. Select Materials & Rates from the dropdown menu.
5. Click the Material Manager button to manage your materials as per your project requirements.
✨ To Establish the Default rate Sets for this Project
6. Use the drop-downs to set up your preferences for a particular project.
✨ To Recalculate Rates
7. Click the Recalculate Rates button and Continue.
8. Steps To Manage Approvals
The Approvals tab lets you manage approvals, add approval stages, choose whether to show them on reports, edit bulk acceptance and enable them on your forms.
Steps To Add Approval Stages
1. Log into your account at app.onetrace.com
2. Click the Project you wish to work with.
3. Click the Project Setup button.
4. Select Approvals from the dropdown menu.
5. Click the Add Approval button.
6. Input the title, declaration and assign a member using the dropdown menu.
7. Click the Add Stage button.
✨ You can choose to show the approvals on your PDF reports by switching on this switch.
✨ You can allow multiple approvals to be actioned at once using this switch.
✨ You can enable approvals on selective forms by switching this toggle on/off.
9. Steps To Manage Your Site Manager
The Site Manager tab lets you edit your site, preview uploaded drawings, replace drawings, remove drawings, and delete and add levels and blocks.
Steps To Add/Remove Levels and Blocks
1. Log into your account at app.onetrace.com
2. Click the Project you wish to work with.
3. Click the Project Setup button.
4. Select Site Manager from the dropdown menu.
5. Click the Edit Site button.
6. Click the + button.
7. Click the Create New Block/+ Add Level to Block button.
8. Hover over the block/level name to edit the name.
9. Use the ↑ and ↓ to move your block up or down.
10. Click the Save Changes button.
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