Onetrace

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

Introduction to Projects in Onetrace

Set up, manage and customise your projects any time, any place without stepping foot onsite.

Projects

How to get started creating projects within Onetrace, with GA drawings

Creating a project: with drawings

Working on an older building or waiting on drawings? Create a project and start assigning jobs to operatives using locations instead.

Create a project: without drawings

How to create a project template, build one and save a project as a template.

Project templates

How to create locations in projects with or without drawings, using pins, location references and attributes.

Create locations in Onetrace

Learn how to create projects with or without drawings, project templates and delete or archive projects.

Getting started: Projects

How to create a similar project using the Projects tab within your Onetrace account.

Create a similar project

How to add custom location statuses to your project, to differentiate between different stages of a project or segment work.

Custom location statuses

How to add custom statuses to the to-do list, and add form automations for the statuses within the to-do list and other custom location statuses.

To-do list and automations

Learn how to archive and unarchive your projects using the Projects tab.

Delete, archive and unarchive projects

How to check which projects or jobs have been deleted and how to restore if needed

Restore projects and jobs

How to manage locations within a project, editing, deleting or bulk updating.

Edit and manage locations

How to add the project reference field to your organisation

Project reference field

How to enhance your projects, improve efficiency and make your projects work harder

Next steps: Projects

How to bulk import locations into Onetrace, to help get your projects up and running with more efficiency.

Bulk import locations via CSV

Learn how to bulk import locations, and other tips to maximise your efficiency 

Scale up: Projects

Learn more about using what.3.words within Onetrace for accurate site addresses.

what.3.words in Onetrace

Learn more about what3words and other project information

Learn more: Projects

Create a custom design with text, images, and links

onetrace.com

Log In

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.