Creating a project

Creating a project

A project is a set of welds defined by a job or an order. A project can have anywhere from one weld to thousands of welds. WeldTrace uses the term project and in small fabrication settings, the term job would be equivalent to a project.

Apart from the Super User, only the Account Administrators who have been given the "Create Project" privilege can create a project.
Creating a project - step 1

  1. Project Number - The first step in creating a project is to enter a project number and a project title. The project number must be unique and may contain only some special characters like ./#()- and space. Number of characters: Min:2, Max:36;
  2. Project Title - Project or job title doesn't have to be unique. Number of characters: Min:2, Max:72. There is no special character limitation;
  3. Labels - You may pick up to 3 letters or numbers as a label for this project, for example ST1 or 52X. The project labels will help you group projects for analysis and data visualization purposes; 
  4. Division - You may also select (or add and then select) a division. Division in WeldTrace is treated as part of your company. Creating a Division and assigning it to projects may be very useful for the purposes of data analysis. You will be able to compare and analyze the data from projects across divisions;
  5. Customer - You may also select (or add and then select) a customer. When you add a customer to a project, the customer's logo will be applied to that project. All the project reports will carry that logo instead of your account logo. Assigning a customer to a project will be very useful for the purposes of data analysis. You will be able to compare and analyze the data from projects for a customer;
  6. Contractor - You may also select (or add and then select) a contractor, if the project is executed by a contractor. You will be able to compare and analyze the data from projects executed by a contractor;
  7. If you click this button, the project will be created and saved. It will not be available for use until it is configured;
  8. Click here to configure the project;
  9. Click here to clone the project settings from another project. Read this article for more information about cloning a project's settings;
For more information on the points 4 to 6, please read the articles in the section Organization. Click here to view that section.
A project must be configured first, before it will be available for use.
Read the next article: Configuring a Project
    • Related Articles

    • Projects or Jobs

      A project is a set of welds defined by a job or an order. A project can have anywhere from one weld to thousands of welds. WeldTrace uses the term project and in small fabrication settings, the term job would be equivalent to a project. Projects List ...
    • Cloning Project Settings

      When a project is created, you will have an option to clone the settings of another project.  Clone project settings When you click on the "Clone Settings" button when creating a project, you will be shown a pop-up window where all the projects in ...
    • Configuring a project

      Project Configuration Once you create a project it has to configured before it can be used. You must be logged in as the Super User or as an Account Administrator to configure a new project.  There are two steps in the configuration. If you wish to ...
    • Cloning a Project

      This article is about cloning a project into another project. If you are looking to copy or clone a project's settings alone, please refer this article. Only the Super User and Account Administrators who are given access to the "Admin" menu will be ...
    • Project Roles & Access Control

      This knowledge base article is about the project level roles and access control for the welding projects or jobs in WeldTrace.  The project level roles are different from the account level roles. Unlike the account level roles, the users performing ...