5 tutorials
Project Setup
Creating a new project in Track3D is the first step to begin capturing, organizing, and managing construction site data. This setup enables teams to upload floor plans, perform 360° captures, run progress tracking, and collaborate across stakeholders within a centralized environment.
New project creation
In this video, we’ll walk you through the simplified process for creating a new project in Track3D’s. This step-by-step guide makes it quick and easy.
Learn how to:
- Initiate a new project from Track3D platform
- Fill out the streamlined single-page project form
- Use our interactive map to automatically populate project location details
- Add locations via map click, address input, or latitude/longitude
- Save your draft and resume later if needed
- Submit your project for business team approval
Hierarchy and designs setup
In this video, we’ll guide you through setting up Hierarchy and Designs in Track3D to help you organize projects efficiently and maintain a structured workflow from the start.
What You’ll Learn:
- How to create and configure project hierarchies to organize assets, locations, and project levels.
- How to set up Designs, including creating design packages and managing revisions within your project.
- Best practices for structuring hierarchies and designs to improve collaboration, navigation, and project consistency
Progress configuration
In this video, we’ll guide you through setting up Progress Configuration in Track3D to help you accurately define, manage, and track project progress.
What You’ll Learn:
- How to configure progress settings for your project.
- How to define progress parameters and milestones to align with your project workflow.
- How to manage and update progress configurations for consistent project tracking.
- Tips on setting up progress configurations to improve visibility, accuracy, and control over project progress.
Adding users
Track3D users with Admin access have the ability to invite and manage new users within a project, enabling seamless collaboration and efficient project management.
You’ll learn how to:
- View the list of users and their assigned roles
- Identify your own user role and check who has Admin access
- Add multiple users by entering email addresses
- Assign roles: Admin, Collaborator, or Viewer
- Understand the permissions each role provides
- Send out invitations to new users
- Handle formatting issues or duplicate emails
- Manage roles and access levels at any time
Roles and Permission
In this video, we’ll guide you through how to import roles from other projects and create custom roles within Track3D’s Roles & Permissions section. Whether you’re managing multiple projects or setting up new ones, this feature ensures consistency and saves time when assigning user permissions.
What You’ll Learn:
- How to import roles from other projects where you have admin access.
- How to create a new role, assign permissions, and manage user access.
- Tips on editing roles and assigning them to team members for better control over project access