6 tutorials
Project Creation
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
Adding level and sublevel
In this video, we walk you through the simple process of adding levels and sublevels to your project using the Hierarchy and Design section. Whether you’re organizing floors of a building or structuring your project more efficiently, this guide will help you get started quickly and accurately.
What You’ll Learn:
- How to navigate to the Hierarchy panel
- Steps to add a new level to your project
- How to create sublevels under existing levels
- Tips for organizing your project structure
Adding Design and BIM
In this video, we’ll walk you through the enhanced functionality for uploading multiple sheets and BIM files directly to your project levels or sublevels—streamlining your document management like never before.
What You’ll Learn:
- How to navigate to the Hierarchy and Designs section
- Step-by-step process to upload multiple sheets (PDFs, DWGs)
- How to upload multiple BIM files (NWDs, RVTs)
- Creating and selecting custom sheet types (Architectural, Structural, etc.)
- Cropping and adjusting PDF sheets before upload
- Managing uploaded designs – preview, replace, or download
Progress configuration
In this video, we’ll walk you through the process of adding progress categories to your project using the Track3D platform. Categories help you organize and classify different aspects of your construction project, making it easier to monitor progress and analyze data effectively.
What You’ll Learn:
- How to access the category selection from the project details page
- How to use the Progress Configuration panel
- Selecting from commonly used categories (e.g., Drywall + Framing, Plumbing, Mechanical Ducts, etc.)
- How to search and add custom categories
- Assigning distinct colors to each category for better visualization
- Understanding system alerts for duplicate or excessive categories
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