Overview:
Track3D supports two project creation flows: Enterprise projects and Non-Enterprise projects (Track3D Sales team only). The process varies based on user role and project type, with Enterprise projects following a standard flow and Non-Enterprise projects created using an uploaded order form with auto-extracted details which only our sales team can complete.
Track3D supports two types of project creation flows:
Enterprise Projects
Non-Enterprise Projects (Track3D Sales Team Only)
This guide explains how each flow works and what to expect.
For Enterprise Users:
Click Add Project
The standard project creation form opens directly
No project type selection is required
The company dropdown shows only enterprise companies. Existing creation and approval flow remains unchanged.
For enterprise created projects by non-super admins, the super admins of the enterprise account must approve the project. When the super admins create the project, it is auto approved.
Non-Enterprise Project Creation (Sales Only)
This flow is designed for projects created using an Order Form (PDF) by Track3D sales team.
Click Add Project. Select non-Enterprise
Upload the signed Order Form (PDF only).File size: Up to ~10 MB (recommended)
The system automatically extracts the following details:
Project Name
Project Value / Size
Project Start Date
Project Duration
Project Intent
User Email (assigned as Project Admin)
Email is auto filled
System validates domain:
If company exists → auto-selected
If not → defaults to Test
If Email is Not Found
Sales team must: Enter email manually
Select company from dropdown
If not selected → defaults to Test
Note: If some fields are missing, you get a message saying; "Some details cannot be extracted: {fields}. Please fill them manually or re-upload the Order Form."
All projects default to In-Construction stage. Prebid stage is not available. Duplicate project name handling follows existing system rules
Review & Create Project
All 6 fields are mandatory:
Project Name
Value / Size
Start Date
Duration
Intent
Admin Email
Create button remains disabled until all fields are completed
Once the project is created. Project is created in “Initiated” state
Shown as “Pending Details”
Project becomes visible to assigned Project Admin
Project Admin:
Scenario | Outcome |
User exists | Added as Project Admin |
User does not exist | Invitation email sent |
When a Sales-created project is opened: Project State. Labeled as “Pending Details” User is prompted to complete missing details
Locked Fields (Users End)
The following fields cannot be edited by users:
Value / Size
Project Start Date
Project Duration
Project Intent
“To change the value, please contact support”
Order form upload is not visible
Submit button is disabled until:
Project Type
Location are filled
When Updating with Order Form it enables editing for:
Project Scale
Project Duration
Project Start Date
Project Intent
Best Practices
Ensure order form is clear and complete for accurate OCR extraction
Verify extracted fields before creating the project
Always confirm correct admin email and company mapping
Complete all required fields to avoid delays in activation
We hope this article has been helpful. If you have any questions please reach out to [email protected]