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Create a project

Availability: All plans A project is the container for one job: its documents, its plotted boundaries, and its exports. Creating one takes three steps, and the last step decides whether you land in the manual plotting editor or the document…

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Availability: All plans

A project is the container for one job: its documents, its plotted boundaries, and its exports. Creating one takes three steps, and the last step decides whether you land in the manual plotting editor or the document upload flow.

Before you start

  • You need a team. An account with no team is asked to create one first.

Steps

The full projects page: the sidebar, the scope tabs, the search and sort row, and the project cardsThe full projects page: the sidebar, the scope tabs, the search and sort row, and the project cards
  1. In the Projects header, click New Project. You can also start from Upload Deed or New Project on the dashboard, or from the projects page when you have none yet.
  2. Enter a Project Name. Next stays disabled until the name has something in it.
    Step 2: the Project Name field on step 1 of the create project wizard, filled in, with the wizard's step rail visibleStep 2: the Project Name field on step 1 of the create project wizard, filled in, with the wizard's step rail visible
  3. Optional: click the star to pre-star the project so it appears under Starred from the start.
    Step 3: the star and the Labels field on step 1 of the create project wizard, both optionalStep 3: the star and the Labels field on step 1 of the create project wizard, both optional
  4. Optional: pick labels from the label field, or use Create new label to make one inline and apply it.
  5. Click Next.
    Step 5: the Next button at the foot of the create project wizard, available once the project has a nameStep 5: the Next button at the foot of the create project wizard, available once the project has a name
  6. Set the project anchor, which is where your plots land on the map. Locate a legal description covers the anchor types and the four ways to place one.
    Step 6: the anchor step of the create project wizard with the Point of Beginning card chosen and outlined, beside Point of CommencementStep 6: the anchor step of the create project wizard with the Point of Beginning card chosen and outlined, beside Point of Commencement
  7. Click Next.
    The Next button on the anchor step, now available because the method has yielded valid coordinatesThe Next button on the anchor step, now available because the method has yielded valid coordinates
  8. Choose the first document. Plot manually takes you to the editor to type bearing and distance calls. Upload document takes you to the upload flow, where Trace reads a PDF deed and extracts the calls.
    Step 1 of the documents step: the Plot manually choice, which opens the manual plotting workspace on a starter documentStep 1 of the documents step: the Plot manually choice, which opens the manual plotting workspace on a starter document
  9. Click Create Project. The button reads “Creating Project…” while it saves, then Trace opens the workspace your document mode chose.
    The Create Project button at the foot of the last wizard step, with Plot manually chosen above itThe Create Project button at the foot of the last wizard step, with Plot manually chosen above it

Labels need a paid plan. On Free the label field is disabled with the tooltip “Available on Professional. Upgrade to label and organize your projects.” and clicking it opens the plan dialog. Project labels covers them.

Step 1 of the create project wizard with the project name field, the star toggle, and the labels pickerStep 1 of the create project wizard with the project name field, the star toggle, and the labels picker

Leaving before you finish

Going back to Projects with anything typed asks “Leave without saving?” and offers Stay on page or Discard & leave. Closing the tab mid-wizard triggers your browser’s own warning. Nothing is saved until you click Create Project.

Opening step 2 or step 3 directly, from a bookmark or a pasted URL, restarts you at step 1, because the wizard needs the name in hand.

If creation fails

An error message in the corner names the problem. If you have no team yet, Trace asks you to create a team before creating a project. The star and the labels are applied after the project itself is created, so a project can exist with the star or a label missing; set either one from the project list afterwards.

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