Knowledge Base
3PM Construction
Information and Documentation on how to use 3PM:Construction
Recent Articles
How to Create a Word Document Output
This guide will help you create Word document templates that are compatible with our Form Builder. These templates allow you to automatically populate documents with data submitted through your forms. To create a template, use the following syntax in ...Tools and Attachment Updates
How to Manage Tools and Attachments in the Updated System Our latest update introduces significant improvements to how tools and attachments are managed within our platform. Below are the key changes and step-by-step instructions to help you navigate ...Adding Attendees to a Toolbox Talk
You will learn how to add attendees to a toolbox talk using the 3PM mobile application. Watch this quick video to see how it's done. 1. Swipe right on the meeting you wish to add attendees to and tap View Toolbox Document and review the toolbox talk ...Forms Multi Select field
In this module, you will learn how to use the Multi Select field option in the 3PM Form Builder. This will allow users to select multiple options from a predefined list of choices. It is useful for capturing data where more than one selection is ...Forms Conditional Configurations
In this module, you will learn how to use the Conditional Configuration options in the 3PM Form Builder allow you to create dynamic forms that respond to user input in real-time. By setting conditions, you can show or hide fields, skip sections, or ...
Popular Articles
How to Import Client List
This article will help you to import a client list Please follow the below steps to import a client list Navigate to the Web Portal and login On the left-hand main menu, select Contacts->Suppliers Click on the button Click on Import Data Choose Excel ...How to setup Portal Settings
This article will help you to set up the Portal settings under Company Settings The default quantity rate unit for the 5 activity items can be specified in the Portal Settings. Additionally, placeholders can be utilized to configure the default ...Show Inactive Staff List
This article will help you to see the Inactive Staff List in the system Please follow the below steps to find the Inactive Staff list Navigate to the 3PM Construction Web Portal and login On the left-hand main menu, select Contacts> Contact Settings ...How to Add Employment Contract
Follow the steps below to find the process of Add Employment Contract Navigate to the 3PM Construction Web Portal and login On the left-hand main menu, select Staff->Employment Contract Enter the User Role Contract Name under the Name section e.g: ...How to Complete a Project
Please follow the below steps to complete or close a Project Navigate to the Web Portal and login On the left-hand main menu, select Projects-> Projects Right-click on the project name you want to complete or close Select Mark as Complete The Project ...