Knowledge Base
3PM Construction
Information and Documentation on how to use 3PM:Construction
Recent Articles
What does accepting/rejecting/reverting a bill allocation do?
To find the bill allocations for a specific project you go to the Projects icon and click on the Finance tab and then type the project you want to look at the bill allocations for. Then you will see a section that says Open Bill Allocations and ...How to Setup Asset Tracking Categories
NOTE: This is only available if you are integrated with Xero (this is setup in the Company Settings) The purpose of assigning tracking categories and options to assets is to ensure that any bills allocated to those assets are accurately reflected in ...How to Setup Project Tracking Categories
NOTE: This is only available if you are integrated with Xero (this is setup in the Company Settings) The purpose of assigning tracking categories and options to projects is to ensure that any bills allocated to those projects are accurately reflected ...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 ...
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 ...