Financial Management
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 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 Use Financial Management Overview
This article provides an overview to how to use financial Management within the 3PM Construction Application. In 3PM Construction you can manage Quoted •, Charge UP •, Cost Plus •, and Unit Pricing • Projects. Throughout the aplication, the coloured ...
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 ...
How to Add Variations
This Article explains to add variation to a Project Variation of a project could involve adding new activities to the quoted projects. This may be necessary due to changes in the project scope, timeline, or budget, or as a result of stakeholder ...
How to Export Projects
Please follow the below steps to Export Project lists Navigate to the Web Portal and login On the left-hand main menu, select Projects-> Projects Click on the button for More Options and select Export Chose the format of the File You can change the ...
How to Import Projects
Please follow the steps below to import Project lists Navigate to the Web Portal and login On the left-hand main menu, select Projects-> Projects Click on the button for More Options Click on Import Data Choose Excel as your File Type Click on Browse ...
How to Find Draft and Completed Projects
Draft Projects: Draft projects are projects that are still in the planning or creation stage and have not yet been approved to move into the active phase. These projects may include initial ideas, rough outlines, and unfinished plans that are being ...
How to Cancel a Project
Follow the steps below to Cancel a Project Cancel a project is typically refers to the act of stopping or terminating a project before its planned completion date due to various reasons such as changes in priorities, lack of resources, unforeseen ...
How to Override Project Number
Follow the steps below to Override Project Number The Project Number can be configured from Project Setting Page with Project Prefix and Pad with Zeros functionality. Navigate to the Web Portal and login On the left-hand main menu, select Projects-> ...
How to Approve Project
In this article, you will find instructions on How to Approve a Project Projects that have been recently created remain in the Drafts stage until they are approved to become Active. Approval is typically granted by the Admin, Project Manager, or ...
How to View Project Planner
Follow the steps below to view Project Planner Project Planner represents a graphical representation of activity and tasks against time. It helps project professionals monitor progress and assist in the planning and scheduling of projects Navigate to ...
How to Setup Job Dispatches
Follow the steps below to Setup Job Dispatches Job dispatch is the process in which office staff assigns tasks to field staff, along with detailed instructions on what work needs to be carried out, who the work is for, and any other relevant ...
How to Setup Dayworks
This article explains to setup the Dayworks Dayworks is a way for contractors to track work each day that has been requested from a client to perform work that is outside of what has been quoted. The Dayworks form is to be filled out by the field ...
How to view Task Viewer
Follow the steps below to view the Task Viewer Task Viewer allows you to view and manage the tasks in a project Navigate to the Web Portal and login On the left-hand main menu, select Projects-> Projects Click on the Project Name which will open an ...
How to Change project type to Charge up Project
Follow the steps below to Change the Quoted type of Project to Charge up Project Navigate to the Web Portal and login On the left-hand main menu, select Projects-> Projects Click on the Project Name which will open an Overview page of the Project ...
How to Assign Staff to Project
Follow the steps below to Assign Staff to a Project When staff members are assigned to a project, they are able to access and view the project details and associated tasks. This enables them to select the appropriate project and task when filling out ...
How to Create Project Site
Follow the steps below to Create a Project Site A project site is a physical location where the project work is being carried out. It is the place where the project team, plants, and materials are located and where the project activities are ...
How to View Report
Follow the steps below to View the Report Navigate to the Web Portal and login On the left-hand main menu, select Projects-> Projects Right-click on Project Name then click on View Report Under the Project dropdown list, you can choose the Project ...
How to Manage Project Task
Follow the steps below to Manage Project Task Navigate to the Web Portal and login On the left-hand main menu, select Projects-> Projects Click on the Task button to create tasks for the project Under Job Task, you can add the tasks list for tracking ...
How to Edit a Quoted Project
Follow the steps below to Edit a Quoted Project Navigate to the Web Portal and login On the left-hand main menu, select Projects-> Projects Move the cursor on the Project Name Richt Click on it and click on Edit Click on Update to save the changes ...
How to Create Quoted Project
This article will help you to Create a Quoted Project. A quoted project is a contract between the client and contractor where the scope of work is outlined before the project starts and a fixed price is given Navigate to the Web Portal and login On ...
How to Edit Charge up project
Follow the steps below to Edit Charge up project Navigate to the Web Portal and login On the left-hand main menu, select Projects-> Projects Move the cursor on the Project Name Richt Click on it and click on Edit Click on Update to save the changes