Getting Started

Getting Started

This article will provide you with the necessary first steps to get started with the 3PM Construction Portal

  1. Navigate to the Web Portal and login. - How to log in 3PM Construction Web Portal 
  2. Navigate to Admin->Company Settings and start settings up your company - How to Setup the Company Settings
  3. Navigate to Admin->Company Settings to Integrate the Financial System with Xero if you are Xero Client How to Integrate the system with Xero
  4. Navigate to Sales-> Contact Settings and start setting up Contacts- How to Setup the Sales Settings
  5. Navigate to Sales -> Clients and start setting up the Clients- How to create a Client or How to Import Client List
  6. Navigate to Sales -> Supplier and start setting up the Clients How to Create a Supplier or How to Import the Supplier List
  7. Navigate to Staff->Staff and start setting up the Staff- How to create a staff  and  How to Import the Staff List
  8. Navigate to Asset->Asset Settings and start setting up the Assets (Vehicles and Plants)- How to Setup Asset Settings 
  9. Navigate to Admin->Activities and start setting up the Activities - How to Create Activities
  10. Navigate to Projects->Projects and start to create a Project Charge up Project or Quoted Project
  11. Navigate to Timesheet & Leaves-> Timesheet Settings to create Timesheet, Jobsheet and Leave Request- How to Setup Timesheet Settings




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