How to create Qualification Type
This article will help you to set up the Qualification Type
Please follow the below steps to set up the new Qualification Type
- Navigate to the 3PM Construction Web Portal and login
- On the left-hand main menu, select Contacts-> Contact Settings
- Click on the Qualification Types button
- Click on the + sign to add a new Certificate Type
- Enter the Name of the Certificate
- Click on Submit to Save it
Related Articles
How to create Contact Type
This article will help you to set up the Contact Type Please follow the below steps to set up the new Contact Type Navigate to the 3PM Construction Web Portal and login On the left-hand main menu, select Contacts-> Contact Settings Click on the ...
How to Create a Supplier
It's important to note that if the Xero Integration is enabled under Company Settings, the Supplier list will be automatically updated from Xero if available Please follow the below steps to create a new Supplier Navigate to the 3PM Construction Web ...
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 Edit Expense Type
Follow the below steps to Edit Expense Type Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Purchasing Setting Click on Expense Types Click on the 3 dots on the left side of the Expense Type Entry Click ...
How to Edit Catalogue Type
Follow the below steps to Edit the Catalogue Type Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Purchasing Setting Click on Catalogue Type Click on the 3 dots on the left side of the Catalogue Type ...