How To Use Financial Management Overview

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 dot will be indicitive of the Project Type. This Project Type will dictate how project finanical management works. 
  1. Navigate to Projects -> Finance
  2. Select a Project or click  to add a new one.
  3. Familarise yourself with the screen below  

Manage Revenue and Costs of Labour, Plant, Cartage, Materials and Sub Contractors


Claiming and Cost Recovery across Quoted, Charge Up, Cost Plus and Unit Priced Jobs



    • Related Articles

    • Converting Price Book Items to Stock

      From the Price book screen, you are able to convert items into the Stock Items list. This allows for a simple and straightforward method for bulk migrating your stock items into the system. To do this, begin by accessing the Price Book. Purchasing ...
    • How to use Placeholders

      This GIF will help you to setup placeholders
    • How to Setup Break Management Settings

      Follow the below steps to setup the Leave Request Navigate to the Web Portal and login On the left-hand main menu, select Timesheet-> Timesheet Settings Allow Break Duration: This option will add a Break Duration field under Timesheet Default Break ...
    • How to setup Finance Settings

      This article will help you to set up the setup Finance Settings Navigate to the 3PM Construction Web Portal and login On the left-hand main menu, select Admin-> Company Settings End of Financial Year: Enter the End of the Financial Year for your ...
    • 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 ...