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3PM Base brings project work, customer information, Quotes, financial work, communications and team operations into one place. Use the navigation to move between Projects, Quotes, Contacts, Financials, Resources and the other areas available to you.
What you can do with 3PM Base
In 3PM Base, you can:
Manage Projects, including the work that makes up your projects.
Create and manage Quotes, then use the information from a Quote when you continue into financial work.
Manage Contacts and view the People connected with a contact.
Work with Bills, Purchase Orders and Assets.
Open Financials for invoicing and other financial information.
Use Resources to manage Staff, Timesheets and Leave.
Use Calendar to view schedules.
Work with Leads, Forms and Extractor when those areas are available in your account.
Your available areas depend on your account permissions and enabled features. If an area is not shown, you may not have access to it.
Key areas
Dashboard: Start here for quick access to everyday work and useful information. The available quick actions can include Projects, Staff, Timesheets, Contacts, Calendar and Leave.
Projects: View and manage your projects and open an individual project for more detail.
Quotes: Find Quotes, create new Quotes and open Quote details.
Contacts: Manage customer and contact information. Open a contact to view related People, email threads, attachments and financial records where available.
Financials: Find financial information and invoicing work. Financials is available to users with access to Invoices.
Resources: Use the tabs for Staff, Timesheets and Leave. Resources brings these three areas together in one place.
Calendar: View schedules and calendar information.
Leads: Manage leads separately from Contacts.
Bills: Find bills and review bills that need your attention.
Purchase Orders: Manage purchase orders.
Assets: Manage Assets when you have access to the area.
Form Builder: Create and manage forms when the Form Builder feature is enabled.
Extractor: Use document extraction tools when the area is available to you.
Admin: Open system settings and administration features when you have Admin access.
How the main areas work together
A typical flow begins with a Lead or Contact. When work is ready to be planned, create or open a Project. Use Quotes to describe the proposed work, then continue to Financials for invoicing and related financial work.
Contacts keep customer information in one place. A contact can include People and related records, helping you find the customer details you need while working on a project, Quote or financial item.
Resources supports the team work around your Projects. Use Staff to manage team information, Timesheets to record time, and Leave to manage leave. Use Calendar to view schedules alongside your operational work.
The areas you see and the actions available within them depend on your permissions. The navigation can also change when features such as Form Builder are enabled or disabled.
Getting started
Sign in to 3PM Base and open Dashboard.
Use the navigation to open the area you need. For project work, open Projects. For proposed work, open Quotes. For invoicing, open Financials.
To manage customer information, open Contacts and select a contact. Use People within the contact when you need to view the people connected with it.
To manage team operations, open Resources and select Staff, Timesheets or Leave.
Select a record to view its details, then use the actions shown on that screen to continue.
Return to Dashboard whenever you need quick access to common work.
If you are setting up 3PM Base for the first time, follow the Setup prompts shown in the navigation until the required setup is complete.
Tips & things to know
Use the area name shown in your navigation. In some parts of 3PM Base, older links may take you to the current area automatically.
Resources contains Staff, Timesheets and Leave as tabs. If you open Resources and do not see a tab, your permissions may not include that area.
Financials is the place to look for invoicing work; there is no separate Invoicing area in the main navigation.
The Dashboard quick actions and navigation items are permission-based, so they may differ between users.
System Administrators may see a different navigation from other users. In particular, some operational areas are hidden for System Administrators.
If Form Builder is not shown, the Form Builder feature may not be enabled for your account.
Use the search, filters and actions shown within each area to find the record or task you need. The available actions depend on your permissions.
