Verified against the latest product codeLast updated September 22, 20265 min read
3PM Base brings project, customer, financial, people, communication, and operational work into one place. Use this glossary to understand the terms used across 3PM Base and find the area that matches what you want to do.
Glossary terms
Dashboard: The main overview area in 3PM Base.
Projects: The area for managing the work your team carries out. Projects can include customer details, dates, addresses, descriptions, financial information, and related work.
Quotes: The area for preparing and managing pricing proposals before work begins.
Calendar: The area for viewing and managing scheduled work.
Resources: The area that brings together people-related work, including staff information, time tracking, and leave.
Contacts: The area for managing people and organizations you communicate or work with.
Leads: Potential customers or opportunities that have not yet become active customer work.
Bills: Amounts your organization needs to pay. Bills can include payment terms and can be associated with Projects.
Purchase Orders: Documents used to request or authorize purchases.
Financials: The area for viewing financial information and reports.
Form Builder: The area for creating forms and collecting submitted information.
Extractor: The area for extracting information from documents.
Projects and work
In 3PM Base, the main work area is called Projects. A Project is the central place for work connected to a customer. Depending on your access and the information entered, a Project may include:
a customer or Contact
a start date and site Address
a Project type, such as fixed work or time-and-materials work
descriptions and related documents
Quotes and financial information
scheduled activities shown in Calendar
A Quote can be converted into a Project when it has been approved. Use Quotes for proposed work and Projects for work that is being managed or carried out.
Resources combines staff, time tracking, and leave-related work. If you are looking for time tracking or leave, open Resources rather than looking for a separate top-level area.
Financial terms
Financials: Reports and financial views for your organization. The product area is labelled Financials, not Reports.
Bills: Money your organization owes. A Bill can be saved as a draft, submitted or approved, and later marked as paid or voided.
Invoice: Money a customer owes your organization for goods or services. Invoices can be linked to Projects and can show statuses such as paid, approved, submitted, or voided.
Payment Terms: The timing agreed for payment. Available options include Net 15, Net 30, Net 60, Net 90, due on receipt, and custom terms. New Bills use Net 30 by default unless you change the option.
Line item: One charge or detail within an Invoice, Bill, Quote, or other financial document. Line items usually include a description, quantity, rate, or amount.
Fixed: A Project type where the work is priced as a fixed amount.
Time and materials: A Project type where charges are based on time and materials used.
Purchase Orders: Purchase-related documents that can be used alongside financial and Project information.
Warning
Warning: An approved or paid Bill cannot be edited in the same way as a draft Bill. Check the status before making changes.
People and communication terms
Contacts: People or organizations stored for customer, supplier, or communication purposes.
Leads: Potential customers or opportunities that can be managed before they become active customer work.
Resources: The area for staff-related information, time tracking, and leave.
Staff: People who carry out work or whose time and leave are managed in 3PM Base.
Account Owner: The person identified as the owner of the account.
System Administrator: A role with system-level administration access. The options available to you depend on your role and permissions.
Email threads: Related email messages grouped together so that communication about a Contact or Project can be followed in one place.
Gmail and Outlook: Email services that can be connected to 3PM Base for supported email communication features.
System and integration terms
Dashboard: Your starting overview of activity and information available to you.
Organization: The account or company workspace that you belong to. You must belong to an organization to access 3PM Base.
Permissions: The access settings that control which areas you can view and which actions you can take, such as adding, editing, or deleting.
Archive: Removes an item from normal active views while allowing it to be restored later.
Form Builder: Used to create forms for collecting information.
Extractor: Used to extract information from documents.
Gmail and Outlook: Supported email connections for working with email communication in 3PM Base.
Xero and MYOB: Accounting and payroll connections that may be available for supported financial or people-related features.
Your available areas and actions depend on your organization’s permissions and enabled integrations. If an area listed here is not visible, ask your Account Owner or System Administrator about access.
