Projects

How to create and organize Projects

1. Open Projects and choose the option to add a Project or Job.
2. Choose whether to start with a blank Project or create one from an approved quote. Only approved quotes that have not already been converted into a Project are available for this choice.
3. Select the Client.
4. Enter the Project name, Description, Start date, and site address when applicable.
5. Choose the Project type. New Projects use Time and Materials by default; Fixed is also available.
6. Add any other available project details, then save the Project.

To organize existing Projects, use the list tools to search, filter, sort, group, or switch between list and grid views. You can filter by Client, status, Project type, and Start date. Archived Projects can be shown when needed.

When a Project is created from an approved quote, 3PM Base can suggest Tasks from the quote. Review the suggestions and add any missing Tasks manually.

How to track progress

1. Open the Project.
2. Select the Tasks tab. The tab shows the number of Tasks currently associated with the Project.
3. Use the scheduler to review the Project’s planned work. Tasks can include a title, description, estimated hours, priority, start date, and end date.
4. Add, edit, or delete Tasks as the work changes. If a Task cannot be deleted, follow the message shown in 3PM Base and resolve the related issue before trying again.
5. Use Time Sheets to review time recorded against the Project and compare delivery activity with the schedule.

For a quick overview, the Project header shows the Project name, Project number, and Client. The Tasks count and Time Sheets count on the tabs help you see where activity has been added.

How to manage Project finances

Open a Project and select Finances. The financial view can show:

• Revenue
• Costs
• Budget
• Margin
• Budget Used

The financial view groups the profit-and-loss information by Task. If the Project has a Budget, Budget Used shows the percentage of that Budget used by Costs. A Project with no Revenue, Costs, or Budget activity shows an empty financial view instead of financial totals.

Use the Invoices tab to create, view, edit, approve, or delete invoices for the Project. Use the Bills tab to create, view, edit, approve, delete, mark as paid, void, or revert bills when those actions are available. Changes to invoices and bills refresh the Project’s financial information.

You can also select Show Graph in the financial view to display the chart, or select Export PDF to download the Project financial summary.

Tips & things to know

• Start with an approved quote when you want the Project name, description, Client, and scope to carry into the new Project.
• Review AI-suggested Tasks before relying on them for delivery planning. If no Tasks are generated, add them manually from the Tasks tab.
• Set the Start date carefully. A new blank Project starts with today’s date by default.
• Use filters and grouping in Projects to find active work quickly.
• Keep Tasks up to date with estimated hours and dates so the scheduler reflects the planned work.
• Check the Project’s Finances after approving or changing an invoice or bill.
• If you do not see an option to add, edit, approve, or delete something, your access may not include that action. Contact your 3PM Base administrator.

FAQ