3PM Command
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3PM Command Help Center
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37 articles
Getting started
5 articles
Getting started
Get started with Sign in, Send Verification Code, Verify, Change Email, Try again, and Start over.
Getting started troubleshooting
Resolve Sign in error, verification, redirection, and account setup problems in Getting started.
3PM Command overview
Understand the main areas and everyday uses of 3PM Command.
Known limitations
Review known limitations that may affect work across 3PM Command.
3PM Command glossary
Decode the product terms used throughout 3PM Command.
Dashboard
2 articles
Dashboard
Learn how Dashboard brings together activity, priorities, and important work in 3PM Command.
Saved items
Use Saved items to manage My Bookmarks, All, Clear filters, and Delete Bookmark.
Projects
1 article
Projects
Manage Projects, including Attach emails and Archive Project, from the Projects area.
Sites
1 article
Sites
Manage Sites, site records, and the public site sign-on experience.
Planning
1 article
Planning
Use Planning to schedule project work, organize activities, assign tasks, and monitor delivery progress.
Assets
1 article
Assets
Manage Assets across the Assets, Logbook, and Tracker screens.
Workshop
1 article
Workshop
Use Workshop to manage jobs, job cards, job items, maintenance, and prestarts, including Back to Prestarts navigation.
Documents
1 article
Documents
Store, organize, share, and manage company Documents and document folders.
Forms
2 articles
Forms: Form Builder
Build and preview forms in the Form Builder area of Forms.
Forms troubleshooting
Resolve Forms, Submissions, Form Builder, Loading..., Sign In, Retry, and Go to Dashboard problems.
Flow
2 articles
Flow
Use Flow and Workflow Manager to create workflows, configure steps, and review executions.
Flow troubleshooting
Resolve Workflow Manager, Form Builder Portal, Sign In, Retry, and Go to Dashboard problems.
Extractor
2 articles
Extractor
Use Extractor to manage 3PM Extractor - Documents, 3PM Extractor - Extractions, and Extractor Settings.
Extractor troubleshooting
Resolve 3PM Extractor, Sign In, Retry, Go to Dashboard, Open settings, and Extractor Settings problems.
Contacts
1 article
Contacts
Manage customers, businesses, financial contacts, contact types, and related records in Contacts.
Data
1 article
Data
Browse business tables, inspect records, and work with configurable organizational Data.
HSQE
2 articles
HSQE: Permits and PPE
Manage Permits and PPE in the HSQE sub-area.
HSQE troubleshooting
Resolve access, record, and compliance problems across HSQE, Hazards & Risks, Permits, and PPE.
Sales
2 articles
Sales: customer approvals
Complete customer approval flows in Sales, including Approve Quote and public Claims and Quotes.
Sales troubleshooting
Resolve access and approval problems across Leads, Quotes, Claims, and Approve Quote.
Purchasing
2 articles
Purchasing
Manage Supplier Products, Stock, and Work Orders in Purchasing.
Purchasing troubleshooting
Resolve Permanently Delete Product, Revert to Draft, Assign, Access Restricted, Work Order Not Found, and Back to Work Orders problems.
Staff
1 article
Staff
Manage Staff records, employment information, access, documents, and workforce assignments.
Leave
1 article
Leave
Request and manage Leave, balances, approvals, and employee time away, including Back to Leave.
Competency
2 articles
Competency
Define Competency, assess staff skills, manage templates, and review competency results.
Competency troubleshooting
Resolve Access Restricted and Back to Assessments problems in Competency.
Settings
4 articles
Account settings: Asset Settings
Configure Asset Settings and asset classes.
Account settings: Contacts and Form Builder Settings
Configure Contacts Settings, Extractor Settings, and Form Builder Settings.
Account settings: module settings
Configure HSQE Settings, Project Settings, Purchasing Settings, Resource Settings, and Sales Settings.
Administration
2 articles
Administration: access and sessions
Manage administration access, organization staff, sessions, and webhooks.
Administration troubleshooting
Resolve No organisations yet, No matching organisations, Continue to Login, and Go to portal sign-up problems.
Popular right now
Dashboard
Dashboard
· 5 min read
Projects
Projects
· 6 min read
Getting started
Getting started
· 6 min read
Account settings: Asset Settings
Settings
· 6 min read
Sites
Sites
Account settings: users and webhooks
Manage users, roles, and webhooks in Account Settings.
· 8 min read