Account settings: module settings

1. Open Settings.
2. Select the module settings area you want to manage:
   • HSQE Settings
   • Project Settings
   • Purchasing Settings
   • Resource Settings
   • Sales Settings
3. Select a tab to view or change its settings.

The available tabs depend on the module and the access provided to your account.

Key concepts

• Each module settings area is divided into tabs. Use the tab names shown in 3PM Command to find the setting you need.
• Config is used for general settings in HSQE Settings, Resource Settings, and Sales Settings. In Purchasing Settings, the tab labelled Config is used for PO and Bill approvals.
• List-based tabs, such as Hazard Categories, Leave Types, and Lead Stages, are used to maintain the values that people select elsewhere in 3PM Command.
• Changes apply at the account level. Check the effect of a setting before saving if the setting will change how other people complete work.
• Access is controlled by tab. If you cannot open a tab, ask your administrator to provide access.

How to manage HSQE Settings

1. Open Settings and select HSQE Settings.
2. Select Config to manage the general HSQE Settings available to your account.
3. Select Hazard Categories to manage the categories used for hazards.
4. Add or update the required values.
5. Save your changes.

Use Hazard Categories when your account needs categories that match your own safety and quality processes. Keep category names clear so people can select the right value when recording a hazard.

How to manage Project Settings

1. Open Settings and select Project Settings.
2. Select Config to manage the general Project Settings available to your account.
3. Select Site Checklists to manage the checklists used for sites.
4. Add or update the required values.
5. Save your changes.

Use Site Checklists to keep site checks consistent across projects. Review the checklist content whenever your site process changes.

How to manage Purchasing Settings

1. Open Settings and select Purchasing Settings.
2. Select the tab you need:
   • Catalogue Types
   • Pricebook Settings
   • Expense Types
   • Insurance Types
   • Config
3. Add or update the required values.
4. Save your changes.

Use Config for PO and Bill approvals. Use the other tabs to maintain the purchasing values available to your account.

How to manage Resource Settings

1. Open Settings and select Resource Settings.
2. Select the tab you need:
   • Config
   • Leave Types
   • Leave Rules
   • Competency Groups
   • Competency Scores
   • Assessment Templates
   • Employment Contracts
   • Groups
   • Leave Balances
3. Add or update the required values.
4. Save your changes.

Use Config to manage resource settings such as staff numbering, break requirements, payroll frequency, approval requirements, and default managers. Use the remaining tabs to maintain leave, competency, employment, and group information.

How to manage Sales Settings

1. Open Settings and select Sales Settings.
2. Select Config to manage the general Sales Settings available to your account.
3. Select Lead Stages to manage the stages used for leads.
4. Add or update the required values.
5. Save your changes.

Review Lead Stages regularly so the stages reflect the way your sales team works.

Tips & things to know

• Use the tab name, rather than changing a setting in a different module, to find the correct place to make an update.
• Keep lists current. Remove or update values that people should no longer select, where the tab supports that action.
• After saving a change, check the related work area to confirm that the new value or rule is available as expected.
• If a tab shows an access restriction message, you do not have permission to view it. Contact your administrator to request access.
• Sales Settings currently provides Config and Lead Stages. Manage other account data from the area where it is provided in 3PM Command.
• The Purchasing Settings tab is labelled Config, even though it contains approval settings.

FAQ