Projects

Key concepts

• All, Draft, Active, Completed, and Cancelled are the project status filters in the Projects list. Select a status to narrow the list, or select All to show every status.
• A project shows its status, description, progress percentage, location, team size, and due date when that information is available.
• Moving a project to Completed or Cancelled changes its status without archiving it. A Completed or Cancelled project can be moved back to Active.
• Archived projects are separate from the active list. Select Show Archived to view them.
• An archived project is read-only. You must unarchive it before making changes.
• Project email attachments are managed from the email button in the project header or from the email action on a project in the list. Gmail and Outlook must be connected before these actions are available.

How to manage a project

1. Open Projects and select a project.
2. Review the project details and select the relevant tab.
3. To update project information, select the edit action in the project header. Save your changes in the form.
4. To change the status, use the available status action:
   • Select Approve Project when a draft project requires approval.
   • Move an eligible project to Completed.
   • Move a project to Cancelled.
   • Move a completed or cancelled project back to Active.
5. To plan work, open Planning or Work Schedule. Use the other available tabs for the information in each area.
6. To return to the list, use the back button in the project header.

You can also use the project actions in the list. In the card view, select a project to open it, or use the available actions to edit, schedule, change status, archive, or work with email.

How to attach emails

1. Make sure Gmail or Outlook is connected in your account.
2. Open Projects.
3. Select the email action for the project you want to update. From the project details, this action is in the project header and is labelled Attach emails.
4. In the email window, choose Gmail or Outlook when more than one provider is connected.
5. Select the emails you want to attach. Use Select all on page to select the emails currently shown, or use Load more to view more emails.
6. Emails already attached to the project are selected and marked Attached. Clear the selection for an email if you want to remove it from the project.
7. Select Attach emails to project, or select the update action shown when you are adding or removing emails.
8. Select Cancel to close the window without saving changes.

You can open an email in Gmail or Outlook from the email list. After an email is attached, open the email tab in the project details to review the subject, sender, date, provider, and attachments. Select Expand to read the message, or Open to view it in Gmail or Outlook.

How to archive a project

1. Open Projects.
2. Find the project you want to archive.
3. Select the archive action on the project, or open the project and select its archive action in the header.
4. If the project has active links elsewhere in 3PM Command, you will see a message explaining what must be resolved first. Resolve those links and try again.
5. When the project is eligible, confirm the Archive Project prompt by selecting Archive.
6. Select Show Archived to view the project after it leaves the active list.

To restore an archived project:

1. Turn on Show Archived in the Projects list.
2. Find the project and select its unarchive action.
3. Confirm the Unarchive Project prompt by selecting Unarchive.

An archived project cannot be opened for normal editing from the list. Its project details are read-only, and the available project actions are Unarchive and Permanent Delete. Permanently deleting an archived project cannot be undone and also permanently removes its linked claims, invoices, bills, work orders, Time Sheets, tasks, and variations.

Tips & things to know

• The Projects list opens with Active selected, so you see projects currently being worked on first.
• Use the project search and filters together with the status filters to find a project quickly.
• Status counts reflect the filters and search currently applied to the list.
• Your available actions depend on your access and, for some actions, whether you created the project.
• A project with active links in other areas cannot be archived until those links are resolved.
• Cancelling a project does not remove its tasks, costs, or documents. You can move it back to Active later.
• Email selection applies across the emails you have loaded. Deselect an email that is already attached when you want to remove it.
• If a project has no attached emails, the email tab shows an empty state rather than an email list.

FAQ