Projects — Add project

To create a Project, select Add project. To return to the complete list after using a status filter or an empty state, select Show all projects.

Key concepts

• A Project is the container for a construction job. Its name and location are shared across the work you organize there.
• An estimate belongs to one Project. A Project can hold multiple estimates, so you can keep different options or pricing attempts side by side rather than replacing one with another.
• A Project location is optional. When provided, it grounds regional labour and material pricing and selects the GST rate from the country where the work is located. Without a location, regional pricing and the GST rate use your workspace defaults.
• The Project list shows the latest estimate total, not a combined total of every estimate in the Project.
• A Project with no estimates shows No estimates. Open it to start a New estimate.

How to Add project

1. Open Projects and select Add project.
2. In Project name, enter the name for the job. This is required.
3. In Project location, optionally search for and select the address. You can also enter a location as text. The location is shared by every estimate in this Project.
4. Select Continue.
5. 3PM Estimator opens New estimate for the Project you just created. Continue there to describe the work and create the first estimate.

How to open a Project

1. Open Projects.
2. Select the Project card you want to view.
3. On the Project page, review its location and estimates. Select an estimate to open it, or select New estimate to add another one.

If the Project has no estimates yet, select New estimate in the empty state. Existing estimates remain together in the Project when you add another one.

How to start a New estimate

1. Open Projects and select the Project you want to price.
2. Select New estimate.
3. In Estimate name, enter a label for this estimate, such as “Base scheme” or “Value engineered”.
4. In Scope, describe the project scope, size, structure, finishes, timeline, and anything else the estimate should account for. Scope is required.
5. In Documents, attach plans, drawings, specifications, or a scope sheet if you have them.
6. Choose an Estimate format.
7. Choose the Model if you want to change the selected option.
8. Select Create estimate. 3PM Estimator creates the estimate and opens its workspace.

When you create the first estimate immediately after adding a Project, the form shows the Project and Estimate steps. When you add another estimate from an existing Project, you go directly to the estimate form.

Tips & things to know

• Give each Project a clear, recognizable name so it is easy to find in Projects.
• Add the Project location when you know it. It helps 3PM Estimator apply regional labour and material pricing and the relevant GST rate consistently across the Project’s estimates.
• Attach the drawings and specifications that apply to a particular estimate. Documents belong to that estimate, so different estimates in the same Project can use different drawing sets.
• Use separate estimates for alternatives, value engineering, or later re-pricing. They stay side by side in the Project.
• Only an Owner or Admin can delete a Project. Deleting a Project also deletes every estimate under it, including its priced lines, chat history, and uploaded drawings or specifications. You must type the Project name to confirm, and the action cannot be undone.

FAQ