P3Source Help System Search
Search the P3 Help Pages for What you Need
Videos
First Time Here? Watch tutorial videos.
Logging on to the P3 system
First Time Here? Logging onto the P3 System.
Job List
Manage jobs via the job list.
Job Calendar
An overview of the job calendar.
My Settings Window
Configure application settings.
Change Password
How to change your password.
Job Master Window
How to manage jobs in the job master window.
Tracking On Time Performance
Tracking the Perfomance of Jobs
Entering Job Specifications
Adding specifications to job records.
Specs: Detailed Job Specs
Detailed Job specifications
Specs: Multi-item Specs
Multi-Item Specifications
Notes and History Tab
Adding notes and recording job history.
Selecting Job Bidders
How to select bidders for a Job
Send RFQs
Overview of the sending RFQ process
Supplier Response Page
Overview of the Supplier Response Page
Update Prices
How to Update Prices when Ordering a Job
Enter Bid Data
Overview of Entering Bid Data
Compare Quotes and Award Jobs
Compare Quotes and Award a Job
Complete or Cancel Job
Completing or Cancelling a Job
Project Workflow
Managing the project cycle.
Project Proposal Builder
Managing the project cycle.
Project Job List
An overview of the project job list.
Project Summary Reports
Generate summary reports for a project.
Quickbooks Invoice Integration
Send invoices to Quickbooks via P3's integration.
Order Builder
Create orders with the order builder.
P3Source Current
Release Notes 2021 to Present
P3Source Older
Release Notes 2019 and older
P3Connect Current
Release Notes 2020 to Present
P3Connect Older
Release Notes 2019 and older.
Technology Overview & Requirements
Technical overview and requirements for P3Source.
International Settings
Dates, Currency and Measurements settings.
Performance Tracking
Supplier performance tracking and reporting.
QuickBooks Integration
Managing the project cycle.
Data Security and Disaster Recovery
P3's Security, Disaster Recovery and HA policies.
Whitelist Information
How to Whitelist the P3 SMTP and IPs.