April 2020
Fixes and Incremental Improvements
Main Application Window:
- Fixed Buy Now link to go to p3software.com/sales
- Fixed display of Distributor branding buttons.
Job Manager: Flexi-Spec Templates:
- Fixed empty Flexi-Spec templates list when in data-metering mode.
- P3FileBank: Consolidated queries for Bids Files into a single Job or RateCard query.
- Job Specification: Flexi-Spec and Notes sections:
- Adjusted Labels-Column to top-align with the top of large text blocks.
Enterprise Settings:
- File Locks: Fixed display of lock creation time data.
Send Email Window:
- System now “remembers” users selection on the “CC me” check box.
Emails Messages:
- Job Orders & General emails:
- Fixed right-aligned text in specifications and other sections.
- RFQ emails: Fixed minor table nesting issue.
General Infrastructure:
- Sending Data Table Updates:
- Improved error/retry messaging,
- Added automatic-retry before failing,
- Added option to run updates in background where appropriate.
- XML Parser:
- Improved screening and error-handling for invalid characters.
- Improved parsing logic and end of content detection.
- Simplified and clarified new-line character substitution option used for HTML rendering.
February 2020
Fixes and Incremental Improvements
Data Tables: Loading Failures:
- Added retry/continue/shutdown option to handle error.
Help Pages:
- Fixed page links several places in Detail Specifications windows.
Tax Rate Table Refactoring:
- Eliminated creation of duplicate 0.0% rates.
- Fixed sync of QBOL rates
Send Email Refactoring:
- Job Award: Handles "no recipients" condition for Bids Declined without Exception pop-up.
- Support Email: Eliminated attachments Exception problem.
- Limited size of error messages logged into history, was causing corruption in files due to excessive size.
Job Numbering: Refactoring:
- Fixed Issues with file locking during editing process.
- Simplified API by separating tasks into separate methods.
- Changed data file format to use XML storage.
- Added Legacy to XML format migration process.
Enterprise Settings: Option List Editor:
- Fixed issue where items could have duplicate indexes, which caused erratic behavior.
September 2019
Fixes and Incremental Improvements
Tax Rate Selector:
- Adjusted to sort Tax Rates numerically.
- Adjusted to eliminate duplicate Tax Rates.
Copy Job Process:
- Job Dates (Bids, Art, Proofs & Delivery) now get reset to anticipated when Jobs are copied.
Project Proposal Item Editor:
- Revised text in Margin/Markup change pop-up to indicate the change affects all projects.
- Fixed bug: If User cannot change Margin/Markup setting, hides the button for that function.
January 2019
Fixes and Incremental Improvements
November 2018
New Features

- Consolidated Job Award Pop-Ups into a single dialog.

Fixes and Incremental Improvements
-
Job Manager Window:
- Fixed "Add Customer" button action to add the Customer properly.
- Made Currency label wider to accommodate longer currency descriptions.
- Made Job Owner label font bigger and bolder, repositioned label to the right.
- Fixed problem Awarding Jobs when no Customer was selected (Only happened when Customer Business Rules were turned on).
- Add Cost Break-Out: Fixed problem where the Label text provided by the user was disappearing.
- Job Ticket: Multi-Item specs: Added option to show Specs for only the Ordered Items on the Job Ticket.
- Custom Job Status Levels: Fixed issue where extra space at the end of the label caused problems selecting the Status Level.
-
Send Email Window:
- Replaced email TO and CC controls with new Email Address List control.
- Send Email Window: Modified file attachments panel to upload and link files rather than attaching them.
- File size limit now 50MB per file.
- Attached Files get archived with Jobs, Projects and RateCards.
- Adjusted Email message layout to show User's text Message and Attachments above formal documents in messages.
- Fixed issue where Job Award email CC addresses were not getting included on the email message.

-
Project: Invoice Items: Adjusted Items to default to "Do Not Show", unless they have a non-zero quantity or amount.
-
RateCard: Fixed issue in the Create Proposal workflow process.
-
Document Preview: Adjusted print/page settings to force "Portrait" orientation for most documents. (Previously used Printer default setting.)
October 2018
-
Job Manager:
- Paper Specifications: Fixed bug in international paper weight selector.
- Flexi-Spec Templates: Fixed issues that occurred when no templates were present
- Detailed-Spec Panel: Fixed issue with section displays getting truncated.
- Ordering: Added PressWise Integration features.
- Ordering: Items Table: Fixed issue with row height adjustments for long descriptions.
- Ordering: Fixed issues with deleting and inserting new lines.
-
Email Window: Fixed View Document button.
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Document Preview: Added additional error trapping and reliability features.
-
Project Manager: Fixed issue saving status updates after sending emails.
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Data Export Functions:
- Export System: Added Project-Jobs Export capability.
- Export Window: Added additional data filtering control.
- Export Window: Added Filter Setting storage between usages.
- Export Window: Removed Filter Type Control.
July-August 2018
January 2018
New Features
-
RateCard Price Insertion for non-standard quantities.
- When inserting Supplier cost amounts from RateCards for non-standard quantities the system now automatically calculates a price based on the nearest two RateCard Price Points.
- There are two calculation method options (See Graphic):
- Use the Unit Cost Rate of the lower Price Point where total is lower than the higher Price Point cost (Default).
- Use the Average Unit Cost between the two Price Points.
- The calculation method may be selected in the Enterprise Settings Window, Jobs & Projects tab
.
- RateCard Price Insertion for Jobs is done through the RateCard Job Order Creator window
, which is accessed from:
- The RateCard Manager Window, Create Job Order button.
- The Job Master Window, Prices menu, Insert RateCard Prices menu item.
- The Job Order Window, Add RC Line button
- RateCard Price Insertion for Project Proposals is done through the "RateCard Quote Selector" which is accessed when adding RateCard Pricing to a Proposal Line Item
.
-
Several improvements were made to the "RateCard Quote Selector"
:
- The lowest bid amount for each Quantity is highlighted.
- The Selections table shows the Supplier for the prices that have been selected.
- When the Selection Grid contains a Quantity not on the RateCard, a cost calculation is made for the Supplier selected at that quantity.
- The window is resizable so large RateCard grids can be viewed.
-
RateCard Price Information can now be Exported to and Imported from tab-delimited text files.
- This makes it easier to edit and update prices in existing RateCards.
-
The Job List and Order List now use yellow highlighting to draw attention to Jobs that have received new Bid data from Suppliers.
-
The Project List now uses yellow highlighting to draw attention to Projects that have recently been Ordered by Customers.
Incremental Changes and Fixes
-
A problem with Shipping data getting erased after inserting RateCard prices into Jobs has been fixed.
-
A problem with erratic Zoom levels on the document preview panel has been fixed.
-
Page Numbering has been switched on by default for PDF documents created in P3Source.
-
Several Windows have been engineered to open quickly to show the user progress while slower data processing and loading tasks are going on. These Include:
- The Project Manager Window.
- The Document Preview Window.
- The P3Connect Browser Window.
-
The Application Start Up process has been streamlined so the Main Application window opens more quickly:
- Data Table loading happens in multiple parallel background processes.
- The Job, Project and RateCard lists will remain blank until their respective data tables are loaded.
-
The Application Shut Down process has been streamlined so the Main Application window closes more quickly.
- Caching data out to local storage is now done using multiple parallel background processes.
- The caching process is done after terminating display of the Application window.