ProjectTrack Personal Edition - Release Notes

February 1, 2008 - Current Version 2007.4.4 (Build 1620)

This version corrects all reported errors and incorporate the following enhancements and changes:

• A new Search Box has been added in the main window to allow for fast an easy search.
• The program has been stabilized and performance has been increased.
• Data entry screens have been modified to be more user-friendly.

December 14, 2007 - Current Version 2007.4.1 (Build 1550)

This version corrects all reported errors and incorporate the following enhancements and changes:

• Ability to manually import contacts from MS Outlook at any time.
  • Go to Tools > Import Contacts from Outlook
• Email Templates with Variables
  • Go to Collaboration > Emails > Manage Email Templates to see some templates we created to get you started.
  • Using email templates you can now send emails with assignments and status requests.
  • You can also define your signature and include it automatically in all the emails.
• Meeting Agendas Templates
  • ProjectTrack can now generate your meeting agendas automatically.
  • Agendas can also be sent automatically to the meeting attendees.
  • To manage your agendas go to Tools > Preferences and click on Manage Agenda Templates.
• New Email menu in most of the screens
  • This new menu allows you to send emails from any screen in the program.
• Rows height can now expand to show all the information from the Description and the Notes field
  • Go to Tools > Options > Preferences 2 and change the box Automatically set row's height.
• Now you can decide if you want to see branch nodes for all the actions, issues, milestones, etc. from the Personal Folders.
  • Go to Tools > Options > Preferences 2 and change the box Show nodes for all items in the Folder View.
• Automatic grouping when sorting can be enabled or disabled.
  • Go to Tools > Options > Preferences 2 and change the box Automatic Grouping.
• Ability to hide the currency decimals. If you don't use decimals when entering cost, now you can hide them.
  • GO to Tools > Options > Preferences 2 and change the box Display currency decimals.
• Better handling of Documents.
  • A new column has been added at the right of the document list. The column has an icon. Clicking on the icon will open the document.
• Some cosmetic changes in the way lists are displayed. A gray shading has been added to each odd line to facilitate visual browsing.
• Groups can now show totals
  • When lists are sorted and grouping and totals are showed, sub-totals are displayed under each group.
  • Group by one column and then press F7 to see the totals.
• States codes can now be up to 10 characters long. This will fit the code for Australia and other countries.

November 30, 2007 - Current Version 2007.4 (Build 1500)

This version corrects all reported errors and incorporate the following enhancements and changes:

• Ability to manually import contacts from MS Outlook at any time.
  • Go to Tools > Import Contacts from Outlook
• Email Templates with Variables
  • Go to Collaboration > Emails > Manage Email Templates to see some templates we created to get you started.
  • Using email templates you can now send emails with assignments and status requests.
  • You can also define your signature and include it automatically in all the emails.
• Meeting Agendas Templates
  • ProjectTrack can now generate your meeting agendas automatically.
  • Agendas can also be sent automatically to the meeting attendees.
  • To manage your agendas go to Tools > Preferences and click on Manage Agenda Templates.
• New Email menu in most of the screens
  • This new menu allows you to send emails from any screen in the program.
• Rows height can now expand to show all the information from the Description and the Notes field
  • Go to Tools > Options > Preferences 2 and change the box Automatically set row's height.
• Now you can decide if you want to see branch nodes for all the actions, issues, milestones, etc. from the Personal Folders.
  • Go to Tools > Options > Preferences 2 and change the box Show nodes for all items in the Folder View.
• Automatic grouping when sorting can be enabled or disabled.
  • Go to Tools > Options > Preferences 2 and change the box Automatic Grouping.
• Ability to hide the currency decimals. If you don't use decimals when entering cost, now you can hide them.
  • GO to Tools > Options > Preferences 2 and change the box Display currency decimals.
• Better handling of Documents.
  • A new column has been added at the right of the document list. The column has an icon. Clicking on the icon will open the document.
• Some cosmetic changes in the way lists are displayed. A gray shading has been added to each odd line to facilitate visual browsing.
• Groups can now show totals
  • When lists are sorted and grouping and totals are showed, sub-totals are displayed under each group.
  • Group by one column and then press F7 to see the totals.
• States codes can now be up to 10 characters long. This will fit the code for Australia and other countries.

October 30, 2007 - Current Version 2007.3.10 (Build 1467)

New Features and Changes

• Spell check for notes.
• UK and US English thesaurus.
• Several dictionaries added, including English (US, UK, Australia and South Africa), Spanish, German, French, Portuguese, Italian, etc.
• Notes can be edited and formatted directly from the grid.
• Automatic insertion of date and time in Notes.
• Definition of the default font for notes (go to Tools > Options > Preferences 2)
• Action Items can be associated to Milestones.
• Contact's Notes are now synchronized with Outlook
• Contact synchronization with Outlook now uses the Mobile Phone, instead of the Car Phone, as the Cell Phone.
• Several speed improvements.

Error Fixes

• Program froze when previewing, printing or exporting a detail report.
• Meeting Dialog - If the Notes tab is pressed before pressing the Agenda tab, an error occurs.
• Error when using ProjectTrack in a memory (USB) stick while synchronizing with Outlook.
• Many other small errors were fixed

September 26, 2007 - Version 2007.3.6 (Build 1310)

New Features and Changes

• Windows Vista Compatibility
  • All editions of ProjectTrack 2007 are 100% compatible with Microsoft Vista. All known problems have been fixed.
• New installation program, smarter and Vista-aware.
• Notes can be formatted with different fonts and colors.
• Notes can be saved and loaded as Rich Text (RTF - Compatible with MS Word)
• New update engine capable of doing automatic updates in Windows Vista.
• Ability to assign a user to a person/contact.
• We changed the way new users are assigned to resources. When a new user is created, the administrator can create a new resource or assign the new user to an existing one.
• Speed up copy and paste of items.
• When browsing for images and pictures, you can now see the selected picture before loading it.
• Speed up the Collaborative Edition by improving the way security settings are stored.
• Speed improvements in the display of menus and toolbars.

Error Fixes

• Hiding a client did not refresh the client tree.
• Hiding a project did not refresh the client tree.
• Error when entering a Work value without the integer part (i.e. .5 instead of 0.5)
• Error when renaming an Login ID and that login ID was already used.
• When ProjectTrack couldn't find the Messages.idt file and the user located it, the program did not save the new location, forcing the user to reset the location every time the program started.
• Fixed expanding/collapsing problem with Grids
• Fixed expanding/collapsing problem in ProjectTrack today
• When exiting the program, sometimes the Groping was not saved.
• Group names sometimes were not displayed.
• When an item was assigned to a different client/project, its documents were not reassigned to the new client/project.
• Fixed problem when switching views while an item is being edited.

August 15, 2007 - Version 2007.3.2 (Build 1228)

New Features and Changes

• Added related/assigned to field to journal entries.
• Work and Actual Work fields can now have decimals.
• Improved compatibility with Windows Vista.
• Outlook 2007 compatibility implemented.

Error Fixes

• Days to/since did not update when data changed.
• Changing the due date in a milestone gave an error.
• Display message when a new version is NOT available.
• Fixed problem when creating 2 or more projects with the same name.
• The drop down for cost type for assets did not show any values.
• Is manager field was not saved.
• Automatic updates in Vista did not work.

June 18, 2007 - Version 2007.3.0 (Build 963)

New Features and Changes

• Ability to enter data from the main screen

  Now you don’t need to double click a project or action item to edit it. You can now add and edit any items from the main screen.

  Most of the grids are editable now. Only those grids that show assigned items, such as resources or assets are not.

• Show my items in ProjectTrack Today

  ProjectTrack today can now show only the items associated to the user logged in.

  You can turn this feature on and off in the “Project Track” today tab of the options dialog (Tools > Options)

• Show my items in grid views

Now grid views can also show only those items assigned or associated to the user logged in.

• New Dynamic Profiles

  Projects are managed differently by different people and not everyone needs to keep track of all the items ProjectTrack offers. We added some standard profiles to the program.

  Users can now select among three predefined profiles ( Enterprise, Professional and Personal), or create their own.

  New Profile Wizard to help you decide what items you want to track in your projects.

• Automatic grouping when sorting a grid by a column

Following the way MS Outlook works, when the user clicks on a column, the grid will be grouped and then sorted by that column

• Visually grouping of columns

  Users can now drag and drop columns at the top of the grid to group by that columns. Groups within groups are also allowed.

  This option is also available by right-clicking an a column and select “Group By”

  Groups can be cleared by dragging the grouping column out of the grid or by selecting the option “Clear Sort/Grouping” after right-clicking any column.

• Icon toolbar with captions

  The new icon toolbar can show small and big icons with or without captions, to help new users getting use to the program

  You can change the icon toolbar configuration by going to “View > Tool Bar”

• Modifications to the “Contacts” tab

  Removed the grouping radio buttons at the left side of the window, since now they are not necessary.

  When switching between the different views (Address Cards, Detailed Address Cards, Simple List, etc.) the program now saves the column configuration and allow users to select the visible columns for each view.

• Changed items labeled as “Resource” to “Asset”
• Changed items labeled as “People” to “Resource”
• Changed items labeled as “Client” to “Company”
• Resources and Contacts without a name, will display the name of the company when using the card view, just like Outlook.
• Users can now create Projects without assigning it to a company.
• Users can now create Action Items, Risks, Issues, etc. without assigning it to a Project.
• Improved Copy and Paste of items, while still allowing for Copy/Cut/Paste of text.

  Changed to use Alt+C and Alt+V to copy and paste items, so Control+C and Control+V can be used to copy and paste text.

• Improvements in the export of documents

  Changed the menu option "Export" to "Save as"

• Various database speed improvements
• Added a menu option under Help that links the program directly to the tutorials.
• Windows Vista compatibility

  We are still working on ProjectTrack to make it 100% Vista compatible but we don’t expect to be done until after the summer. If you are using ProjectTrack under Vista, please report any errors so we can fix them as soon as possible.

  ProjectTrack now saves its configuration files under the “Documents and Settings” folder to comply with Vista requirements.

  Temporary files (i.e. when opening a document stored in the database) are now created in the user’s temp folder.

April 11, 2007 - Version 2007.2.0 (Build 720)

Error Fixes

• Error with notes tab not saving
• Error while opening a document stored in the database when clicking in details panel
• Colors when using a non-standard color scheme.
• Problem when trying to set up the printer while editing an email template.
• Pressing ESC in some windows will close the window.

March 8, 2007 - Version 2007.1.10 (Build 701)

Changes

• Speed improvements

  Changes in the database engine to increase the overall speed of the program. ProjectTrack was always very fast, now it is even faster.

• Ability to email documents directly from ProjectTrack

  Now you can email any document (stored as a link or inside the database) directly from ProjectTrack. You can email one or more documents to one or more people

Error Fixes

This new release fixes all known errors and inconsistent behaviors

February 6, 2007 - Version 2007.1.8 (Build 659)

New Features

• Display of People's name

Now you can configure how you want to see people's name displayed; Last Name first (i.e. Smith, John) or First Name first (i.e. John Smith). The default is now Last Name first, but you can change it by going to Tools > Options and unchecking the "Display people's Last Name first" box.

• Ability to select what type of items you want to use with Clients and Projects

Not everyone uses all the types of items that ProjectTrack provides. For example, you may not care about client Locations or Departments or about keeping track of Initiatives and Programs. The same can be said about projects. You may want to track Action Items, but not Issues or Changes or Meetings.

Now you can define the items you want to use by default every time a new client or project is created. In addition, now you can also configure the items for each specific client and project.

If this is your first time working with ProjectTrack, The first run wizard will guide you thru the configuration of the default values.

You can always change the default values by clicking on the "Clients" or "Projects" branch of the tree and then selecting File > Default Properties from the menu. You can also right-click on the branch and select the same menu option from the pop-up menu.

To configure the items you want to use for a specific client or project, click on it and select File > Properties from the menu. You can also right-click on the branch and select the same menu option from the pop-up menu.

• Easier way to assigned people to items

Until now, to assign a person to a project related item, the person needed to be assigned first to the project. Not anymore. Now you can assign anyone to any item even if the person is not assigned to the project. It will make everything a little easier!

Changes

• New database update engine capable to handle more situations and automatically adapt to them.
• The about us window and other dialogs have been modified to make sure they display correctly when the user has non-standard fonts.

Error Fixes

This new release fixes some errors and inconsistent behaviors . Among the most important are:

• Problem when trying to print/preview when editing an email template.
• Problem when restoring the database and pressing the cancel key.
• Other small errors and spelling errors.

January 7, 2007 - Version 2007.1.7 (Build 646)

New Features

• New indicator for Projects

We added a new indicator, so you can track the Importance of a project.

• Ability to save documents stored in the database

Now you can save a document that is stored in the database, without removing it from the database. We also made some improvements in the way documents are added and removed.

Changes

• Better handling of errors reported by MS Access. In some cases, if the user had any third-party add-ons for MS Outlook or was disconnected from the MS Exchange server, the synchronization process would fail. ProjectTrack can now handle many more errors reported by MS Outlook and, if it cannot handle the error, it will not crash.
• Double-clicking on the blank area of a details pane, will open the item the pane is related to.
• We made several changes in the way people and assigned people are handle. For example, when adding a new person and selecting her manager, the list of available managers is not filtered by the "Is manager" switch.
• Indicators are only saved and reload if the user made any changes to them. We changed the indicator's window and available actions to make it more consistent.
• Pressing [Esc] while in the indicators window, doesn't close the window anymore.

Error Fixes

This new release fixes a lot of error and inconsistent behaviors . Among the most important are:

• Fixes with MS Outlook synchronization.
• Fixed a problem when switching to the Resources tab in the Project dialog.
• Some small email related fixes.
• Now you can use the mouse wheel to scroll the pages in the details report.
• Fixed an error reported when trying to back up the database before exiting the program.
• Some inconsistencies in the document details
• Some problems with the grouping of items in the grids have been fixed.

December 7, 2006 - Version 2007.1.5 (Build 500)

Changes

• We eliminated the need for any external DLLs, including qtintf70.dll

Error Fixes

• Entering an invalid date in a date field will generate an error - Fixed.
• Window positions are not saved - Fixed.
• Adding members to a project sometimes generates an error - Fixed.
• ProjectTrack will crash when it starts for the first time - Fixed
• Outlook synchronization didn't respect the configuration settings - Fixed.

November 28, 2006 - Version 2007.1.4 (Build 451)

New Features

• Copy and Paste.

Now you can copy and paste any item. For example you can copy a project from one client to another.
Using copy and paste, you can create "template" projects. For example, you could create a new client called "Templates" and copy any items that you want to use as templates into this client. Later, you can copy any of those items from the "Templates" client into any other client or project.

• Contacts Tab

A new tab has been added so you can maintain your contacts, related or unrelated to your projects.
The new contacts tab also allows you to synchronize your contacts between MS Outlook and ProjectTrack.

• External Applications

A new menu (Applications) has been added to all the windows. This menu can hold other applications you normally use, so you don't need to leave ProjectTrack to launch them.
The first time ProjectTrack starts, it will look for Microsoft applications and, if it finds any, it will incorporate them into the menu.
You can add, modify and delete applications from the menu by selecting the option Configure Applications

• Document Storage in Database

When adding documents to ProjectTrack now you can chose if you want to link to them or store the whole document in the database.
Storing documents in the database is very convenient if you are running ProjectTrack from a Memory device and use it in more than one computer.
To store a document in the database, make sure the checkbox Link to File is unchecked when adding a document.

• New Fields

Now you can maintain the fax number of your contacts.
Companies can have a Parent Company assigned to them.

• Sending of emails via Mailto

Mailto is the method use to call your email program when you click on an email link in your web browser. Now ProjectTrack can use the same method, regardless of the email program you use.
To use the MailTo method, go to Tools > Options > Use this email program and select the option Use 'MailTo' settings.

Changes

• We made some changes to the spreadsheet mode so it works more like a spreadsheet.
• Now you can click on the links displayed in the grids, just like you do in a web page.
• When right-clicking on a grid column and selecting Group By > the program now shows all the available columns.

Error Fixes

• All known errors have been fixed.

October 2, 2006 - Version 2007.0.6 (Build 341)

Changes

• The spreadsheet mode has been redesign to better mimic the behavior of a real spreadsheet. A lot of changes were made to make it more user friendly.
• Arranging of columns (Right-click on a grid column and select arrange by) is more intuitive and now allows you to select more than one column. For example, now you can see a list of action items, arranged by Project and then by Assignee.
• States (as in Political States or Provinces) can now be defined. Just click on the edit icon at the right of the state drop down to add, modify and delete you own list of states.
• The status bar clock now uses the formatting options defined by the operating system.
• Now it is possible to change the project a team belongs to. To do it, open the team and click on the icon at the right of the project name.
• Better status update when deleting items.
• Now it is possible to export a detail report by clicking on the Export button.
• The "Days Since/To" column (that indicates the number of days until an item should be done or, if it is already done, the number of days since it was done) has been redesign and now it shows better, more detail information.
• While browsing clients, locations and people using the "Business Card View", now it is possible to move rows up and down.
• Menus have changed and a new 'Collaboration' menu has been added in preparation for the upcoming "Collaborative Edition" of ProjectTrack.

Error Fixes

• All known errors have been fixed.

September 4, 2006 - Version 2007.0.5 (Build 329)

Changes

• Disabled the success message when the database was compacted successfully at exit.
• Small changes in the nag screen.
• The What's New file (the one you are reading) is now an HTML document. It looks better and allows us to give you more detail information about changes and enhancements.

New Features

• New update manager.

  ProjectTrack can now detect if there are new updates for the program and will allow you to automatically download them and install them.

  A new option has been added to the Options dialog to define if you want ProjectTrack to automatically check for updates. This option is enabled by default. If you disable it, you can always manually check for updates by going to the Help menu and selecting the option: Check for updates.

• User management updates

  The user management tool (you can access it from the Tools Menu) has been modified and expanded in preparation for the new multi-user version (Code named: Collaborative Edition) of ProjectTrack. There are two main enhancements:

  1. When a new user is created using the User Management Tool, a new person is also created in the selected company.
  2. A new column has been added the user management screen to indicate if a user is logged on. Any user with administrative rights can clear the logged on flag and mark the user as not logged on.
• Ability to add an email subject line to the Email templates.

  Email Templates can now include a subject line. When a new email is send using an email template, the subject line will be automatically included.

• Colors and messages in Project Track Today.

  Items displayed in Project Track today will have different colors depending of when they are due.

  • Items not due yet, will show in black
  • Items due today will be show in black and bold
  • Items pass due will show in Red
  • Completed Items will show in Green

• Sort order in Project Track Today.

  The sorting order has been expanded to use indicators such as importance, status, severity as well as the assignee. Now you can sort for a second field after the first one. Go to Tools > Options > Project Track Today to define the display order.

• Ability to expand and contract list in Project Track Today.

  Items grouped by Project or Client can now be expanded and contracted while in the Project Track Today view.

• New grid column

  A new column has been added to all the relevant grids to indicate the number of days until an item is due and/or the number of days since the item was completed.

• Ability to minimize the program to the tray.

  Now you can minimize Project Track to the tray (where the clock is, at the right side of the Start bar)
  
  While Project Track is minimized, you can right-click on its icon an add any type of item without recalling the program.
  You can control this behavior by going to Tools > Options > Preferences

Enhancements

• Increased speed when filtering lists with thousands of items.

Fixes

• Error when entering a big number of work hours.
• Error when entering a big number in the cost fields.
• The main window's grid customizations were not saved at exit.
• Ensure logical values are set to No (false) when entering new records in spreadsheet mode.
• Project Track today doesn't display the information correctly.
• Problem when compacting the database at exit.
• Some minor menu inconsistencies.
• Some other minor fixes.
• All known errors have been fixed.

July 28, 2006 - Version 2007.0.4 (Build 300)

VERSION INFORMATION

• This release fixes several errors.
• The shareware version expires 60 days after the first run.
• Visit http://www.ilore.com for updates

WHAT'S NEW

Enhancements

• Ability to turn off the main toolbar.
• Ability to call Microsoft Word Pad from the tools menu.

Fixes

• Compacting the database at exit hangs Project Track.
• Menus and toolbars are not saved at exit.
• Nag screen buttons display the wrong colors.
• Ensure logical values are set to No (false) when entering new records in spreadsheet mode.
• Project Track today doesn't display the information correctly.
• Problem when compacting the database at exit.
• Some minor menu inconsistencies.
• Some other minor fixes.
• All known errors have been fixed.

July 13, 2006 - Version 2007.0.4 (Build 296)

VERSION INFORMATION

• This is the final 2007 Release.
• The shareware version expires 60 days after the first run.
• Visit http://www.ilore.com for updates