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Knowledge Base
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Getting Started
Pipeline LBM Terminology
What is a Key Measure
What Is the Takeoff Workspace
End to End Workflow from Takeoff to Bill of Materials
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Troubleshooting
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Troubleshooting: The Takeoff Workspace to PLBM Sync Fails
Troubleshooting Common Takeoff Workspace Scenarios
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Job BOM
Pipeline LBM Job BOM Logic
Pipeline LBM SKU Substitutions by Location
Point of Sale Template Set-up – Liquid Template
Manually Add Quantities to a Job
Apply Spec Sets Automatically
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Jobs and Files
Pipeline LBM Product Substitutions by Location
Create a New Job
Open an Existing Job in Takeoff
Import PDF Files into a Job
Rename or Delete Sheets
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Estimating
Pipeline LBM Subcomponents Page
Add a Calculation
Requirements for Valid Calculations
Job BOM Trace View
Create a SKU Product
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Integrations
Pipeline LBM Export Settings for BisTrack
Pipeline LBM Export Settings for Eagle
Pipeline LBM Integration Settings for Saberis
Pipeline LBM Export Settings for Spruce
Exporting From EWP Studio
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Products
Product CSV File Import in Pipeline LBM
Creating a Product in Pipeline LBM
Categories in Pipeline LBM
Product Uses in Pipeline LBM
Creating a New Key Measure in PlanSwift
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Admin
Pipeline LBM Activity Log
Manger Users in Pipeline LBM
Reset a Pipeline LBM Account Password
Pipeline LBM User Licensing Overview
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Takeoff
Navigate the Takeoff Workspace
Edit and Modify Takeoffs
Perform a Count Takeoff
Perform a Linear Takeoff
Perform an Area Takeoff
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Material Grouops
Material Groups Explained
Syncing Material Groups
Available vs Unavailable Lengths
Working with Deleted Material Groups
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