Categories are used within the Pipeline LBM software as a
organization tool when establishing, and working with, a Bill of Materials (BOM).
Categories, in conjunction with Pipeline LBM Uses, allow a user to quickly look at a
particular product and see how it is being used in a job. Follow the steps outlined
below to create and utilize categories in Pipeline LBM.
- From the Pipeline LBM Dashboard, click Estimating on the blue navigation
bar on the left side of the screen.
- Click Categories.
- From the main Categories page, click the blue Plus icon in the top right
hand corner of the screen.
A New Category pop up will prompt for the creation of a new category to
be saved.
- Populate the Category information, providing Name and Description and click
Save.
A success message will display once the category is saved. The category
is now viewable in the Pipeline LBM Categories list.
- Repeat steps 1-4 to create additional categories.
Category order will determine in what order a product is shown on the Job BOM.
Once created, categories can be sorted in order of preference by hovering over
the desired category and then dragging it either up or down the list.
- If a category needs deleted, simply click the trash can icon at the far
right of the category to be deleted.
Functionally, within the Job BOM, a Pipeline LBM user can
select the View: Section/Category/Products/Use. Categories can be used based on View
and organization.