A job in Pipeline LBM is the container for your takeoff, measurements, quantities, and Bill of Materials (BOM). You can create a new job in several ways, depending on where you start in PLBM and whether you are ready to upload plan files.

Note: A Job Number is required to create any job. Use unique Job Numbers to avoid confusion during syncing.

Method 1: Create a Job from the Takeoff Workspace (with PDF upload)

Use this method when you are ready to start a takeoff immediately and already have plan files.

1. From the PLBM dashboard, select Takeoff and choose Navigate to Takeoff. This will open the Pipeline Takeoff Workspace.
2. Select Create New Job. This will open the New Job dialog box.
3. Enter the Job Number (required) then review or update the Due Date.
4. (Optional) Complete additional job fields.
5. Next to PDF File(s), click Select File and choose your PDF (required).
6. Select Save.

Method 2:

Create a Job from the Dashboard Quick Start menu (no PDF upload)

Use this method when you want to create a job record first and upload plan files later.

1. Go to the Quick Start section within the Dashboard and selecting the + button next to the Jobs button.
   
2. On the main Jobs page, click the+ icon in the top right corner.
3. The New Job dialog will open.
4. Enter the job number (required), and any applicable location, customer, due date, job address, estimator value, or any notes.
5. Once done, click Save. 
6. After saving, you will return to the main Jobs page. Confirm that the new job appears in the list.

Method 3: Open a Job in Pipeline LBM’s Takeoff Workspaceu

1. From the PLBM dashboard, select Takeoff and choose Navigate to Takeoff. This will open the Pipeline Takeoff Workspace.
2. Select Open Job.
3. Select the Job from the list that populates in the Open Job dialog box.
4. Select the Open button.