{"id":431,"date":"2023-10-26T14:57:11","date_gmt":"2023-10-26T14:57:11","guid":{"rendered":"https:\/\/help.strongtietech.com\/lbm\/?page_id=431"},"modified":"2023-10-26T15:14:30","modified_gmt":"2023-10-26T15:14:30","slug":"pipeline-lbm-2023-1","status":"publish","type":"page","link":"https:\/\/help.strongtietech.com\/lbm\/release-notes\/pipeline-lbm-2023-1\/","title":{"rendered":"Pipeline LBM 2023.1"},"content":{"rendered":"<p>[vc_row row_type=&#8221;row&#8221; stretch_row_type=&#8221;no&#8221;][vc_column][vc_btn title=&#8221;New Features&#8221; style=&#8221;flat&#8221; shape=&#8221;square&#8221; color=&#8221;peacoc&#8221; size=&#8221;lg&#8221;][\/vc_column][\/vc_row][vc_row row_type=&#8221;row&#8221; stretch_row_type=&#8221;no&#8221;][vc_column][vc_separator][\/vc_column][\/vc_row][vc_row row_type=&#8221;row&#8221; stretch_row_type=&#8221;no&#8221;][vc_column][vc_column_text]<\/p>\n<h3>User Role Updates: Collaborator Role<\/h3>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=&#8221;row&#8221; stretch_row_type=&#8221;no&#8221;][vc_column][vc_column_text]The newly created Collaborator role allows view only permissions to PLBM and does not require the use of a license.\u00a0 PLBM customers are allowed unlimited Collaborators while maintaining control of site permissions.\u00a0 Collaborators can navigate the entire LBM site, download and export all documentation, and has view access to activity logs.\u00a0 The Collaborator role will be the default role set for a new User until a site admin changes the role.[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=&#8221;row&#8221; stretch_row_type=&#8221;no&#8221;][vc_column][vc_separator][\/vc_column][\/vc_row][vc_row row_type=&#8221;row&#8221; stretch_row_type=&#8221;no&#8221;][vc_column][vc_column_text]<\/p>\n<h3>Logic Page<\/h3>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=&#8221;row&#8221; stretch_row_type=&#8221;no&#8221;][vc_column width=&#8221;2\/3&#8243;][vc_column_text]Estimators using Pipeline LBM can now easily setup and identify estimating logic, such as Key Measure, and Container products separate from Products (e.g., SKU products). \u00a0This allows for more efficient training of staff, and aids in the set-up of a Takeoff Tool environment from Pipeline LBM.\u00a0\u00a0 The new Logic page has an updated UI that sorts the Key Measure and Containers into Categories, and the subpages (Detail, Documents, Subcomponents; etc.) \u00a0are still available and function just as on the Products page.[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/3&#8243;][vc_single_image image=&#8221;435&#8243; alignment=&#8221;right&#8221; onclick=&#8221;link_image&#8221;][\/vc_column][\/vc_row][vc_row row_type=&#8221;row&#8221; stretch_row_type=&#8221;no&#8221;][vc_column][vc_separator][\/vc_column][\/vc_row][vc_row row_type=&#8221;row&#8221; stretch_row_type=&#8221;no&#8221;][vc_column][vc_column_text]<\/p>\n<h3>Scalability Enhancements<\/h3>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=&#8221;row&#8221; stretch_row_type=&#8221;no&#8221;][vc_column][vc_column_text]As Pipeline LBM attracts more and larger clients, there is a need to be able to scale the functionality of the site to the size and demands of its customers.\u00a0 Large estimating teams with large datasets can now be accommodated by increased SQL server resources as well as addressing pagination method, moving pagination from client side to server side.\u00a0 This applies to: Products index page, Job Quantities page, Job BOM page, Job Index page, Spec Set groups, Spec Set pages, Products conversions.[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=&#8221;row&#8221; stretch_row_type=&#8221;no&#8221;][vc_column][vc_separator][\/vc_column][\/vc_row][vc_row row_type=&#8221;row&#8221; stretch_row_type=&#8221;no&#8221;][vc_column][vc_column_text]<\/p>\n<h3><strong>License Update to Named Users<\/strong><\/h3>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=&#8221;row&#8221; stretch_row_type=&#8221;no&#8221;][vc_column][vc_column_text]Pipeline LBM has transitioned to a Named User license structure.\u00a0 This updated licensing model can be sold and implemented based on a client&#8217;s size and licensing needs, while also offering unlimited Collaborator Users.[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=&#8221;row&#8221; stretch_row_type=&#8221;no&#8221;][vc_column][vc_separator][\/vc_column][\/vc_row][vc_row row_type=&#8221;row&#8221; stretch_row_type=&#8221;no&#8221;][vc_column][vc_btn title=&#8221;Enhancements&#8221; style=&#8221;flat&#8221; shape=&#8221;square&#8221; color=&#8221;green&#8221; size=&#8221;lg&#8221;][\/vc_column][\/vc_row][vc_row row_type=&#8221;row&#8221; stretch_row_type=&#8221;no&#8221;][vc_column][vc_column_text]<\/p>\n<ul>\n<li>Pipeline LBM is enhanced with Job Takeoff Quantities export functionality to the Job Quantities page, under the ellipsis menu. Included for export testing and validation are Product Name; Product Description; Section Name; Use Name; Source Name; Quantity. This is updated for CSV and Excel formats. \u00a0PLBM-6555<\/li>\n<li>When exporting bulk Subcomponent data from Pipeline LBM, any Use field that is set to Assume Use will show the same data in the export that is displayed in PLBM. \u00a0PLBM-7667<\/li>\n<li>Hyperlinks have been added to the following Spec Set tables\/columns:\u00a0 Original Product \u2013 The link directs to the Product Details page.\u00a0 New Product &#8211; The link directs to the Product Details page.\u00a0 Calculation &#8211; The link directs to the Calculations Details page. \u00a0Job\/Spec Set Group &#8211; The link directs to the Spec Set Details page. \u00a0All inline editing on the updated Spec Set pages remains active and functional.\u00a0 PLBM-8249<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=&#8221;row&#8221; stretch_row_type=&#8221;no&#8221;][vc_column][vc_separator][\/vc_column][\/vc_row][vc_row row_type=&#8221;row&#8221; stretch_row_type=&#8221;no&#8221;][vc_column][vc_btn title=&#8221;Fixes&#8221; style=&#8221;flat&#8221; shape=&#8221;square&#8221; color=&#8221;warning&#8221; size=&#8221;lg&#8221;][\/vc_column][\/vc_row][vc_row row_type=&#8221;row&#8221; stretch_row_type=&#8221;no&#8221;][vc_column][vc_column_text]<\/p>\n<ul>\n<li>It was discovered that the Job page was sometimes empty after clicking View All Due Jobs &#8211; View All Submitted Jobs &#8211; View All Open Jobs button from Dashboard page.\u00a0 Pipeline LBM is now fixed to display correct data on the grid view. PLBM-6745<\/li>\n<li>Previously, the Planswift import would not show up on the Documents page of Pipeline LBM despite receiving an upload successful message in the Planswift application. It was determined that the API for Get Job by number was not working. This is now fixed so that the Documents page loads correctly. \u00a0PLBM-6810<\/li>\n<li>BisTrack selective export was found to not work when BisTrack is the only integration enabled. The Selective Export modal for Bistrack did not show all the options available and displayed an error when attempting the export. \u00a0This is resolved so that the BisTrack modal displays with all fields available and the Sections can be selectively exported. \u00a0PLBM-7463<\/li>\n<li>The PLBM Job BOM page was showing a zero (0) Quantity where the Product Quantity should show.\u00a0 This is fixed. PLBM-7473<\/li>\n<li>Pipeline LBM is fixed to show combined Quantities within the same section of the Job BOM for Eagle exports.\u00a0 This eliminates duplicate and multiple line items within the BOM export. \u00a0PLBM-7524<\/li>\n<li>Upon successfully creating a new User account, Pipeline LBM would not allow that created User to login instead displaying an error page.\u00a0 This is now resolved with updated Carbonite API. \u00a0\u00a0PLBM-7894<\/li>\n<li>Previously, if a Pipeline LBM User left the site idle for a period, upon return and attempting to navigate between pages on the site, PLBM would redirect to a URL that ends in \/Account\/Login and causes the error of 404 Page Not Found.\u00a0 This is now fixed. \u00a0PLBM-7902<\/li>\n<li>Pipeline LBM is fixed to allow a selected file to be downloaded on both the Job and Product Documents page.\u00a0 PLBM-7903<\/li>\n<li>Pipeline LBM Settings allow a user to change the Default Page Size setting.\u00a0 However, the pagination on the Subcomponent page was not previously following the general setting for Default Page Size. \u00a0This was also found to be an issue on the Copy Section Quantities modal.\u00a0 PLBM is fixed so that all grids follow the page size setting. \u00a0PLBM-7917<\/li>\n<li>The Eagle Selective Export was found to not work correctly when Eagle is the only Integration enabled. Additionally, the Selective Export modal was missing the customer number. \u00a0When attempted, the export was successful, but displayed an error in the formatting including extra text\/characters.\u00a0 This is fixed so that the Selective Export modal appears the same with any integration settings selected and includes the customer number. The output includes customer numbers and selected sections without any extra characters.\u00a0 PLBM-8127<\/li>\n<li>Pipeline LBM is addressed so that the order of sections on Job Quantities page now follows the order of sections on the Sections Default page. \u00a0PLBM-8234<\/li>\n<li>Pipeline LBM is fixed to successfully generate a Job BOM after adding Product quantities.\u00a0 PLBM-8479<\/li>\n<li>It was discovered that a Job BOM Quantity that had been split, resulted in a blank BOM Trace. The original Product would show the BOM trace correctly, but the quantity that was created because of a split had a blank BOM Trace. This is fixed to show Split Quantity BOM Trace displaying the original Product trace. PLBM-8499<\/li>\n<li>Pipeline LBM is fixed so that the Job BOM Tracing works and displays data for both existing Section and new Section after splitting quantities.\u00a0 PLBM-8500<\/li>\n<li>Previously, importing Job Quantities via XML file created an incorrect Section code within the import file. \u00a0This is fixed to import correctly. PLBM-8501<\/li>\n<li>The back button on the Spec Sets Details page is fixed to navigate a user back to the Spec Set default page. PLBM-8508<\/li>\n<li>It was found that when a user is added to an LBM site, but the user already exists in Carbonite with a role of collaborator, PLBM would try to set the role to collaborator. Carbonite returned an error when the role of a user was set to collaborator if that role was already established.\u00a0 This is fixed so that, if the user is already in Carbonite, the user role is not set when adding a user to a PLBM site. PLBM-8517<\/li>\n<li>Issues were found specific to displayed toast messages within the PLBM Subcomponents page. These are fixed so that toast messages will not appear if there is not a selected item to edit from the drop-down list. Additionally, no toast message will be displayed when a user clicks into the gray Subcomponents grid view. \u00a0\u00a0\u00a0PLBM-8541<\/li>\n<li>On the Job BOM page, inside the Modify Quantities modal, \u201cSave &amp; New\u201d option will be displayed when the mouse is hovered over the Save button.\u00a0 This is true for Split tab only, and not available for Edit tab.\u00a0 PLBM-8553<\/li>\n<li>The Pipeline LBM Subcomponents page is fixed to update the total number of items on the grid view following an item being deleted.\u00a0 PLBM-8556<\/li>\n<li>When on the Subcomponents page, and there is a Key Measure added, the Key Measure Details page will open when a user clicks on a Key Measure.\u00a0 This is also true if working inside the Copy Subcomponents modal and a Key Measure is clicked.\u00a0 PLBM-8587<\/li>\n<li>Previously, an error toast message was displayed saying \u201cFailed to Export Eagle. No quantities found\u201d when trying to export a Job BOM to Eagle. This is fixed to now export successfully.\u00a0 \u00a0PLBM-8595<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n","protected":false},"excerpt":{"rendered":"[vc_row row_type=&#8221;row&#8221; stretch_row_type=&#8221;no&#8221;][vc_column][vc_btn title=&#8221;New Features&#8221; style=&#8221;flat&#8221; shape=&#8221;square&#8221; color=&#8221;peacoc&#8221; size=&#8221;lg&#8221;][\/vc_column][\/vc_row][vc_row row_type=&#8221;row&#8221; stretch_row_type=&#8221;no&#8221;][vc_column][vc_separator][\/vc_column][\/vc_row][vc_row row_type=&#8221;row&#8221; stretch_row_type=&#8221;no&#8221;][vc_column][vc_column_text] User Role Updates: Collaborator Role [\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=&#8221;row&#8221; stretch_row_type=&#8221;no&#8221;][vc_column][vc_column_text]The newly created Collaborator role allows view only permissions to PLBM and does not require the use of a license.\u00a0 PLBM customers are allowed unlimited Collaborators while maintaining control of site permissions.\u00a0 Collaborators can navigate [&hellip;]","protected":false},"author":346,"featured_media":0,"parent":203,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"template-page-full-width.php","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-431","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/help.strongtietech.com\/lbm\/wp-json\/wp\/v2\/pages\/431","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.strongtietech.com\/lbm\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.strongtietech.com\/lbm\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.strongtietech.com\/lbm\/wp-json\/wp\/v2\/users\/346"}],"replies":[{"embeddable":true,"href":"https:\/\/help.strongtietech.com\/lbm\/wp-json\/wp\/v2\/comments?post=431"}],"version-history":[{"count":0,"href":"https:\/\/help.strongtietech.com\/lbm\/wp-json\/wp\/v2\/pages\/431\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/help.strongtietech.com\/lbm\/wp-json\/wp\/v2\/pages\/203"}],"wp:attachment":[{"href":"https:\/\/help.strongtietech.com\/lbm\/wp-json\/wp\/v2\/media?parent=431"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}