BIM Pipeline Release Notes

New Features and Important Updates

RELEASE 2020.0

01/27/2020

Enhancements:

  • New feature: Users can now use the new Options Pricing tool in the Sales Pricing module. The Options Pricing tool can view, generate, and update Sales Options profiles and filtered by Option, House Option, Community Option, or Community House Option Sales Prices directly from this page. (S-03577)
  • New feature:The Historic Costing feature gives users the ability to import and export future costs as well as a page that shows previous product costs as well as a future cost with an effective date. This new tool can be found in the Product Phase, Building Phase Overrides, and Community Phase. (S-03495, S-03461, S-03496, S-03497, S-03498, S-03499, S-03513, S-03493, )
  • New feature: Users can now create Community Phases. Community Phases can now be assigned to a Community with Houses and Lots can be assigned to a Community Phase. (S-03547, S-03548, S-03549, 03569)
  • New feature:The Location feature has been moved from the Community Details page to is own Location page found in the side navigation panel of the selected house. (S-03534)
  • Users can now import or export a building phase for communities to the Cost page. (S-03433)
  • Users can now create custom fields for a Job. (S-03620)
  • The Option Room has been added to CSV files upon export. (S-03601)
  • The Job Settings page now contains Sales information. (S-03625)
  • Updated category names in the Transaction Log. (S-03582)
  • The Detail Summary page now includes House Override price and Lot price information. (S-03612)
  • Users are now able to delete a Lot without removing a house. (S-03629)
  • Users can now import and export Cost Group Sales name and Sort Order to CSV files. (S-03638)
  • Pathway events are now logged in the Pipeline application. (S-03445)
  • Users can now override import or export Building Phases and Communities in the Costing page. (S-03463, S-03464)
  • The action to remove a Community assigned to Vendors has been removed. (S-03490)
  • Users can now import or export building phase assignments to the Costing page. (S-03489)
  • Added the ability to select or unselect all options in the Subcomponent page. (S-03501)
  • Cost Group, Option Type, and Price columns can be seen in the Option default and Option detail page. (S-03532)
  • Users can now apply sales tax to a Community in a Division through the Costing menu. (S-03533)
  • Users can now assign vendors at the Division level as Primary or Alternative vendors. (S-03483)
  • Users can now assign Community Phase information to a house in a Community. (S-03547)
  • The logging module is changed and all set for a migration to cloud. (S-03542)
  • Module’s installation is standardized for cloud migration. (S-03546)
  • The path settings to servers are standardized for cloud migration. (S-03544)
  • User’s logged information is standardized for cloud migration. (S-03545)
  • Communities pages now have a Code and County column. (S-03562)
  • Configuration settings are standardized for cloud migration. (S-03535)
  • Cost Column filters have been added to the table Building Phase and Community overrides. (S-03543)
  • Users can now hover over a Product Cost assigned to a vendor to display Historical Cost data. (S-03512)
  • The current and historical cost of building phase overrides is shown on the tool tip. (S-03513)
  • The current and historical cost of community overrides is shown on the tool tip. (S-03511)
  • The current and historical cost of building phase/community overrides is shown on the tool tip. (S-03514)
  • The current and historical cost of house in community overrides is shown on the tool tip. (S-03515)
  • The current and historical cost of building phase/house in community overrides is shown on the tool tip. (S-03516)
  • Users can now import and export Lots in a Community Phase. (S-03590)
  • Updated the Add New Lot button to be consistent with the UI. (S-03598)
  • Added the ability to compare material and labor cost at the community override page. (S-03524)
  • Added the ability to compare material and labor cost at the building phase/community override page. (S-03525)
  • Added the ability to compare material and labor cost at the house in Community override page. (S-03527)
  • Added the ability to compare material and labor cost at the building phase/house in community override page. (S-03528)
  • The community override information is exported to CSV files by users and associated division. (S-03606)
  • Users can now delete multiple Lot assignments on a Community at once. (S-03615)
  • The community option/community house option page is supported by Ajax controls . (S-03650)
  • Users can now apply Cut Off Phases to Option Groups and Options as another identifier. (S-03642)
  • The default order on the Jobs page is ordered by Job creation date and is integrated into the settings. (S-03649)
  • Users can now see product detail information by hovering the mouse over the product in the Product Assignment page. (S-03674)
  • Users can now export Community by House and House by Community information on the Community page. (S-03683)
  • The costing section is added to display product cost comparison. (S-03672)
  • The Production Cost comparison page has been reorganized and displayed into one grid. (S-03668)
  • The API to get and delete option house assignment by option Id and name is integrated. (S-03673) (S-03673)
  • Merged the Option and Phase Bid cost pages. (S-03669)
  • The Option page will no longer redirect web pages when adding a new Option. (S-03671)
  • BOM Generation performance has been improved. (S-03541)
  • Users can now send Job BOMs to Saberis POS. (S-03564)
  • Users can now use the Reports page to see the Cost and Price of the Base Option profile combined with each Elevation profile for all Houses in selected Communities. (S-03611, S-03653)
  • Users can now use the Reports page to see the Cost and Price of selected Option profiles for all Houses in selected Communities. (S-03614)
  • The Product Assignment page has been updated to include information on any BOMs that include the Product. (S-03675)
  • Integration status, running to paused, will take effect immediately upon save. (S-03660)
  • The House Estimate page has been reformatted for consistency. (S-03646)
  • Job Budgets and Job Purchase Orders can now be filtered by Building Groups. (S-03697, S-03699)
  • Product Comparison and Open Bid Cost now have icons. (S-03732)
  • Pathway users can now override a House Price scenario. (S-03578)
  • Admin Users can now assign Users accounts to Divisions. (S-03488)
  • Users are only allowed to use Divisions that are assigned to them. This includes Communities or jobs that are included in the Division. (S-03491)
  • The Product Subcomponent page has received performance improvements, most noticeably for Products assigned to a large quantity of Building Phases. (S-03616)
  • Spec Sets can now be assigned at a Division level and will be used in the BOM process. (S-03485, S-03487)
  • Division level Spec Sets can be imported from the Spec Set import page. (S-03486)
  • Users can now apply Sales Pricing rules to Option Group rules and Option rules. (S-03599)
  • Negative numbers displayed in the Building Phase and Community Override page have been updated to display consistently. (S-03607)
  • Lot numbers are now displayed consistently. (S-03608)

Fixes:

  • Base Options are assigned to the Job when created during the PW process. (D-02351)
  • Option Selection group names are now displayed in alphabetical order in the Option Selection page. (D-02370)
  • Negative numbers can now be used in the Sort Order fields in the Option Groups page to quickly populate new Option Groups to the top of the Option pages. (D-02378)
  • The rounding and summing is corrected to be used by Products with Use on a BOM. (D-02334)
  • Users will now receive an error message for house prices over eight digits. (D-02358)
  • A notification message on Custom Option page accurately details a message when products in bulk are deleted. (D-02347)
  • The global option BOM page is supported Ajax controls and consistent with the other pages. (D-02367)
  • User permissions now include adding a Job Note to the Product page. (D-02363)
  • The setting pages is restored when the BIM source is saved. (D-02364)
  • Uploading the site image at the setting page is restored. (D-02376)
  • Deleting a building phase is changed in order not to affect the total old budgets. (D-02332)
  • Users who are not assigned to the Costing module will no longer receive an error message relating to the Costing module. (D-02355)
  • The Last Activity column in the User information page has been removed. (D-02372)
  • Users can now create Variance PO on a Job. (D-02400)
  • Previously, navigating to a new house in the As-Built page produced a timeout screen. Now, users can navigate to a new house without timing out. (D-02374)
  • Users are no longer locked out of the Pipeline application if modules are modified. (D-02352)
  • Option Types are now retrieved and sorted by the sort order. (D-02336)
  • The Option Products page no longer fails to open for Global Options that do not have BOMs to generate. (D-02385)
  • Export House BOM and Estimate reports are updated to export correctly. (D-02401)

RELEASE 2019.3

10/18/2019

Enhancements:

  • BOM Building Phase Rule page now shows correct column titles. (S-03277)
  • You can now adjust prices in bulk for the Community Options page. (S-03247)
  • The calculation detail page now includes All Building Phase subcomponents, as well as a Use column for the subcomponents (S-03254)
  • The Copy Subcomponent window now allows you to copy subcomponents to multiple products at once. (S-03122)
  • The Product Subcomponent page now lets you enable and disable individual subcomponents directly from the grid. (S-03171)
  • You can now set all Building Phase Override costs from the Building Pase Override page of a Vendor for all Products which have been selected as products on a vendor’s page regardless of whether a cost for that product exists or not. (S-03306)
  • The product subcomponent page now alerts you if a subcomponent of type “Assume Product” is missing building phase assignments that the parent product has, and lets you make those assignments from this page. (S-03137)
  • The product subcomponent page now more accurately shows what subcomponents you will get on BOM rollouts. (S-03245)
  • Unused pages are removed. (S-03329)
  • BuildPro is now integrated with permission settings for syncing various aspects of Pipeline. (S-03332)
  • The Setting > MS NAV page is integrated with permission settings. (S-03334)
  • Sage300CRE is integrated with permission settings. (S-03333)
  • Communities can now be assigned to Divisions from the Community Details page. (S-03344)
  • Checkbox eHome functionality is integrated with permission settings. (S-03338)
  • The Setting > Sales Simplicity page is integrated with permission settings. (S-03335)
  • The Estimating > Uses is integrated with permission settings. (S-03331)
  • The Assets > BOM > House BOM page is integrated with permission settings. (S-03325)
  • The Assets > Option Groups > The Option Group and Option Cost Group page is integrated with permission settings. (S-03319)
  • The Assets > Option Selections > The Option Selection page is integrated with permission settings. (S-03320)
  • The Assets > Option Selection Groups > The Option Selection Group page is now integrated with permission settings. (S-03321)
  • Cost Codes, Cost Types, and Cost Categories are now integrated with permission settings. (S-03336)
  • A message now notifies users when a vendor name or vendor code is duplicated. (S-03411)
  • Gear icons are no longer inconsistent. Gear icons are now displayed consistently. (S-03412)
  • You can now use the Sales Pricing Settings page in the Setup System defaults. (S-03388)
  • Worksheets text menu changed to Estimating. (S-03403)
  • Enhanced Data migration from WMS page. (S-03381)
  • Series detail information for editing and assigning houses are shown. (S-03416)
  • The group houses by series on the Jobs page and to assign houses to option page function is added. (S-03417)
  • 3 new HomeFront API endpoints have been added (GlobalBOM, HouseAndGlobalBOM, and FilteredHouseBOM) to view BOM data. (S-03406)
  • A new utility page has been added to copy BuilderMT bid products into HomeFront bid products. (S-03379)
  • Building group is removed from the Costing/Vendors/Vendors To Products page. (S-03420)
  • The Main Navigation -> Assets menu has been reorganized to follow a more logical hierarchy. (S-03429)
  • The column building group is removed out the costing tables. (S-03437)
  • The base cost information is changed to compare each other. (S-03430)
  • Deleting a phase after a Purchase orders has been created. (S-03409)
  • The functionality to manage option types included insert/update/delete. (S-03451)
  • The filters under grids are displayed in a same manner. (S-03395)
  • All Base Cost and Override grids on the Vendor page can now be edited by clicking the table, and be saved in bulk. (S-03418)
  • Sales Pricing has been added to the Main Navigation menu.E-01021 (S-03383)
  • The House Sales Profiler has received an overhaul to generate profiles and scenarios with costing directly from the House BOM to determine sales prices.E-01021 (S-03384)
  • A notification appears in the ribbon when updating the building phase with duplicate phase code. (S-03253)
  • Building Phase Bid Costs and Option/Building Phase Bid Costs have been merged into a single page across Vendors, Houses, Jobs, and Communities costing pages. (S-03465)
  • The House-in-Community Overrides grid in the Costing module has been updated to include Building Phase/Community Overrides. (S-03466)
  • The costing/vendor products information is imported and exported into CSV files. (S-03467, S-03433,S-03434,S-03461,S-03462,S-03463,S-03464,S-03489)
  • Vendor Product Base Costs can now be imported and exported. (S-03434)
  • Vendor Product Building Phase Costs can now be imported and exported. (S-03461)
  • Divisions can now be created to offer another level of asset organization above Communities. (S-03342, S-03344,S-03345,S-03346)
  • The Product name in the ribbon is now called Estimating. (S-03347)
  • A new setting has been added to allow users to view quantities on a Job BOM with a quantity total of 0. (S-03242)
  • The Job > Configuration Page now shows Option Price information. (S-03363)
  • It is now possible to view a Contract page in Sales > Jobs > Contracts. (S-03362, S-03364)
  • A new page has been added to view Concessions on Jobs. (S-03361, S-03364,S-03386)
  • Option Group information is now displayed in the Option page. (S-03410)
  • PRODUCTS text menu is changed to ESTIMATING on the setting page. (S-03404)
  • Contract templates are updated to include Option types. (S-03443)
  • BOM Trace Nodes now show the Product Use on each node where a Use is assigned. (S-03279)
  • A new page is now available for Missing Building Phase for all Subcomponents for all products. (S-03287, S-03284)
  • User permissions have been expanded upon site wide (S-03323)
  • Option Group information is now displayed in the Option page. (S-03419, S-03410)
  • You can now manage Options types with the Manage Option Types button. (S-03435)
  • Users can now import or export override level costs for House and Community. (S-03462)
  • The Vendor’s Building Phase page no longer refreshes after user input. (S-03472)
  • Subcomponent export now displays product information in the Use column. (S-03405)
  • Set use value for the house quantities tab of the Playbook. (S-03368)
  • Import/export function for Option Groups. (S-03419)
  • Option Types and Option Type detail was displayed (S-03435)
  • The House in Community Overides information is imported and exported into CSV file. (S-03462)
  • The Vendor’s Building Phase page no longer refreshes after user input. (S-03472)
  • Pathway Sales Optiontypes API calls for retrieving Optiontypes in Pipeline. (S-03450)
  • Job Approval and Contract creation process is modified. (S-03262)
  • The Report > Option Price margin in Analysis page is displayed in case of no WMS settings and shows a notification message. (S-03350)
  • The product subcomponents page has received performance enhancements (S-03354)
  • Pipeline Update Installer improved implementation. (S-03440)
  • Disabled modules are not shown in the Pipeline application. (S-03390)
  • Subcomponent export displays product information in the Use column. (S-03405)
  • Moved Option Type Creation dialog box to the Builder settings page. (S-03424)
  • License count for inactive or expired licenses set to zero. (S-03432)

Fixes:

  • You can now delete standard options which were previously added to the option list on a Job. (D-02287)
  • The Utility dropdown menu for the WMS/HomeFront no longer overlaps when both are selected. (D-02294)
  • A notification message is now presented when an Option has been copied. (D-02270)
  • View Only users can now view the Custom Option Product page. (D-02296)
  • View Only users can now view worksheets. (D-02297)
  • A notification now appears in the ribbon if multiple houses have the same plan number. (D-02300)
  • You can now view the Option/Building Phase Bid Community Overrides page in the Costing module. (D-02313)
  • View Only users can now view the Community Tax Page. (D-02299)
  • Users can now upload images in the House Elevation page. (D-02289)
  • Estimators can now filter data in the Vendor Base Costs page. (D-02288)
  • HomeFront users can now export House BOMs with mapping information. (D-02321)
  • Options can now be assigned in the Community House Options dialog box of the Community Options page. (D-02272)
  • Lots that start with a zero now correctly display in the Community Lot page. (D-02281)
  • Multiple Lot Status no longer display when the add button is selected multiple times. (D-02283)
  • A notification appears when inputting invalid values in the Acre, Value, Width, and Depth in the Add Lot text fields. (D-02284)
  • BOMs now displays product names that have changed styles. (D-02290)
  • Users can now see a notification when a type is created. (D-02314)
  • NAV Integration Job Sync no longer creates duplicate communities. (D-02315)
  • Users can now correctly order stored procedures that return Spec Sets. (D-02322)
  • Users can now view the Management pages. (D-02324)

RELEASE 2019.2

07/26/2019

Enhancements:

  • New feature: Pipeline is now integrated with MS NAV. The user can sync Vendors, Communities, and Jobs from MS NAV into Pipeline. The user can also send Budgets and Purchase Orders to MS NAV. (S-03219, S-03218, S-03013, S-03016, S-03015) (S-03012, S-03013, S-03015, S-03016, S-03218, S-03219, S-03013, S-03015, S-03016, S-03218, S-03219)
  • New feature: Product Uses – Products can be categorized with a Use via two methods.1.) When assigning a Subcomponent to a Product via the subcomponents page or2.) During a 2D take-off where the Use is carried from the Quantity through to the Product on the Bill Of Material. Uses can be utilized to categorize Products beyond or in lieu of Building Phases and Product Styles. Examples of a Use would be Header, Joist, Wall Plate, Stud, First Floor, Interior, Exterior, etc… (S-03025, S-03028) (S-03025, S-03028, S-03040, S-03044, S-03050, S-03051, S-03154, S-03102, S-03173, S-03155, S-03156, S-03157,S-03158, S-03204, S-03184, S-03159, S-03160, S-03161, S-03162, S-03163, S-03205, S-03088, S-03190, S-03192, S-03193, S-03194, S-03195, S-03196, S-03206, S-03191, S-03197, S-03198, S-03199, S-03200, S-03201, S-03207, S-03192, S-03195, S-03197, S-03200, S-03210, S-03211, S-03212, S-03213, S-03214, S-03215)
  • The Copy Product dialog box is now centered in the middle of the screen. (S-03036)
  • The General Home Front Integration Setting page is now accessible. (S-02968,S-02942,S-03014)
  • Usernames are now protected in the View Current User role for login. (S-02991)
  • Product assignment and Option Assignment pages are now separated by open or closed jobs. (S-02374)
  • Product Uses can now be imported and exported on the Uses > Default page Utilities. The import adds new, updates existing, but does not delete Uses from Pipeline. (S-03026)
  • Users can now access Added product Uses to Option products, Custom Option products, Worksheet products, House quantities, and Job quantities. (S-03031, S-03032) (S-03031, S-03032, S-03033, S-03037, S-03044, S-03051, S-03062, S-03063, S-03064, S-03065, S-03069, S-03070, S-03102)
  • Copied house quantities updated to include Use in the product properties. (S-03071,S-03102)
  • Admin users can now create, read, update, and delete users. (S-03072)
  • BOM tracing now includes trace nodes for All Phase subcomponents. (S-03104,S-03136)
  • Editing job numbers no longer allows you to select an existing number. (S-03133)
  • Excluded Building Phases for product subcomponents can now be imported and exported on the Products > Default page Utilities. The import adds new and deletes existing Excluded Building Phases. (S-03141)
  • Users are now able to set the Use value on a product subcomponent. (S-03068, S-03102, S-03075,)
  • The subcomponent import and export now include Use and Option Name. (S-03081)
  • Previously, Option Groups and Option Selection Groups labeled as Groups. Now, groups are specifically named Option Group or Option Selection Group across all pages in Pipeline where needed. (S-03096)
  • Worksheet products can now be imported and exported. (S-03225)
  • The Copy Subcomponents dialog box now defaults to Check All text field. (S-03142)
  • The Use column is now available when importing house quantities. (S-03067,S-03102)
  • Enhanced Subcomponents logic is now included in the Activity log. (S-03135)
  • The Option List Display Settings now allow to allow user choices of how option information is displayed. (S-03147, S-03148) (S-03147,S-03148)
  • The Pipeline API is updated to account for Use on the product quantity. (S-03108)
  • Tracing now includes All Phase subcomponents. (S-03136)
  • Users can now see the Product Name and Descriptions in a Product List in the Copy Subcomponents dialog box. (S-03149)
  • The Excluded Building Phase column now appears in a tooltip for All Building Phase subcomponent line. (S-03166, S-03167) (S-03166, S-03167)
  • The Product Subcomponent page can now be filtered by Product Building Phase. (S-03169)
  • The BOM trace output now includes Use. (S-03255)
  • Users can now select Start Modified Send to WMS to update the page and modify the screen. (S-02290)
  • Pipeline users can now import and export Communities. (S-03246)
  • Checkboxes and text fields are now aligned. (S-03035)
  • The Help link now links to the latest help site. (S-03117)
  • Users now have the option to select a Custom Options’ tooltip in the Job Option page. (S-03095)
  • Job XML import notification message now displays an accurate notificiantion. (S-03103)
  • Users can now use the Use parameter in the Spec Set Product export. (S-03084, S-03102)
  • Previously, Product Building Phase Add would allow duplicate product codes. Now, a notification will be created so Product Building Phase Add will not produce errors. (S-03086)
  • Spec Set Product Conversions and Spec Set Style Conversions now contain the Use parameter. (S-03082, S-03084,S-03151)
  • Estimators can now toggle different views for the job BOM. Available Views include: Option/Phase/Product, Phase/Product, Option/Phase/Product/Use, Phase/Product/Use. (S-03208, S-03154,S-03155,S-03156,S-03157,S-03158,S-03204)
  • Use included in House BOM CSV/XLS export. Users can now export house BOM CSV and XLS with the Use parameter. (S-03211)
  • Users can now export house BOM XML with the Use parameter. (S-03212)

Fixes:

  • Options marked as a Community Standard in Community House Options are now set in Pathway. (D-02226)
  • Estimators can now add an Option to a Community House Option and enter a price. (D-02271)
  • Users can no longer generate bid Products to an Option. (D-02241)
  • Users whose mouse pointer hovers over a house name on the Option House Product page will now displays details of the house. (D-02229)
  • The filter pane on the Building Phase no longers moves to the top when scrolling to the bottom of the page. (D-02269)
  • Users who delete products that are not assigned to a Building Phase or Style can now delete products and assign them to a Building Phase or Style through a dialog box. (D-02268)
  • Previously, filters in the Job Estimate page would only filter contained objects. Now, all filters in the Job Estimate page produce accurate results. (D-02266)
  • The quantities column in Add Product Quantities page is now inline with other rows. (D-02265)
  • Previously, an attempt to uncheck and save the Community Planner checkbox on the Community Details page would produce an error. Now, users can uncheck and save the Community Planner checkbox on the Community Details page. (D-02220)
  • The Import Prospect page can now be accessed. (D-02307)
  • Subcomponents created in the product assembly logic with non-default parent style set will now only display in the parent product using that parent style. (D-02256)
  • Previously the Refresh WMS Vendors and Cost button was removed. That button is now restored. (D-02242)
  • Previously, the Product Details page in the Manufactures and Style panel allowed users to enter the same manufacturer and style combination more than once. Now, users are prevented from making errors when entering new manufactures and style combinations. (D-01891)
  • Communities with more than one lot can now be deleted. (D-02254)
  • Admin and Superadmin users can now view multiple pages simultaneously. (D-02255)
  • You can now use the dropdown menu in the Purchasing > Purchase Order page. (D-02257)
  • Previously, access to Import Prospect page was inaccessible. Now, Import Prospects page is accessible. (D-02258)
  • Copying a product from Products > Default page > Include Subcomponents no longer produces the wrong style. (D-02260)
  • The Sales customer list on the Customer profile page is now revised. (D-02262)
  • Lot Status now displays correctly in Communities. (D-02282)
  • Sales Filters now work inside the Cost Group columns. (D-02273)

RELEASE 2019.1

04/12/2019

Enhancements:

  • New feature: All Building Phase Subcomponents – A product subcomponent can be created under “All Building Phases” of a product to eliminate duplication of setup logic. The product subcomponent page UI is updated to show all subcomponents of a product in one grid. (S-02916, S-02921, S-02951, S-02919, S-03019, S-02998, S-02997, S-03023)
  • Correctly mapped HomeFront-specific house BOMs. (S-02941)
  • Building Phase Rules page title accurately named. (S-02949)
  • House BOM API method updates. (S-02902)
  • Adjusted Approved for Payment page for screens with smaller resolution. (S-02934)
  • Columns added to the job View Purchase Order page to clarify information. (S-02866)
  • Created a method to add a customer to a job. (S-02930)
  • Added the ability to transfer product quantities to a custom option, worksheet, or another option in the Options Product page. (S-02336, S-02925, S-02924)
  • Removed the Expected column from the BIM sources menu in Settings. (S-02349)
  • Added the ability to append a set of Option Products to another option. (S-02356)
  • House details page is updated to allow for custom inputs. (S-02369, S-02950)
  • Added the ability to copy an Option in the Products page. (S-02426)
  • House Option export function changed the way names are created. (S-02458)
  • Improved user experience for import quantities selection on the Jobs navigation bar. (S-02459)
  • CSV and Excel exports contain the same table data. (S-02460)
  • Added a notification message to prevent the creation or update of a job without a selected Lot. (S-02461)
  • Removed size limit in the Garage text field in a House Component. (S-02466)
  • Added menu All Purchase orders to Purchase Orders dropdown menu. (S-02886)
  • Adjusted menu item Approved Purchase Orders to the Purchase Order menu. (S-02887)
  • Building Group is a required field in the Building Phase add modal. (S-03021)
  • The worksheet interface accurately displays what actions can be taken. (S-02230)
  • Changed text Delete to Clear on bulk actions in the House Bom and Bom Estimate Tools. (S-02234)
  • Purchase Orders that have a status of Work Completed are marked as approved. (S-02853)
  • Added the ability to filter data in the Budge page. (S-02893)
  • Added the ability to filter data in the PO page. (S-02894)
  • Options populate with Option description. (S-02895)
  • Disabled Lot status modifications when it is used on a job. (S-02907)
  • Added the ability to edit all Options in the dropdown menu of the ribbon and the side navigation bar. (S-02913)

Fixes:

  • The syncing of Jobs to WMS is faster. (D-02224)
  • Allow blank import options (D-02058)
  • Product names with an apostrophes are shown in the XML import page for house quantities import. (D-02054)
  • Restored functionality to the edit product button in Job Quantities. (D-01947)
  • The house Quantities page shows accurate detail costs of supplemental to bid products. (D-01960)
  • Checkboxes restored on the Document Permission page. (D-01977)
  • Option and Building Phase Bid labels are accurately named. (D-02021)
  • The process for filtering a house Estimate Option in a column is restored. (D-02023)
  • A notification message when an error occurs when removing Lot Status from a Community. (D-02209)
  • Updated the House BOM QPI SQL with revised BOM table columns. (D-02211)
  • Fixed issues between different collations in WMS bed products and Pipeline. (D-02215)
  • Fixed communication between Pipeline and WMS version 5.8. (D-02227)
  • The job BOM sync to WMS can be done at the same time as another job without locking the WMS database from accepting multiples at once. (D-02230)
  • When attempting to remove options from a job configuration while the add options panel is open the message is now informational. (D-01907)
  • Improved API Performance for Options. (D-02213)
  • Add Community if BuildPro is Active works without error. (D-02216)
  • Orientations are save when completing a Job save. (D-02222)
  • Building Phase Object save properly. (D-02223)

RELEASE 2019.0

01/18/2019

Enhancements:

  • Purchasing Screens labels are more accurately named. (S-02807)
  • Added the ability to import a Vendor to Community. (S-02776)
  • Pathway option selections are displayed in Pipeline jobs. (S-02759, S-02760, S-02763, S-02764)
  • Added an Import Link to Community Options. (S-02770)
  • Added a Sales Price and Square Footage column to the Export and Import category of House Option. (S-02771)
  • Moved Community Default settings to Builder Settings. (S-02780)
  • Option Selections can be imported and exported. (S-02774)
  • The side navigation bar is revised. (S-02777)
  • The WMS Operations Log is exportable. (S-02791)
  • The User Activity Log is exportable. (S-02792)
  • The WMS Operations Log page is sortable. (S-02793)
  • Option Pricing is correctly displayed in the contracts. (S-02795)
  • Pipeline allows mapping options on condition independent of running BuilderMT®’s WMS® integration. (S-02800, S-02802)
  • The public API calls for costing don’t require dependent conditions to be specified manually by the integrator. (S-02804)
  • Improved user controls for Sync Communities to BuildPro dialog box. (S-02806)
  • Multiple Groups and Selections per design Option are allowed to be selected. (S-02799)
  • Pipeline will test the connection to BuildPro® software within the integrations settings page. (S-02811)
  • Multiple Selections are captured on Issue Purchase Order page. (S-02817)
  • Job Options page can display multiple selections. (S-02818)
  • IsCustomizable added to Selection entity. (S-02821, S-02820)
  • Selection Group information added to the Selection Entity. (S-02822)
  • Pipeline handles vendor changes from BuildPro, such as in the case when the vendor changes to a specific vendoron the job task from a ‘To Be Determined’ (TBD) vendor. (S-02832)
  • Option Selection in the quick list is listed alphabetically. (S-02844)
  • Multiple selections can be added to Options . (S-02845)
  • Community House Options are allowed to have more than one Option marked as a Standard per Group but only one per Cost Group. (S-02862)
  • Added Structural and Design Option Types to Option Pages on House, Sales Options, and Community (S-02874)
  • Added an Import and Export page for Option Cost groups. (S-02878)
  • Selection can create a custom Selection for Pathway. (S-02801)
  • The Sales API endpoint method ApproveScenario is enhanced to include modified and save option prices. (S-02767, S-02769)
  • House Option export file name enhanced for consistency. (S-02775)
  • House Estimate page loads default Communities . (S-02779)
  • Vendor Product Cost documents enhanced to distinguish between products. (S-02796)
  • The Tax status of a product in the Product Detail page is revised to accurately describe its function. (S-02797)
  • Added a new setting in the Costings Setting page with a textbox that allows multiple vendors . (S-02830, S-02831)
  • Enhanced the default template for BuildPro integration. (S-02842)
  • Enhanced the Option Selection to a Selection Group from the Add Option Selection dialog box. (S-02843)
  • Added the ability to manage schedule templates in the BuildPro settings. (S-02851, S-02849, S-02850, S-02852 )
  • Added a Dropdown list of Option Selection Groups to the Add Selection to Option dialog box. (S-02855)
  • Purchase Orders revised to contain more information. (S-02871)
  • View Vendor Changes title are more descriptive. (S-02872)
  • Added the ability to manage Option Cost Groups. (S-02877)

Fixes:

  • The Community Vendor assignment export function is restored. (D-02182)
  • Vendor Product Export set to blank value rather than a zero if not value exists. (D-02186)
  • Restored functionality to the spec set on the Community page. (D-02180)
  • The GetJobBomByJobId and GetJobBomByJobNumber Pipeline API methods return the JobBomRecord entity. (D-02204)
  • The Sales API endpoint method ApproveScenario is restored. (D-02179)
  • The Sales API endpoint method ApproveScenario is restored. (D-02181)
  • BIM Pipeline’s Playbook utilizes newer ‘macro’ technology to support current Windows® Operating System standards and requirements. (D-02184)
  • Filters in the Taxable column in the Building Phase page are restored. (D-02189)
  • GetAllOptions API call for PW is significantly accelerated. (D-02194)
  • Updating Options improved efficiency. (D-02205)
  • The Costing dropdown menu correctly displays pages. (D-02206)
  • Copy and paste setting in BOM trace node restored. (D-02208)
  • The proper parsing of dependent conditions and cost groups on job products is restored. (D-02178)
  • Delta (As-Built) only appears when the Houses > House > Import page check box is turned on. (D-02193)

Show More...

RELEASE 2018.3

10/5/2018

Enhancements:

  • New feature: Lot statuses can be created, edited, and deleted using the Lot Status table in the Pipeline Builder Settings. (S-02683)
  • New feature: System lot statuses exist to create default system statuses for users to assign lot statuses to the appropriate system settings. (S-02675)
  • New feature: Tax groups can be set up to organize various tax rates. Tax groups can be set at the community level and at the community/phase level as an override. Costing of the estimates makes use of the tax groups. (S-02734, S-02742, S-02743, S-02744, S-02746)
  • New feature: A variance estimate PO can be generated on a job. (S-02687, S-02671, S-02714, S-02715)
  • New feature: Contract documents can be managed via the Contract Documents table. Individual contract documents can be edited via the individual contract pages. Contracts can be assigned to individual communities, all communities, or no communities. Contract documents can be managed through a communities Contract Document section. (S-02693, S-02694, S-02705)
  • New feature: Templates can be tested on the Contract page via the Validate Contract Document section. (S-02721)
  • New feature: Contracts can be generated based on an approved scenario. They can be generated into individual documents or combined and generated into a single document. (S-02695)
  • File tags have been created to populate data in contracts. (S-02696)
  • UI wording is clarified in various places. (S-02738, S-02741)
  • Lot status creation resides on the new Lot Status Management page. A link to the Lot Status Management page is placed in the Community Planner. Lot Status Categories is simplified to Lot Status. (S-02676)
  • The Sales API endpoint ApproveScenario method is revised. (S-02654)
  • The Sales API endpoint method returns lot status updates. (S-02674)
  • UI text updates on Option Selection page for consistency. (S-02750)
  • The cost group of an option is exportable and importable. (S-02757)
  • Initial settings for BuildPro integration introduced. (S-02677)
  • Pipeline provides BuildPro with Commitment information for all issued product purchase orders on a job. (S-02719)
  • Pipeline provides BuildPro with job information for the job containing the issued product purchase orders. (S-02735)
  • Pipeline provides BuildPro with Community information for all communities present in Pipeline. (S-02737)
  • Pipeline provides its public API to BuildPro for receiving Purchase Order completion events. (S-02736)
  • Pipeline provides BuildPro with Supplier information for all Vendors present in Pipeline. (S-02689)
  • Pipeline provides BuildPro with Cost Code information for all Building Phases present in Pipeline. (S-02690)
  • Initial settings for Sage 300 CRE integration introduced. (S-02718)
  • Export of PO to Sage 300 CRE format introduced. (S-02686)
  • Text on buttons found on Products page updated for clarity. (S-02751)
  • Prospects can be imported and exported on the Sales> Prospects page Utilities. The import adds new, updates existing, but does not delete Prospects from Pipeline. (S-02469)
  • The Sales endpoint API methods support concessions. (S-02753)
  • The Sales API endpoint method CreateConfigCOntracts creates Pathway contracts. (S-02708)
  • The Sales API endpoint supports contract documents. (S-02698)
  • Budget and Create PO page now retain View By selection when navigating away and back to the respective pages. (S-02716)
  • The generation of a PO captures the cost code, cost category, and cost type information. (S-02756)
  • Setting for which cost type should be used to determine associated cost categories to be used when creating a variance PO. (S-02688)
  • The View Purchase Orders Page displays the type of PO. (S-02672)
  • The Purchasing API endpoint is created to accept variance estimates. (S-02703)
  • Initial settings for HomeFront integration introduced. (S-02717)

Fixes:

  • The Job estimate page totals are restored to have the phase view total match the option view total. (D-02168)
  • The proper parsing of dependent conditions on job products is restored. (D-02173)
  • Ability to save the settings pages and remain logged in has been restored. (D-02169)
  • Removed blank choice from the story field when creating or editing a sales option since blank is invalid. (D-02176)
  • Proper column headings when in phase view of the job budget page now restored. (D-02172)

RELEASE 2018.2

8/13/2018

Enhancements:

  • New feature: Job Budget and Report – A job budget can be generated by building phase based on the most recently generated job BOM and Estimate. The budget itemizes products and bids that have non-zero quantities and costs. Reports display the budget for each job itemized by building phase. Generate a job budget: Jobs > specific job > Purchasing > Budgets page. View job budget reports: Reports > Purchasing > Budgets page. (S-02608, D-02607, D-02609, D-02612)
  • New feature: Cost codes, cost categories and cost types can be created and managed in Pipeline for use with new features, including job budgets, job budget reports, job purchase orders, and integrations with accounting systems. (S-02590)
  • Costs codes can be imported and exported on the Purchasing > Cost Codes page Utilities. The import adds new, updates existing, but does not delete cost codes from Pipeline. (S-02652)
  • An option selection resource can be uploaded. (S-02578)
  • The worksheet page UI is updated. (S-02591, D-02131)
  • Both the worksheet and the custom option can be costed with Pipeline’s Costing module. (S-02626, S-02635, D-02166)
  • Sales price can be entered on the Custom Option > Details page for use with Pathway. (S-02657)
  • The Custom Option > Details page displays Pathway Sales Scenario assignments. (S-02627)
  • Database Maintenance – Scheduled system tasks rebuild statistics twice weekly and indexes weekly. (S-02651)
  • The Sales API endpoint GetFullScenario method returns captured prices for the options, lot, and house of a Pathway scenario. (S-02613, S-02614, S-02615)
  • The Sales API endpoint ApproveScenario method is modified. (S-02636)
  • The Sales API endpoint method GetAllApprovedDeltaFullScenariosByJobId returns all Pathway scenarios for a job. (S-02588)
  • The Sales API endpoint GetFullScenario returns all relevant data for a Pathway sales scenario. (S-02583)

Fixes:

  • Building Phase Rules only act on imported house and job quantities that have a fully defined parameter. (D-02157)
  • The process for adding a product to a building phase is optimized. (D-02154)
  • On the main Products page, a Building Phase or a Style can be deleted from a product. When all building phases or styles are deleted, the product is completely deleted from Pipeline. (D-02076)
  • On the main Products page Building Phase column dropdown list, phases that are not assigned to a building group are shown and can be selected. (D-01937)
  • In the BuildingPhases-Groups sheet of the Playbook, a column comment indicates that the Building Group Name is a required field. (D-02048)
  • On Products page import files, the Supplemental to Bid and Projected Cost fields are optional and do not cause an import error if undefined. (D-02016)
  • The house BOM “Cost All Options To Queue” function is restored to include all pages of the BOM. (D-02037)
  • The house Quantities page product delete operation is restored. (D-01912)
  • The Option Price Margin Analysis Report function is restored. (D-02153)
  • On the House BOM Status Report, a House Name display error is resolved. (D-01840)
  • For the job BOM in both phase and option view, the Total Qty column entry is linked to the product quantity trace. (D-02080)
  • On the job Quantities page in Expanded Mode, the option number column is restored. (D-01928)
  • A job BOM product trace error for reversed house orientation is corrected. (D-02158)
  • A message on the job BOM for each relevant building phase indicates when no non-zero quantities are found. (D-02047)
  • The job sync to WMS includes product notes and overrides. (D-02038, D-02137)
  • The functionality to add a product to a custom option is restored. (D-02145)
  • The column filter function on the All Jobs page is restored. (D-01958)
  • Job documents uploaded to Pipeline are properly saved even if the document name contains invalid character(s). (D-02059)
  • Community and Lot resource links open without error. (D-01989)
  • The Add Product Quantities modal window is revised for a 1280×1024 resolution display device. (D-02161)
  • On the Community > Lots > Lot detail page subnavigation, the community dropdown menu function is restored. (D-01488)
  • The community default image save persistence is restored. (D-02146)
  • On an Option Selection Group page, the Add an Option Selection window title is corrected. (D-02159)
  • The Assets>Houses>Utilities>House Option Assignments page functionality is restored. (D-02125)
  • When WMS costs are applied, the worksheet BOM refreshes automatically. (D-02127)
  • The house option BOM sync process on the House BOM > WMS Utilities > Additional Sync Utilities page is updated. (D-02133)
  • Main Navigation menu icon text labels are hidden when screen width is less than 1280px. (D-02138)
  • An activity log message is revised. (D-01925)
  • Vendor > Products page base cost links to the Vendor > Product Costs > Base Costs page are restored. (D-02156)
  • Products with a net quantity of zero are excluded on the house and job estimate pages. (D-02151)
  • Supplemental products are shown with bid products on the house Estimate. (D-02128)
  • The format of the job estimate export is corrected. (D-02160)
  • The job Estimate export for Sage 50 is restored. (D-02155)
  • The vendor product costs import is restored to include building phase overrides. (D-01779)
  • The Issue and View Purchase Orders pages are restored to allow cancelled POs to be reissued and to indicate if the Estimate must be re/generated before a PO can be issued. (D-02162, D-02163, D-02164)

RELEASE 2018.1

4/27/2018

Enhancements:

  • New Feature: Copy Job – A job can be copied to create a new job on a selected lot in any community to which the house is assigned. The new job has one configuration, which is a consolidation of the approved configurations of the original job. If the user includes the original job’s Quantities in the copy process, the new job’s first configuration is approved. If original job Quantities are not included in the copy process, the new job’s configuration is not approved. On the new job, Quantities can applied, deleted, imported and exported as on any other job. (S-02569)
  • New Feature: Product Quantity Options – Parent/child option functionality is dissociated from option groups. In a new workflow, child options are added to the parent option’s Assignments > “Product Quantity Options” panel. When a BOM is generated, house Quantities on the parent option are replicated on the child option(s). The parent option has no products on the BOM. (S-02557)
  • Product Source is displayed on the job Quantities page in expanded mode. (S-02227)
  • BOM product trace page labels are more descriptive. (S-02318)
  • The product assignment page displays worksheets. (S-02259)
  • Building phases can be assigned to release groups for purchase order management. (S-02552)
  • On the Issue Purchase Orders page phase view, an unexpanded building phase can be selected. (S-02554, S-02553)
  • The ‘WMS Costing Filters’ community selection remains fixed until the user deliberately changes it. (S-02304)
  • A description of the Option Condition Mapping Import process is added on the Options>Option Mapping>Import page. (S-02192)
  • Users can continue work in the UI when communication with the Pipeline API is interrupted. (S-02296)
  • On the User Menu>Queue>Reporting Queue – Waiting panel, a “Delete All” button and functionality is added. (S-02406)
  • Import and export functions are available on the Communities > Available Plans page Utilities. (S-02468)
  • On the Community Details page, a Community Default Image can be uploaded or selected from images on the Community>Resources page. (S-02556)
  • User permissions editing is streamlined. (S-02312)
  • The Memberships API endpoint UpdateUser method is revised. (S-02541)
  • The Custom Option page Generate BOM button is moved to the Report panel. (S-02550)
  • Options API endpoint methods support custom options. (S-02564)
  • House sales options can be imported and exported. (S-01866)
  • The Pipeline Sales API GetFullScenario method is added. (S-02571)
  • “Flex Plan” text on the House > Sales > Options page and Add window reflects integration with Pathway. (S-02573)
  • The Sales API endpoint supports house sales options. (S-02544)
  • For a specific house in a community, a Sales API endpoint method returns sorted option groups. (S-02547)
  • Option Cost Group – Mutually exclusive options can be aggregated in an Option Cost Group. During BOM generation, products and subcomponents added conditionally to an option in one Option Cost Group are excluded if the condition includes a second (mutually exclusive) option in the same Option Cost Group. Therefore, unfeasible “system generated option and condition combinations” do not appear on the BOM. In addition, spec sets from a mutually excluded option are not invoked during BOM generation. (S-02568)
  • The error message for an invalid source on a house quantities import is revised. (S-02570)

Fixes:

  • The Job>Details page save is restored. (D-02024)
  • The option product import/export character string length definitions are congruent so that import is successful. (D-02045)
  • The API continues to run when no connection is available to the Pipeline SQL database. (D-02050)
  • The house quantity export XML accommodates products without parameters. (D-02051)
  • Community sales tax is applied correctly on the Sage 50 export. (D-02086)
  • The community/option import accommodates multiple communities with all respective options. Communities that are not in the import file remain in Pipeline unaffected. (D-02088)
  • The Costing module Vendor > Products page speed and function is improved. (D-02101)
  • The response to user actions on a heavily populated Subcomponents page is significantly accelerated. (D-02102)
  • The create and update user API methods are revised. (D-02103)
  • On the house quantities Import page Delta (As-Built) upload, functionality is restored to support comparison of products not present in the starting (Alpha) case. Products that only exist in the Beta case do appear in the final Delta data set. (D-02105, D-02106)
  • The API method to access available community/house options at the Communities Endpoint is corrected. (D-02107)
  • Bid products are correctly removed from the job in WMS if the relevant option is removed from the job in Pipeline. (D-02108)
  • The House BOM comparison utility page manages negative quantities correctly. (D-02109)
  • A job with a product in multiple WMS Job Cost Categories syncs correctly. (D-02110)
  • A diagnostic error message is issued when an unintended use of a bid product is detected during the [Generate WMS Bid Products] process. (D-02111)
  • The building phase description is parsed correctly for the product sync to WMS. (D-02112)
  • A job Estimate page load error is resolved so that empty options can appear on the estimate. (D-02113)
  • The Product > Subcomponents page data grid pagination is restored. (D-02115)
  • The worksheet building phase filter function is restored. (D-02116)
  • BOM generation as a scheduled task is restored to include the conversion of BID-MASTER products to WMS BID products. (D-02118)
  • BOM generation in the queue is restored to include the conversion of BID-MASTER products to WMS BID products. (D-02119)
  • The Pipeline Job Default Orientation setting and the WMS LOT_SWING are resolved to determine the Orientation entry on the Pipeline Job Details page. (D-02124)
  • An API method retrieves a scenario without the Base option for Pathway. (D-02126)

RELEASE 2018.0

2/8/2018

Starting in 2018, Pipeline releases will be versioned by Year and Quarter

Enhancements:

  • Waste and rounding for each product is displayed in separate columns and included in the Total Qty column on all BOM pages. Waste and rounding are not explicitly shown on the Estimate but are included in the Quantity column. (S-02470, S-02472, S-02473, S-02475, S-02476, S-02477, S-02478, S-02479, S-02480, S-02481, S-02484, S-02486, S-02487, S-02488, S-02489, S-02490, S-02491, S-02492)
  • Pipeline integrates with the API of WMS version 5.5. (S-02452)
  • Pipeline’s API returns the remaining available options for a house in a community. (S-02467)
  • The Option Type is included in imports and exports. (S-02497)
  • Pipeline gives the option type with option API calls. (S-02498)
  • Obsolete Pipeline BOM settings for Waste and Rounding are removed. (S-02502)
  • Pipeline has an API for Pathway. (S-02510, S-02496, D-02095)
  • A Pipeline purchase order can be exported in both Excel and CSV format. (S-02526,S-02517, S-02518, S-02523)
  • Options in Pipeline support multiple selection possibilities. Pipeline also provides pages for the management of option selections and option selection groups. (S-02530)
  • Purchase Orders are viewable and printable in a report format from the Job Purchase Orders Page. (S-02531)
  • Pipeline’s sales API returns and accepts option selections. (S-02532)

Fixes:

  • On the Community>Available Plans page, house Price can be edited if the Notes column entry is populated. (D-02057)
  • Pipeline’s API returns CommunityStatus for the GetAllCommunities method. (D-02061)
  • Pipeline API returns the lot details for communities which contain lots with alphanumeric lot numbers. (D-02065)
  • Pipeline’s API provides options and elevations for the house and community (D-02067)
  • User interface corrections and improvements are implemented. (D-02087)
  • The house estimate page properly shows options and conditions. (D-02090)
  • Pipeline costing includes the waste contribution. (D-02091)
  • On the house BOM and Estimate pages, the “Generate Selected” function is restored. (D-02092)

Show More...

Show Less


RELEASE 5.2.0

11/17/2017

New Features:

  • The house estimate page loads faster. (B-02440)
  • The job estimate page loads faster. (B-02441)
  • The Job Estimate page layout is updated to match that of the House Estimate. (B-02464)
  • The House Details page, Add House process, and House Import process each support up to 10 bedrooms. (B-02159)
  • WMS house/option-specific bids can populate Pipeline’s products and costing databases. Each bid name is formatted to identify product name, house number, option number, and the condition for which the bid product is added to the option (if said condition exists). (B-02375, B-02428)
  • WMS users can sync vendors and product costs from WMS to the Pipeline Costing module to utilize native Pipeline costing.(B-02394)
  • Costing module sales tax labels are improved for clarity. (B-02414)
  • The Product Details page Tax Status entry determines how tax is applied to a product’s cost on the House and Job Estimate page for native Pipeline Costing. (B-02429)
  • When login fails, a detailed message informs the user if the username does not exist, the account is not approved, or the account is locked after too many failed login attempts. (B-02360)
  • Pipeline has API methods for user creation and retrieval. (B-02438, B-02439)
  • Pipeline’s API returns a list of lots per community. (B-02449)
  • Pipeline’s API returns a list of lot resources and custom lot specs per lot. (B-02450)
  • The upgrade notification link is redirected to the new release notes page. (B-02400)

Fixes:

  • Pipeline’s costing module is intuitively organized and consistent with other modules in Pipeline. (D-01996)
  • The house estimate page correctly sums raw product costs with its tax costs. (D-02020)
  • The unit on the selection note feature is ‘NOTE’ instead of ‘EA’. (D-02039)
  • Job option selection note change for an option in successive job configurations no longer generates an error on Send to WMS. (D-02052)
  • House estimate page null cost display is fixed. (D-02056)
  • A global option BOM waste/rounding display error is fixed. (D-02062)
  • Job configurations can only be created from the last approved configuration. (D-01786)
  • When adding a subcomponent, the calculations list is not shown in duplicate. (D-01801)
  • After a conditional product is added to an option, the condition text box is cleared for the next product to be added. (D-01804)
  • The Option Products page performs as expected when a Global BOM contains a deleted product. (D-01818)
  • Sage 50 job estimate export functionality is restored. (D-01936)
  • Product quantities on the Reports > BOM > Product by House and Option report match the House BOM. (D-01945)
  • An error on the job estimate cost export is corrected. (D-01950)
  • Option Descriptions and Sales Descriptions are stripped of leading and trailing line returns. (D-01952)
  • To improve accuracy on the job estimate, rounding is applied to the quantity subtotal instead of individual quantities of one product. (D-01953)
  • Job BOM quantity and adjusted quantity link to the correct trace views. (D-01954)
  • Negative cost values on the house BOM and job BOM are highlighted in red. Also, cost totals are marked with an asterisk when one or more of the underlying product costs do not contain a value. (D-01967)
  • When subcomponent logic is copied from a product to itself, the browser refreshes automatically. (D-01971)
  • House in Community cost override functionality is restored. (D-01972)
  • On the Product Cost Community Override page, the building phase column filter functions correctly. (D-01974)
  • The ability to edit Building Phase/House-in-Community Override Cost is restored. (D-01975)
  • No release note needed. This is being deleted to handle the story. (D-01978)
  • Job links on Product Assignments page are restored. (D-01979)
  • The ‘Import Comparison’ page for houses generates comparisons for the selected material file without interrupting the user with a false error. (D-01981)
  • Pipeline supports multiple global option codes when synchronizing options to WMS. (D-01984)
  • Both the Product Cost Community Override page and the Product Cost Building Phase/Community Override page load without error. (D-01992)
  • A number of page objects are updated for better usability: the Estimate generation button’s text changes depending on whether or not a BOM is generated simultaneously, tool tips are added to icons, and the Option Number is added to the estimate grid to emulate the House BOM page. (D-01994)
  • Product Cost Building Phase/Community Override and Building Phase/House-in-Community Override duplicates are removed. (D-01997)
  • Product Cost Building Phase/Community Override and Building Phase/House-in-Community Override can be set per individual product/style. (D-01998)
  • The Building Phase/House-in-Community Overrides Cost panel Building Phase column filter function is restored. (D-01999)
  • The Product > Cost Comparison page user interface is updated. (D-02002)
  • The Vendor > Building Groups & Phases page user interface is updated. (D-02003)
  • Parent-child phase product functionality on the House and Job BOM is restored. (D-02017, D-02028)
  • The Pipeline utility page from which BOM estimates are deleted from a house no longer causes an error. (D-02019)
  • The Reports > BOM > Trace – Qty Down function is restored. (D-02025)
  • eCommunity Longitudinal settings allow correct values from -180 to 180 degrees. (D-02026)

RELEASE 5.1.0

7/7/2017

New Features:

  • Three tasks: (1) House BOM generation, (2) Sync House/Options to WMS, and (3) House BOM costing in WMS Utilities can be scheduled to occur on a routine basis on the User Menu > Scheduled Tasks page. (B-01762)
  • Condition string functionality is improved for length and logic capability. (B-01939)
  • Job BOM exports to Excel include cost information. (B-02263)
  • Style Names are imported with Option Products. (B-02317)
  • Options on all houses can be imported in a single file, such as created by the Playbook Template, instead of separate files for each house. (B-02350)
  • House BOM Option Costs can be generated from WMS in the Queue. (B-02107)
  • Pipeline now has the capability to send over a selection note product on an empty selection option estimate when a job is synced to WMS from Pipeline. (B-02325)
  • The Pipeline database is improved for better performance. (B-02316, B-02363)
  • Pipeline supports importing, such as from the Playbook Template, and exporting Vendors. (B-02364)

Fixes:

  • When an Option is changed from Global to Non Global, the House BOM will display “Not Yet Generated”; when an Option is changed from Non Global to Global, the Global BOM will display “Not Yet Generated”. (D-01899)
  • On the Product Assignment page of any given product, Spec Sets link to the appropriate Spec Set Group instead of the list of all Spec Set Groups. (D-01933)
  • Button placement on the right side of certain pages is fixed when the browser size is reduced. (D-01942)
  • Parameter saving on the House Quantities page is corrected. (D-01799)
  • Product tracing for a product with multiple input key measurements fully shows all paths. (D-01915)
  • The functionality is restored to display only the most recently generated BOM information on the Job Costing module Estimate view. (D-01941)
  • Full functionality of ‘Send all House Options to Queue’ is restored. (D-01943)
  • The ability to have the same product in multiple spec set groups is restored, and an accurate BOM is generated in such a case. (D-01963)
  • In trace diagrams, key measures link to the Quantities pages on the House or Job. The Key Measurements in the sidebar link directly to the products themselves. (D-01940)
  • Supplemental products are displayed in the options view of the job BOM. (D-01849)
  • Jobs cannot be created with a Job Number already in use in Pipeline. (D-01896)
  • The House Elevations page correctly shows the Sales Description. (D-01948)
  • A link can be added on the House Resource page. (D-01903)
  • The Community Options Export is formatted to match the Import. (D-01934)
  • The ability to edit Option Product Quantities is restored. (D-01939)
  • House Option Products have no condition assigned if one is not added upon creation. (D-01955)
  • Pipeline ignores line breaks when comparing option description fields with WMS to determine the need to update these fields. (D-01919)
  • The correct feedback status is shown when a job BOM is synced to WMS. (D-01957)
  • The correct total cost in both phase and option view is displayed on the Job BOM when summing the underlying building phase, option, and product cost totals. (D-01902)
  • An error in the received job data from WMS is now handled to allow receiving properly. (D-01917)
  • All grid filters are case-insensitive. (D-01700)
  • The ‘Job BOM Default View’ setting works as designed to set the initial view of a Job BOM. (D-01964)
  • All Task Log History for a schedulable event is now shown. (D-01956)
  • In the Costing module Job Estimate, functionality is restored to display both the vendor and alternate vendor, and you can choose either vendor for the estimate. (D-01932)
  • An issue with the job costing estimate export to Sage 50 is now fixed. (D-01935, D-01949)
  • Relevant cost totals on the job BOM in option view are now equivalent to those in phase view. (D-01944)
  • On job estimate export .csv and .xlsx files, negative values are correctly displayed instead of ‘N/A.’ (D-01893)
  • The House Costing Estimate export is restored. (D-01946)

RELEASE 5.0

5/8/2017

New Features:

  • Thousands of options on one house can now be generated in a small fraction of the time previously taken. (B-02089)
  • Pipeline has a job estimate export from our costing module to Sage 50 Accounting. (B-02141)
  • Pipeline config settings are better organized for clarity. (B-02158)
  • A report showing house BOMs not in sync with WMS is available. (B-02287)
  • All Key Measurements in a Trace show the source from where they came. (B-01996)
  • Key measurements are appended with their origination of House or Option on the House BOM tracing diagram. (B-01824)
  • Playbook Template version 1.3.0 can be downloaded. Updates include: revised sample data, addition of dependent condition column on Option Products sheet, link to recommended characters document on Summary sheet, revised comments and formatting, removal of invisible data formerly in rows 7-14 on Options sheet. (B-02323)
  • House descriptions are removed from grids where the information is not necessary, freeing up space for more relevant data. (B-02032)
  • Adding elevations to a house is done in the same manner as adding options, with search functionality and the ability to add multiples at once. (B-02142)
  • Users can scroll the left-side panel on the tracing page when Key Measurements extend past the length of the page. (B-02146)
  • When necessary, quantity is abbreviated as QTY uniformly throughout Pipeline. (B-02162)
  • Option Groups on the Option Detail page are displayed alphabetically. (B-02163)
  • The Product Assignment page’s Houses and Options are listed alphabetically and the links can be opened in new tabs. (B-02167)
  • Pipeline users can hover over all Options and Products displayed on the Product Assignment page and see their relevant information in a pop-up box. (B-02195)
  • A panel is placed around the Condition Builder when editing an Option Product condition or an Option House Product condition. (B-02199)
  • The Subcomponents page displays the Quantity Multiplying factor as ‘Qty-Multiplier’ (B-02200)
  • The Options Assignment page Communities panel shows if an option is ‘Available to all Houses’ in that community. (B-02213)
  • The ‘Condensed Mode’ and ‘Expanded Mode’ buttons on the Job BOM are replaced with a toggle button, making it clear which view the user is looking at. (B-02225)
  • If all Community lots are numbers, they are displayed in numerical order instead of alphabetical order. (B-02226)
  • On the Option Assignment page, multiple Houses and Communities can be removed at the same time with the use of Bulk Actions. (B-02229)
  • Pipeline supports scheduling recurring tasks. (B-02238)
  • Product links open in a new tab when adding products to a House or Job. (B-02252)
  • eHome eCommunity settings are located on the Community Details Page. (B-02266)
  • SpecItUp integration API calls are verified within Pipeline via automated unit tests. (B-02267)
  • Telerik controls are upgraded to 2017. (B-02284)
  • A Product Information hover is added to the ‘Add Product Quantities’ window when adding House and Job products. (B-02294)
  • Toast messages longer than the screen scroll vertically for easy readability. (B-02303)

Fixes:

  • When exporting files from Firefox, the appropriate file extension is appended. (D-01807)
  • Validation is added to Product Waste and Rounding fields to ensure that only proper values are applied. (D-01811)
  • The ‘Percent Billed’ field is added to the Building Phases grid. (D-01827)
  • House Option Costing errors are properly formatted and display red instead of green. (D-01830)
  • On the Import Comparison View page, the import button’s text now says ‘Import’ instead of ‘Import Comparison View.’ (D-01832)
  • When creating a new style on a product, if the code you enter is already in use within the same building phase, you will receive an error message, and your attempt to save the style will fail. Pipeline will not set the style code to blank, to force your new product style creation attempt. (D-01845)
  • A start and end date filter is added to the Jobs grid. (D-01846)
  • Parenthesis are removed when creating and importing a Product. This alleviates Building Phase issues when syncing to WMS. (D-01848)
  • The Series page is sorted alphabetically. (D-01851)
  • When viewing by Option on the Job BOM page, the ‘Filter by Phase’ properly shows phases only once. (D-01852)
  • The arrows in drop down lists are clickable along with the text. (D-01853)
  • eHome Designer elements are correctly ordered in eHome when setting the Priority field in Pipeline. (D-01855)
  • Adding Options with the ‘Add’ button in Bulk Actions works as expected. (D-01858)
  • An error that occurred when accessing the Subcomponents page of a Product not in a phase is fixed. (D-01859)
  • Products without a Building Phase can be deleted from Pipeline. (D-01868)
  • The ‘additional sync utilities’ page handles data sets where no community house options are marked as global. (D-01872)
  • Pipeline uses a better algorithm for comparing bid products between WMS. (D-01875)
  • The Subcomponent Icon shows correctly on the tracing page. (D-01901)
  • The Activity Feed properly records the action of changing a House Cost Override. (D-01904)
  • When a community, house, or option is deleted, all remnants are cleared better from the BOM reports. (D-01908)
  • Pipeline code is restored to handle one WMS instance with multiple Pipeline instances. (D-01910)
  • An attempt to add a new product style fails when corrupt data is detected, and an error is generated. (D-01916)
  • The HouseXML file does not produce an error when presets are present with elements without manufacturers. (D-01922)
  • House Quantity processing of dependent conditions is more correct. (D-01929)
  • A sales contract approved in WMS without a lot swing is processed as a job in Pipeline. (D-01931)

RELEASE 4.8.1

3/13/2017

New Features:

  • A utility page to populate missing job/house process steps is available. (B-02280)
  • eHome Developers have the ability to sort the eHome Designer Elements Menu and load Designer images. (B-02286)
  • Notebook API code and settings are now better organized. (B-02270)
  • External applications now have the ability to call the Pipeline web beacon to remotely authenticate, allowing eHome users to be logged in when eHome first launches. (B-02219)

Fixes:

  • The Job Estimate sync to WMS is free of conflicting business requirements. (D-01863)
  • If Conditional bid mapping code duplication occurs, an error is generated. (D-01837)
  • The job estimate sync to WMS process now has another conditional check to determine products that will not be sent to WMS. (D-01857)
  • The product subcomponents page error caused by orphaned references to controls is removed. (D-01860)
  • Phase code validity is checked more rigourously with conditional bid mapping products. (D-01861)
  • The Pipeline API continues to process custom options after encountering errors with a specific custom option when creating a job triggered by a sales contract approval in WMS. (D-01864)
  • The potential of duplicate mappings for code/condition pairings on conditional bid syncing is reduced. (D-01865)
  • The Pipeline API method ‘GetPDF’ overwrites duplicate files with the current version. (D-01874)
  • BOM Costing is more accurate when waste and/or rounding switches are turned on. (D-01876)
  • Job tracing is more accurate, and duplicate nodes are gone. (D-01890)
  • The full functionality of the previous Pipeline API methods for WMS is added to the new Pipeline API methods for WMS. (D-01892)
  • A situation has been fixed where job process steps were not coming over upon approval from WMS and creation of the job. (D-01895)
  • House BOM Lite page errors fixed for better functionality. (D-01897)
  • Pipeline correctly creates jobs from sales contracts approved in WMS, managing use of special characters such as apostrophes in the owner name. (D-01900)

RELEASE 4.8.0

1/13/2017

New Features:

  • The eHome Designer application’s dependence on Products in Pipeline is now removed so you can use eHome Designer specific data. This new functionality better models your choices in the eHome Designer. New user interfaces and data imports for Pipeline’s Designer pages exist to enable accelerated uploading and manipulation of the eHome Designer data. (B-02150)
  • Pipeline now has rudimentary support for option selections at the master option level. (B-02151)
  • Pipeline now supports the handling of the “one config” way of jobs from WMS. (B-02152)
  • Pipeline now contains a utility page to help users troubleshoot and generate House and Global BOMs that fail. (B-02156)
  • Pipeline 4.8 supports receiving Jobs and Configurations from WMS 5.4. (B-02168)
  • For any BOM, the wasted and/or rounded quantity for each product is costed instead of the raw product quantity. (B-02169)
  • BOM’s now show an Adjusted Quantity in addition to the Raw Quantity when waste and/or rounding is applied to the following areas: House BOM, Job BOM, Worksheet BOM, and Option Product’s Global BOM (B-02122, B-02157, B-02172, B-02173, B-02174, B-02175)
  • Adjusted Quantities created by wasting and/or rounding of the product quantities are now added to House and Job BOM Excel and CSV exports. (B-02177)
  • The Pipeline API now supports more granular create, read, update and delete operations for house quantities. (B-02189)
  • Database and API changes to Pipeline enable eHome Designer to save and load views. (B-02190)
  • Functionality added to Pipeline to allow eHome to save PDFs from eHome to Pipeline. (B-02202)
  • The Pipeline API now supports retrieving user account member details by name. (B-02218)

Fixes:

  • An error that causes the import of Community Lot latitude and longitude values to be stripped of decimals and negatives signs is fixed. (D-01478)
  • The grid view on the House Quantity Import page is formatted to allow horizontal scrolling, vertical scrolling, and paging for better viewing of large data sets. (D-01596)
  • The modal popup window to add a BIM Source in the Pipeline BOM Settings is now styled to conform to Pipeline Design Standards. The BIM Sources have also been separated from the other settings and set in their own section for easier readability. (D-01739)
  • Pipeline settings that are no longer relevant and that could possibly cause errors on a job are removed. (D-01741)
  • An error that did not load a file selection box upon upload of a House/Option Quantities XML on the Houses > Import Comparison View page has been fixed. (D-01768)
  • After uploading a Job Quantities file, the results show all quantities at once instead of a paginated view. (D-01793)
  • Deleting a product from a building phase is handled properly now. (D-01795)
  • On Products Import, Pipeline did not update the tax status of a Product’s Building Phase when the Product was updated. Now Pipeline will properly adjust the tax status based on the status in the import file. (D-01796)
  • A fix is applied to the Export of Community Custom Lot Specs that had previously omitted Descriptions (D-01797)
  • A fix is applied to keep Community Lot Resources from being duplicated when uploading. (D-01798)
  • Products with a total net quantity of 0 are no longer displayed on BOM pages. (D-01800)
  • An issue with updating the Dependent Condition of an Option Product is now fixed. (D-01802)
  • The House BOM export file now combines Product rows that share Option, Building Phase, and Style values. (D-01803)
  • Formerly, options that contained spaces were considered and when used in a condition resulted in a malformed condition. Now Pipeline allows these options with spaces in their name to be used in conditions properly. (D-01805)
  • The export file generated on the Option Products page now includes the Condition field. The Option Products Import now accepts this Condition. (D-01806)
  • The Job Estimate export is now only exporting the most recently generated BOM data. (D-01809)
  • The ability to edit and save an Option that does not have an Option Number is restored. (D-01810)
  • On the Job Estimate page, the Reconciled Products is now included in the total cost. (D-01813)
  • Job option estimates correctly sum all job BOM instances of a product, including those with duplicate line items due to different conditional statements. (D-01814)
  • Previously when Pipeline Options were synched to WMS, there was the potential for errors when one house’s name was fully contained in another house’s name. Pipeline now tests for the house number to prevent this. (D-01819)
  • Drop Down filters in grids are now sized to match the consistency of all filters. (D-01822)
  • New users created in Pipeline are set to immediately use an allocated license. (D-01823)
  • The “Non-Global Options” section of the House BOM Utilities page can now generate House BOMs for Options that did not have an existing record in the database. (D-01824)
  • BOM CSV and Excel Exports now contain an Adjusted Quantity, Waste Value, and Rounding Values in addition to the Raw Quantity when waste and/or rounding is applied to the following areas. (D-01835)
  • A WMS job that goes through a spec-to-sale process no longer wipes out the Reconciled Bucket job quantities. (D-01836)
  • If Conditional bid mapping code duplication occurs, an error is generated. (D-01837)
  • Building Phases will now clear out of the Building Phase Sync properly when synced over to WMS. (D-01838)
  • Spelling on buttons on House BOM is corrected. (D-01842)
  • Lump Sum Product Options tab copies items correctly to the Option Products tab when more than 702 Options are used. (D-01844)
  • Bid products on custom options are correctly not on the job estimate sent to WMS. (D-01850)

RELEASE 4.7.0

10/28/2016

New Features:

  • For conformance and usability, the ability to trace products was added to the Global Option BOM, Custom Option BOM, and Worksheet BOM. Previously, only the House BOM and Job BOM had this ability. (B-01884)
  • For troubleshooting purposes, a Trace Nodes data grid for all BOM reports is now created in Pipeline. (B-02109)
  • The process of generating a BOM is simplified to increase speed and performance of Pipeline. (B-02062)
  • The House Plus/Minus View is updated for readability. Columns are narrower, column titles are oriented vertically, tooltips display when you point to a product name, and positive values (adds)are green while negative values (deducts)are red. (B-01860)
  • You can now use Pipeline to compare and contrast specific Product Quantities assigned to multiple Houses and multiple Options. This capability allows you to evaluate consistency and eliminate errors between various or like Houses and Options. (B-02084)
  • The Global Option BOM layout is updated for conformance and better usability. (B-02074)
  • The Bulk Action ‘Remove All’ is added to the Custom Option Products page. (B-02047)
  • To allow you to consider whether to permanently Approve a Configuration or Save it for further work, a confirmation box now pops up after the ‘Approve Config’ button on Jobs Configurations is clicked. (B-02039)
  • The ability to assign or remove House Options in the Batch Edit matrix grid mode is added. House-specific import files generated from the House/Option tab of the Playbook are separated to alleviate timeout issues due to file size. The House/Option import allows simultaneous upload of all files and indicates upload status for each file. (B-01966)
  • Pipeline’s database is modified to utilize a more sophisticated Data Access Layer architecture. (B-02026, B-02059, B-02067, B-02081)
  • You can now import Worksheet quantities directly on a Custom Option Products page or a House Quantities page, without navigating to the Worksheet page to export such quantities. (B-01937)
  • Pipeline’s process for receiving Jobs from WMS is enhanced by condensing functionality on the Pipeline Jobs API to cut down on needed connections. (B-02046) *Requires WMS 5.5
  • An obsolete user interface page is eliminated from the Pipeline code. (B-02071)
  • On BOM pages Pipeline now shows the WMS Community, for which Cost is calculated, in the Cost column for each Option Condition row. (B-01652)
  • When a Product existed in WMS for which no cost data was entered, Pipeline generated $0.00 cost without indicating that WMS cost data was missing. Now on BOM pages the user sees Product Cost in red if the Product exists in WMS but lacks a cost. In addition, a Phase Cost or Option Cost that contains such Products are displayed in red. Costs for which data exist in WMS are displayed in blue. (B-01763)
  • SalesSimplicity sales prices and resources are now retrievable in Pipeline and eHome when Pipeline is configured with a SalesSimplicity FTP account. This allows a builder’s customers to interact with floor plans and options on eHome and see the accurate associated retail sales price from SalesSimplicity. (B-01270)
  • The Friendly Error page now displays the Pipeline Main Navigation Menu to allow you to navigate where desired rather than clicking ‘Back to the previous page.’ (B-02001)
  • Success and Error notifications are optimized to a smaller size. In addition, instead of just the ‘X’ icon, the entire message box can be clicked to dismiss it. (B-02022)
  • Word wrapping is enabled in all data grids to alleviate the issue of long words extending out of cells. (B-02031)
  • The ability to send test email from the Email Settings page is added to allow your administrator to verify that SMTP email server settings are correct. (B-02057)
  • Redundant tooltips are removed from the top-level Side Navigation Menu. (B-02095)
  • Database size is optimized for better Pipeline performance. (B-02021, B-02058, B-02110)
  • The Job Estimate page with ‘View By:’ set to Phase is enhanced. The Total Cost column now displays total Job Estimate Cost in the Footer. (B-02090)
  • The House Estimate page is updated for conformance and usability. In the Generation Status columns, text warnings are replaced with icons. (B-02091)

Fixes:

  • The spelling of ‘Subcomponents’ in the Products, Utilities button dropdown menu is corrected. (D-01698)
  • An unsuccessful Building Phase add was returning a ‘Building Phase added successfully!’ message if the Phase Name was over 50 characters. This function was corrected. In error messages regarding Building Phase Codes, spelling of “greater that” is corrected to “greater than.” The Building Phases data grid is now sorted by Phase Code. (D-01703)
  • An object reference error is eliminated on the Product Assignments page when the Houses hyperlinks are clicked. (D-01782)
  • You can import a Subcomponent quantity or multiplier value equal to 0 (zero), whereas previously a 0 (zero) quantity was imported to Pipeline as an empty quantity defaulting to 1 (one). (D-01733)
  • The Filter function on the Houses, Import Comparison View, Options Data Grid is activated. (D-01727)
  • A faulty link on the House Import Comparison View is corrected. (D-01764)
  • To eliminate a Quantity inaccuracy caused by the House Quantity import, Pipeline can now import and display House Quantity Parameters that contain an apostrophe. (D-01766)
  • You can now enter dependent conditions for House and Option Quantities by typing without regard for capitalization. You can enter any capitalization (case), and Pipeline automatically chooses the correct option. For example, upon typing Elev_B or elev_b, pipeline automatically chooses the correct dependent option named ELEV_B. (D-01693)
  • The House BOM ‘BASE + Elevations’ view formerly displayed all options that contain the word ‘BASE,’ including non-Base Options with titles such as BASE_CTILE_WALL. Now only options in the BASE elevation and all other elevations are displayed.. (D-01696)
  • A scenario in BOM generation existed whereby the BOM output would generate multiple option/condition combinations that were identical. This has been fixed. (D-01714)
  • Pipeline now automatically groups House BOM line items with the same option and condition under a single option condition line item. (D-01715)
  • The House BOM ‘Generate All’ button now correctly generates every option. (D-01731)
  • To eliminate unwanted House BOM records caused by extra spaces in dependent condition text, Pipeline purges extraneous spaces in the user-entered or imported House Quantities and Option Product Dependent Conditions. (D-01738)
  • You can now experience increased accuracy and performance in the BOM process that determines if an Option is system generated. (D-01755)
  • A permission setting on the House Quantities page is fixed to alleviate errors. (D-01712)
  • When the Import Comparison View operation identifies Products in the XML file that do not exist in Pipeline, Pipeline now saves the Product’s BIM Source Type as an ID instead of a name. (D-01752)
  • You can now view a new node which shows a left/right key measure swap on the BOM Trace. (D-01728)
  • Under certain conditions custom options did not display on the Job BOM page. Pipeline’s method of processing the Job BOM is corrected to address this issue. (D-01772)
  • Previously a left/right key measure swap could not be performed in the queue. Now when generating a BOM in the queue, a left/right key measurement swap can be performed successfully. (D-01745)
  • Pipeline no longer errors out when you copy a Community that contains a House with an empty price for that Community. (D-01771)
  • In a visual display of a trace for a worksheet product, the worksheet name was being listed as ‘Reconciled Products’. (D-01775)
  • To prevent errors on the Worksheets page, Products without an assigned Building Phase or Style are not listed. (D-01783)
  • When multiple Pipeline Worksheets were opened simultaneously, data sometimes became jumbled between the Worksheets. To alleviate this issue, Pipeline now utilizes separate sessions for each open Worksheet. (D-01736)
  • Coded instances of the word “Base” are replaced with your “Base Option” setting. (D-01740, D-01749)
  • A typographical error in the ‘phases successfully sync’d with WMS’ message is corrected. (D-01735)
  • Changing the building group on a building phase could potentially cause duplicate phase codes in WMS. (D-01713) Requires WMS 5.5
  • An error log redirect link is corrected on the WMS Estimate Sync page. (D-01614)
  • When ‘NoFilter’ is selected, Filter text now clears automatically on all pages of the user interface. (D-01726)
  • To improve troubleshooting capabilities, an issue is corrected in Pipeline’s method of saving diagnostic log data for sending a Job Estimate to WMS. (D-01789)
  • The Queue page now contains a dropdown list to allow filtering of the Queue item’s status. (D-01769)
  • In the Activity Feed, you can view activities of the ‘system’ user to see when behind-the-scenes functions are performed. (D-01709)
  • To avert a lasting error message after a failed login attempt to a disconnected license server, the ability to reconnect to the license server is enabled. (D-01763)
  • A Job Estimate with ‘View By:’ set to ‘Phase’ is now sorted by Phase Code, and Phase Name and Vendor columns are separated. (D-01759)
  • For increased speed, the Job Estimate page now functions without page reloading on button clicks and grid editing. (D-01760)
  • Total Costs now display correctly on the House Estimate page for Options that are costed. (D-01762)
  • For merged Products in the Job BOM Phase view, Pipeline will now calculate and display merged Product Cost when at least one of the merged line items has a Unit Cost. The most recently updated Product Unit Cost is chosen in the calculation. Pipeline will no longer display ‘n/a’ in the Cost column of the Job BOM if one or more of the merged Products was not assigned a Unit Cost. (D-01767)
  • The Pipeline Job Estimates page will no longer error out when performing comparisons with Products that lack a cost. (D-01773)
  • The Job Estimate now eliminates inadvertent Option duplicates by filtering out duplicate entries. (D-01774)
  • Exporting a House Estimate or Job Estimate to Excel with ‘View By:’ set to either Option or Phase is now enabled. (D-01761, B-02092)
  • For Sales and eHome users, the ‘Create Job from Notebook’ button now creates a Job with the correct House, Orientation and Community. If no Community is sent from eHome, the default Master community is assigned. In addition the Base option is included with the Notebook Options that are imported to the Job. (D-01495)

RELEASE 4.6.1

9/19/2016

Fixes:

  • Community resources have been added to the CommunityXML eHome feed. (B-02086)
  • Bid Cost Description mapping has been updated to work not only on the Bid Product sync to WMS, but also when bid products are updated during a House BOM or Job BOM sync to WMS. (D-01744)
  • Fixed House Quantities Column sorting by Source. (D-01743)
  • Fixed House Quantities batch editing for Firefox. (D-01748)
  • A new methodology for defining conditionalized bids was introduced in the last release. In doing so, the bid products attached directly to a house option rather than directly to an option, were no longer showing on the bid product sync to wms screen. These have been added back into the mix of conditional bid items looking to go to WMS during a Bid Product sync. (D-01746)
  • Customers trying to log in when all licenses were taken, were not aware of that until after they attempted to log in. We are now displaying the total licenses in use along with a quick link to view active licenses on the login screen. (D-01747)
  • The ability for an empty job option to send over the Default Empty Option Product was bypassed in the last Pipeline release. This has been brought back. (D-01753)
  • Pipeline will now correctly adjust job quantities within WMS when a PO and non-PO item shares the same name and quantities, rather than just removing the non-PO items. (D-01754)

RELEASE 4.6

8/19/2016

New Features:

  • Data has been persistent when viewing the House BOM page when data was updated from elsewhere, like the queue. The House BOM page no longer needs the user to navigate to another House BOM to clean out the session values, it will reload with fresh data any time the page is refreshed. (B-01911, D-01734)
  • A much smoother process for working with the pre-import modification setup has been put in place along with the ability to export and import the data for mass Excel modifications. (B-01907, D-01670)
  • House Quantity API endpoints have been added in order to promote direct communication between BIM Pipeline and external systems. (B-01967)
  • New ability to quickly enter multiple quantities to a job or house through an all new form. You no longer have to add one product at a time. Once multiple products are added to a job our house, you can also now quickly perform an inline edit of multiple quantities at once while using the batch edit mode. Once all changes are made, click Save to persist the changes to the database. (B-01283, B-01933, B-01885, B-01886)
  • New styling has been given to the Show Parent in Rollout checkbox on a product subcomponent list in order to provide better clarity to what it is and used for. (B-01942)
  • Bid products with a condition now send over to WMS with a unique identifier added to the phase code to allow different conditional values to be recognized. (B-01723)
  • Removed Building Group Selection when adding, Copying To, or Copying from a Subcomponent Manually through the UI. (B-01925)
  • Initial WMS database settings have been introduced to the Settings section so any admin user can input these settings to start up the initial connection to WMS rather than await an IT administrator’s time to get onto the server itself to set this up. (B-01968)
  • Pipeline now treats budgeted items in WMS the same as items that have a PO issued. We will not remove them from WMS and will now send a delta value instead for adjustments and back outs. (B-01980)
  • When a bid product is connected to a global option it will now be picked up during the bid product sync and not just during a house or job BOM sync. This will now prevent bid products from going to WMS via a BOM and then getting flagged for deletion when sending the bid products at the master level. (B-01913)
  • Added SMTP email server settings to the main settings section within the UI so the settings didn’t always take a system administrator to get onto the server itself to make the settings updates. (B-01962)
  • The user menu button has been hidden from the user when the user is not logged in. (B-02035)
  • A mass overhaul of many Costing module pages has been performed to ensure the look, feel and function matches the estimating side of Pipeline. (B-01959, D-01637)
  • Additional House Name Alias property added for use within eHome or a Sales app, if the house name needs to stay non-salesy for BIM or Estimating departments, yet differ for customer facing systems. (B-01832)
  • We have added a new notification that tells the user when all their licenses are in use and provides a glimpse to who is logged in and when their last activity was. (B-01780)
  • New data access architecture begun that will improve performance, enhance code reusability and provide better debugging clarity. (B-01921, B-01946)
  • Performance optimization done to the Pipeline database for better organization, utilization of space and pace of growth. (B-01990)
  • Many fixes and enhancements have been made to the Designer sections of Pipeline including a new utilities section to manage eHome Designer elements, views and presets attached to options and houses for easier reuse of views across multiple houses for the all new eHome Designer. (B-02000, B-02005, D-01678, D-01680, D-01681)

Fixes:

  • An update to the display of the tracing has been made in order to make certain missing nodes in a product trace are now being shown. (D-01558)
  • The BomEstimateTools utility page has been significantly optimized and now deletes all HouseBOM reports (including those with corrupted date of 1/1/1900). (D-01634)
  • When attempting to delete a BOM source type, if the source has been used a proper notification will be presented. If the source has not been used the source type will now be removed as desired. (D-01673)
  • The max character length for house quantity dependent conditions has been increased from 128 to 500 to support longer condition statements. (D-01646)
  • Included “and not” option to dependent condition dropdowns and included checks to remove faulty spacing upon saving the dependent condition. (D-01674)
  • An export of the filtered view in either csv or excel format has been added to the House BOM page in order to allow the user to export a subset of all the generated House BOM’s. (D-01631)
  • The Job BOM was missing its condition within the product trace causing the retrieval of the trace data to fail at times. This has been resolved. (D-01632)
  • Removed non-functioning ‘Resources’ button from Product Manf/Styles grid and fixed general UI – column widths, display, etc. (D-01494)
  • When editing a Spec Set Product conversion, the Toast Message is giving the opposite, reversed message. This has been updated along with setting a 50 character limit on the Spec Set Name. (D-01517, D-01520)
  • Redesigned the building phase rule page in order to trim down a user’s necessary steps required to create phase rule conditions as well as restored general page functionality. (D-01659)
  • The copy to product and copy from product buttons on the subcomponents page now copy over the correct swap parent status. (D-01672)
  • WMS Integration DLL improperly capping log files. The process is designed to archive the log file at 5 MB and delete the original, starting afresh. The starting afresh was not happening. (D-01665)
  • Fixed WMS product sync page now takes into account products having multiple styles and sends all of the chosen styles to WMS. (D-01666)
  • When Pipeline connects to WMS all connection pools are now closed after a connection is disposed, freeing the database from previously logged in user profiles. (D-01622)
  • When syncing a global option bid product to WMS within a system that has multiple global option prefixes defined, the auto creation of the bid products phase description will no longer pick up on all the global descriptions but rather the relevant one that is of the option the bid product is attached to. (D-01639)
  • Options removed from a job within a change order now have their removals tucked in the correct configuration on the modified send page to WMS. (D-01664)
  • Removed a function that was causing deletion issues with WMS job syncing. Filtering out manually created estimates in WMS to prevent users from having to recreate them. (D-01671)
  • Additional tooltips added to the top level pages for better clarification. (D-01648)
  • Added over 75 new activity log events which can now be found in the newest activity log page, effectively deprecating activity log v3. (D-01660)
  • Some notification links from the main navigation dropdown have been linking to incorrect pages and have now been fixed and navigate to the correct item being displayed. (D-01676)
  • An update to the Pipeline SOAP API service to allow a WSHttpBinding or BasicHttpBinding per the client’s applications choice. (D-01690)
  • Column headers for the grid on the Phase Product Costs page are now more accurate and robust along with increased precision on the database reads for the grid to ensure the data being retrieved and saved is accurate. (D-01667)
  • Communities now support adding very large groups of master options and house options in a single instance without timing out. (D-01654)
  • The sort function for custom options on the custom option page will now work properly without throwing an error message. Clicking on the word code to sort by code number was locking up Pipeline. When clicking on return to previous page from the error, the code box was still highlighted and would not allow page advances. (D-01653)
  • The ability to copy custom option quantities to other custom options has been restored. (D-01647)
  • The column headers of the Custom Option Products export have been updated to match the import format. (D-01531)
  • Additional database keys were added between Custom Option Products and Source Types as well as Worksheet Products and Source Types to provide better data integrity. (D-01684)
  • Worksheet products will now correctly save quantities when using a filter or moving to a different page. (D-01697)
  • The worksheets have been enhanced to properly consider the product style pulled from the product list when placed into the quantity list allowing the user the ability to work with product styles as they do on jobs and house options. (D-01699)
  • Presets page now recognizes a preset id of 0 as the indicator to create a new preset. (D-01679)

RELEASE 4.5.2

8/15/2016

Fixes:

  • When a list of job quantities were made up of the same building phase and style the products were all getting condensed into one line item, summing up the quantity value for the different products. We have adjusted the job quantity display filter to prevent incorrectly combining items that share an option, phase, and the default style. (D-01677)
  • When syncing a Job BOM to WMS the products rounding value in WMS was being reset. We have updated the process to properly reflect the rounding status and update is properly in WMS when a Job BOM is sent to WMS. (D-01689)
  • The product tax status on an item in WMS is getting changed inadvertently due to an error in generating the comparison between Pipeline products and WMS items. We have properly adjusted the comparison so the sync process no longer updates the WMS item taxable setting incorrectly. (D-01720)
  • Included a fix to the Job BOM sync to ensure all deleted products are fully selectable on the modified send page to allow the user the choice to delete them or not. (D-01725)

RELEASE 4.5.1

7/1/2016

Fixes:

  • When adding products to a job if the same product from two different styles was added to the quantities, the display was combining those together as one. The two uniquely styled products will now show as two separate line items on the job quantities page. (D-01657)
  • When sending a job BOM to WMS and using the modified send selection, the filtering of options with a net quantity of zero was preventing the user from seeing those options on this page. We have adjusted the timing of the filters to allow these option removals to be seen from the modified send page. (D-01662)
  • When a house BOM with an extremely large amount of data was being exported the time it took to process was exceeding the timeout value in some instances and was causing the export to generate a blank exported file. The database statements in this export have been optimized and this process timeout length has been increased to allow the data to be properly exported. (D-01663)
  • Bid Product Sync to WMS page was timing out on record sets in the tens of thousands. A more efficient process has been put in place to increase the performance drastically along with consolidating the similarities within the code when processing Product Sync’s as well. (D-01675, B-01991)
  • When generating costs for a House BOM from WMS item costs, the saved costing data was not fully capturing the Building Group properly so adjustments have been made to properly capture that data. (D-01682)

RELEASE 4.5

5/19/2016

New Features:

  • The Job process in Pipeline has been updated to be less intensive minimizing the configurations when building the estimate for the job. A user still gets Job Configurations manually or via WMS at the option level, but at the Quantity, BOM and Sync to WMS steps, we are only showing one collective set of options that are currently on the job. If you need to modify what goes over to WMS on the Job Estimate you will then be able to see it broken down by configuration again and be selective about what is sent. This process should make it much easier on the estimator when building an Estimate, especially if a job has dozens of change orders. (B-01871)
  • A new panel has been added to the Job Options page that will show the user a grid of job configurations against options and the quantity changes across the two so that a user can quickly tell what the life cycle of an option is on a job. (B-01851)
  • Tracing from a product level down into House and Job BOM’s has now been added and can be found under the Reports > BOM > Trace – Qty Down. (B-01861)
  • Additional indexing on House BOM related database tables has been added to increase the speed of the data retrieval on the House BOM, Job BOM, Option BOM, Custom Option BOM and Worksheet BOM pages. (B-01905)
  • A new sortable and collapsible view has been put in place on the product sub-components page replacing the existing grid to make it easier to read and modify products that have a large number of subcomponents. (B-01683)
  • In Pipeline’s House BOM page it is possible to sync an option that belongs to all houses in a community but is not attached to a specific house. This would correctly create an option in WMS. However, on the House Option Sync to WMS page Pipeline was trying to remove this option from WMS. (B-01829)
  • A new spec set export has been added to the main spec set group page that exports all products for each spec group. We have also improved the deletion process on import to now check for spec set parent groups before removing the spec set so if the spec set is not in the file it will no longer get unintentionally removed. (B-01828)
  • A numeric count of Style and Product Conversions has been added to the grid on the Spec Sets page for easier identification of how many there are. (B-01812)
  • Improved UI messaging has been added to the Calculations page to notify the user of an improper calculation that will prevent the improper calculation from being used during a BOM process, preventing a failed BOM generation result. (B-01836)
  • The Building Phases section now has a details page for a Building Phase, rather than just the basic inline edit. This new details page also includes a panel that allows the user to see and add products to the building phase. (B-01846)
  • Elevation options have been added directly into the “All House Options” and “Other Master Options” selection lists when adding options to a community to increase the users efficiency in making sure all needed options are added to a community. (B-01848)
  • As a job bom is generated and a house needs to be flipped in its orientation, if new products get created, the visual element of that in Pipeline needed to be enhanced for a better understanding of what was taking place. (B-01874)
  • New ability added to the building phases page allowing the user to delete multiple building phases one at a time as well as import them for quick updating of multiples at once. (B-01825)
  • Improved UI messaging on the Building Phase Sync to WMS page. (B-01728)
  • Enhanced the performance on the Bid Sync to WMS page. (B-01896)
  • A new utility page has been created that will allow a Pipeline user to view whether job configurations and their options are in sync between Pipeline and WMS at the following location: dashboard/builderbom.integrations.buildermt/utilities/jobhealth.aspx (B-01857)
  • The WMS View Sales utility page at dashboard/builderbom.integrations.buildermt/utilities/viewsales.aspx has been given access to reset the Approval status of a configuration in WMS back to False in cases where a config needs to be re-approved due to it missing in Pipeline. (B-01856)
  • Additional UI messaging has been added to the Create New User page to provide better feedback when a username or email is already in use by another account. (B-01844)
  • Added a new field for size to the master option level giving an option the ability to have a size set prior to being applied at a house or community level. (B-01901)
  • New Pipeline API endpoints have been added to both the SOAP and REST API to allow basic add, update, delete and get calls to our Products module, including Products, Units, Manufacturers, Styles and Building Phases. (B-01875)
  • Pipeline’s default community location for google maps has been updated to CG Visions current office location. (B-01810)

Fixes:

  • When receiving a Spec to Sale from WMS that has change orders in between coupled with estimates, the Spec or original configuration in Pipeline was finding itself with extra quantities of options that existed already on the change orders Pipeline had. WMS is removing the change order and condensing the current options into the original sale. Pipeline will now handle this similarly with a result of the needed option quantities on the job. (D-01635)
  • When applying system quantities to a job, quantities that were attached to a parent option were getting missed and thus not showing on the Job BOM. This has been corrected and you will now see the products from the parent option on the Job Quantities page connected to the child option. (D-01652) • Occasional logins were timing out during the login process as the Activity Feed on the Dashboard was using an inefficient database query once the activity log became too large. (D-01605)
  • The BOM generation process was recently enchanced and in that process the Custom Option BOM began to include all conditional products rather than no conditional products when generating the custom option BOM directly from the custom option products page. Without other selected options on the job (D-01600)
  • We did a clean sweep of all pages with different access levels to verify the Permissions settings provided per Role type were acting as expected. Made a number of updates throughout Pipeline to accommodate. (D-01582)
  • If a job configuration was received from WMS with a negative option quantity, Pipeline was no longer sending that negative estimate back to WMS. (D-01610)
  • Orphaned House BOM’s are now able to be deleted row by row as desired directly from the House BOM page. (D-01619)
  • Refined processing has been added to the main products page in order to improve performance when encountering large amounts of data. (D-01621)
  • When an extremely large number of products are in both Pipeline and WMS the comparison process used to determine what needs to be added, updated or deleted from WMS was timing out. A new refined and enhanced data retrieval and comparison process has been implemented to alleviate this timeout, preventing products from appearing to all need synchronized again to WMS even though they may not have needed it. (D-01611)
  • The Option Cost report found under Reports > WMS Costing was not loading data properly. This has now been adjusted. (D-01585)
  • Bid items that were used as subcomponents could get sent to WMS when found on a House BOM. However, when a bid item sync to WMS is performed, bid items attached as subcomponents are not recognized. This causes those bid items in WMS to be seen by the sync page as needing to be removed from WMS. To prevent this circular connection of add from the House BOM and delete from the bid item sync we have disallowed the user from creating a subcomponent from a Bid product and provided a UI notification if they attempt to set a subcomponent in that way. (D-01589)
  • If a default empty product is put into the settings that does not actually exist in Pipeline, an empty job bom send to WMS will fail if it contains an options that needs to use this product. We have made an update to allow the rest of the estimate to go over, just skipping the non-existent default empty product. (D-01649)
  • Global options can now be assigned to a house from the house options page. (D-01573)
  • The workflow of selecting one or many As-Built job xml files has been enhanced so comparisons can be done easier across options from multiple or single files and no phantom columns get displayed. (D-01630)
  • The job bom export to XML was always dropping the XML file out with the same name, even as the view was switched. A more informative XML file name has been put in place. (D-01551)
  • When importing and exporting job and house quantities with additional parameters, the data was getting mixed up with additional parameters getting added to the export and then back in again. (D-01586)
  • When exporting a House BOM to XML there was an extra element to provide what the product source originated from. However, this does not line up with the expected schema for the import so the product_sourceid has been removed from the export. (D-01626)
  • When exporting job quantities, we were dropping quantities from all sources, which was good except when it went out to and XML file, which then had a header of all one source. If importing that file back in or to another job all job quantities came back in with that one source. You can now export by source type. (D-01587)
  • When importing a Job XML file into Pipeline, if certain Products, Styles and Manufacturers did not exist the creation process was not completing successfully. (D-01593)
  • When importing a house XML file that has a new Product, it was automatically associating the new product creation to the Building Phase in the XML source, even though the Pipeline user was wanting the Product to be put into a different Pipeline Building Phase. (D-01594)
  • When a Job BOM had products that appeared on multiple options, in Phase View the summed product quantity was correct, but the summed costs were not, even though the total phase cost was correct. (D-01555)
  • When costing a Job BOM, a few building phases were listing duplicates in the Phase View if one option had a cost and another, in the same building phase, had an n/a cost. (D-01552)
  • Occasionally when a product was copied, along with its subcomponents, there were several duplicates of the subcomponents that were getting undesirably created. (D-01584)
  • Adjusted the House BOM costing function to ensure the UI message displaying the cost retrieved matched exactly to the penny to the cost shown in the Grid. A few cases of Rounding were causing the values to be different by a couple pennies. (D-01485)
  • Occasional timeouts were occurring with the right data when trying to view a trace of a final BOM product. (D-01579)
  • An improper link on the tracing view of a custom option was linking a custom option back to the option page looking for an option with an id of the custom option rather than a custom option based on the custom options id resulting in a option that couldn’t be found. (D-01623)
  • House Option Imports were struggling when encountering an apostrophe and changing them to a double apostrophe. (D-01491)
  • Issues when exporting options to Excel when the formatting of option codes made Excel interpret the value as a number removing leading 0’s or as an alphanumeric value showing up in scientific notation. Additional formatting prevention has been put in place to avoid these situations. (D-01532)
  • The house elevations grid was not always saving correctly when the option had no cost value entered. (D-01550)
  • Importing spec sets was failing if the calculation had an apostrophe in it. Special consideration has now been given to the calculation field containing that special character. (D-01556)
  • Tool tips for Progress Status indicators was not showing any text after an apostrophe. (D-01557)
  • The macro on the Lump Sum Option Products sheet has been revised to support a significantly larger dataset from the Option Products sheet as well as a significantly larger matrix when building out option products to the Option Products sheet. (D-01566)
  • On the utility page that sends house bom’s to WMS, the community ID being used to look up house bom’s was incorrectly being pulled from the dropdown. Rather than the community ID being retrieved it was using the numeric order value of where that community was in the list. Most users would not be affected as they typically only have one community (Master) that they work with or Master is still first and has an ID of 1. But if a user had a Master as community ID 2 or something different the ID didn’t match the ordering causing an invalid lookup of the BOM to send to WMS. (D-01615)
  • When adding a product to a custom option and changing the style, an error was being thrown preventing you from saving the product. (D-01627)

BIMPIPELINE RELEASE 4.4.2

2/19/2016

Fixes:

  • New functionality for WMS to clean up deleted options is being called too often and causing the Job BOM sync to take much longer than before (D-01591)
  • The house quantity As-Built/Multi-As-Built modification page was throwing an uncaught error when attempting to Compare and Import (D-01592)
  • The Job BOM generation is no longer looking to dismiss values less than .001 from the BOM and resulting in a rounded value of 0 being found within an option as we attempt to sync to WMS (D-01595)
  • When a Job BOM in Pipeline contains a product with no Building Phase the sync to WMS will not go (D-01597)
  • The main products page has lost its ability to expand a product that has subcomponents (D-01598)

RELEASE 4.4.1

2/5/2016

Fixes:

  • Unable to Sync non-configuration options created on a Pipeline Job BOM to WMS without it creating additional unknown estimates when certain sales ID were misaligned. This fix will require a complimentary WMS version of 5.3.1 (D-01565, D-01570)
  • When using the Houses API to edit options applied to a house the options were getting added again rather than updated (D-01571)
  • House BOM sync to WMS when in bulk was not closing all used SQL connections and causing Pipeline as a whole to lock up and become unusable (D-01574)

RELEASE 4.4.0

1/29/2016

New Features:

  • The House BOM page has been slow to load on large data sets and is very difficult to find information so a newly organized and faster loading page has been designed (B-01807)
  • When Pipeline accepts job configurations from WMS and the configuration only has one add/delete pair on it, Pipeline will now receive that and push a default empty option product back to the WMS estimate to make sure the option is seen on the Budget and PO screen (B-01803)
  • We have added a notification to the Login screen and Dashboard that will let the user know when an update of Pipeline is made available (B-01799)
  • New Analysis Report to combining base and standard options for Cost Analysis across house plans and communities (B-01764)
  • New Excel export for the WMS Option Cost By Phase report (B-01752)
  • New ability to override the item notes at a house option bom level and then job bom level (B-01746)
  • Enhanced ability to Qualify Supplemental Bid Items (B-01743)

Fixes:

  • Adjusted the process of retrieving the latest cost on a House BOM so that it is always based on last generated cost (D-01562)
  • The job config estimate was wrong on a backout of products from WMS with just the right mix of add and deletes of an option (D-01559)
  • The ALL Job BOM will now show all options even if they do not have an estimate generated (D-01533)
  • Spec Set ‘New’ button was in the wrong location and didn’t fit the current Pipeline theme (D-01521)
  • The Spec Sets sub-navigation link had ‘Houses’ set as the link title when hovered (D-01519)
  • Spec Set product conversion filters were not working (D-01518)
  • Uploading a job config file with an underscore in the name caused a page load error once the file was uploaded to the server (D-01513)
  • A broken job quantity link under product assignment was fixed (D-01506)
  • The option count was incorrect on the job details page and was also not including the custom options (D-01502)
  • The option condition mapping export was missing the last house in the list at times due to the expectation of an extra comma in the csv file (D-01497)
  • The job configuration option page was still showing the delete option column even after the configuration was approved even though it would not allow you to remove an option from the configuration (D-01493)
  • The WMS costing filter dropdown was not allowing you to open it and then open the calendar without closing the main dropdown (D-01492)
  • Queued reports were not always able to be deleted when not in Processing status (D-01490)
  • Tooltips were not always showing after the page postbacks (D-01487)
  • Line returns in the Playbook would break certain imports so a line break replace has been implemented within the Playbook (D-01486)
  • Spaces and return characters at the end of product description will no longer cause the sync with WMS to always return incomplete (D-01228)
  • The job quantity XML export now matches the same format as the import (D-01479)
  • The job quantity csv and excel exports can now be exported to align with the Playbook (D-01337)
  • The House BOM was showing options in which had house quantities even when that particular option was not available to the community (D-01470)
  • An estimate sent to WMS will now have an Estimate Source of Pipeline seen in the WMS UI (D-01461)
  • Made format adjustments to how the Option Cost By Phase Report is seen on screen (D-01455)
  • House quantity import product creation AJAX issue fixed (D-01446)
  • If an option and custom option had a similar database ID their was confusion in the deletion process (D-01430)
  • Addressed an issue where adjusting the page size of a detail table in a grid would contract any expansion at the parent level keeping you from ever seeing data on subsequent detail table pages (D-01423)
  • Job Orientation was not always changing products based upon reverse “mask” in settings (D-01285)
  • The checking of duplicate product codes was not always returning the proper message letting the user know that a duplicate already existed (D-01267)

RELEASE 4.3.5

1/15/2016

Fixes:

  • Option import was setting all options, new or updated to be an Elevation and Allow Multiples even if either was set to FALSE in the import file. (D-01563)

RELEASE 4.3.4

1/11/2016

New Features:

  • 1 WMS with multiple company’s connected to separate Pipeline’s can now take advantage of the new auto send of approved job configurations (B-01835)

Fixes:

  • House Bom exports are now exporting again. They were exporting blank sheets. (D-01540)
  • Prospects created in eHome were not getting pushed properly to Sales Simplicity from Pipeline. (D-01542)
  • Global options were no longer deleting from WMS during a sync. Global options were adding and updating, but not deleting. (D-01546)
  • When switching an option from global to non-global or non-global to global the sync dates were incorrect on the House Bom page. (D-01547)
  • When attaching a bid product to a global option it was auto-building a phase with the the house code, global code and option code rather than just the global code and option code. (D-01548)
  • The settings page had the Building Phase character limit selection values only up to 6 when it needed to be up to 9. (D-01549)
  • Fixed inability to apply system quantities to job configurations when the configuration count gets very high as the process would timeout. (D-01554)

RELEASE 4.3.3

12/21/2015

Fixes:

  • Global BOM on the Option Product page won’t expand when it has building phases and products to look at (D-01522)
  • Bid item sync’s to WMS are timing out with the right mix of data (D-01534)
  • When a product or Bid fails to send to wms for any reason no other legitimate products will go over (D-01535)
  • After a conditioned option is tucked under the Base option, it will no longer cost Bid items (D-01541)

RELEASE 4.3.2

12/1/2015

New Features:

  • Pipeline/WMS BOM Assembly Comparison page to reflect BASE tucking (B-01826)

Fixes:

  • House/Option sync giving false positives due to apostrophe’s in certain fields (D-01528)
  • When sending a House BOM to WMS the option mapping comparison needs to be case-insensitive (D-01527)

RELEASE 4.3.1

11/20/2015

Fixes:

  • Modified job sync to WMS was condensing all options into one main config in the view in Pipeline (D-01526)
  • The House BOM sync to WMS had a few inefficiencies in the process that have now been tightened up to improve performance (D-01525)

RELEASE 4.3.0

11/3/2015

New Features:

  • New ability to Cost a job from costing data held in WMS (B-01636)
  • New tracing of house and job BOM generation allows user to see exactly how a final BOM value ended up on the BOM (B-01642)
  • The product Style is now included in the job bom similar to what is seen int the house bom (B-01676)
  • Any time a house bom generates with a condition of BASE the bom will now tuch itself in with the option without a condition as they theoretically mean the same thing (B-01692)
  • Introduced an ALL configuration selection on the job configuration quantities page (B-01707)
  • New ability to select which options, building phase and products will be sent to WMS during a job bom sync in desired (B-01708)
  • The activity panel on the Dashboard now has a link to view all the activity the system has been collecting (B-01715)
  • Improved performance on the house bom page when expanding option or phase levels (B-01717)
  • When deleting job configuration quantities you can now select which configuration(s) and source(s) to delete from (B-01730)
  • Any option product can now have a condition applied to it (B-01750)
  • Added a ‘Check All’ box for creating products on a house quantity Import (B-01804)

Fixes:

  • The grid on the house quantity import wasn’t staying expanded as the page size was adjusted, rather the grid would continue to collapse. (D-01390)
  • The bid product sync page was not allowing the user to progressively filter the data. (D-01407)
  • When sending the job estimate to WMS with no Sales Configurations involved the base would be sent with the original estimate but have a slightly different name to it than if it were in a change order.Config (D-01419)
  • House, Option and House Option imports were given more accurate validation (D-01431)
  • Ability to add a new product category has been resolved (D-01436)
  • Exposed house and base option mapping codes to the Settings when integrating with WMS (D-01439)
  • If the “Add Option” or “Add Custom Option” panels were open on the job configuration quantities page and the user attempted to Save or Approve the configuration, an error was presented (D-01441)
  • Resolved issue in adding house quantities that if a user added a quantity, the list of products reset and didn’t match the selected building phase, causing the next insertion of product to cause error (D-01448)
  • Bid cost activity tracking had incorrect parameters when building the notifications (D-01449)
  • A jobs custom option quantity field has been reduced in actual size to fit in the column better (D-01450)
  • After adding an option to a job configuration, while viewing ‘Only for Chosen Configuration’ on Jobs/Configurations, the Options grid flipped back to the default view of all options (D-01452)
  • When sending a job estimate to WMS the Estimate Document Type was wrong when no Sales Configs were present (D-01462)
  • When job option boms are generated for configurations in which the option did not originate, the estimate will now be available to be sent to WMS (D-01463)
  • Adjusted the Excel export functionality to wrap fields in quotes so that values starting with zeros will not get shortened in Excel but look as they did in Pipeline (D-01465)
  • House/Option import headers have been realigned for ease of importing from the Playbook (D-01468)
  • Aligned the title of a custom option on the job with that of the custom option details page to both read Code (D-01469)
  • Added the ability to edit the condition of a house quantity (D-01473)
  • The ability to back a job option estimate out of WMS was erroring out occasionaly with just the right data makeup (D-01477)
  • Reconciled Option Name Does Not Show on Job Quantities Page (D-01505)
  • Items sent to WMS on a job would be doubled if items in the reconciled bucket had purchase orders issued (D-01516, D-01510)
  • House BOM page load was timing out with certain makeups of data and sql server (D-01512)
  • House option sync to WMS performance improvements (D-01508)
  • Accepted WMS configs were not always showing up in Pipeline in a complete state (D-01501)
  • A semi-colon in a product name was breaking the ‘Recent Products’ in the dropdown of the navigation on all product related pages (D-01496)

RELEASE 4.2.4

11/5/2015

Fixes:

  • Unable to sync house estimate properly to WMS with house/option greater than 9 (D-01511)

RELEASE 4.2.3

10/21/2015

New Features:

  • Series methods were added to the Pipeline Houses API (B-01798)

Fixes:

  • Assoc and View Only roles were not able to access many of the Job Pages (D-01489)
  • Job configuration bom generation timing out in certain instances (D-01500)
  • Job configuration bom display timing out in certain instances (D-01503)

RELEASE 4.2.2

10/9/2015

Fixes:

  • Can’t access House Quantities page with View Only role (D-01444)
  • Option/House length other than 9 disables bid product use (D-01458)
  • When trying to Generate the Report View on the House Quantities Import page the page never responds (D-01480)
  • eHome Conditions unable to save edit (D-01481)
  • eHome Conditions unable to export (D-01482)
  • Send Job BOM To WMS page is failing to load when trying to access it (D-01483)

RELEASE 4.2.1

9/18/2015

Fixes:

  • Spec-to-Sale doubles config options. (D-01447)
  • Estimates doubling or worse on job config resend to WMS. (D-01456)
  • Job Configuration page non-functional when ‘Allow Manual Job Configurations’ is False. (D-01457)

RELEASE 4.2.0

8/25/2015

New Features:

  • Split product resources off to its own page (B-01185)
  • Created a new calculation details page so that a user can see where that calculation has been used (B-01194)
  • Enhanced the house Bom costing from WMS to now include the unit level costs where it only went down to the Phase level previously (B-01428)
  • Include Bid Cost to Option Assignment in Playbook (B-01534)
  • Include Tax Status in Playbook for Products Tab (B-01551)
  • House option sync to WMS page needs better formatting and improved filter ability (B-01615, B-01635)
  • The Playbook has been added to Pipeline under the main user menu ‘Playbook Template’ so the proper version of the Playbook is always available with the coinciding Pipeline version (B-01631)
  • All necessary Pipeline settings have been exposed in the UI under Settings (B-01632)
  • Queue status page will now allow you to resend a failed or stuck item as well are bulk delete items no longer desiring to be queue’d up (B-01637)
  • The process of retrieving necessary data for the House Bom page has been analyzed and improved for better loading performance. (B-01640)
  • The House Bom sync log will now provide a more accurate message when no products are found on an options selected and sent to WMS. (B-01644)
  • The house quantity export to XML has been modified match properly to the expected import format. (B-01645)
  • Gave any user within the Admin role the ability to modify a users password. (B-01649)
  • Ability to import and export product units (B-01654)
  • Calculations and Units tabs added to the Playbook (B-01655)
  • Product Assignment page flow updated for better viewing of different amounts of data. (B-01656)
  • Condensed the spec set pages down to a single page allowing the user to stay and develop the spec set without having to bounce from page to page. (B-01657)
  • House Assignment page now shows the spec sets that are attached to it. (B-01658)
  • Ability to see job configuration quantities by option or flattened in a grid allowing the user to filter by product and see all options that product is currently assigned too. (B-01660)
  • A link to the WMS Sync Utilities has been added to the House details page. (B-01665)
  • Quick link added to any global option taking the user to the sync House/Option page directly. (B-01666)
  • Enhanced House Bom utilities page to allow user to see and find what they are looking for easier. (B-01667)
  • Added communities to the types of data that can be seen when viewing the Option Assignments page (B-01668)
  • Removed the global options from the list of options on the house assignment page (B-01669)
  • When exporting subcomponents you can now select multiple building phases to export at the same time. (B-01670)
  • Removed the House Assignments page and enhanced the Assignments page to allow an options assignments to not just be viewed but also managed from the Assignments page. (B-01672)
  • New supplemental detail item marker on a product allowing the user to assign projected costs to products that will not flow to the Bom and Purchasing because they are truly included in a bid, but be used to verify bid costs. (B-01679)
  • When adding a job quantity, the form has been rearranged to help the flow of data selection. (B-01684)
  • Enhanced job config option management so a user can see all options through the selected config or only the options that apply to the selected config. (B-01686)
  • Added confirm dialog to the job quantities Delete All button. (B-01690)
  • The option quantity sold has been added to the job quantities page so the user can see whether an option was removed, added or added in multiples. (B-01691)
  • Added the ability to apply system quantities to multiple configs at one time. (B-01693)
  • The house import and export to csv now match. Column headings were differing. (B-01701)
  • House/Option import description updated for better clarity. (B-01702)
  • The option condition mapping import and export did not match for the Mapping Type. (B-01704)
  • The Cost column on the House Bom now exports when the integration with WMS is turned on. (B-01705)
  • We have standardized all exports in the Pipeline Playbook to be based off the File Output Path defined on the Settings worksheet. (B-01706)
  • Added additional logging within the WMS subscriber that sits on the WMS server to ease troubleshooting. (B-01709)
  • Added expand all carrots on the Job Bom page at the Option and Phase level. (B-01710)
  • When a community is switched from None to something on the House Bom page the buttons for generating bom’s needed re-enabled. (B-01712)

Fixes:

  • When importing houses, a new series that is only a single word can now be used and that series will be created properly and used with the house. (D-01335)
  • Tooltips on things like products and options have been updated and are now working again. (D-01348)
  • Adjusting of Page Size on a job quantity import during any Config/Option/Phase expansion will no longer contract the grid back to its starting point. (D-01350)
  • The breadcrumb on the job sync to WMS is no longer redirecting to the wrong page when a different job is selected. (D-01355)
  • Filters on the job quantity page fixed. (D-01356)
  • Subcomponent list on the option assignment page was disappearing when the page size was changed. (D-01357)
  • Recent options and recent products links on the dashboard were not directing to the proper location. (D-01361)
  • Updated the page title to be more reflective of the page on the View House Estimates page. (D-01362)
  • House quantities export and import in xml format realigned. (D-01364)
  • Added missing toast message on job bom sync to WMS. (D-01370)
  • Option condition mapping import was failing if no mappings existed in the system yet. (D-01371)
  • The job bom was failing to generate on some older jobs in which an unexpected Null value was being found on the IsStandard field. (D-01378)
  • Ajax was not configured properly when adding a category on the product details page. (D-01381)
  • Reversed initial load order of recent products on dashboard. (D-01392)
  • Fixed paging on options assignment page. (D-01397)
  • Adjusted page layout for the house quantities plus minus view to take advantage of full page size. (D-01398)
  • Adding job quantities manually from the UI was not functioning properly once a first quantity was successfully added. (D-01400)
  • Option Assignment page had the wrong with job usage. It was not looking at the configuration level, rather the old option to job. (D-01401)
  • ALL BOM selection didn’t contain Reconciled Products. (D-01403)
  • Point of Interest page needs updated to use newer google map draggable icon. (D-01412)
  • Custom option descriptions were not showing up in Pipeline as sales configurations were approved in WMS. (D-01416)
  • Fixed a page error If BASE quantity does not exist in +/- View. (D-01417)
  • Job quantity import will once again allow you to create products that are found in the XML file but don’t exist in the system yet. (D-01418)
  • When viewing a House BOM, products with the same name but different style were getting summed together keeping the user from seeing the difference in style. (D-01420)
  • The dashboard recent products was listing the product/phase combo, but only showing the product name making appear to have duplicates. (D-01424)
  • The job bom exports were not working after a few modifications to the job bom generation process. (D-01427)
  • WMS sales configurations with no options other than BASE were not coming to Pipeline properly. (D-01433)

RELEASE 4.0.0

5/14/2015

New Features:

  • Introduction to an all new interface. (B-01455)
  • Make better use of the main Dashboard by including progress, analytics, activity and recent happenings. (B-01156)
  • Added the ability to see the history of a job by adding an all new job configuration layer that implements a sales and change order process. (B-01413, B-01479)
  • Give the Job BOM the ability to have quantities and estimates per configuration. (B-01426)
  • Added the ability for individual estimates per job configuration to be sync’d to WMS as many times as needed allowing for the current Pipeline BOM adjustments to resync to WMS. (B-01432)
  • Lot status and premium are now retrievable from Sales Simplicity for use within the eCommunity application. (B-01418)
  • Condition statements are now validated upon entry or import for validity. (B-01427)
  • New Excel export of House Quantities available. (B-01442)
  • Rather than selecting Building Phase after Building Phase to sync to WMS, you now can select as many bid items from different building phases as you’d like. (B-01445)
  • Introduction of an all new Pipeline Activity Center so you know exactly what is going on within the system. (B-01451)
  • Additional house data added to the House Import. (B-01452)
  • Implementation of a new business process management module within Pipeline allowing the user to know the progress of any house or job. (B-01454)
  • Direct Excel exports now available (B-01468, B-01472)
  • Ability to copy worksheet products to a house option or custom option without rekeying them in. (B-01469, B-01471)
  • Enhance Builder Houses and Options API. (B-01474, B-01477)
  • New ability to subscribe to events within the system so that you get personized notifications upon login and use of the system. (B-01478)
  • Manage which house or job process steps you’d like to see in Pipeline. (B-01480)
  • Ability to “Close” a job which will separate it from the active jobs in different displays. (B-01495)
  • Pipeline Starts Connector now works off the new Pipeline Business Process steps. (B-01496)
  • Pipeline Starts Connector directory can now be set to Pipeline house name or plan number. (B-01536)
  • A Pipeline Notebook entry can now be promoted to a Job. (B-01497)
  • Upload floor plan SVG files for eHome directly within Pipeline. (B-01494)
  • Logging has been moved from XML storage to database for performance improvements on viewing of data. (B-01505)
  • Split the queue data storage into two seperate tables to improve performance. (B-01513)
  • Building Phase Import Tax Status. (B-01542)
  • House BOM status report allowing user to see all houses and options and their House quantity import date, house bom generation date and sync to wms date while highlighting the rows in which the import date is greater than the generation date and the generation date is greater than the sync date. (B-01500)
  • WMS Items diagnostic utility that allows a read only view of the Building Phases and Items sent from Pipeline to WMS. (B-01537)

Fixes:

  • Fixed the Option Product Import from adding an option called “Option Name”. (D-01229)
  • House BOM page was using a common session not allowing for multiple browser tabs to be used without mixing up the data it was showing or sending to WMS. (D-01271)

Show Less