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Pipeline 2022.3

New Features

Settings Export & Import Functionality

Improvements and increased functionality have been added to Export and Import functionality of Pipeline.  Users with admin credentials can save and import and export settings between Pipeline and integrated sites.

BOM Logic Rules

BOM rules are now set up to be logic based.  New Pipeline functionality allows logic rules to be applied at BOM generation.  Logic operators can be applied to specific Asset or Estimating properties to generate products.  BOM logic rules are now applied to the following BOM types; House BOM, Community House BOM, Global Option BOM.

Improved Subcomponent Copy

Pipeline users can easily copy multiple Building Phases of Subcomponent products from one Key Measure to another Key Measure.   This allows for the efficient creation of Key Measures with similar logic.

HomeFront Process Improvements

HomeFront Bid Products have an improved display after update/generation.  Updates have been made to the Generate/Refresh Products page workflow.  Users can now preview Bid Products prior to creation.  Updates to the HomeFront Products endpoint allow for filter of Plan Specific bid information.

Combine LBM and Builder v2 APIs

There is now a complete WebAPI for Builder by combining the existing LBM and Builder WebAPIs for Pipeline.

Trades-Building Trades

Trades, within Pipeline, is a great way to group similar Vendors.  Trades has been added to Pipeline Purchasing in an effort to streamline Vendor setup for the user.

Bid Cost Process Update 2022.3

Revisions and updates to the Bid Cost process continue to progress in Pipeline 2022.3.  Revisions to the Costing/Option Bid Cost Modal include display of Option Name or Option Name & Description, added instructions and drop-down menus for options and operators, and users are now able to edit allowances that were created in the modal and from option > Bid Cost.  Similar revisions were made to Costing/Vendor Option Bid Cost Modal.  Additionally, the landing pages for Costing/Option Bid Cost and Costing/Vendor Option Bid Cost have been updated.  This will allow for a better user experience.

Enhancements

  • Pipeline is updated, for site continuity, to show Building Phase Code – Building Phase Name in all locations. PIPE-1591
  • The BOM engine will now utilize Community Option Specific Product Quantities for Jobs. PIPE-18927
  • Pipeline allows a user to successfully add a series from the House Details page, utilizing an enhanced Add Series modal. PIPE-19025
  • Pipeline is updated so that a user cannot download a House BOM or House Estimate without selecting a Community. This eliminates the potential for blank House BOM/Estimate files. PIPE-22079
  • House Quantities XML exported files can now be imported into Pipeline without modification. PIPE-22102
  • Filter improvements have been made to the Houses main page. The House main page grid is now sorted in ascending alphanumeric order. PIPE-22106
  • Style Import Rules is updated to allow a user to add same Style while also differentiating between manufacturers.  Rather than just the Style displayed, the “Manufacturer-Style” is displayed on the grid display of the Style Import Rules page.  PIPE-22628
  • When adding/editing a subcomponent, ‘No Options Specified’ is not shown when the “Show No Option Specified on Product Subcomponent Modal” is unchecked. PIPE-22629
  • Building Phase import options for Pipeline users have been simplified from Building Groups Phases imports and Building Phases imports to Building Group/Phase import. PIPE-23283
  • User Interface (UI) updates within Pipeline 2022.3 include new information icons located in the Community Specific Details page. Info icons include tips for House Details Override. PIPE-23427
  • Pipeline User can no longer add/edit a Manufacturer with the same name as an already existing Manufacturer. PIPE-23428
  • Admin level users now have the ability to change Sage 300 settings. PIPE-23466
  • A toast message will populate if an attempt to change Sage 300 settings is initiated by a user without proper credentials. PIPE-23467
  • The Categories column on the Products page of Pipeline can now be hidden if Categories are not being used. PIPE-23560
  • Pipeline will not allow a user to delete a Calculation if it is being used with an All Building Phases Subcomponent. PIPE-24874
  • Accepted File message verbiage, on Jobs Details page, updated to: “Accepted File Format: GIF, JPG, JPEG, SVG, or PNG only.” PIPE-25080
  • Pipeline users can now bulk delete Subcomponents as a process improvement for deleting a Product. PIPE-25155
  • Price change UI has been updated in Pipeline to match Vendor change. PIPE-25184
  • Pipeline is enhanced with a new Import Type Setting to import the same House Quantities CSV file that can be exported. PIPE-25267 and PIPE-25503
  • On House Quantities Export for CSV and Excel files, a Manufacturer column has been added next to the Style column. This allows export files for House Quantities to match House Quantities import files. PIPE-25919

Fixes

  • Spec Set Trace Nodes now properly link Building Phases. PIPE-22081
  • House BOM toast messages are revised and updated to be consistent with Pipeline Estimating page notifications. PIPE-22098
  • Issues with the Tax Rate and Tax Group name fields in the Add Tax Rate modal of the Tax Group page have been resolved. PIPE-22197
  • Pipeline is fixed to display accurate messaging when creating duplicate Styles on the New Styles page. PIPE-22374
  • Once a house is deleted from a Community, it is also deleted from the Phase Detail page. PIPE-22630
  • On the Estimating/Calculations page, the toast message displayed accurately reflects the correct description for the user. PIPE-22631
  • Within the Add Product modal of the Options/Products screen, the Option data is now shown in the drop-down list. PIPE-22633
  • When manually adding a Building Group, process notifications are fixed to ensure Add, Save, and Cancel functions are processing correctly and consistently. PIPE-22637
  • Issues are now fixed within the Resources page of Pipeline House and Community pages. Issues include image title updates, prefix for linked documents, automatic duplication of linked documents. PIPE-22646
  • Previously, images were not displaying correctly on the Jobs Details and Options pages. This has been fixed. PIPE-22662
  • Import Comparison Group results that do not process a valid file now produce a message informing the user rather than simply returning blank files. PIPE-22684
  • The source displayed on the datagridview when adding Product Quantities was previously incorrect. This is now fixed. PIPE-23089
  • Toast message warning for invalid Final Condition input on Option Bid Cost page is confusing. This has been reworded for a clearer message. PIPE-23446
  • Pipeline is fixed to no longer allow a user to use invalid characters for Codes and Names within the Add Building Phase modal, Vendor modals, or anywhere a Code or Name can be populated. PIPE-23448
  • Previously, Pipeline did not notify a user of errors when copying allowance on Bid Costs page. This is fixed. PIPE-23464
  • On the Pipeline Costing Estimate page, filter boxes have been added to columns, Option Type, Option Condition Combinations, and Total Cost. PIPE-23470
  • Loading icons are fixed on the Spec Set page of Pipeline. PIPE-23541
  • A Pipeline user was previously unable to create Budgets within Jobs. Budgets can now be created. PIPE-23552
  • House/Import UI, while uploading files, is fixed to display the same as designed. PIPE-23555
  • Pipeline is fixed so that every Subcomponent product name is text wrapped consistently. PIPE-23556
  • The Total Qty field on the House BOM is fixed to display correctly with Parameter setting enabled. PIPE-23870
  • Panels on the Option Bid Costs page are now labeled. PIPE-23872
  • Previously, there were issues with Option Mapping on BOM Export to an XML file. These issues are fixed. PIPE-23809
  • Alternate Vendor assignments can now be deselected. A “None” option is also available in Alternate Vendor field. PIPE-23894
  • Add User to Divisions, on User Assignments page, is fixed to function correctly. PIPE-23895
  • Delete Assigned Divisions, on User Assignments page, is fixed to function correctly. PIPE-23897
  • The Pipeline Vendor Products page had an issue where the “supplied” checkbox remained checked even after page refresh. This has been resolved. PIPE-23898
  • While on the Vendor Details page, the Plus and Cancel buttons have been removed to eliminate function redundancy. PIPE-23901
  • Pipeline is fixed to allow Copy Job Modal when clicking Start Date Box and Enter. PIPE-23902
  • The Pipeline Estimating page contained an extra untitled dropdown field. This has been updated to be used as a Building Phase filter when in Option view. PIPE-23903
  • Previously there was not a progress bar displayed while saving any details in Vendor Details page. This has been added. PIPE-23904
  • SpecSets import errors are addressed so that users can import data with valid file. PIPE-23979
  • Pipeline is fixed so that a user can no longer delete a House from a Community if a Lot is assigned to Plan. This creates better consistency across Pipeline. PIPE-24027
  • A loading panel, on the Copy Product Quantities button on the Options/Products page, has been added. PIPE-24028
  • Import House is fixed so that users can import house if House’s description has ‘Enter’ character while the user manually enters in House Details. PIPE-24029
  • The Community/Houses export file naming is fixed to include community name. PIPE-24030
  • Pipeline now redirects user to exact import page view and import setting. PIPE-24031
  • Previously the Options dropdown list, on the Specsets page of Pipeline, did not display correctly. This is fixed. PIPE-24034
  • On the Pipeline Product page, the ‘Group By’ button is fixed. This button previously required a page refresh to function. PIPE-24036
  • Pipeline is fixed to include all House Quantities with both Community specific and Community default in the list of orphaned products. PIPE-24037
  • The Communities/Available Plans page of Pipeline is addressed so that the name text field does not allow duplicates. If an override value matches the default value, it will not be saved. When a user opens the edit modal, the textbox will show as the text placeholder. PIPE-24045
  • The Product page of Pipeline is fixed to show a loading panel when filtering products. PIPE-24046
  • Deleting a product added to Community specific House quantity no longer causes a blank Style. The record of that product is removed in both House Quantity and House BOM, and the House BOM will generate successfully. PIPE-24047
  • When either the House quick copy or House advance copy is initiated, the Pipeline House page now reloads automatically, and is fixed to show correct data. PIPE-24048
  • Community House BOM ‘generate BOM’ function is fixed to successfully generate all checked Houses on Community/House BOM page, and to save checked data even on page changes. PIPE-24049
  • Attempting to import a CSV file without a header now returns a notification that states, “file incorrect format”. PIPE-24050
  • Categories and Series in Pipeline should not duplicate. Pipeline is fixed to only allow creation of unique Category and Series. Toast messages have been implemented to notify user of this rule. PIPE-24051
  • Pagination is now added for Options per Configuration pane. PIPE-24506
  • A missing label on the first pane of Pipeline Costing Settings page is now added with label “Costing Settings”. PIPE-24508
  • Previously, when generating BOM and Estimate in Pipeline Costing, a toast message was displayed as an error, but with warning message verbiage. This is fixed to be a warning message advising the need for configuration approval for BOM/Estimate. PIPE-24509
  • The appearance of a “Configuration successfully added” toast message on the Jobs/Completed Jobs page is fixed to only display after the instance of a successful configuration add. PIPE-24603
  • The following pages in Pipeline Jobs; All Jobs, Active Jobs, & Completed Jobs had dates that hyperlinked to the Job Details page. Job numbers are also linked to Job details. This is resolved so that only Job numbers are hyperlinked to Job details, eliminating redundancy and confusion. PIPE-24648
  • The Job Details page is fixed to remove redundant and broken hyperlinks. PIPE-24650
  • The add button previously located on the Completed Jobs page of Pipeline is removed so that a completed job cannot be manually added on this page, outside of proper Pipeline progression. PIPE-24689
  • Vendor Import error message is updated to be more accurate in its description of the error that occurred. PIPE-24786
  • The Job Details page is addressed to show a standardized error message if an invalid image file is uploaded. PIPE-24788
  • Previously, on the Divisions page of Pipeline, added Communities did not show until navigating away from the page or manually refreshing page. This is now fixed. PIPE-24791
  • A user is now able to update and save Cost category, on the Cost Categories page, even if the Description text field is left unpopulated. PIPE-24794
  • The Community Import validation error verbiage for invalid file type, incorrect transfer file separator between the imported file vs PL settings, and missing column header/s in the file has been corrected. PIPE-25227
  • A code fix successfully removed quotation marks in Supplemental Bid Product Quantities display. PIPE-25432
  • Cancel button added to Add Trade modal on Trades page. PIPE-25664
  • On a Job Estimate, when the Estimate dollar amount is over a Million, it caused numbers to shift down in row or wrap. This is fixed. PIPE-25665
  • Success toast message on the Pipeline Building Phases page is addressed to show: “Product was added successfully”. PIPE-25666
  • The incorrect button labels for Add Product and Add Vendor to Phase modals is now fixed. PIPE-25848
  • BuildPro Integration note removed from bottom of Costing/Vendors page. PIPE-25850
  • Pane header added to Release Groups page in Pipeline Purchasing. PIPE-25851
  • Previously the green (+) and utilities buttons were able to be clicked while the Purchasing/Trades page was still loading. This has been resolved. PIPE-25852
  • Revisions have been made to the UI of the cancel button on the Purchasing/Trades page. PIPE-25855
  • Building Phase Details link is fixed to no longer redirect to Building Phases default page. It now directs to show the Building Phase details. PIPE-25873
  • The bulk add options function is fixed to work properly. PIPE-26027
  • Quantity Building Phase rules is addressed to remove bad API. PIPE-26028
  • Previously Apply System Quantities would not generate if a quantity had a dependent condition. This is now fixed. PIPE-28096