Version 2018

RELEASE 2018.3

Released 10/5/2018

New Features

  • Lot statuses can be created, edited, and deleted using the Lot Status table in the Pipeline Builder Settings. (S-02683)
  • System lot statuses exist to create default system statuses for users to assign lot statuses to the appropriate system settings. (S-02675)
  • 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)
  • A variance estimate PO can be generated on a job. (S-02687, S-02671, S-02714, S-02715)
  • 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)
  • Templates can be tested on the Contract page via the Validate Contract Document section. (S-02721)
  • 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)

Enhancements

  • 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

Released 8/13/2018

New Features

  • 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)
  • 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)

Enhancements

  • 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

Released 4/27/2018

New Features

  • 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)
  • 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)

Enhancements

  • 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

Released 2/8/2018

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)