Monday 7 November 2011

Customizing Project View Organization in the Project Browser

You can sort views and sheets in the Project Browser using any of the property values for the view or sheet. For example, the following image shows views in the Project Browser organized by discipline, then by phase, and then by view type. The top level of the Views branch also shows the name of the sort group currently applied (in this case, Discipline).
In addition to sorting views, you can also limit the views that display in the Project Browser by applying a filter. This is useful when you have a project with a large number of views or sheets, and you only want to view a specific set in the Project Browser.

The properties that you can choose from when creating a sort group or applying a filter to the Project Browser include project parameters and shared parameters. 

By default, the Project Browser displays all views (by view type) and all sheets (by sheet number and sheet name).




Sorting Views or Sheets in the Project Browser

1.       Click View tab > Windows panel > User Interface drop-down > Browser Organization.

2.       In the Browser Organization dialog, click the Views tab to apply a sort to project views, or click the Sheets tab to apply a sort to sheets.

3.       Select a sort group.

To view the properties of an existing sort group, select it, and click Edit.

4.       Click Apply, then click OK.


Creating a Project Browser Sort Group

1.      Click View tab > Windows panel > User Interface drop-down > Browser Organization.

2.      In the Browser Organization dialog, click the Views tab to create a sort group for project views, or click the Sheets tab to create a sort group for sheets.

3.      Click New.

4.      Enter a name for the sort group, and click OK.

5.      In the Browser Organization Properties dialog, click the Folders tab.

6.      For the first Group By list, select the view or sheet property to group by.

Note: Values for the selected property must be defined for each view or sheet for the sort to work correctly. To edit view or sheet properties, in the Project Browser, right-click the view or sheet name, and select Properties.

1.       If you want only the first few characters of the property value to be considered, select Leading characters, and specify a value.

2.       Optionally, select 2 additional groupings.

3.       In the Sort By list, select the order for views or sheets to display in the lowest level grouping, and select ascending or descending order.

4.       Click OK.


Editing a Project Browser Sort Group


1.       Click View tab > Windows panel > User Interface drop-down > Browser Organization.

2.       In the Browser Organization dialog, click the Views tab to edit a sort group for project views, or click the Sheets tab to edit a sort group for sheets.

3.       Select a sort group.

4.       To rename the sort group, click Rename.

5.       To edit the sort group properties, click Edit. In the Browser Organization Properties dialog, make the necessary changes.

6.       Click OK.

Adding a Filter to a Project Browser Sort Group

1.       Click View tab > Windows panel > User Interface drop-down > Browser Organization.

2.       In the Browser Organization dialog, click the Views tab to apply a filter to project views, or click the Sheets tab to apply a filter to sheets.

3.       Select a sort group, and click Edit.

4.       In the Browser Organization Properties dialog, click the Filters tab.

5.       Select the following:

a.  The view or sheet property as the filter.

b.  The filter operator.

c.  The filter operator value.

For example, to show only those project views associated with Level 1, you can create a filter by Associated Level, Equal to, Level 1.

6.       Optionally, add 2 additional filters.

7.       Click OK.


Editing a Project Browser Filter

1.       Click View tab > Windows panel > User Interface drop-down > Browser Organization.

2.       In the Browser Organization dialog, click the Views tab to edit a filter that is in a project views sort group, or click the Sheets tab to edit a filter that is in a sheets sort group.

3.       Select a sort group, and click Edit.

4.       In the Browser Organization Properties dialog, click the Filters tab.

5.       Make the necessary changes, and click OK.

1 comment:

  1. For some reason on the filtering tab (in v2015 at least) the only proper filter operators appear to be "Equal to" and "Not equal to". The rest do not seem to make any sense as operators.

    It would be good to have the option for "Contains" and "Does not contain" and the ability to type in the criteria.

    Is this something that other people have experienced, or has been resolved in later versions?

    ReplyDelete