Creating Saved Views

From the Project Inventory, click on a Model Card or an existing View Name to navigate to the model information.

  1. Click .
  2. Name your View and click Save.
  3. Use the Model Tree, Columns, Groups, Visibility Rules, Model Viewer and Color Coding tool to modify your dataset. Review each section below for further details.
  4. Click  to update the View with your changes or to Save As to another View name.

Using Groups to modify a View

Groups organize and display model properties in an expandable/collapsible hierarchy. You can choose to nest multiple properties within a group and save them to a view. Any of the available properties in a model may be used to group the data in the grid. For more information on creating Groups, click here.

How to Change your Inventory Grouping: 

  1. Click , located directly above the Inventory.
  2. Select a group name or Create a new grouping order. 

Using Columns to modify a View

Use the Add/Remove Columns function to select columns for display in the Inventory.

Adding Columns to the Inventory:

  1. Click Add/Remove Columns button in the top-right corner of the Assemble Grid, or click C on your keyboard.
  2. To add a column, click a column name in the Available columns list.
  3. Define the order of the columns by dragging and dropping the blue items to your desired order location.
  4. Click Apply.

Sort data by a particular Column:

  1. Click a column heading to sort the data by that column. The arrow next to the column heading indicates whether the data is sorted in ascending or descending order.

Remove a Column:

  1. Click Add/Remove Columns button in the top-right corner of the Assemble Grid, or click C on your keyboard.
  2. To remove a column, click the ‘x’ next to the property you would like to remove.
  3. Click Apply.

Using the Model Tree and Visibility Rules to modify a View

The Model Tree can be used to create views of datasets by using category family or type names to filter the objects. To learn more about the Visibility Settings, click here.

The purpose of the Visibility Settings panel is to provide you with greater flexibility and specificity in creating views. Use the Rules in the Visibility Settings panel to change visibility of objects in the view based on user defined properties that are not available in the Model Tree. Rules can be added and edited for every model in the Project.

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