Building parts view

Generally 

The grid is your work view. This is where you work with quality assurance, edit and incorporate information regarding building element types as individual instances of a type   

Is the parameter locked? 

If you experience that a parameter is locked and you are unable to add information, it is because the parameter has set sync “Revit to AC” (AjourCollab) or “Read-only”. To change these settings see section Parameters 

Multiple edit cells

Multiple select with ”shift” between rows, upon which the marked area indicates select range whereupon you press the parameter column and allocate the value from the value list

Select multiple/single rows by holding down ”ctrl”

Interface overview 

1. Manual quantity  
2. Keynote
3. Combined filters
   1. Grouping
   2. Filter
4. Import from Excel
5. Export to Excel
6. Grouped view
7. Type grid view
8. Properties

Manual quantity  

Choose a family placeholder or create a new one on plus (+) 

Keynote

First time you need to make the setup, next time Setting is saved 

1. Key value: Choose the parameter you wish as ID/keynote 
2. Use type name as headline/description of the keynote text
3. Choose parameter which is to be headline/description of keynote text
4. Include sub description: Yes/No
5. Add sub description: Choose one or more parameters to use for sub descriptions
6. Include work: Provides a text before sub description. It may be used to define e.g. which contract is in charge of the sub description text
7. Work separator: A separator between work and sub descriptions may be added
8. Remove empty lines: If there are empty lines, they will be removed in this setting
9. Export: The file will be exported and is ready for download

Combined filters

With this function, you may choose the filters and groupings which have been set up and saved. If the view does not change, when a combined filter is chosen, it is because data in relation to the specific settings, with which it has been set up, is missing

Besides choosing combined filters from here you may also delete existing filters   

Select a category 

When you are working with filter and grouping, you always need to have an active category. There are two ways of selecting a category  

You may mark a category before navigating to filter or (1) search for a category that you wish for parameter to filter or group from  

Grouping

Go to edit grouping 

1. Here you set up the grouping by choosing one or more parameters from the menu left
2. Set up the grouping with drag and drop
3. Remove by clicking the minus (-)
4. Save: See section: Generally for save filter, grouping and combined filters
5. Load existing save grouping

Filter

1. Here you set up a filter by choosing one or more parameters from the menu left
2. Set up filters with drag and drop
3. Remove by clicking the minus (-)
4. Display: It is possible to hide one or more parameters from a view by turning on and off on the display. Filter and grouping are still working even if one or more used parameters in the filter or the grouping is hidden
5. Comparison: Here you may sort with functions such as “Has relation”, “Contains” or “Equals to”
6. Filter value: By marking the function you are able to write a value according to the above functions. There are lots of options – only your imagination sets the limits of groupings and sortings. In the text box, you can use the syntax “SQL like wildcard”. See this link for more information
7. Sorting: Press the arrow for activation, turn off, and choice of direction
8. Save: Save filter setup. See section: Generally for saving filter, grouping, and combined filters
9. Load existing saved grouping

Generally for saving filter, grouping and combined filters

Scope

System: Here setting is visible in all projects and coming projects of the company. Bear in mind that parameters included in this setting must be present in projects to be able to be used

Project: Is only visible in the project in which it was created.

Availability

Private: The filter is only available for me

Organization: The filter is available for everyone within my organization

Public: The filter is available for everyone

Setup of combined filters

Navigate to filter selector to the far right in the grid view

Then you choose “Combine filters”

Choose by marking a grouping and a filter to be combined. Indicate name and save   

Import and export – Excel

Import from Excel

This function requires that you navigate to type view

Press the “Import Excel” button

Choose file and press upload.

Export to excel

First you need to set up a type view with the parameters you wish to export. Then you press the export button

Choose whether it is types, instances or both that you wish to export. Then you click export  

Info regarding export, edit and import

These ID´s are used for import and therefore must not be deleted

Grouped view

Under grouping there may be building elements that are placed under ”Empty value” and ”No ´xxxx´ ” 

1. An empty value means that the building elements placed below are missing a value in the parameter at this level. Depending on how many levels the grouping has been set with, this will repeat itself at each level.  
2. Please note that if you allocate a value, the building element will be placed under this value subsequently if you reload the grouping.   
3. No ´xxxx´ – When there are building elements under No ´xxxx´ in the grouping, it means that the parameter, that indicates/is used at the grouping level, does not have the parameter attached to the category of the building element. See how you correct this in the guidance “parameters“

These views have the same function. The only difference is that one is shown as a breakdown, the other is name juxtaposed.  

See under grouping how it is set up and combined with filter under combined filter

Properties

You may see all parameters on types as instances. You activate properties by right-clicking after having marked a type in the grid