Projects Overview

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Projects Overview

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While many settings and configurations can be automatically set up when the project model is registered, we understand there is a need for manual customization at the start of a project or anytime throughout.

The Projects dialog provides many features that allow Company/Project Administrators to manually register projects, view all registered project models, and edit the Project Configurations and Mapping Configurations for single or multiple project models simultaneously.  

The Projects dialog displays multiple types of information, including:

  • Current Open Project: Provides basic information about the File Name and Location along with the ability to customize the Mapping Configuration, Project Configuration, and Project Administrators.
  • Projects List: Provides a list of all registered project models, including who registered them, when, and what Mapping Configuration has been assigned.
  • Project Templates: Provides a list of all registered project templates including who registered them, when, and what Mapping Configuration has been assigned.

The Projects dialog will only be available under Settings for Company and Project Administrators.

Blue arrow pointing to Projects button under Settings

Current Open Project Details

In the Projects dialog, the following can be modified for the active project file.

  • Project Group: Allows admins to add the file to a Project Group.
  • Mapping Configuration: Allows for manual changing of the Mapping Configuration applied to the active project.
  • Project Configuration: This allows for the selection or customization of the Project Configuration for the active project. Any changes to these settings can be saved to the set configuration or overridden for just the active file. The settings remain synchronized with the Project Configuration until overridden. Any Project Configuration with overridden settings will be shown with an asterisk.
  • Administrator: This allows for the assignment of the Project Administrators to the active project. Project Administrators must be added to a project by another Company/Project Administrator. If permitted under Administrators by the specific Project Administrators, Allow Add is selected by clicking the Make Me Admin button. If Auto Add is selected under Administrators, the Company/Project Administrator will automatically be assigned to the project model.
Projects dialog with current open project details highlighted

Registered Projects List

The Projects dialog provides a list of all registered project models, including who registered them, when, the applied Mapping Configuration and Project Configuration. Additional columns can be added to show file size, Revit version, last saved date, etc.

Projects dialog with multiple projects selected

The registered files in the table can be selected (or multi-selected) to modify the set Mapping Configuration, Project Configuration, or assigned Administrators. With multi-select, many projects are made up of multiple models and this will allow the settings to be established congruently across all project models.  

The lower buttons can be used to modify the selected projects as well:

  • Archive: The selected project(s) can be archived to reduce the number of projects listed. This will have the project(s) act unregistered but will retain the data logs for the file.
  • Unregister: The selected project(s) can be unregistered.

Sync Monitor and Project Central can also be accessed for any of these files. Project groups can be created, modified, or deleted using the options at the bottom. Files can also be added to any created project groups.

The search box can be used to filter the list to only specified projects.

Projects dialog settings menu dropdown

The settings have the following options:

  • Show archived projects will display only project models that have been archived.
  • Show only my projects will display only project models that the current Company/Project Administrator has been assigned to. By default, Project Administrators will only see the project models that they have been assigned.
  • Expand All will expand all collapsed tree items.
  • Collapse All will collapse all expanded tree items.
  • Columns can be added or removed by selecting/deselecting the different column types.

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