Use and manage the project browser

00:05

In this video,

00:06

you'll learn how to create and edit browser

00:09

organization schemes to help organize the project browser.

00:14

You'll also see how to search the project browser.

00:26

The project browser is essential to every rit

00:29

project.

00:31

This is where you can access the various views, legends schedules and quantities

00:37

and sheets in your project.

00:40

So it's important that it's properly organized so

00:44

that you can quickly access what you need to

00:48

first off, be aware that the branches can be expanded and collapsed

00:53

and pay attention to

00:55

the

00:57

text and parentheses next to views schedules, quantities and sheets.

01:03

This indicates the browser organization scheme

01:07

that is being used for that specific branch.

01:12

For example, next to views,

01:14

you can see by level and that is the scheme that is being used

01:19

to organize the views branch.

01:22

And when you select it,

01:24

you can see it in the type selector.

01:26

And you can also expand the type selector and choose

01:30

another organization scheme.

01:32

For example, when I select all

01:35

and then expand the views branch,

01:37

we can see that there's a slight update.

01:41

And if I change it to another one such as not on sheets,

01:45

then we can see it update again.

01:47

And if I select phase,

01:50

we can see that there's another update.

01:53

So once again, you can simply select the branch

01:55

and then control the scheme in the type selector.

01:60

You can also create your own browser organization schemes.

02:05

When you switch to the view tab

02:07

and then in the windows panel, expand the user interface button,

02:12

you can click browser organization

02:15

to open the browser organization dialog.

02:18

As you can see there's a views tab as well as a sheets tab and a schedules tab.

02:25

Those are the three branches that can

02:28

use a browser organization scheme.

02:32

You can select the check box next to one of the schemes and click apply.

02:37

And that will also update the scheme that is being used

02:41

when you select one and click edit

02:43

it opens the browser organization properties dialogue

02:47

and you can take a closer look at how that scheme is being defined.

02:53

There's a filtering tab

02:55

as well as a grouping and sorting tab.

02:60

I'll click cancel to close the dialogue

03:03

and then with the views tab active, I'll click new.

03:07

I'm going to name this one

03:09

discipline

03:11

and level

03:16

and then I'll click. OK.

03:19

When I do this opens the browser organization properties dialogue

03:24

on the filtering tab, you can choose to filter

03:28

the views by a specific parameter.

03:32

And so this would actually filter some to where some do not even appear.

03:36

I'm going to leave it set to none

03:38

and then I'll switch to the grouping and sorting tab,

03:42

I'm going to choose to group by the discipline

03:47

and then by the level,

03:51

which in this case is the associated level.

03:54

And then for the third, then by,

03:56

I'll choose family and type.

04:00

And as you can see, there are additional, then buy options.

04:04

And under each one,

04:05

you can choose to use either all characters or leading characters.

04:11

And when you select leading characters, you can choose how many characters

04:15

you wish to display.

04:18

I'm gonna leave it set to all characters.

04:21

And lastly

04:23

at the bottom, you can choose how to sort,

04:26

you can sort by family, family and type phase, detail level view, template,

04:32

associated level view, scale or view name.

04:36

I'm going to leave it set to view name

04:38

and also ascending. But if you wanted, you could switch it to descending

04:45

next, I'll click. OK?

04:46

And now we have a new browser organization scheme.

04:50

I'm going to select it

04:52

and then click. OK.

04:55

And now you can see under views, there are

04:59

two branches,

05:01

architectural and co ordination,

05:03

which are the two

05:06

view disciplines that are being used.

05:08

And then when I expand each one, you can see the levels.

05:13

So this is a custom browser organization scheme that we could use

05:18

when you see question marks,

05:20

that means that those views do not meet the browser criteria.

05:26

So for example, our 3d views, elevations and sections,

05:31

they do not have an associated level.

05:34

Therefore,

05:35

they only appear under the discipline but then they don't have an associated level.

05:40

So there's a question mark

05:42

also be aware that you can create a project parameter

05:48

to use for a browser organization scheme.

05:52

For example, I'll switch to the manage tab

05:55

and in the settings panel, I'll click project parameters

05:59

and then I'll click new parameter

06:02

and I will name it browser organization.

06:10

And I'm going to leave the discipline set to common

06:14

the type of parameter. I'm going to change it to text

06:17

and I'll choose to group it under other.

06:22

And then I'm going to leave it set to instant.

06:25

And for the categories,

06:27

I will select views

06:30

and I'll go ahead and select sheets as well.

06:32

You could apply it to your sheets

06:35

and then I'll click. OK?

06:37

And I'm going to simply click OK to close each of these dialogues.

06:43

And then I'll deselect everything so that the view properties appear.

06:48

And now when I scroll down

06:50

to other, I can see browser organization

06:53

and we could enter

06:55

numerical values or really anything that we

06:59

wanted to for the browser organization.

07:02

For example, I'll select all of the 3d views in the project browser.

07:07

And then for the browser organization, I'll change it to

07:14

and then next, I'll right click the views branch and choose browser organization.

07:20

And then I'm simply going to edit the existing one

07:23

and I'm going to add another Z

07:26

by

07:27

or actually I'll change the third then buy

07:30

to browser organization

07:32

and then I'll change the fourth one to family and type

07:35

and then I'll click. OK.

07:39

Now you can see there's another branch that has been added

07:43

and we have our browser organization parameter that's being used.

07:49

So as you can see,

07:51

there are lots of ways that you can customize your browser organization schemes so

07:57

that the views or schedules or sheets appear just like you want them to.

08:04

I am going to change it back to by

08:06

level,

08:06

which is what we already had

08:08

on the top of the project browser,

08:10

you can click on the tabs

08:12

to toggle between views,

08:14

legends, schedules,

08:16

sheets,

08:17

families,

08:18

groups

08:19

and links.

08:20

Let's also explore the search bar.

08:23

I will enter ground floor

08:25

and as I do,

08:27

you can see various branches expand in the project browser

08:32

and the project browser will find

08:35

the phrase or the string

08:37

that I am searching for.

08:39

So if you are looking for a specific view

08:42

or you're trying to find a view you named incorrectly,

08:46

you can search in the project browser to help you find it.

Video transcript

00:05

In this video,

00:06

you'll learn how to create and edit browser

00:09

organization schemes to help organize the project browser.

00:14

You'll also see how to search the project browser.

00:26

The project browser is essential to every rit

00:29

project.

00:31

This is where you can access the various views, legends schedules and quantities

00:37

and sheets in your project.

00:40

So it's important that it's properly organized so

00:44

that you can quickly access what you need to

00:48

first off, be aware that the branches can be expanded and collapsed

00:53

and pay attention to

00:55

the

00:57

text and parentheses next to views schedules, quantities and sheets.

01:03

This indicates the browser organization scheme

01:07

that is being used for that specific branch.

01:12

For example, next to views,

01:14

you can see by level and that is the scheme that is being used

01:19

to organize the views branch.

01:22

And when you select it,

01:24

you can see it in the type selector.

01:26

And you can also expand the type selector and choose

01:30

another organization scheme.

01:32

For example, when I select all

01:35

and then expand the views branch,

01:37

we can see that there's a slight update.

01:41

And if I change it to another one such as not on sheets,

01:45

then we can see it update again.

01:47

And if I select phase,

01:50

we can see that there's another update.

01:53

So once again, you can simply select the branch

01:55

and then control the scheme in the type selector.

01:60

You can also create your own browser organization schemes.

02:05

When you switch to the view tab

02:07

and then in the windows panel, expand the user interface button,

02:12

you can click browser organization

02:15

to open the browser organization dialog.

02:18

As you can see there's a views tab as well as a sheets tab and a schedules tab.

02:25

Those are the three branches that can

02:28

use a browser organization scheme.

02:32

You can select the check box next to one of the schemes and click apply.

02:37

And that will also update the scheme that is being used

02:41

when you select one and click edit

02:43

it opens the browser organization properties dialogue

02:47

and you can take a closer look at how that scheme is being defined.

02:53

There's a filtering tab

02:55

as well as a grouping and sorting tab.

02:60

I'll click cancel to close the dialogue

03:03

and then with the views tab active, I'll click new.

03:07

I'm going to name this one

03:09

discipline

03:11

and level

03:16

and then I'll click. OK.

03:19

When I do this opens the browser organization properties dialogue

03:24

on the filtering tab, you can choose to filter

03:28

the views by a specific parameter.

03:32

And so this would actually filter some to where some do not even appear.

03:36

I'm going to leave it set to none

03:38

and then I'll switch to the grouping and sorting tab,

03:42

I'm going to choose to group by the discipline

03:47

and then by the level,

03:51

which in this case is the associated level.

03:54

And then for the third, then by,

03:56

I'll choose family and type.

04:00

And as you can see, there are additional, then buy options.

04:04

And under each one,

04:05

you can choose to use either all characters or leading characters.

04:11

And when you select leading characters, you can choose how many characters

04:15

you wish to display.

04:18

I'm gonna leave it set to all characters.

04:21

And lastly

04:23

at the bottom, you can choose how to sort,

04:26

you can sort by family, family and type phase, detail level view, template,

04:32

associated level view, scale or view name.

04:36

I'm going to leave it set to view name

04:38

and also ascending. But if you wanted, you could switch it to descending

04:45

next, I'll click. OK?

04:46

And now we have a new browser organization scheme.

04:50

I'm going to select it

04:52

and then click. OK.

04:55

And now you can see under views, there are

04:59

two branches,

05:01

architectural and co ordination,

05:03

which are the two

05:06

view disciplines that are being used.

05:08

And then when I expand each one, you can see the levels.

05:13

So this is a custom browser organization scheme that we could use

05:18

when you see question marks,

05:20

that means that those views do not meet the browser criteria.

05:26

So for example, our 3d views, elevations and sections,

05:31

they do not have an associated level.

05:34

Therefore,

05:35

they only appear under the discipline but then they don't have an associated level.

05:40

So there's a question mark

05:42

also be aware that you can create a project parameter

05:48

to use for a browser organization scheme.

05:52

For example, I'll switch to the manage tab

05:55

and in the settings panel, I'll click project parameters

05:59

and then I'll click new parameter

06:02

and I will name it browser organization.

06:10

And I'm going to leave the discipline set to common

06:14

the type of parameter. I'm going to change it to text

06:17

and I'll choose to group it under other.

06:22

And then I'm going to leave it set to instant.

06:25

And for the categories,

06:27

I will select views

06:30

and I'll go ahead and select sheets as well.

06:32

You could apply it to your sheets

06:35

and then I'll click. OK?

06:37

And I'm going to simply click OK to close each of these dialogues.

06:43

And then I'll deselect everything so that the view properties appear.

06:48

And now when I scroll down

06:50

to other, I can see browser organization

06:53

and we could enter

06:55

numerical values or really anything that we

06:59

wanted to for the browser organization.

07:02

For example, I'll select all of the 3d views in the project browser.

07:07

And then for the browser organization, I'll change it to

07:14

and then next, I'll right click the views branch and choose browser organization.

07:20

And then I'm simply going to edit the existing one

07:23

and I'm going to add another Z

07:26

by

07:27

or actually I'll change the third then buy

07:30

to browser organization

07:32

and then I'll change the fourth one to family and type

07:35

and then I'll click. OK.

07:39

Now you can see there's another branch that has been added

07:43

and we have our browser organization parameter that's being used.

07:49

So as you can see,

07:51

there are lots of ways that you can customize your browser organization schemes so

07:57

that the views or schedules or sheets appear just like you want them to.

08:04

I am going to change it back to by

08:06

level,

08:06

which is what we already had

08:08

on the top of the project browser,

08:10

you can click on the tabs

08:12

to toggle between views,

08:14

legends, schedules,

08:16

sheets,

08:17

families,

08:18

groups

08:19

and links.

08:20

Let's also explore the search bar.

08:23

I will enter ground floor

08:25

and as I do,

08:27

you can see various branches expand in the project browser

08:32

and the project browser will find

08:35

the phrase or the string

08:37

that I am searching for.

08:39

So if you are looking for a specific view

08:42

or you're trying to find a view you named incorrectly,

08:46

you can search in the project browser to help you find it.

Video quiz

Which branch in the Project Browser cannot be organized with an organization scheme?

(Select one)
Select an answer

1/1 questions left unanswered

Step-by-step guide

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