Using Organizer
Important: This feature requires a Business Premium license or higher.
What is Organizer?
Stay organized by defining breakdown structures and grouping objects together as you see fit. For example, you could create groups by project phase, object type, location (floors or sections), and more.
Examples of Organizer groups:
Location (floors, sections)
Phases
Object type (cast in place, steel assemblies)
Work Breakdown Structures / Work Packages
Cost units
Bill of Quantities
Organizer Group Types
Organizer groups are a user created hierarchical structure for grouping model objects together for quick access using object linking. Until now, linking objects to Organizer groups has been a manual process. The new rule-based organizer groups feature makes the object linking process more automatic by allowing the user to create a rule by which the hierarchical organizer group is automatically created by the application.
Manual groups
Manual groups do not update automatically when the model is updated.
Manual groups can be created manually (from the Organzier panel) or from the Data Table
Rule-based groups
The application can update the subgroup's linked objects based on the defined rules
Rule-based groups can be created manually (from the Organzier panel) or from the Data Table
Rule-based groups support colorization of subgroups for easy visualization
Organizer Tools
Create new Organizer group
Open Property Panel
Create a sub-group
Link selected objects
Remove selected objects
Delete group/sub-group
Overflow menu
Sorting & Filtering
Sort Organizer Groups
Use the sort feature to sort your groups by:
Date created
Date modified
Name
Filter Organizer Groups
Quickly filter the groups by choosing to view all groups created by everyone in the project or view only the ones created by you.
Linked Object Count
The numbers in parentheses under the group name indicate how many objects have been linked to the group and its subgroups. The first number is the total number of linked objects in the group.
In the example, Group 1 has 102 objects linked to it.
The second number is the total number of linked objects in nested groups.
In the example, Group 1a has 27 objects linked to it.
Intersections
Create intersections of multiple groups by selecting more than one group while holding down the CTRL key. For example, by selecting the groups “Footings” and “Section B” the user highlighted all footings in the section B of the building.
Next Topic: Manual Groups