To customize the Project Browser to support the way you work, create organization schemes that filter, group, and sort the lists of views, sheets, and schedules/quantities.
- (Optional) If you want to create a organization scheme that uses a custom parameter (such as a shared parameter or a project parameter) for filtering, grouping, or sorting, do the following:
- Create the
parameter.
- For each item (view, sheet, or schedule/quantity), provide a value for the parameter. To edit the properties of a view, sheet, or schedule/quantity, in the Project Browser, right-click the item, and select Properties.
- Click View tabWindows panelUser Interface drop-down (Browser Organization).
- In the Browser Organization dialog, click the tab for the desired list: Views, Sheets, or Schedules.
- Click New.
- Enter a name for the organization scheme, and click OK.
- In the Browser Organization Properties dialog, click the Filtering tab.
- Specify
filtering rules for the organization scheme.
Use these rules to include specific items in the Project Browser. Items that do not match the rules are excluded from the Project Browser list.
- Click the Grouping and Sorting tab.
- Specify
grouping and sorting rules for the organization scheme.
These rules determine how the items are organized into groups, and how they are sorted within those groups in the Project Browser.
- Click OK.
- To apply the new organization scheme to the Project Browser now, in the Browser Organization dialog, click Apply.