Apply an Organization Scheme to the Project Browser

To easily locate the project information you need, organize the Project Browser by sorting, grouping, and filtering views, sheets, and schedules/quantities.

When working on a project, you can quickly change the organization schemes applied to the Project Browser at any time. Switch between organization schemes whenever needed based on your current work.

Project templates provide default organization schemes that you can apply to the Project Browser. Use these, or create new schemes to support the way you work.

To apply an organization scheme

1. In the Project Browser, select the node for Views, Sheets, or Schedules/Quantities.
2. In the Type Selector, select the desired organization scheme.

As an alternative, if you want to see the properties of an organization scheme before applying it, use this method:

1. Do one of the following:
   • In the Project Browser, right-click the node for Views, Sheets, or Schedules/Quantities, and click Browser Organization.
   • 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.
2. Click a check box to select an organization scheme.

   To view or change the properties of the selected organization scheme, click Edit.

   To create a new organization scheme, click New.

3. To apply the selected scheme, click Apply, then click OK.

Note: If the organization scheme filters, groups, or sorts based on the value of a parameter, that parameter must be defined for each view, sheet, or schedule/quantity in order for the scheme to work correctly. To edit parameters, in the Project Browser, right-click the view, sheet, or schedule/quantity, and select Properties.