Video: Organize the Project Browser

Add a custom parameter to a view and use it to create a custom browser organization.

This video demonstrates the following:

  1. Select a browser organization scheme.
  2. Filter views based on selected parameters.
  3. Add a custom parameter to the view.
  4. Create a custom browser organization scheme.
  5. Add the custom browser organization scheme to the project.
Note: This video was recorded using Revit 2018. When using a newer software release, you may notice differences in functionality and user interface.

Transcript

The Project Browser organizes views, sheets, and schedules so you can find and complete work on the model.

You can change the organization of the Project Browser to make it easier to find what you’re looking for.

For example, if your model was created using one of the default templates, it contains several custom browser organization schemes.

On the View tab, click User Interface, and select Browser Organization. In the Browser Organization dialog, on the Views tab, select “not on sheets”. The organization scheme uses parameters assigned to views, sheets, or schedules.

You create rules to filter and sort the items based on the parameters.

Click Edit to see the rules that will be applied. In this scheme, the filter looks for views that do not have a sheet name assigned. That is, they have not yet been placed on a sheet.

Then the filter groups and sorts the views by name and type. Click OK twice to apply the organization to the browser.

To create custom organization schemes, you can add parameters to views, sheets, and schedules.

On the Manage tab, select Project Parameters. In this example, a parameter named “View Use” is added to views so they can be designated for Presentation or Construction Documents. Now you can identify the view use for each view in the project.

After identifying several views for presentation or construction documents, you can create a custom browser organization scheme.

On the View tab, click User Interface, and select Browser Organization. In the Browser Organization dialog, click New, and assign a name to the scheme. Define the filter to use the View Use parameter and show views set to “Presentation.” On the Grouping and Sorting tab, group the views by family and type, and then by scale. Click OK to close the Browser Organization Properties dialog.

In the Browser Organization dialog, be sure the new organization scheme is selected, and click OK to apply it to the Project Browser.

Now the Project Browser displays only views that are flagged for presentation.

Add parameters to views, sheets, and schedules, and use different browser organization schemes to help you organize the Project Browser to streamline and support your workflow.