Bookmarks

Introduction

You need to have Bookmarks configured in your project to work efficiently. You can create your own or use public Bookmarks created by others.

A Bookmark filter all information to make it easier to reach specific information in the project.

Bookmarks will include: Grid filters (Object Categories and Type), Models and Levels (including Phases and Object States), Sorting, Grouping and Filter(Search) strings and visible Columns.
Selection of objects is optional and can be saved in a Bookmark if needed.

This will make it easier for users to share the same settings in the Grid View. What information a users can view is controlled by permissions, by access to particular models or parameter groups.

Bookmarks can be private or public. Public bookmarks can be used by all users and can only be edited by the person who created the bookmark or the administrator. Private bookmarks are only seen by the person who created them plus the administrator.

Note! Bookmarks created with a selection of one or more categories become a Bookmark with the new features.

If you create a Bookmark with no selection of categories, what the 'Skip' (full data) button does creates Bookmarks with the properties like the previous Lists.

Grid filters are either made by Company administrators and are available as public Grid Filters in all projects or they can be created within the project.

Examples of Grid filters can be 'Furniture' which contains categories such as Furnitures, LightFixtures, SystemFurnitureElements. Other can contain only one category such as Doors

Grid filters are either made by Company administrators and are available as public Grid Filters in all projects or they can be created within the project.

Grid filters are created to be able to focus on one or more categories within the project. To be able to use these Grid Filters in Bookmarks we recommend that they are made public in case you would like to create a public Bookmark as well.
Examples of Grid filters can be 'Furniture' which contains categories such as Furnitures, LightFixtures, SystemFurnitureElements. Other can contain only one category such as Doors

Create Bookmark

Initial setting Bookmark.

Choose 'Data grid view' in Project Overview

Choose 'Filtering' in Grid filter

When Choosen 'Grid filter' then click 'Next' for Step 2 and choose Models (Levels) and 'Object States'(Filter). Then click 'Next'

Set Grid view as wanted. Eg show or hide columns, Sort, Group and or Search that you want to save in a Bookmark.

Add a new Bookmark'.

Set name on Bookmark

Set name on Bookmark and choose if you want it to be available to others in the project as 'Public'. Click 'Save'.

Bookmark ready to use

Now your Bookmark is created and can be used by everyone in the project but not changed by anyone other than you and the Administrator.

And also now available in Grid filters, you can choose your Bookmark.

A Bookmark can be private or public.

A Bookmark can only be modified or deleted by the creator or by the Administrator.

A public bookmarks can be shared by copying the Bookmark Url to clipboard and send the copied Url to a user in the project to more easily reach information that wants to be communicated or otherwise.

Copy a Bookmark

Select the bookmark you want to copy. Copy by creating a new one (see Create Bookmark). Here you have the chance to save, for example, whether the new bookmark should be Private or Public etc.

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