Objective: In this video and/or step by step walkthrough, you’ll learn about the available company preferences that effect the filter screen
Company Preferences: Filter
Next to your login first and last name, left click the down arrow
Then, select My Company Preferences
Company Preferences Screen
This video focuses specifically on the Company Preferences screen for the Filter section
Left click on the word Filter to minimize or expand the toolset (please see video for demonstration)
Worksets
Worksets are an available level of the filtering process when filtering the data extracted from a 3D model or REVIT file
Left click the toggle under Show Worksets
The Show Worksets popup window will appear with a warning message
To cancel, click the cancel button or the X in the window
Click Confirm to finalize the change
Click Save Preferences at the bottom, right-hand side of your screen
Filter Manager Screen
From an existing bid on the Filter Manager screen we can view what the changes look like
You can see that the Worksets level has been included in the filter set
Filter Wizard
Open the Filter Wizard by clicking on Edit Categories to the right of Categories
Filters Wizard: Categories
At the Categories level there is now an option to navigate to Worksets at the bottom of the window
By default all of your worksets have been turned on so that no data is lost. If you were to leave all worksets off then all families at the next level would be unable to take effect
After turning on or off your worksets, click Save & Close at the bottom of the window
Shutting Off Worksets
Back in your Company Preferences, click the toggle off to hide worksets
When the confirmation window appears, click Confirm, then Save Preferences
Confirm Changes in Filter Manager
Return to the bid in your Filter Manager
As you can see, worksets is no longer a part of the organization
