---
title: "Company Preferences: Filter"
description: "**Objective**: In this video and/or step by step walkthrough, you’ll learn about the available company preferences that effect the filter screen [https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/01/Company-Preferences-Filter.mp4](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/01/Company-Preferences-Filter.mp4) #### Company Preferences: Filter Next to your login first and last name, left click the down arrow Then,…"
url: "https://vectortakeoff.com/support/knowledgebase/company-preferences-filter/"
updated: "2022-03-29"
category: Preferences
tags:
  - companies
  - company preference
  - filters
---

# Company Preferences: Filter

**Objective**: In this video and/or step by step walkthrough, you’ll learn about the available company preferences that effect the filter screen

      [https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/01/Company-Preferences-Filter.mp4](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/01/Company-Preferences-Filter.mp4)

#### Company Preferences: Filter

Next to your login first and last name, left click the down arrow

Then, select **My Company Preferences**

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot_67-e1646146789265.jpg)

#### 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)

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot_77.jpg)

#### 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

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot-2022-03-01T124132.670.png)

Click **Save Preferences** at the bottom, right-hand side of your screen

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot_78.jpg)

#### 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

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot-2022-03-01T125200.533-e1646157195258.png)

#### Filter Wizard

Open the Filter Wizard by clicking on **Edit Categories** to the right of Categories

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot_86-e1646157858956.jpg)

 

#### Filters Wizard: Categories

At the Categories level there is now an option to navigate to **Worksets** at the bottom of the window

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot-2022-03-01T130111.005.png)

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

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot-2022-03-01T131057.615.png)

#### 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**

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot-2022-03-01T131431.581.png)

#### 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

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot-2022-03-01T132834.728.png)