---
title: Creating a Filter Set
description: "**Objective**: In this video and/or step by step walkthrough, you'll learn how to create a filter set [https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Creating-a-Filter-Set-2.mp4](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Creating-a-Filter-Set-2.mp4) #### Access Filter Manager Screen Login to the [**Administrative Portal**](https://vectortakeostg.wpenginepowered.com/support/knowledgebase/how-to-login-to-vector/) of the Vector Application Click on the **VECTOR** drop-down and click **Bid…"
url: "https://vectortakeoff.com/support/knowledgebase/creating-a-filter-set/"
updated: "2022-05-12"
category: Filter Manager
tags:
  - add filter
  - filters
  - setting filters
---

# Creating a Filter Set

**Objective**: In this video and/or step by step walkthrough, you'll learn how to create a filter set

      [https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Creating-a-Filter-Set-2.mp4](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Creating-a-Filter-Set-2.mp4)

#### Access Filter Manager Screen

Login to the [**Administrative Portal**](https://vectortakeostg.wpenginepowered.com/support/knowledgebase/how-to-login-to-vector/) of the Vector Application

Click on the **VECTOR** drop-down and click **Bid Preparation Manager**

Click on the **Bid** you would like to work on

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Screenshot_61.jpg)

#### Filter Manager

Click **Filter** on the left-hand side of the window

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Screenshot_60-e1640108635487.jpg)

#### Add New Filter

Click on the **Add New Filter**button

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Screenshot_62-e1640108874325.jpg)

Type in a **Name** and **Note**

Click **Add Filter**

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Screenshot-2021-12-21T125053.179-e1640109099181.png)

The **Filter Name** has been inserted on the left hand side.

Underneath the filter there are three labeled branches; **Categories, Families and Properties**.

These branches represent a different data identifier native to the **REVIT Application** itself.

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Screenshot-2021-12-21T125724.992-e1640109496374.png)

#### Open Filter Wizard

Click **Edit Categories**

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Screenshot_63-e1640109717712.jpg)

Within the **Filters Wizard (Categories)**, Click **Model**to view all relevant categories within the **REVIT File**

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Screenshot-2021-12-21T130628.059.png)

To bring in data from specific categories, click the corresponding **Toggle buttons** next to each one.

You can also use the **Search Bar** to quickly identify a category and select it.

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Screenshot-2021-12-21T131316.673.png)

Keep in mind that moving to the next level and filtering further is optional; stopping now would mean that you would be bringing in all data from your walls ceilings and doors categories with no further exceptions.

#### Filtering to Families

Click the **Families** button

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Screenshot-2021-12-21T131911.323.png)

**Walls, Ceilings and Doors** are now displayed in the window.

Click the **Walls** category, then click **Basic Wall**

The 47 various **Family Types** that exist inside of this **Family Name** are displayed

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Screenshot-2021-12-21T133710.137.png)

Click the toggle next to each wall type you would like to bring in or click the **Toggle All** button to choose all that are on the list.

You can repeat these steps for **Ceilings and Doors** as well.

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Screenshot_64.jpg)

#### Properties Level Filtering

Click **Properties**

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Screenshot-2021-12-21T135521.954.png)

Here you will see various **Properties** of the different **Wall, Ceiling and Door** types that for this job.

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Screenshot-2021-12-21T135655.262.png)

Search for a specific property by typing in the **Search Properties** field.

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Screenshot-2021-12-21T140408.379.png)

Click the toggle next to the **Phase Created** to view all possible options for this property

Then click the toggle for **New Construction**

Then click the **Save & Refresh** button

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Screenshot_65.jpg)

Phase created is now a part of the **Existing Filters** set.

Click **Save and Close**to finalize building the **Filter Set** and close the **Filter Wizard**.

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Screenshot-2021-12-21T141053.805.png)

Click the plus sign to expand and view the **Categories, Families, or Properties** that have been activated.

On the right-hand side are the Sheets available based on the filters that were set.

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Screenshot-2021-12-21T141533.936-e1640114223391.png)