The Package's Viewer tab can work in conjunction with the Package's Report tab. The Package's Viewer tab displays the filtered package in a viewer that includes the STRATUS toolbar. Using the STRATUS toolbar, you can enhance the Isometric view of the package to include other features like assembly names, spool names, item numbers, dimensioning, and Display Grid. The enhancements made in the Viewer will be included when the Package's Report tab is clicked. From the Report tab, the report can be printed by generating a PDF.

Viewer Search for Parts, Assemblies, and Packages

Click the Search icon to access viewer's Search. See the Viewer Settings and Search article for more information.

STRATUS Toolbar

Display Modes

See the Display Modes article for more information.

Filters

See the Filters article for more information.

1. Click the Filters option to further filter the package. Note: Each user’s last set of filters per model are stored. Filters for the Models Viewer are separate from the Packages Viewer filters. When the Packages Viewer is opened, a user can either manually (default) or automatically load their last session filter settings which is documented in the Models Viewer article. See the following for more information:
   1. Filter Loading from Saved Settings
   2. Manually Load Last Session Filter Settings
   3. Automatically Load Last Session Filter Settings
      
      
      

Actions

See the Actions article for more information.

Grid Offset Measurement

See the Grid Offset Measurement article for more information.

Click the Grid Offset Measurement tool for a digital tape measure and then select an item in the viewer. The tool will display the item’s dimension offset from grid line intersections. You can pick which level the tool is referencing and select which grid to measure in the drop-down. The distance to the X, Y grid line will display for point A and point B.

Display Grid

See the Display Grid article for more information.

Click the Display Grid tool to display the model grid. The RVT or DWG would need to have been published with a grid.

Window Select

See the Window Select article for more information.

Select Connected

See the Select Connected article for more information.

Item Numbers and Tags

See the Item Numbers and Tags article for more information.

The Item Numbers and Tags toolbar button is labeled Control Visibility Of Item Number Tool Bar And Item Numbers Currently In The Database. Adds Them If None Are Present. 

Dimensioning

See the Dimensioning article for more information.

Properties

See the Properties article for more information.

Save Default Extensions

See the Save Default Extensions article for more information.

Features

Package View

90% of the time the default view in the Packages Viewer will display the needed information.

90% of the time the default view in the Packages Viewer will display the needed information. In some cases, when a user selects a View that does not contain all the parts in the Packages, a warning icon will display "View does not contain all parts in the Packages". To resolve the issue, change to a view that includes all parts in the package.

In other cases, like risers, the default view may not include all of the model parts and will need to be overridden. Only a Project Admin can change and override a default view.

1. Users who are not a Project Admin under Admin > Project > Team do not have a View option in the Packages Viewer. Below is an example where the View drop-down does not display.
   
   
   

2. In some cases like the one below, the view created in Revit does not include all parts in the Package. As a result, a Project Admin will need to override the default view to display a view that does include all of the parts in the Package. In this example, the Top half view displays the full dimensions of the pipe but does not display the bottom pipe parts because they were not included in this Revit view. 
   
   
   
3. If the Project Admin selects a view that does not include all of the model parts included in the Package, the following message will display and the Project Admin will need to select a different view.
   
   
   
4. After a Project Admin selects a view (Ex. Full model) that includes all of the model parts for the Package, anyone who opens the Package will see the selected view.
   

Clone Package for a Different Package Category

Another use case is to clone a package that was used as a fabrication package category and create a new package in a shipment package category. 

In this case:

1. Open a package and then click the Viewer tab. The package contents are filtered in a viewer and the STRATUS toolbar is available.
2. Click the Actions > Packages option and create a new package using a different package category. If the new package will include the same package elements, click the + Isolated Assemblies / Parts button and the elements will be added to the new package.
3. You could also change the package contents by selecting parts and assemblies in the viewer.
4. Note: Creating a new package like this could also be done using the Models > Viewer > Filters > Packages and then creating the package under Actions > Packages workflow.

Division Not Assigned to the Package

If a Division was not assigned to a package when a Tracking Status change is made, the Division will not display. For example:

1. When this package was changed to the Issued tracking status, a Division was not assigned. As a result, the Division display is blank inside the brackets.
   
   
   
2. To update the Division, click the Tracking tab, select the Status and then select the Division.
   
   
   
3. The Division will display.
   
   
   
4. Notes:
   1. If a Division is not selectable, it means that a Division has not been checked under the Tracking Status Group on the Admin > Company > Tracking Statuses page. Check a checkbox and then refresh the Tracking tab to make a Division selectable.
      
      
      
   2. Check that a Division has been defined for the checkbox selected (above) under Admin > Company > Divisions.
      

Package Viewer - View PDF Attachment

The Package's Viewer provides the ability to view a PDF attachment. This feature is useful for non-modeled packages. To use this feature:

1. Create a package under Packages > New Package.

2. Under the Package’s > Attachments tab, attach one or more PDFs.

3. Under the Package’s > Viewer tab, the PDF(s) will display. Use the View drop-down to view different PDF’s.

Videos

01/28/2021 CSG Webinar: STRATUS In-Depth Series, The Packages Module