The Parts tab displays assembly parts and data based on the selected report. Below are some of the navigational features of the Parts tab.
The STRATUS Sheet is a Report and a Template that can be formatted to print as a PDF. When the STRATUS Template includes a View (Iso, Front, Top) the parts in the 3D viewer will display in the STRATUS Sheet and if displayed will also include tags and dimension labels. Tags and Dimensions can be modified in the STRATUS Sheet. The STRATUS Sheet tab functionality is almost identical between the Assemblies > Viewer and the Packages > Viewer.
STRATUS Sheet Tab
Run a STRATUS Sheet
The STRATUS Sheet tab is a customizable report and a STRATUS Template that can be formatted to print as a PDF. When the STRATUS Template includes a View (Iso, Front, Top) the parts in the Assemblies 3D viewer
Let’s say you created a Pipe Spool Sheet report and template and now want to run the report on a spool or assembly in the Assemblies Viewer.
Under Assemblies > Viewer > Parts tab, select the Pipe Spool Sheet (PDF) report or whatever you named the report. The report for the selected assembly will display including the report fields you defined.
Item Numbers are automatically included in the STRATUS Sheet report.
If you want to include dimensions or annotations in your report, add these to the 3D view before you select the report.
Once the report is selected, click the STRATUS Sheet tab and the viewer will populate the Pipe Spool Sheet report with the data of the selected assembly.
If you don’t like the orientation of the spool view, see the Edit Spool Sheet Report Isometric Orientation article.
Edit STRATUS Sheet Report Isometric Orientation
The isometric orientation generated for a spool or assembly sheet report includes a default view. The following describes how to change the assembly's isometric orientation.
In advance of running a report where isometric orientations can be changed per assembly, configure a report where the Assembly Viewer checkbox is checked and a Template is selected.
In the Assemblies Viewer with the Parts tab active, set dimensions, numbering, and annotations as needed.
Select the report and then click the STRATUS Sheet tab. The viewer will display your report, template and any applied view styles.
Each view (ISO, Front, Top) in the template will include an Adjust the orientation and zoom for this assembly in the viewer button. To re-orient any of the viewports, click the associated button. It will move the viewer (including the cube) over the view’s placeholder and orient to the position in which it was currently shown. The dimensions of the view's placeholder is defined in the Template.
Re-orient - From this point, you can modify the position using the mouse wheel and cube. You can also use the zoom, save, and cancel options. Note: When in this mode tabs and many buttons will disappear but will come back after exiting this mode.
Click Save. The orientation will be set to the newly selected orientation and will match the same size as the placeholder.
Note: If you try to set the orientation on a view placeholder with all parts filtered out (the assembly will not display if all parts have been filtered out) based on the view style set on the template, you will get a message saying that there is nothing visible to be oriented and the operation will be canceled.
Generate PDF
To generate a PDF, click the PDF button. The option to open or save the PDF will display.
On an iPad:
Click the PDF button. The PDF button text changes to Please Wait.
At the download prompt, click Download.
In Safari, the download icon button displays in the top toolbar while the document is being downloaded. Click this icon to open the file.
Print STRATUS Sheet
The STRATUS Sheet can be printed using the Print button.
Click the Print button.
Select the printer.
If you have an issue printing, see below for browser-specific configurations.
Zoom
Zoom within a STRATUS Sheet can be accomplished either with the Zoom- and Zoom+ buttons or using the mouse scroll wheel.
Pan
To pan the STRATUS Sheet, either click the Pan button or press and hold the mouse middle button while panning.
Extents
To return to the default STRATUS Sheet zoom level, click the Extents button.
Full-Screen Mode
Click the full-screen mode button to view the STRATUS Sheet in full-screen. To exit full-screen mode, either click the Exit full-screen button or press the Esc key.
PDF Issues
Chrome
There may be some configuration required depending on your web browser settings.
If you are using Chrome and you get the following message:
In Chrome, go to Customize > Settings
Search for PDF and click Site Settings.
Scroll to the bottom and click Additional content settings and then click PDF documents.
Disable the Download PDF files instead of automatically opening them in Chrome button.
Try to Print the STRATUS Sheet again.
Firefox
There may be some configuration required depending on your web browser settings.
In Firefox, click Open Menu, then click Options.
Search for PDF and then change the Portable Document Format (PDF) setting to Open in Firefox.
Try to Print the STRATUS Sheet.
Specify Default Report for Assembly Part List
On the Admin > Company > Reports page, the Assembly Filter specifies the report on the Assemblies > Viewer > Parts tab that will be the default report for new assemblies that match the filter. To configure an Assembly Filter to specify a default report:
Under Admin > Company > Filters, create or identify a filter that will match the list of parts in the Spool or Assembly for which you want the report to be the default.
To apply the filter to an Assembly Viewer report, go to Admin > Company > Reports and create a new report or identify an existing report where the Assembly Viewer checkbox is checked. These are the reports that display in the Assemblies > Viewer > Parts tab report drop-down list.
The selected report includes columns, sorting, and merging options configured for the report.
To apply the Assembly Filter to the report, click NONE in the Assembly Filter and select the filter.
When you create a new assembly with parts that match the filter, the report to which the filter is assigned will be the one that is selected by default when viewing.NOTE: If you select a different report for an assembly, the system will select that same report the next time you view that particular assembly.
CAD Sheet Tab
The CAD Sheets tab displays sheets created in the authoring tool.
AutoCAD
To display an AutoCAD spool drawing:
Under Admin > Company > Settings > check the Publish Spool Drawings checkbox and Save.
In AutoCAD, after a drawing is published, the associated spool drawings from AutoCAD will display in the sheet tab.
Revit
When using the STRATUS Create Assembly command inside Revit, keep in mind the following with regard to the CAD Sheet tab:
Includes nested families (which Revit Create Assembly does not)
Enforces STRATUS assembly naming convention
Generates Assembly Sheet with several default views using the first available template
Does not auto-dimension
Markup
Provides the ability to Markup an assembly under the Assemblies > CAD Sheet tab.
General Markup
To access the Markup tools, go to the Assemblies > CAD Sheet tab and click the Markup button.
The Markup tools will flyout and the Markup version number will display.
Click any Markup tool to Markup the CAD Sheet. Whenever a Markup tool is selected the following dialog will display until Cancel or Save Markup is clicked.
Undo - Click this button (arrow pointing left) to undo markup edits since the last time Save Markup was clicked.
Redo - Click this button (arrow pointing right) to redo markup edits since the last time Save Markup was clicked.
Cancel - Cancel will cancel all Markups since the last time Save Markup was clicked.
Save Markup - Clicking Save Markup will:
Save all new Markups into a Markup set since the last time Markups were saved.
Add the Markup set to the Markups column including a date/time/user stamp.
Enable the Upload Version button so that the markup changes can be permanently saved to a PDF and versioned.
After doing any markup, the following actions can be done to a markup object:
Select
Move
Edit
Rotated
Resize
Delete
Markups are placed in relation to the CAD Sheet. For example:
The screenshot below displays the size of the CAD Sheet when the Markup was added.
After changing the size of the canvas using the mouse wheel, the Markup changes proportionally (smaller in this case) with the canvas.
Save Markup (Set) and Upload Version (PDF)
A CAD Sheet can have more than one Markup version (V1, V2, etc.) using the Upload Version button which locks the current version and creates a PDF in BIM 360. Each Markup version (V1, V2, etc.) can include multiple saved Markup sets using the Save Markup button which are works-in-progress.
When Markup starts on a new CAD Sheet, the Markup version is V1.
Whenever a Markup tool (Cloud, Circle, Text, etc.) is selected the Save Markup option will display.
Clicking Save Markup will:
Save all new Markups into a Markup set since the last time Markups were saved.
Add the Markup set to the Markups column including a date/time/user stamp.
Enable the Upload Version button so that the markup changes can be permanently saved to a PDF and versioned.
Multiple Markup sets can be saved to each Markup version (Ex. V1).
Anyone with access to the CAD Sheet can edit a Markup version in progress.
When a Markup version (Ex. V1) is complete the version needs to be saved to BIM 360 as a PDF using the Upload Version button.
After clicking the Upload Version button, the Markup set will be saved as a PDF in BIM360 under the Project > Model > Assemblies > Assembly Name tab. Markup V1 is now locked. V2 can be started which will be built upon V1.
A user opening the CAD Sheet after version 1 (V1) has been Saved to Cloud will see that the Markup is on V2.
To view a previous version, click the Markup Version button.
Previous Markup versions will display. Previous Markup versions cannot be edited.
To view the Markups of a specific Markup version, hover over the version, click the 3-dot menu and then click View. The saved PDF will display in a separate browser window.
Each time the Upload Version button is clicked the Markup version number will increase.
Toggle Visibility (eye icon)
When the Toggle Visibility button is enabled it means that the Markups associated with that Save are displaying.
When the Toggle Visibility button is disabled, it means the Markups are not currently being displayed.
X - Clicking the X closes the Markup panel. Any unsaved Markups will be lost.
Upload Version
Use the Upload Version option to save the markup changes to BIM 360 as a PDF.
After the Save Markup button has been clicked at least once, the Upload Version button is enabled.
Click the Upload Version will store all markup changes as a retrievable PDF version in BIM 360.
Note: PDF files created by saving a Markup to the cloud increment the Attachments tab count, but do not display the file in the Attachment tab.
Markup Tools
The following Markup tools are available.
Note: To change the color of a tool, select a color using the pencil or paint buck before selecting the Markup tool.
Freehand
Click and hold down the mouse to display (2) Freehand options, Freehand and Highlight.
Freehand (left) - Select the tool, then click and drag to draw freehand lines and curves as if you were outlining them on paper with a pen or pencil.
Highlight (right)- Select Freehand > highlight, then click and drag to draw freehand highlighted lines and curves.
Text - Select the tool, click in the document, type your text, and press Enter. To set the text color: 1) Select the Line Style color, 2) Click the Text tool, 3) Use the Text tool to enter text.
Callout
Callout - Select the tool and click in the CAD Sheet canvas. Click and drag the tool to place the arrow. Let go of the mouse and the Callout Text box will display. You can format and resize the text box, as well as select the text box fill color. The Callout Text box and the Arrow are 2 different objects. Therefore, they cannot be moved together but can be moved separately. Click Save Markup.
Cloud
Click and hold down the mouse to display (2) cloud options, a rectangle and a Polycloud.
Cloud - Select the tool, then click and drag to draw the rectangle cloud. Select the object to use the rotation tool.
Polycloud - Select Cloud > Polycloud, then click to place the first point, and continue clicking to draw cloud segments. Double-click to close the shape.
Shapes
Click and hold down the mouse to display (3) shape options.
Rectangle - Select Shapes > Rectangle, then click and drag to draw, or click two points to place the top left and bottom right corners.
Circle - Select Shapes > Oval, then click and drag to draw, or click to specify the top right corner, and drag to draw. Drag diagonally a circle or right/left/up/down for an ellipse.
Line \ Polyline - Select Shapes > Polyline, then click to place first point, and continue clicking to draw line segments. Double-click to close the shape.
Arrow - Select the tool, then click and drag to draw.
Line Style (Color) - Select the tool, then choose the desired line color and Line Thickness. Add a Markup (Ex. Arrow, Cloud, Shape, not Text) and the thickness will display.
Fill Style (Color) - Select the tool, then choose the desired fill color and the Opacity.
Add a Markup (Ex. Arrow, Cloud, Shape, not Text) and the thickness will display.
Notes Tab
There are 2 kinds of notes.
A Company Note is a standardized note defined under Admin > Company > Notes and displays in the Notes section of the Tag tool in the Packages Viewer and the Assemblies Viewer.
An Assembly Note is specific to the assembly and cannot be applied to a different assembly or to a package. It's a one-off note. The following are the steps to add an Assembly Note to an assembly.
Click the Notes tab, click the New Note button, enter the note, and save. The note will display.
To apply the note to an assembly/spool:
Click the TAG button to display the Annotation Tags dialog.
Under Annotation Tags, select Notes.
Under Notes, select the note.
To apply the note to a part, click the part. The note will display on the selected part's centroid.
To delete a note tag:
Individual tags - Individual tags can be deleted by clicking the tag's red x.
All tag instances - All tag instances can be deleted in the Notes data table by clicking the Delete button. A prompt similar to the following will display.
Attachments Tab
The Attachments tab is populated automatically and manually.
Automatic Attachments
Automatic attachments are attached to an assembly when the model injects the attachment into the part. For example:
When using Greenlee Bender software, the bend instructions are attached to the part and display in the Attachments tab.
Click the .txt file and the instructions will display in a separate time along with a Download option. The action is similar when the .csv file is clicked. Once saved, these files can be applied at the bender.
Manual Attachments
A manual attachment can be attached either by:
Clicking the camera button when the device (like a table) is equipped with a camera.
Clicking the Add an Attachment button where any file can be attached to the spool.
Attachments can also be deleted by clicking the Delete button.
Tracking Tab
The Tracking tab displays the tracking status for the selected assembly and the ability to remove a tracking status.
The Tracking tab displays the current tracking Status of the assembly and includes the User who updated the tracking status and the Date-Time stamp. For each tracking status the Comment, Division, and Hours can be updated (in-grid). In addition, a tracking status can be removed by clicking the Remove Selected Item button.
Tasks Tab
Task items are the instances of company-defined task definitions, which belong to task workflows optionally assigned to assemblies and parts. Each task item knows the assembly or part to which it belongs and holds a reference to the user and/or station with start and completed time stamps. The Task tab is used to manage part tasks for an assembly. It works in conjunction with Task Definitions. An operator can set the Use Hand Scanner option so that a hand scanner (rather than a keyboard/mouse) can be used to change task status and indicate completed work. A user must be associated with a project role that includes permission for Assemblies > Viewer > Tasks.
The Task Tab only displays.
Click the Tasks tab to display:
The list of tasks filtered based on the tasks that the assigned station (device) can perform.
Tasks in sequential order with buttons for Start and Finish.
Red – indicates the task has not been started.
Blue – indicates the task has been started.
Green – the task is done.
The table which includes the part Number, the part Name, the Task definition name, and the QR code.
If the Use Hand Scanner button has been clicked, the operator can scan the QR Code to change the task status from Start to Finish. Later the operator can scan the QR Code to change the task status from Finish to Done which will result in the Update Tracking Status dialog. Note: The operator can also click the Start and Finish buttons to accomplish the same actions.
Features
Assembly View
90% of the time the default view in the Assemblies Viewer will display the needed information. In some cases, when a user selects a View that does not contain all the parts in the Assembly, a warning icon will display "View does not contain all parts in the Assembly". 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.
Users who are not a Project Admin under Admin > Project > Team do not have a View option in the Assemblies Viewer. Below is an example in the Assemblies Viewer.
In some cases like the one below, the view created in Revit does not include all parts in the Assembly. 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 Assembly. 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.
If the Project Admin selects a view that does not include all of the model parts included in the Assembly, a message similar to the following will display and the Project Admin will need to select a different view.
After a Project Admin selects a view (Ex. Full model) that includes all of the model parts for the Assembly, anyone who opens the Assembly will see the selected view.
Filter Assemblies
Filter assemblies by Project, Model, Package, Division, and Status.
Package Filter - The Assemblies viewer includes a Package Filter/Dropdown. When a Package is specified, the list of available Assemblies is filtered to only those included in the selected Package. When ‘Unspecified’ is selected in the Package selector, all Assemblies will be listed.
Division Filter - When a Division filter is specified, the list of available Assemblies is filtered to only those assigned to the selected Division.
Status Filter - When a Status filter is specified, the list of available Assemblies is filtered to only those in the selected Tracking Status.
Note: If a filter does not meet the criteria for any assembly, a message window will display. For an assembly to display, the criteria for Division and Status must be met.
Change Tracking Status - The tracking status can be changed for the entire spool or for a part within the spool.
To change the tracking status of the entire spool - Select the Tracking Status and click Apply. All parts in the assembly will be set to the selected tracking status.
To change the tracking status of individual parts
With the Parts tab selected, click the tracking status for the part and select the new status in the Specify Status dialog. Note: The selected report must include the tracking status field.
Then, using Display Modes, the Manually Cut items can be highlighted.
Note: When designing the report, there are multiple Tracking Status fields that are available. The field to use in the report is STRATUS.Part.TrackingStatus.
Rename Assembly
To rename an assembly within the assembly viewer, the assembly must be in a Tracking Status where Can Assemble is checked.
If the assembly is in a Tracking Status where Can Assemble is checked, then hovering over the assembly name will display “Edit Assembly Name”.
To edit the assembly name, click the assembly name. The Rename Assembly dialog will display.
Enter a unique name and click the green Save button.
If the new assembly name is not unique, the “Could Not Rename the Assembly” message will display.
If the new assembly name is unique, the name will change.
The assembly name will also change on the Assemblies > Dashboard and anywhere the name is referenced.
If the assembly is not in a Tracking Status where Can Assemble is checked, then hovering over the assembly name will display “Name is locked based on Tracking Status”.
How to Sort Assembly Parts Report by Number
To sort assembly parts report by number:
Configure the report under Admin > Company > Reports
Open the assembly report and check that the report includes:
Property Name = Number
Format = Integer.
Open an assembly and select the report.
After the assembly parts display, click the Number column heading to sort and the parts will sort by number.
Open Assembly by Scanning QR Code with the Tablet’s Camera
The Scan QR code with camera button on the Assemblies > Viewer page. Using the built-in camera on a tablet or phone as a scanner, a user can scan a QR code and the assembly will display. This will save clicks and the need to know the name of the project, model, package, or spool assembly. Note: For iPad users, this feature only works when you have logged into STRATUS using the Safari web browser.
Login to STRATUS on the tablet or phone.
Under Assemblies > Viewer, click the Scan QR code with camera button.
The Capture an Image prompt will display asking if you “Would like to Access the Camera.” Click Allow.
Point the camera at a STRATUS QR Code (Part or Assembly) either printed on a label or on the screen.
The assembly associated with the QR code will display on the device.
Videos
04/02/21 CSG Webinar: STRATUS In-Depth Series, The Assemblies Module
00:00 Introduction and Release Notes
11:00 Filter Spools
13:00 Can Assemble Tracking Status
13:30 Rename Assembly
13:55 Scan QR Code to display Assemblies Viewer page
15:00 Toggle Assemblies View for Tablets
16:20 Display Mode Tool
15:50 Grid Offset Measurement Tool
17:20 Explode Model Forge Tool
18:00 Numbering Tool
19:30 Annotation Tags Tool
22:15 Custom Notes
23:10 Attachments
24:30 Dimensioning Tool
31:00 Save Default Extensions Tool
32:30 Find Part
33:00 Spool Checker Tool
STRATUS 09-24-2020 What is the difference between the Place Linear Length Measurement tool and the Place Aligned Length Measurement tool?
STRATUS 06-11-2020 Implementation Webinar - Spooling and the Assembly Viewer (32:44)
01:36 Package in Can Assemble Tracking Status
02:04 Create Assembly
07:00 Assemblies Viewer
07:50 QR Code Scan Options
08:25 Rename Assembly
08:40 Admin > Naming and Numbering (Naming Conventions)
08:10 Toggle Orientation
09:50 Tracking
11:45 Settings Gear
13:10 STRATUS Toolbar
13:20 Display Mode
13:41 Filters, Grid Offset Measurement, Display Grid
14:10 Admin > Item Numbering and Can Number Tracking Status
17:30 Admin > Naming and Numbering (Numbering Rules, Numbering Schemes)
18:50 Admin > View Styles
19:22 Admin > Project Roles
19:43 Tags and Notes
22:20 Dimensioning
23:20 Linear Placement Measurement Tool and Node Options
25:10 Spool Checker and Adjusted Cut Length
27:15 Parts Tab - Send to Tool
27:58 Parts Reports and Assembly Filter
29:39 STRATUS Sheet Tab