Assemblies Dashboard
The Assemblies Dashboard displays all Assemblies across a project, filtered by Model, Division, Package, and Tracking Status. Use it to monitor Assembly progress, update Tracking Statuses, manage Packages, add attachments, and export data. Project managers, schedulers, and shop supervisors access this dashboard during daily production tracking.
Project Role Permissions
Permissions for the Assemblies Dashboard are configured are configured by the administrator and can include the following:
Attachments
Delete
Edit Assembly Properties
Edit Tracking Statuses
Modify Packages
New Assembly
View
Dashboard Filters and Controls
The following filters and controls appear at the top of the Assemblies Dashboard.
Control | Behavior |
|---|---|
Dashboard / Viewer default | Hover over the Dashboard or Viewer tab and check the checkbox to set it as the default tab when the Assemblies button is clicked. |
Project | Select one project or all projects. Note: Loading 100 Assemblies takes approximately 15 seconds. |
Model | Select one model or all models within the selected project. Note: Loading 100 Assemblies takes approximately 15 seconds. |
Package | Filter the list to one Package or select Unspecified to show Assemblies not assigned to a Package. |
Division | Filter the list to one or more Divisions (defaults to All). |
Status | Filter the list to one or more Tracking Statuses (defaults to All). |
New Assembly | The New Assembly button is hidden by default and enabled via the New Assembly Project Role setting. Opens the New Assembly dialog with input fields configured by the administrator. The dialog applies the company naming convention by default; check the Name checkbox to override it. |
Import CSV | Import Assembly row data from a CSV file. See Import CSV below. |
Column Visibility | Use Column Visibility Settings to control which columns appear in each report. Settings are per-user and per-report. See the Sort and Filter Data Tables article for details. |
Clear Cached Calculated Field Values and Reload Data Table | Clears and reloads cached calculated field values manually. Cached values are also cleared automatically when an Assembly is modified, when a field totals values across all parts, or when a field references a part property or another field value that has been modified. Note: The same button is available on the Packages Dashboard. |
Assembly Report | Dropdown to select the active Assembly report. The default report displays standard columns. See Assembly Report Columns below. |
Part Report | Dropdown to select the active Part report displayed when the assembly row is expanded. The default report displays standard columns. See Part Report Columns below. |
Assembly Report Columns
The default Assembly Report includes the following columns. Administrators can configure custom Assembly reports.
Column | Description |
|---|---|
Type | The Assembly type, detected from the model source. Values: Assembly (Revit or unspecified models), Conduit (Bendworks items), Custom, Family, Hanger (HangerWorks items), Spool (AutoCAD models), Unspecified. |
Assembly Name | The Assembly name. Click the name to edit it (requires Edit Assembly Properties permission). Click the link icon to open the Assembly in the user's default Assemblies tab. |
Packages | The name of each Package containing the Assembly. Click a Package name to open the Packages dialog and add or remove the Assembly from a Package (requires Modify Packages permission). Click the link icon next to a Package name to open the Package in the user's default Packages tab. |
Instance | For HangerWorks hangers, displays the number of instances of the Assembly based on the Prefab Id parameter. Displays only when populated. |
Parts | The number of parts included in the Assembly. |
Hours | The total actual hours entered for the Assembly while updating its Tracking Status. Hours are entered via the Update Assembly Tracking Status dialog, accessible from the Dashboard, the Assemblies Viewer, the Models Viewer, and the Packages Viewer. |
Status | The Assembly's current Tracking Status. Click the status to open the Update Assembly Tracking Status dialog. Select a status and click Update. Optionally select a Division, Cost Type, enter a comment, or attach a file.  |
User | The name of the user who last updated the Assembly's Tracking Status. |
Date-Time | The date and time the Assembly's Tracking Status was last updated. Click the date value to edit it. Click the x to clear it. Filtering by this column displays a From / To date range dialog. |
Attachments | Click the upload attachment icon to attach a file to the Assembly (requires Attachments permission). Once a file is attached, the open attachments icon appears. Click it to open the attachment. Attachments can also be accessed under Assemblies > Viewer > Attachments. Displays on custom reports. |
Delete | Click Delete to open the delete confirmation prompt. The Assembly's parts are disassociated but retain their current Tracking Status. Displays only for Assemblies whose Tracking Status has Can Assemble checked. Requires Delete permission. Displays on custom reports. See Delete Assembly below. |
Multiple Entry Selection and Actions
Select multiple rows and apply a bulk action, including Update Tracking Status, editing an editable field, and Delete. See Multiple Entry Selection and Action FAQ for details and examples.
Sort, Filter, and Search
Control | Behavior |
|---|---|
Show | Limit the number of rows displayed to improve performance. |
Search | Filter the list by entering specific characters. |
Sort | Sort by Assembly Name, Packages, Parts, Hours, Status, User, or Date-Time. |
Filter | Filter by Packages, Parts, Hours, Status, User, or Date-Time. Filters remain active until changed. Note: The Status filter displays only Tracking Statuses where both Can Assemble and Applies to Assembly are checked. The Date-Time filter and any date column display a From / To date range dialog. |
CSV / Excel | Download the data table as a CSV or Excel file. |
Part Report Columns
Expand any Assembly row to view its parts in the Part Report. Users can configure custom Part reports.
Column | Description |
|---|---|
Quantity | The quantity of parts in the Assembly. Because the default report does not include merge or totaling options, this value is always 1. Displays on custom reports. |
Description | The part description. |
Assembly Name | The name of the Assembly the part belongs to. |
Hours | The actual hours entered for the part while updating its Tracking Status. Hours are entered via the Update Part Tracking Status dialog, accessible from the Dashboard, the Assemblies Viewer, the Models Viewer, and the Packages Viewer. |
Status | The part's current Tracking Status name and color. Click the status name to open the Update Part Tracking Status dialog. Note: When part Tracking Statuses within an Assembly differ, the Assembly displays the status with the lowest |
Attachments | Click the upload attachment icon to attach a file to the part (requires Attachments permission). Once a file is attached, the open attachments icon appears. Click it to open the attachment. Delete part attachments under Assemblies > Viewer > Attachments. Displays on custom reports. |
Sort, Filter, and Search (Part Report)
Control | Behavior |
|---|---|
Search | Filter the part list by entering specific characters. |
Sort | Sort by Description, Assembly Name, Hours, or Status. |
Filter | Filter by Description, Assembly Name, Hours, or Status. Filters remain active until changed. When no parts match the active filter, the Assembly row displays with only the filter controls visible. |
Delete Assembly
Click Delete on an Assembly row to open the delete confirmation prompt. Click Delete to confirm.
The Assembly's parts are disassociated from the Assembly but retain their current Tracking Status. Assemblies are not permanently removed from the database until the model is re-published from Revit or AutoCAD into Stratus. Until then, the following import scenarios apply:
A new Assembly created with the same name as a deleted Assembly but with different parts is treated as a new record on the next import.
A new Assembly created with the deleted Assembly's name and a subset of its parts is also treated as a new record.
Note: Revit and AutoCAD do not save changes until explicitly saved or published. If a crash occurs during a Stratus import, unsaved changes are lost and the next import reflects the state at the last save point.
The Delete button displays only for Assemblies whose Tracking Status has Can Assemble checked.
Import CSV
Use Import CSV to create or update Assembly records in bulk. All Assembly Names must be unique.
Click the CSV button to download the current data table as a CSV file.
Open the CSV and edit data values as needed. Do not edit the Id column for existing rows.
To add a new Assembly, add a row with the Assembly data and leave the Id field blank.
Click Import CSV to upload the file. New rows display in the dashboard and are assigned an Id.
Duplicate Id behavior: If an imported row contains an Id that already exists in the dashboard, the imported row overwrites the existing record with that Id. The original Assembly Name is replaced by the imported row's name.