Models Viewer

Owned by Matthew Tate
Last updated: May 23, 2024 by Conk Buckley
31 min read

The Models Viewer includes the STRATUS and Forge toolbars used to filter and color code the display, control tag visibility, identify part properties, and take actions like create an assembly or package. 

Open a Model in the Models > Viewer

There are several ways to open a model in the Models> Viewer.

Open a Model in the Models > Viewer

  1. Click the Models tab. If the Viewer tab is not set as the default tab, click Viewer.

  2. The Project and Model last used will display.

Open a Model from the Models > Dashboard

  1. Click the Models tab. If the Dashboard tab is not set as the default tab, click Dashboard.

  2. Select the Project. The list of the Project's models will display.


  3. Click the name of the Model to open the model in a separate browser tab.

Open a Model from the Packages > Dashboard

  1. Go to the Packages > Dashboard.

  2. Click the Model name to open the model in the Models > Viewer. Note: In this example, the Default Report is displaying. 

Open Package from the Containers > Dashboard

Once a package has been added to a container, it will display under Containers > Dashboard.

  1. From the Containers > Dashboard, expand a Container to which a package has been added.

     

  2. Click the model name to open the model in a separate browser window. 

  3. The model will display with the Project and Model selected. 

Models Viewer Navigation

View

During the model publish process, a Default 3D View will be selected. This view will display in the Models > Viewer. For users who have permission, the View can be manually changed in STRATUS. The View drop-down can display different published views. When a 2D View is selected, the STRATUS Toolbar is disabled.

Selected Part Tracking Status

When parts are selected in the Models > Viewer, their Tracking Status and number will display. For example:

  1. Selected Parts have the same Tracking Status - When the selected parts have the same tracking status (Ex. Packaged), the tracking status and the number of parts (Ex. 3) selected will display.

     

  2. Selected Parts have different Tracking Status - When the selected parts have different tracking status (Ex. Design), the tracking status’s and the number of parts selected (Ex. 1) in each will display.

     

  3. Note: For tablet users or those running in mobile mode, this feature is not supported. The hamburger icon displays when in mobile mode.

Models Viewer Settings

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

Settings in the Models > Viewer include the following:

  • Hidden Parts Shaded

  • Assembly Selection

  • Multiple Part Selection

  • Family Selection

  • Dynamic Tags

  • Decimal Inches / Feet Inches Toggle

Viewer Search for Parts, Assemblies, and Packages

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

STRATUS Toolbar

The STRATUS Model Viewer Toolbar includes some handy tools. The STRATUS Toolbar is also used on the Packages > Viewer and the Assemblies > Viewer. Unless specified, the tools function the same across all viewers.

Display Modes

  1. Display Modes – Model parts can be color coded by several modes including Areas, Assemblies, Categories, Containers, Packages, Tracking, and Purchasing. Click Normal to return to a non-color coded display mode.  Displays Modes also work when STRATUS Toolbar > Filters have been applied in the Viewer. Only items that include parts display in the results.

    1. Parts 

      1. Each mode displays information about the total number and percent of parts in these categories. Any filters applied to the view will impact these values. Below is an example where Display Mode is set to Areas.

         

    2. Regions

      1. A Region is a 3d polygon outline over the full region. For Regions to display, BIM Areas must be defined for the model.  In this example, there are Revit Rotated Scope Boxes.


      2. After the model is publish and BIM Areas defined, the scope boxes display within Regions.

Filters

Company Filter Cache

To improve performance, Company filters are cached on the server. 

Caching is initiated by the first user who opens the Filters > Company dialog. As a result, the first user to open Filters > Company in a model will notice the time it takes to calculate all the filters. Subsequently, users who open Filters > Company for the model will notice that the filters display within seconds. The Filters > Company cache will be purged and recalculated each time any of the following occurs, and, as a result, the first user to load the viewer webpage and open Filters > Company will wait for the recalculation to repopulate the cache.

Filters > Company will purge and recalculate after any of the following events:

  • When a Company Filter is edited under Admin > Company > Filters where Model Viewer is checked.

  • When an Alias, Field, or Grouping that is directly referenced by a company filter is modified.

  • The Refresh link is clicked at the bottom of the Filters > Company dialog.

  • The model has been republished.

Filter Descriptions

  1. Filters are used to slice and dice the model the way you want to view it. Filters include:

     

    1. Areas – Areas can be imported from the model or manually entered by the STRATUS Admin.  See the Areas (Admin) article for how to configure areas from the model.

    2. Assemblies – An assembly can be defined in the model or within STRATUS under Actions.

    3. Categories – Cost Categories are defined by the STRATUS Admin.

    4. Company – Company filters can be configured by the STRATUS Admin. Filter categories will not display when no parts match the filter.

    5. Containers - Packages, Assemblies, and Parts added to a Container display in the Containers filter. See the Containers Assign article for more information. The Containers Filter displays a tree structure broken out by Container Type and then containers. In this example, there are 2 Container Types, Cart and Truck. There are 2 trucks and the Container page for Truck B displays on the right. Notice that a container can include elements from different projects and models, but the Filters > Container in the viewer will only display elements within the selected model.

       

    6. Levels – Levels are automatically brought in from the Revit model or AutoCAD drawing.

    7. Packages 

      1. Packages are defined in STRATUS under Actions.

      2. Package Category Filter toggle option  - Because parts may exist in more than one package, so long as the package is in a different Package Category, the filter is flexible in how it works. The toggle applies a rule that say ALL the checked boxes, or, ANY of the checked boxes apply.  

      3. In this Packages toggle example the Show Parts For All Selection option is checked. Parts are visible because they exist in any checked package.

         

      4. In this Packages toggle example the Filter Parts Across Categories option is checked. Parts are hidden because they don't exist in packages selected in both categories. 

         

      5. In addition, the filter includes information about the number of parts in the currently selected view. Some parts are "Unassigned Parts" which means they have not yet been assigned to a package, and some parts are "not in the view" which means the parts cannot display because they are not in the selected view. You would need to switch to the view that contains those parts in order to view them.

         

    8. Systems – Systems are automatically brought in from the Revit model or AutoCAD drawing and breaks out your services by material and size.

    9. Tracking – Company tracking statuses are configured by the STRATUS Admin.

      1. Date Range option

        1. The date range option can be used to run reports for KPIs. For example, it can be used to display all items that have changed to the “Fabricated” status in the last month. All Tracking statuses are displayed in the list even if they do not have matching parts in the viewer. To use the date range under Filters > Tracking:

        2. By default, the Tracking date range option is disabled and unchecked.


        3. Click the Changes checkbox to enable the feature.

          1. All tracking statuses will be displayed in the list since dates change, different parts can be included and the counts for each will also update.

          2. By default, the date range end date is set for today and the start date is set for 30 days in the past.

        4. Set the dates as needed.

        5. Hover over either date to display the number of days, including the end date, that are in the date range.

        6. Disable the Tracking date range option by unchecking the Changes checkbox.

    10. Purchasing - The Purchasing filter displays parts based on Purchasing Activities using the Purchasing module, not including Check Pricing or Check Availability. 

       

    11. References

      1. References filters linked to models or xrefs published along with the primary model. In Revit, a specific view (based on the Publish Settings) may be selected for background viewing.  If the selected view does not include a 3D view, a message will display.

      2. The References filter includes Clip Settings within all of the viewers (Models, Packages, and Assemblies).

        1. Default Clip Settings - The default Clip Settings for Bottom, Top, Left, Right, Front, and Back will be different for every assembly, package, and model because they are based on the bounding box for the isolated parts in each.

        2. Viewer Preferences - Saved Clip Settings changes will only be applied automatically on page refresh when Account Settings > Profile > Viewer Preference are checked.


        3. To Save Clip Settings changes after making changes (Example: Assemblies > Viewer):

          1. In the Assemblies > Viewer, open the References tool. The Clip Settings and References display.

          2. Select a Reference (Ex. ReferencePipe.rvt) and it will display.

          3. Edit the Clip Settings. In the example below, the Right Clip Setting was checked and the value changed from -47.83 to -55. This change is not yet saved.

          4. Click the Save the current selection for this view of the model button. The Save Settings dialog will display. Notice that the confirmation dialog displays to let you know that the change is applied when any user open this assembly in the viewer. Click Ok to save the changes. Like other Filters, changes to References are applied to the STRATUS Sheet and Attachments > Reports.

        4. To Reset Clip Settings:

          1. In the Assemblies > Viewer, open the References tool. The Clip Settings and References display.

          2. Click the Reset the model clipping values to extents of visible parts button. The Clip Settings values will revert to their original clip values (Ex. Right = -47.83). Any checked Clip Settings (Ex. Right) or checked References (Ex. ReferencePipe.rvt 3D) will remain checked. Click Save to save changes. Otherwise, refreshing the page will revert back to the previously saved values (Ex. -55).

  2. Filters search window - apply to results button

    1. The Filters search window and apply a results button applies to all filters.  Users can enter a search such as “Water” under the Systems filter which filters the tree list down to only systems that include “Water” in them.  A Check Search Results button appears to the right of the search text box and when clicked it toggles the checkbox selection for each item displayed in the tree that matches the search criteria.

      Below are some examples:

       

  3. Filters – Areas Cascade Checkbox

    1. Under Models > Viewer > Filter by Area, there are cascading checkboxes that enable you to:

      1. Select all areas within the level.

         

      2. Select the Parent level.

         

      3. Select children areas independent of the parent.

Filter Loading from Account Settings > Viewer Preferences

Each user’s last set of filters per model are stored. Filters for the Models Viewer are separate from the Packages Viewer filters. Each user can configure whether they want last session filters to be automatically or manually applied.

To configure last session filters to be applied automatically under Account Settings > Viewer Preferences:

To manually apply last session filters using the Load Last button within the Filters dialog, see the Manually Load Last Session Filter Settings example below. 

Manually Load Last Session Filter Settings

The following example is for the Models Viewer, however, the Packages Viewer works the same.

When Models Viewer is unchecked under Account Settings > Viewer Preferences, Model filter settings will not be automatically applied when a viewer opens. Because the filter setting change for each model and the packages within the model are always stored, they can be manually applied at any time by clicking the Load Last button in the Filters panel.

Below is the filter behavior when Account Settings > Viewer Preferences > Models Viewer is unchecked under Apply last session filter settings. 

  1. When the Viewer > Filter is opened, the filter settings will be Off since no filters will have been applied.

     

  2. If filters have previously been applied, click the Load Last button.

    1. The last session Model filter settings will be applied. See below for more information.

  3. When the user checks a filter:

    1. The individual filter will be checked and actively applied to the viewer.

    2. The Filter Group will be On.

    3. The All Filter Group button will be On.

    4. The Filters button in the toolbar will be highlighted blue.

    5. This is the last session Model filter settings which is stored. If filters had already been checked, then this new filter will be added to the last session Model filter settings.

  4. If the user unchecks a filter:

    1. The individual filter will be unchecked and no longer applied to the viewer.

    2. The Filter Group will be On unless there are no remaining individual filters within the Filter Group in which case the Filter Group button will be Off.

    3. The All Filter Group button will be On unless there are no remaining filters in which case the All Filter Group button will be Off.

    4. The Filters button in the toolbar will be highlighted blue unless there are no remaining filters in which case the Filters button will not be highlighted.

    5. This is the last session Model filter settings which is stored.
      A browser session is restarted by one of the following

    6. Refresh the page.

    7. Change to a different Model.

    8. Change to a different Model View within the same model.

    9. Close/open the web browser.

    10. Click Clear All Filters and then click Load Last.

  5. When a browser session is restarted (see above):

    1. All individual filters will be unchecked and no longer applied to the viewer.

    2. All Filter Groups will be Off.

    3. The All Filter Group button will be Off.

    4. The Filters button in the toolbar will not be highlighted blue.

    5. The last session Model filter settings are still stored. As a result, the Load Last button is enabled.

  6. To load the user’s last session Model filter settings, click the Load Last button. The last session Model filter settings will be applied.

     

    1. The last session Model filter settings will be applied, individual filters will be checked, and filters will actively filter the viewer.

    2. Filter Groups were turned On will be On.

    3. The All Filter Group button will be On.

    4. The Filters button in the toolbar will be highlighted blue.

    5. The Loading filters … message will display while the last saved filter settings (both Areas and Systems) are being applied to the Models Viewer.

       

    6. The Load Last button will be disabled.

    7. The last session Model filter settings including the Filter Groups On/Off setting are stored.

       

  7. If the user turns a Filter Group Off, and in this example, there are 2 active filter groups:

    1. The individual filters within the turned Off Filters Group will be checked but they will not be actively filtering the viewer.

    2. Filter Groups that were turned off are Off.

    3. The All Filter Group button will be On since in this example there is one Filter Group still active.

    4. The Filters button in the toolbar will be highlighted blue.

    5. The Load Last button will be disabled.

    6. The new last session Model filter settings including the Filter Groups On/Off setting are stored.

    7. Note: A filter group must be turned back on in order for the individual filters to filter the viewer.

  8. If the user turns Off all filter groups, the model is unfiltered. All Filter Groups can be turned off by either a) manually clicking Off for each Filter Group or b) by clicking the All Filter Group button to Off.

    1. The individual filters within the turned Off Filters Group will remain checked but they will not be actively filtering the viewer.

    2. Filter Groups that were turned off are Off.

    3. The All Filter Group button will be Off since all Filters Groups have been turned off.

    4. The Filters button in the toolbar will not be highlighted blue once the Filters dialog is closed.

    5. The Load Last button will be disabled until the browser is refreshed.

    6. The new last session Model filter settings including the Filter Groups On/Off setting are stored.

       

  9. To filter the parts again after Filter Groups have been turned Off, the user can:

    1. Refresh the page.

    2. Click the Load Last button. The viewer will not be filtered until a Filter Group is turned on.

       

    3. Click the Filter Group On button for one or more Filter Groups that were set to Off.

      1. Each Filter Group that is turned will filter the model.

      2. Individual filters will be checked and will actively filter the viewer.

      3. The All Filter Group button will be On.

      4. The Filters button in the toolbar will be highlighted blue.

      5. The new last session Model filter settings including the Filter Groups On/Off setting are stored.

  10. To clear all filters including individually checked filters:

    1. Click the Clear All Filters button:

       

    2. The page will load with the following:

       

    3. The individual filters within the turned Off Filters Group will be unchecked and will not actively filter the viewer.

    4. Filter Groups will be turned Off.

    5. The All Filter Group button will be Off.

    6. The Filters button in the toolbar will not be highlighted blue once the Filters dialog is closed.

    7. The Load Last button will be enabled.

    8. The last session Model filter settings including the Filter Groups On/Off setting are still stored.

      1. Note: If after clicking the Clear All Filters button the user edits one or more filters, then the new last session Model filter settings will be the cumulative filter edits since the Clear All Filters button was clicked.

  11. To load the last session Model filter settings, click Load Last.

    1. The last session Model filter settings will be applied, individual filters will be checked, and filters will actively filter the viewer.

    2. Filter Groups that were turned on will be On.

    3. The All Filter Group button will be On.

    4. The Filters button in the toolbar will be highlighted blue.

    5. The Loading filters … message will display while the last saved filter settings (both Areas and Systems) are being applied to the Models Viewer.

    6. The Load Last button will be disabled.

    7. The last session Model filter settings including the Filter Groups On/Off setting are stored.

Automatically Load Last Session Filter Settings

When Account Settings > Viewer Preferences > Apply last session filter settings > Models Viewer is checked Model filter settings will be automatically applied when a viewer opens.

Below is the filter behavior when Account Viewer Preferences are checked for Apply last session filter settings for Model Viewer. The Models Viewer is used as an example, but the same behavior occurs in the Packages Viewer when the Apply last session filter settings for Packages Viewer is checked.

  1. When the Models > Viewer is opened:

    1. The Loading filters … message will display while the last saved filter settings (both Areas and Systems) are being applied to the Models Viewer.

       

    2. When the Model is done loading its last session Model filter settings will filter the model.

       

  2. Open Filters to review and edit filters:

     

    1. The last session Model filter settings display.

    2. The individually checked filters will be checked and filtering the viewer.

    3. Filter Groups that were on will be On.

    4. The All Filter Group button will be On.

    5. The Filters button in the toolbar will be highlighted blue.

  3. Check and uncheck individual filters as needed. Any changes will be automatically stored as the new last session Model filter settings.

  4. If the user turns a Filter Group Off, and in this example, there are 2 active filter groups:

     

    1. The individual filters within the turned Off Filters Group will be checked but they will not be actively filtering the viewer.

    2. Filter Groups that were turned off are Off.

    3. The All Filter Group button will be On since in this example there is one Filter Group still active.

    4. The Filters button in the toolbar will be highlighted blue.

    5. The Load Last button will be disabled.

    6. The new last session Model filter settings including the Filter Groups On/Off setting are stored.

    7. Note: A filter group must be turned back on in order for the individual filters to filter the viewer.

  5. If the user turns Off all filter groups, the model is unfiltered. All Filter Groups can be turned off by either a) manually clicking Off for each Filter Group or b) by clicking the All Filter Group button to Off.

     

    1. The individual filters within the turned Off Filters Group will remain checked but they will not be actively filtering the viewer.

    2. Filter Groups that were turned off are Off.

    3. The All Filter Group button will be Off since all Filters Groups have been turned off.

    4. The Filters button in the toolbar will not be highlighted blue once the Filters dialog is closed.

    5. The Load Last button will be disabled until the browser is refreshed.

    6. The new last session Model filter settings including the Filter Groups On/Off setting are stored.

  6. To filter the parts again after Filter Groups have been turned Off, the user can:

    1. Open Filters.

    2. Click the Filter Group On button for one or more Filter Groups that were set to Off.

       

      1. Each Filter Group that is turned will filter the model.

      2. Individual filters will be checked and will actively filter the viewer.

      3. The All Filter Group button will be On.

      4. The Filters button in the toolbar will be highlighted blue.

      5. The new last session Model filter settings including the Filter Groups On/Off setting are stored.

  7. To clear all filters including individually checked filters:

    1. Click the Clear All Filters button:

       

    2. The page will load with the following:

       

    3. The individual filters within the turned Off Filters Group will be unchecked and will not actively filter the viewer.

    4. Filter Groups will be turned Off.

    5. The All Filter Group button will be Off.

    6. The Filters button in the toolbar will not be highlighted blue once the Filters dialog is closed.

    7. The Load Last button will be enabled.

    8. The last session Model filter settings including the Filter Groups On/Off setting are still stored.

      1. Note: If after clicking the Clear All Filters button the user edits one or more filters, then the new last session Model filter settings will be the cumulative filter edits since the Clear All Filters button was clicked.

    9. Click the Filter Group On button for one or more Filter Groups that were set to Off.

       

      1. Each Filter Group that is turned will filter the model.

      2. Individual filters will be checked and will actively filter the viewer.

      3. The All Filter Group button will be On.

      4. The Filters button in the toolbar will be highlighted blue.

      5. The new last session Model filter settings including the Filter Groups On/Off setting are stored.

Actions

Actions are ways to work with the model outside the modeling tool. You can add/subtract model items to/from Areas, Assemblies, Categories, Packages, Containers, and Tracking. You can also view an attachment for a model item. And, you can run a report on model items. Actions include:

Areas

  1. Areas  – The Areas action enables you to add or remove parts from an Area.  The Areas available in the drop-down list reflect project areas configured under Projects > Areas and clicking the Import Areas button. This action imports the areas from the selected model. See the Areas (Admin) article for more information.

    1. To add a part to an area using this tool, click the Areas action.

       

    2. To add items

      1. Click the drop-down to select the target Area to add the parts.

      2. Item selection (in the model)

        1. Click – will select one item.

        2. Click + Shift will select all clicked items. If an item is an assembly, the entire assembly will be selected.

        3. Click + Ctrl will select all clicked items. If an item is an assembly, only the item clicked will be selected, not the whole assembly.

        4. Click the Window Select button in the STRATUS toolbar and then window select the parts you want to be selected.

      3. Add selection

        1. + Add Selected - Click this button to add parts that were selected using any of the Item selection methods (above) to the selected Area.

        2. + Add Visible – Click this button to add parts that are visible in the Model Viewer through the STRATUS filters to the selected Area. 

        3. Auto Assign Areas - Click this button to auto-assign visible parts to different areas based on property data that identifies the area for each part.

    3. To remove items

      1. Follow the steps above and then:

        1. - Remove Selected -  Click this button to remove parts that were selected using any of the Item selection methods (above) to the selected Area.

        2. - Remove Visible - Click this button to remove parts that are visible in the Model Viewer through the STRATUS filters to the selected Area.

Assemblies

  1. Assemblies - See the Create and Manage Assemblies article for information. 

Attachments

  1. Attachments - You can view attachments to a part, assembly, or package. An attachment can be:

    1. a file attached to a part that is accessible to STRATUS after the publish processes.

    2. a document or image that was attached to a part, assembly, or package using STRATUS.

Categories

  1. Categories - Categories or Cost Categories are configured by your company Admin under Admin > Company > Categories. These categories can be assigned to any part selected or isolated in the model.

     

Containers

The Models Viewer and Packages Viewer includes the Actions > Containers dialog to provide the ability to add/remove items (parts, assemblies, and packages) to/from a container.

Assign Permission

To assign permission to use this feature:

  1. Go to Admin > Company > Project Roles.

    1. Models Viewer - Select Models > Viewer > Actions > Containers

    2. Packages Viewer - Select Packages > Details > Viewer > Toolbar > Actions > Containers

Select or Filter Items in the Viewer

Items (Parts, Assemblies, Packages) can either be selected (highlighted in the viewer) or filtered (visible) in the viewer.

  • To select (highlight in the viewer) a part, assembly, or package, use Window Select or Select Connected tool, or via a Click, Ctrl-Click, and Shift-Click.

  • To filter (not highlighted but visible in the viewer) a part, assembly, or package in the viewer, use a STRATUS filter.

  • The Add Assemblies checkbox, when checked, provides a way to select a part within an assembly and add the entire assembly to the Container.

To select items in the viewer to Add/Remove To/From a Container:

  1. Selected - Select any item(s). Actions buttons remain disabled until a Container is selected.

    1. Once a Container is selected all 4 action buttons will be enabled (Ex. Add Selected, Remove Selected, Add Visible, Remove Visible). Note: Add/Remove Visible buttons can still be used, but these commands are not limited to the selected (highlighted) parts.

       

  2. Filter Visible - When a filter is used and no items are selected in the viewer. The filtered items are visible.

     

    1. Once a Container is selected only the Add Visible and Remove Visible buttons are enabled since no parts have been selected.

       

  3. Select Items in Container

    1. When an item is selected that is already in a container, the Container Type and Container name will display.

       

    2. If multiple parts are selected and belong to different containers, only the container of the first selected item will be displayed.

Actions > Containers Summary

Below are definitions of the Action > Containers options:

  1. Container Type - To filter containers, select Container Type.

  2. Container (Required) - A list of all company containers displays and can be filtered by the selected Container Type. Select a container to add/remove items.

    1. Add Assemblies (checkbox)

      1. Checked (default) - When Add Assemblies is checked, if any part selected in the viewer is also included in an assembly, then the entire assembly will be added to the container when any of the Add/Remove buttons are clicked.

         

      2. Unchecked - When Add Assemblies is unchecked, individual assembly parts can be added to a container.

        1. In this example, the selected part is also included in an assembly and Add Selected is clicked.

           

        2. Even though the part belongs to an assembly, only the selected part will be added to the container when Add/Remove Selected buttons are clicked.

  3. Add Selected - After selecting items in the viewer, click the Add Selected button to add the selected items to the selected container. Visible items not selected will not be added.

  4. Remove Selected - After selecting items in the viewer, click the Remove Selected button to remove the selected items from the selected container. Visible items not selected will not be removed.

  5. Add Visible - Any part that displays in the viewer is Visible. Note: If the Hidden Parts Shaded tool is checked, those hidden parts are not considered visible. Use filters as needed to isolate items to be added to a container. Click the Add Visible button to add the items to the selected container.

    1. Note: Only the visible parts of a package will be added to the container, not the entire package if it is not visible or included in the View.

  6. Remove Visible - Any part that displays in the viewer is Visible. Note: If the Hidden Parts Shaded tool is checked, those hidden parts are not considered visible. Use filters as needed to isolate items to be removed from a container. Click the Remove Visible button to remove the items from the selected container.

    1. Note: Only the visible parts of a package will be removed, not the entire package if it is not visible or included in the View.

Example: Add Selected Items to a Container

  1. Select items to be added to a container. All Actions buttons remain disabled until a Container is selected.

     

  2. Select a Container (Required) - A list of all company containers displays and can be filtered by the selected Container Type. Once a container has been selected, the action buttons will be enabled.

     

  3. Click the Add Selected button. The selected items will be added to the container under Containers > Assign. A Tracking row will be automatically added and include the Comment “STRATUS Added”.

     

Example: Add Visible Items to a Container

  1. Filter to items to be added to a container. In this example, the filtered package includes an assembly and loose parts. All Actions buttons remain disabled until a Container is selected.

     

  2. Select a Container (Required) - A list of all company containers displays and can be filtered by the selected Container Type. Once a container has been selected, the Actions buttons will be enabled. Since no items were selected, the Add Selected button remains disabled.

     

  3. Click the Add Visible button. The visible items will be added to the container under Containers > Assign. A Tracking row will be automatically added and include the Comment “STRATUS Added”.

     

    1. By expanding the Package, the 2 assemblies and loose parts display.

Example: Remove Selected

Parts, assemblies, and packages can be removed from a container individually or as a whole.

  1. Using the previous Example: Add Visible Items to a Container, select items to be removed from a container. In this example, all loose parts were selected.

  2. Remove Selected - After selecting items in the viewer, click the Remove Selected button to remove the items from the selected container. Only the assemblies remain.

Example: Remove Visible

  1. Using the previous Example: Add Visible Items to a Container, filter to an assembly to be removed from a container and selected the Container. Note: When Hidden Parts Shaded is checked, the hidden parts are not considered “Visible” so using the Add/Remove Visible button will not impact those items.

  2. Under Containers > Assign, the visible assembly has been removed.

Example: Move Items From Selected Container

  1. If a selected item is already included in a Container and the user attempts to add it to a different container, a “Move items from selected container?” message similar to the following will display where the user can Cancel or Move the parts from one container to the other.

Packages

  1. Packages - See the Create Packages article for information about creating a package. 

     

Reports

  1. Reports - Reports, including CSV table reports, PDF formatted reports, and ZPL label reports are configured by your company admin. Once run, they will either display in a separate tab or be downloaded to your computer. A report can be run on:

    1. Run for Selected - Limits the report data to the selected parts in the current view. This option will be disabled if no parts have been selected.

    2. Run for Visible - Limits the report data to the visible parts in the current view. 

    3. Entire Model - Generates report data for all parts in the model regardless of the view.

       

Tracking

  1. Tracking - This is one way to apply a tracking status to a part, assembly, or package. If applying a new tracking status to isolated parts in a model, if a package or assembly has been isolated so that all its parts are visible, the tracking status change will be applied to the package’s or assembly’s log as appropriate. To change a tracking status:

    1. Selecting the part, assembly, or package in the model

    2. Selecting the target tracking status (Design below)

    3. Selecting a Division (Detailing below)

    4. Optionally adding information like a comment, hours, cost type, and/or cost

    5. and then applying the information to the items that have either been Selected or Isolated (using Filters) 

Grid Offset Measurement

  1. For a digital tape measure, click the Grid Offset Measurement tool and then select an item in the model. 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

  1. The Display Grid button shows the grids from the model or a Revit referenced model (see below). 

    1. Note: Lines, in general, are only visible within the STRATUS model viewer if you have the Forge viewer setting to "Display lines" toggled on.


  2. The grid displays at the elevation of the selected part.

     

  3. The grid intersection annotation includes a dash separator to better represent the individual grid values.

     

  4. The grid can be used from a reference model. To use this feature:

    1. In the Publish dialog, check the Include References checkbox.

       

    2. In a STRATUS Viewer, under References, check the model that includes the grid.

       

    3. The Grid Offset Measurement tool will work as well.

Window Select

The Window Select tool behaves differently depending on how you click and drag the mouse.

  1. Before each attempt to Window Select, make sure the button is enabled. 

  2. Click and drag left to right - When the Window Select tool is drawn from left to right, parts are selected when the are within the bounds of the selecting box.

     

  3. Click and drag right to left - When the window selection tool is drawn from right to left, parts are selected when the selecting box touches the part.

Select Connected

  1. The Select Connected command selects all items connected to the selected item or range of items. In addition to being a fast selection tool, using either the Select Connected or Window Select commands will ensure that small parts like welds and olets are selected. Only parts that are in the selected view or filter will be included when Selected Connected is clicked. As a result, parts that are not in the selected view or filter but are connected to a part that is in the view or filter, will not be selected. Select Connected can be used as a filter to create an assembly or package. For example:

    1. Select one part and then click Selected Connected to select all connected parts.

       

    2. To select a run range, click the first part, hold down the Ctrl key and select the last part. Everything in between will be selected.

        

       

    3. You can also select branches by clicking a part in this branch, click the Tee, click the part on this run, and then click the Select Connected button.




    4. Or, if you want to select multiple runs, click the first and last parts on this run, click the first and last parts on another run, and then click the Select Connect button.

       

    5. In this case, all of the conduits at the end of a bank of conduit runs have been selected.

    6. Click Select Connected has the effect of grabbing all of the downstream parts.

    7. In this case, the ends of two different spools have been connected.

    8. Click Select Connected has the effect of grabbing all of the parts between the selected parts.


    9. Once parts are selected, you can execute any of the commands under Actions like add selected parts to an assembly or package, change tracking status, run a report and more.

Properties

The Properties tool displays the properties of one or more selected parts from the Revit or AutoCAD database. This tool is available in all viewers.

  1. To display item properties, click the Properties button and an item from the viewer. Depending on each user's settings, property values captured from the model will display. 

     

  2. Parts Selected - The number of parts selected in the viewer displays. Note: Part Template links will be provided for each part selected.

  3. All Properties - Checkbox toggles the display from the Display Template, if any, to All Properties.

    1. Unchecked - When Unchecked, only the properties whose Visible option is checked under Admin > Company > Part Templates > Template (selected) > Properties will display. See the Visible section of the Configure Part Properties article for more information.

    2. Checked - When Checked, all Properties will display in alphabetic order. If Hide Empty Values is checked, then those properties will not display.

    3. Note: The setting will persist after the is page refreshed.

  4. Hide Empty Values - Hides properties that have blank values.

    1. Unchecked - Allows the display of properties that have blank values

    2. Checked - Prevents the display of properties that have blank values.

    3. Note: The setting will persist after the is page refreshed.

  5. Template Name - The Template Name is the name of the part template for the selected part. The Template Name is linked to the Admin > Company > Part Templates page for the selected part where its properties, including its Visible and Item Number settings can be edited. When clicked, the Part Templates page will display in a separate window and the Parts Search will be filled with the template name. Select the part template to display Properties. Permission: The Template Name only displays for users who have been assigned a Company Role where Part Templates is checked.

  6. Filter Properties - Search for any part of the Name or Value to filter the list of properties.

    1. The search value will be retained when selecting other parts or assemblies within the same viewer.

      1. Enter a search value (Ex. ci). With All Properties selected, the list of properties filters to those that contain the search criteria.


      2. Select a different part. The search value is retained and the list of properties is filtered.


    2. To clear the search field and list All Properties, do one of the following:

      1. Click the x button within the search text box.

      2. Or, delete the text in the search text box.

  7. Properties Table

    1. Sort Columns - Click the up/down arrows in the column header to sort the Name or Value column. The active sort will be highlighted darker.

    2. In the Properties table above, neither All Properties or Hide Empty Values is checked. Therefore, the Display Template, since one exists for this template, limits the table to Size, Item Descriptions, etc.

    3. In the Properties table below, All Properties is checked. Therefore, all part properties display in alphabetic order including properties with Empty Values.


    4. In the Properties table below, All Properties and Hide Empty Values are checked. Therefore, all part properties except properties with Empty Values display in alphabetic order.


    5. In the Properties table below, since the Display Template includes no parts to show (Visible) and since All Properties has not been checked, the Properties table displays "No data available in table." To display properties, click check the All Properties checkbox or Edit Display Template and show selected .properties.


    6. Multiple Parts Selected - When multiple parts are selected, the Properties panel will accommodate different and common part properties.

      1. In this example, 2 parts are selected. Notice that both Part Template names display separated by a semi-colon. The value <varies> indicates the value is not the same between the selected parts.

         

    7. If one of the part properties is editable and none of the selected parts have any values, the property will display "Empty". Editing this property will set the value for all parts selected.

       

    8. If one of the part properties is editable and any of the selected parts has a value, the property will display "<varies>". Editing this property will set the value for all parts selected.

       

    9. Notes that have been added to a part under STRATUS tool Display - Item Numbers > Custom Tags > Annotation Types = Notes > Select Note display 1) in the Viewer, 2) in the part's Properties under STRATUS.Part.Notes, and 3) in the Notes tab.

      1. Notes can be removed from 1) the Viewer and 2) the part's Properties by selecting the part in the Viewer, locating the STRATUS.Part.Notes property, and clicking the REMOVE button. Note: The note will still display on the Notes tab.

    10. If a property displays a value, it indicates that all selected properties have the same property value. Otherwise, the property will indicate <varies>.

       

    11. Assembly Selected - When an assembly is selected a Properties panel similar to the following will display.

      1. All Properties Unchecked with Display Template (left); All Properties checked (right)

         

Display Tags and Item Numbers Toolbar

See the Assemblies > Viewer Display Tags and Item Numbers Toolbar article for more information.

Note: If configured by the Administrator, Package tags may display in this viewer.

image-20240523-134418.png

Toolbar Active/Inactive Icon Color Indicators

When a selection is made within the STRATUS toolbar tools Filter or Display Mode, when the tool is closed, its toolbar icon will remain green to indicate that the view has been impacted by a selection. Below are the different icon color differences depending on the actions taken by the user.

  1. The toolbar icon will be inactive (white icon background) when:

    1. The tool is closed and no selection has been made.


  2. The toolbar icon will be active (blue icon background) when:

    1. The tool is open but no selection within the tool has been made.


    2. The tool is open and a selection within the tool has been made.


  3. With the selection made in step 2 (above) still active, the toolbar icon will be active (green icon background) when:

    1. The tool is closed and a selection within the tool was made.


    2. Note: The green icon will turn to the blue icon when hovering over the green icon.


  4. After the viewer page is refreshed:

    1. Display Modes - The toolbar icon will always be inactive (white icon background).

    2. Filters - The toolbar icon color is dependent on whether or not the last saved Filter settings are automatically applied. These settings are located under Account Settings > Profile for Apply last session Model filter settings on load and/or Apply last session Package filter settings on load. See the Filter Loading from Saved Settings article for more information.

      1. Checked - When checked the previously saved Filter settings will be checked and the toolbar icon will be active (green icon background).

      2. Unchecked - When unchecked, no Filters will be checked after a page refresh, therefore the toolbar icon will be inactive (white icon background).

Videos

01/21/2021 CSG Webinar: STRATUS In-Depth Series, The Models Module

00:00 Release Note Review
03:00 Models Dashboard
06:20 Models Viewer
07:10 Models Viewer - Cache
07:55 Models Viewer - Gear Options
10:30 Models Viewer - Autodesk Toolbar and Settings
16:50 Models Viewer - Display Modes
20:10 Models Viewer - Filters
23:10 Models Viewer - Actions
26:10 Models Viewer - Window Select
26:50 Models Viewer - Select Connect
28:00 Models Viewer - Properties
28:10 Models Viewer - Display Grid
32:10 Questions

















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