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2017i Table of Contents

Modify a category in Organizer

Last updated September 6, 2017 by Tekla User Assistance tekla.documentation@trimble.com

Software version: 
2017i

Modify a category in Organizer

Modify a category in Organizer

You can modify the category rules and make manual changes to the category content.

  1. To open Organizer , click Manage on the ribbon and then click Organizer.
  2. Do any of the following:

To

Do this

Rename a category

Select a category, right-click and select Rename.

Add objects to a category

You can manually add objects to a category.

  1. Select objects in the model or select a category.

  2. Select objects in Object Browser by selecting rows.

  3. Drag the selected objects to a category.

If you want to add all the objects that you have selected in the model, you can also right-click the category and select Add the selected objects.

Clickto hold the view in Object Browser. When you hold the view, you can make selections in the model or in the categories without changing the contents shown in Object Browser. To show objects per category in Object Browser, click and selectSeparate categories.

In location categories, when you select objects in one category and add them to another category, the objects are moved to the other category. An object can be in only one lowest level location category within a project.

Remove objects from a category

You can manually remove objects from a category.

  1. Select a category.

  2. Select the objects in Object Browser.

  3. Right-click and select Remove the selected objects from the selected categories.

Manage manual changes in a category

You can view in Object Browser how each object has been included in the category, or why it is not included. Objects can be included in categories either automatically based on category rules, or you can add and remove them manually.
  1. Select a custom category.
  2. Right-click the category and select Properties to view the rules used in the category.

    The properties show whether there are manually added and removed objects in the category. You can control the status of the objects in Object Browser.

  3. Clickand selectManage manual changes.

    Organizer places a purple frame around Object Browser and Categories , and adds a Status column to Object Browser. In the manual change mode, a limited set of Organizer commands is available.

    Each object has a status icon:


    • The object has been automatically added to the category based on the category rules.


    • The object has been automatically added and manually removed from the category.


    • The object has been automatically added to the category and manually added to the category.


    • The object has been manually added to the category.


    • The object has been manually removed from the category.

    Note that the status applies in the selected category. The object may have a different status in another category.

  4. Right-click an object in Object Browser to change the status:
    • Add manually adds the object to the category.
    • Remove manually removes the object from the category.
    • Remove manual changes removes manual status from an object but leaves the object to the category if it has been included automatically.

Modify category rules

  1. Select a category, right-click and select Properties.

  2. Modify the category content rules under Automated object content.

    Theicon in the Automated object content button shows that the category has automated object content rules defined.

    Do any of the following:

    • Select a model from the list of models.

      Click Model list to see which models are already used in the rules.

    • Drag a category from the category tree to the rule box.
    • Click or type in the rule box and select a filter from the list.
    • Click Object Group to define a filter for Organizer. When you have saved the filter, click or type in the box again, and select the filter.

      You can add more than one category and filter, and create unions, intersections, or differences of them.

  3. Modify the subcategory rules under Automated subcategories.

    Theicon in the Automated subcategories button shows that the category has automated subcategory rules defined.

    Do any of the following:

    • Click the rule boxes to add more property template columns or properties to the rules.

      You can add more properties to the existing subcategory hierarchy levels or to the empty hierarchy level that is under the existing levels.

    • Remove a property from the rules.
    • Remove a whole subcategory hierarchy level from the rules.
  4. Click Modify.

You can modify the subcategory rules of several subcategories at the same time if they have the same subcategory rules, see also Create automated subcategories in Organizer.

Change the default property template of a category

  1. Select a category, right-click and select Properties.

  2. Select another property template from the Property template list.

  3. Click Modify.

Modify the properties of multiple categories

  1. Select the categories you want to modify.
  2. Right-click and select Properties.

The properties you can modify depend on the selected categories. You can, for example, change the default property template or subcategory rules.

Change the category content to include the highest assembly level

  1. Select a category, right-click and select Properties.

  2. Select the Include the highest assembly level in the model check box.

  3. Click Modify.

If you add parts to a category that includes only assemblies, the assembly information is shown in the category.

Modify the boundary boxes of a building, section or floor category

  1. Select a category that you have created using boundary boxes.

  2. Right-click and select Define boundary boxes for locations.

  3. Modify the boundary box definitions.

    If you modify a building coordinate and a section has the same coordinate, the section coordinate changes to the modified building coordinate.

The categories you have created using boundary boxes have a blue icon in the category tree.

Add a floor manually to a building that has an automated location breakdown structure

You can manually add floors to automated buildings, for example, to collect the objects of special structures within a building into separate categories. The manually added floors do not have a boundary box for automated object collection. You can add objects from any part of the building.

You can use the manual floor category, for example, to separate the elevator shaft from the rest of the building.

  1. Select a section under a building that has an automated location breakdown structure.
  2. Right-click and select New floor.
  3. Add objects to the floor.
  4. Select the Project root category, right-click and select Write to the model for reporting to write the new location information to the model objects.

Add a category manually to an automated category

You can manually add categories to automated categories. Manually added categories are not deleted at synchronization even if they do not contain any objects.

  1. Select an automated category.
  2. Right-click and select either New category or New subcategory.

Copy or move a category

You can copy or move one category and its subcategories at a time.

  1. Select a category and drag it to a suitable location in the category tree, either on top of a category or between two categories.

  2. Select a suitable option from the list:

    • Copy copies the category properties and the objects in the categories to the target category.

    • Copy only the tree structure copies the tree structure without the objects and their properties.

    • Move moves the category with the objects and their properties to the new location.

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