Mar 3, 2013
I had an email today from a reader asking how to create custom folders in the Revit Project Browser. You can do this by customizing the browser organization and including a custom parameter. I thought that I would go ahead and post the steps here instead of just replying privately.
The first thing you want to do is decide how you will apply this custom parameter. It can be a Project Parameter or a Shared Parameter. There are arguments to made in favor of both approaches. In the steps that follow I am showing it using a simple Project Parameter. This means that we do not need to bother with the shared parameter setup. But if you already have a shared parameter file and prefer to do it that way, just choose the shared parameter radio button at the top instead of project parameter. The rest of the steps would be the same.
If you always want to use this organization in your projects, save this in your office standard project template file. That way all new projects will already have the custom parameter. Let’s get started:
- On the Manage tab, click the Project Parameters button.
- In the “Project Parameters” dialog, click the Add button.
- In the “Parameter Properties” dialog, choose the kind of parameter at the top (I chose Project Parameter for this example, but as noted, you can choose Shared Parameter instead if you wish).
- Type in a name such as: “Sheet Folder”
- Change the Type of Parameter to Text.
- On the right side, from the Categories list, check the Sheets box.
- Click OK twice.
The parameter is now ready. Next, you create some sheets and apply this new value to them.
- Create some sheets. (or work with existing ones)
- Select one or more sheets and then on the Properties palette, locate the new Sheet Folder parameter and type in a value such as: “Plumbing” and apply it.
- Repeat for all the sheets.
Now we will create the custom browser organization. You can find this command on the View tab, on the User Interface drop-down.
- On the View tab, click the User Interface drop-down and choose Browser Organization.
- Click the Sheets tab and then click the New button.
- Give it a name and then click OK.
- In the “Browser Organization Properties” dialog, on the Folders tab, choose the new custom Sheet Folder property for the first Group by item.
- If you wish, you can choose additional Group by criteria such as Sheet Number.
- For Sheet Number, you can even tell it to only use the first few characters by choosing the “Leading Characters” radio button and then setting it to a number such as 4. (this will display only the first four characters of the value – sheet number in this case).
- Click OK.
- Check the box next to the new sort to make it active and click OK to see the result on the Project Browser.
That’s it. You can do other customizations if you like, but that is the basic process. The only thing to be aware of is that since this is a custom parameter, Revit will not know about it and assign values automatically. In other words, each new sheet that you create must be assigned to a Sheet Folder or else you will see the ??? group in your browser and the unassigned sheets will appear there. Hope that this tutorial is useful.