Creating Project Browser Folders

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:

Add a Project Parameter

On the Manage tab, add a Project Parameter

Create a custom Parameter

Create a custom text Parameter for Sheets

The parameter is now ready. Next, you create some sheets and apply this new value to them.

Input values in the new Parameter

Input values in the new Parameter

Now we will create the custom browser organization. You can find  this command on the View tab, on the User Interface drop-down.

Create a custom Browser Organization

Create a custom Browser Organization

The Browser Organization can use the custom Parameter

The Browser Organization can use the custom Parameter

Sheets now sort based on the custom Sheet Folder Parameter

Sheets now sort based on the custom Sheet Folder Parameter

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.

Share

23 Responses to Creating Project Browser Folders

  1. Thomas says:

    Thank you Paul

    Been trying to figure that out for a few hours.

    ……and you managed to do it in a few minutes.

    Your book is on order, just tell me where I can find it.

    Thank you so much.

  2. Andy Mowat says:

    Fantastic, nice clear explanation. I’ll be using it to set up user views so people can have their own ‘workbench’ of views to navigate the model. Cheers.

  3. Tom Denney says:

    The beautiful thing about this is if you already have a parameter set-up for your sheets to divide by discipline for a drawing index you can just reference that same parameter and skip having to spend time re-typing what is already entered on each sheet.

    Great little tutorial Paul, and I love your book. It never leaves my desk, not even for fellow worker to barrow, they have to look at at my desk!

  4. MB says:

    Paul, can you do the same thing for schedules?

  5. Shane says:

    Is it possible to create further subdivisions within views? For instance, I have a group of detail drawings (drafting views) that I want to keep under one heading “Project standards” and then I want to divide that further into categories like doors, windows, floors, equipment etc. Then some of those have several parts that I want to keep grouped on one drawing but I can edit individually. For instance under “doors” I have head and jamb details, and there are several of them, and I want to draw them separately but keep them together. Is all of this possible?

    • Shane says:

      * but without causing all of my other views to require the same organization or categorization.

      • Paul F. Aubin says:

        You can add more than one custom parameter. Then you can set up multiple hierarchical sorts. However, you cannot do this for only one group. So unfortunately if you add it to one, you add it to all. Sorry.

  6. JP says:

    This all was great, except toward the bottom you say:

    “In the “Browser Organization Properties” dialog, on the Folders tab, choose the new custom Sheet Folder property for the first Group by item.”

    I don’t have a “Folders” tab in the Browser Organization and Sorting dialog, only Filtering, and Grouping and Sorting.

    When I filter by the new entry, it displays ok with the correct sheets under its heading, but the other (previous sheets not in that category) are under a heading “???”.

    Seems like I’m missing something? Thanks for any help

    Revit Architecture 2014

    • Paul F. Aubin says:

      Hello:

      So you must be on Revit 2014. They changed this dialog in 2014. The Folders tab has become the “Grouping and Sorting” tab and it now has more sort criteria. Otherwise it should work the same as before.

  7. JP says:

    Ok, so I see at the bottom there you note that any unassigned sheets end up in the ??? folder… but I can only seem to get one custom folder to appear at a time (or one and the ??? folder).

    I’m trying to make a folder sort for A-Sized sheets, and D-sized sheets in the project. I can get either A, or D to show in the project browser, but not both. Seems like a filtering issue… but I can’t find that Folders tab you mention? I think that’s my missing piece.

    JP

    • Paul F. Aubin says:

      All of these group and sort criteria are just queries of your list of sheets. Do you have both an A and D size sheet in your project? If you just change back and forth, it will only show the current one. Make sure you have at least two sheets in the project, one set to A and one set to D. That should do the trick.

  8. Gene D says:

    Is there a way to create another level of organization within the newly created Folder, without the Project Browser showing the subfolder?

    For example, I’m trying to arrange “T”, “G” and “A” sheets all within the “Architecture” folder (which currently it arranges by alphabetical order). I’ve tried creating other parameters, but then those show up as folders and then my sheets in those folder:

    Architecture (Sheet Folder)
    0 (Sublevel)
    T101
    1 (Sublevel)
    G101
    G102
    2 (Sublevel)
    A101
    A102

    Is it possible to organize it so it looks more like:
    Architecture (Sheet Folder)
    T101
    G101
    G102
    A101
    A102

    Gene D

    • Paul F. Aubin says:

      Hi Gene:

      I’m afraid that there is no way to make the browser look the way you are asking. If you want it sorted non-alpha, you will have to be content with the extra sub-branches. However, you can hide this field in your sheet index. So your sheet index can look the way you like, just not the browser.

      Hope that helps.

  9. GOZDE says:

    I’d do nothing without your posts!

  10. GOZDE says:

    However,
    i come up with a very big problem for me today. i create a template file but i can’t load it when i want to create a new project. i simply do that new>project>i choose the template file>i tick create project part but it acts like i don’t choose anything, i can’t see anything from the template even it ask if it will be metric or imperial. So i think it’s a license problem, we’ve upgraded the version from 2012 to 2103.
    With another computer it works perfectly fine.
    We’ll contact with our IT specialist and Autodesk support team but i wonder do you have any idea what else could it be.
    Thank you very much for all your work.

    • Paul F. Aubin says:

      That is an odd sounding issue. If it works fine on another computer, then it is likely something wrong with the install. You should check to see if you can open and create other project (from a different template) on that machine. This would indicate an issue with the template, but since you can open it on another computer, I am not sure that is it. Unless you have copied the template to the other computer? Then maybe try copying it again.

  11. GOZDE says:

    It was an installation problem i understand. IT person did the setup but i guess he didn’t select some features. So i solve it now from the program menu, i update the installation by Add/Remove features. I checked UK, US imperial, US metric . It takes a time like 15 min. and it works now.
    So if i am not wrong the content is necessary for the program to recognize your template or anything about it.

Leave a Reply

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>

Recent Posts

Archives

Subscribe to

Subscribe