Index Settings Dialog Box

For more information, see Project Indexes.

To access this dialog box, do one of the following:

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Choose Document > Project Indexes > Project Index Schemes command.

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Use the Project Index’s context menu in the Navigator Project Map structure.

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Select Project Indexes in the Navigator Project Map structure and click “Settings” at the bottom of the Navigator panel.

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Select an Index in the Navigator View Map structure and use its context menu.

Indexes Panel

The scrollable box on the left lists the available Indexes defined for you project. Select a name to edit its properties in the Criteria and Fields panels.

Create New: Click this button to create a new Index. Choose the type of items to list in the index: Views, Sheets (Layouts) or Drawings.

In the dialog box that opens, enter a name and an optional ID for the new Index.

Duplicate: Click this button to duplicate the selected Index before editing it. Choose a new name and ID number in the appearing dialog box.

Rename: Click this button to rename the Index selected on the left. In the dialog box that opens, enter a new name and an optional ID.

Delete: Click this button to delete the Index selected on the left.

Import: Click this button to import an Index created in the interactive schedule file format.

Export: Click this button to export an Index in the interactive schedule file format that you will be able to import into another project.

Index Criteria Panel

The scrollable box on top of this list displays the criteria and values defined for the type of index you are creating (views, sheets or drawings). Clicking an item in the list selects it and makes its fields available for modification.

Add: Click this button to add a new criterion.

Remove: Click this button to delete from the list the selected criterion. Inactive if there is no selected criterion.

Criteria column: Lists the criteria defined for the index. Click the Add button at the bottom to add a criterion. Select a criterion and click the Remove button at the bottom to delete it.

Basically, each criterion has a single condition, but you can add more conditions by clicking the + sign on the right edge of the selected row. In this case, no name appears in the Criteria column and this condition refers to the criterion above.

The next column includes the condition, that is, the relationship between the criterion and the value (is equal to, is larger than, is smaller than, etc.) depending on the type of the criterion. Choose a condition by clicking the arrow.

Value column: Shows the value assigned to the criterion. Depending on the type of the criterion, you can type a value manually, choose from a pop-up control or use a checkbox.

Index Fields Panel

Available Parameters: This box lists all the parameters that can be used as fields of the index. Click the + sign to reveal the entire list of available parameters, then select a parameter and click the Add button at the bottom to display it on the right.

Index Fields: This box lists the parameters added from the box on the left and that will be displayed as fields of the index. Parameters that cannot be edited in the index are shown in blue while editable ones are shown in black type. You can change the order of the fields by dragging them up and down with the double arrows on the left.

The long arrow pointing upwards or downwards on the right defines the sorting order according to the given field.

Add: Click this button to add the additional parameter selected in the box on the left as an index field appearing in the box on the right.

Remove: Click this button to delete the selected field from the box on the right.