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Click File > Define Workspace Command (CTRL+W) to display the Define Workspace Dialog.
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Select the model in which to work from the Model box. If you select a Change Management model, the dialog displays a notification that you must set an active As-Built project before doing any modeling.
A Change Management model enables you to use the SDx integration commands, such as
assigning As-Built projects to Smart 3D or synchronizing Smart Interop Object data between Smart 3D and SDx. See the Smart 3D Project As-Built with HxGN SDx Help.
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Do one of the following:
Select an existing filter that meets your search criteria from the list in the Filter box.
Click More option in the Filter box to view and select a filter from the other available filters.
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Select a role from the list in the Role box.
Roles and their included object classes and subclasses are defined in the OptimizationForRole.xml
file in the [Reference Data Folder]\SharedContent\XML folder. If the file is missing, the Define Workspace Dialog does not display the Role box. Your administrator can customize OptimizationForRole.xml. See Define roles.
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Click OK.
The workspace refreshes with the new filter definition objects. Any objects in the current select set are removed if they are no longer part of the workspace. Any objects remaining in the select set are in modify mode.
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The Filter box displays up to the last ten filters selected for the selected model. If the filter you want is not on this list, you can select the More option to display all the available filters. If you are the first person to define a workspace for this task, then no previous filters are listed in the Filter box. In this case, click the More option and select a filter in the tree view, or click the Create New Filter option to create a new one. See Create a new filter.
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When you save a session, the software saves the workspace definition.
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If you do not set the active project after defining the workspace for a Change Management model, the software displays a message when you switch between user environments. See Tasks Menu.