Learn filtering tips and see some filtering examples - Intergraph Smart Construction - Hotfix 14 - Help - Hexagon

Filtering tips

• After you filter a model, you can save the applied filters for reuse. For more information, see Save a filter view.

• After you filter a model, you can snapshot an image of the filtered model and attach it to an IWP. For more information, see Take a snapshot.

• You can configure the color and look of every filter and filtered component. For more information, see Change how a 3D model or 2D drawing displays.

Subfiltering example

Goal:

A planner needs to determine which piping components have been placed in an IWP.

In order to view which piping components were added to an IWP, the planner first needs to apply the Piping Component discipline filter to the model. After applying the discipline filter to the model, the planner can then apply the package status filter, Components in an IWP.

After adding those two filters, the planner can configure the filters to show which piping components are already in an IWP by making the Components in an IWP filter a subfilter of Piping Component filter.

Work Process:

1. Click Models on the project home page.

2. Select a model in the Models browser window to open.

3. Add the Piping Component filter.

   

4. Add the Components in an IWP filter.

   

5. To configure the Components in an IWP filter as a subfilter of Piping Component, click Enable Subfiltering on the Components in an IWP filter to make it a subfilter of the Piping Component filter.

   

The final result is a model with the piping components that are already in an IWP highlighted.

Excluding a filter from a subfiltering set example

Goal:

A planner needs to add piping components to an installation IWP; to correctly package the piping components, the planner wants to view structural components for reference.

To view piping components in the model, the planner filters the model using the Piping Components discipline filter. The planner then adds the discipline filter Structure. The planner needs to view and reference structural components because structure provides the hangers and supports for the installed pipes in order to accurately package piping components. The IWP status filter Components Need Planning (Installation) is also added for the planner to know which components need to be planned.

After adding all of the filters that the planner wants to see, the filters can be configured to view more specific information. The planner wants to view which piping components need to be planned, so the Components Need Planning (Installation) filter is made into a subfilter of the Piping Components filter. The planner wants to view structural components, strictly as a reference point. In order to view structural components for reference, the planner must exclude the structural components from the subfiltering set in order for them to become non-selectable components in the model.

Work Process:

1. Click Models on the project home page.

2. Select a model in the Models browser window to open.

3. Add the Piping Component filter.

   

4. Add the Structure filter.

   

5. Add the Components Need Planning (Installation) filter.

   

6. Configure the filters to view Components Need Planning (Installation) filter as a subfilter of Piping Component and make Structure a reference point in the model.

   1. Click Enable Subfiltering on the Components Need Planning (Installation) filter to make it a subfilter of the Piping Component filter.

      

   2. Click Filter Options next to the Structure filter and select Exclude from subfilter.

      

The final result is a model that highlights the piping components that need to be installed and references the structural components.

Use an empty IWP as a filter example

Goal:

A planner wants to filter a model using empty IWPs that are going to be planned. The planner wants to add empty IWPs to the Applied Filter group, so that they display in the model once components are added to the IWP.

The planner can create IWPs that are empty, then drag the IWPs from the Work Packages browser onto the model. When the IWP is populated with components, the IWP highlights in the model as a filter.

Work Process:

1. Create an IWP. For more information, see Create a new IWP.

2. Click Models on the project home page.

3. Select a model in the Models browser window to open.

4. Expand the Work Packages browser on the model.

5. Find your empty IWP and drag it to the model.

   

   The IWP displays in the Applied Filter group. You can edit the color and shading of the empty IWP filter.

6. Add components to the IWP. For more information, see Add, view, or remove components in an IWP. After you add components to the IWP, the empty package displays on the model as a filtered IWP.

   

The final result is that you can add an empty IWP that does not contain any components as a filter to the model at any time. As components are added to the IWP, the IWP filters the model. For more information, see Filter a model by dragging an IWP onto a model.

Advanced filtering example

Goal:

A planner wants to put piping components that have not been packaged into a previously created, empty IWP. In the model, the planner wants to see which piping components need planning and which components need to be packaged in order to plan the correct piping components. The planner also wants to refer to equipment and structural components in the model in order to accurately package piping components.

Before starting work in the model, the planner creates an IWP, but does not add any components to the package. The planner opens the model and adds the Discipline filters for Piping Components, Structure, and Equipment. The planner finds the empty IWP created and drags it from the Work Packages browser to the model. The planner then adds the Package Status filters for Components Need Planning (Installation) and Components Not in an IWP to the Applied Filters group.

After adding all of the filters, the planner can configure the filters to view specific data, piping components that need to be planned and packaged. The planner first creates a subfiltering set by enabling the discipline filters to be subfilters of Components Need Planning (Installation) and Components Not in an IWP. The planner then excludes the Equipment and Structure filters and the IWP filters from the subfiltering set because he or she only wants to view piping components that need to be planned and packaged; the excluded filters become reference points in the model.

The planner can then see and add piping components that need to be planned or are partially in the model, and the planner can drag components from the model to the previously created IWP, which then highlights in the model.

Work Process:

1. Create an IWP. For more information, see Create a new IWP.

2. Click Models on the project home page.

3. Select a model in the Models browser window to open.

4. Add the Piping Component filter.

   

5. Add the Structure filter.

   

6. Add the Equipment filter.

   

7. Expand the Work Packages browser on the model.

8. Find the empty IWP.

9. Select your IWP and drag it to the model.

   

10. Add the Components Need Planning (Installation) filter.

    

11. Add the Components Not in an IWP filter.

    

12. Configure the filters to view Components Need Planning (Installation) and Components Not in an IWP filters as a subfilter set of the Piping Component filter.

    1. Click Enable Subfiltering on the Components Need Planning (Installation) filter to make it a subfilter of the Piping Component filter.

       

    2. Verify that subfiltering was also enabled for the Components Not in an IWP filter.

13. Make the Structure, Equipment, and IWP reference points in the model.

    1. Click Filter Options next to the Structure filter, and select Exclude from subfilter.

    2. Click Filter Options next to the Equipment filter, and select Exclude from subfilter.

    3. Click Filter Options next to the IWP filter, and select Exclude from subfilter.

       

14. Add components to the previously created IWP. For more information, see Add, view, or remove components in an IWP. After you add components to the IWP, the empty package displays on the model as a filtered IWP.

The final result is a model highlighted with several filters: a subfiltering set that highlights piping components that are partially planned and need planning, and reference filters for structural, equipment, and components in the created IWP.