Customization

This section describes the commands available to customize the software. A wide variety of customization options are included to allow you to match the drawings that are created to your existing company standards.

General Customization Commands

Most of the customization sections include four commands:

•  Edit Project List
•  Edit Master List or Edit Standards List
•  Copy Project List to Master or Copy Project List to Standards
•  Copy Master List to Project or Copy Standards List to Project

The command name and how it functions varies slightly depending upon whether the default settings are stored in the master database or a standards database.

This section describes these general commands and how they work for the customization commands.

Edit Project List

The Edit Project List command is the first command listed in each customization section. It is used to modify the customization settings in the current project database. It allows you to make changes to a specific project without affecting other projects.

Edit Master List

The Edit Master List command is one of the commands that may be listed second in each customization section. It is used to modify the customization settings in the master database. These settings will be used when you start a new project. Changes here do not affect any projects already created.

Edit Standards List

The Edit Standards List command is one of the commands that may be listed second in each customization section. It is used to modify the customization settings in a standards database. These settings can be used when you start a new project. Changes here do not affect any projects already created.

If only one standards database exists, the command will immediately start editing that database using the appropriate dialog box.

If more than one standards database exists, you will be prompted to select the standards database to edit. After you select the standards database to edit, the appropriate dialog box will appear with the settings from that standards database displayed.

Copy Project List to Master

The Copy Project List to Master command will copy the settings from the project database to the master database. Often, it is simplest to start your first project and customize it as you go. When you are finished, you can use this command to copy the settings for use with future projects.

tip

If you are using the Customization ribbon, all of the Copy Project List to Master commands can be accessed by expanding the bottom of the Project Customization panel.

If you are using the pulldown menu, this command is located with the other List commands for the customization section.

The Copy Project to Master dialog box will appear.

To copy the settings, type MASTER and press the button. This step helps prevent you from accidentally overwriting the settings in your master database.

Copy Project List to Standards

The Copy Project List to Standards command will copy the settings from the project database to a standards database. Often, it is simplest to start your first project and customize it as you go. When you are finished, you can use this command to copy the settings for use with future projects.

tip

If you are using the Customization ribbon, all of the Copy Project List to Standards commands can be accessed by expanding the bottom of the Project Customization panel.

If you are using the pulldown menu, this command is located with the other List commands for the customization section.

If only one standards database exists, the settings will be copied to that standards database. The Copy Project to Standards dialog box will appear immediately.

If more than one standards database exists, you will be prompted to select a standards database to which the settings will be copied. After you make your selection, the Copy Project to Standards dialog box will appear.

To copy the settings, type STANDARD and press the button. This step helps prevent you from accidentally overwriting the settings in your standards database.

Copy Master List to Project

The Copy Master List to Project command will copy the settings from the master database to the project database. You can use this to update projects you have already started with new settings you have set in your master database.

tip

If you are using the Customization ribbon, all of the Copy Master List to Project commands can be accessed by expanding the bottom of the Master & Standards Customization panel.

If you are using the pulldown menu, this command is located with the other List commands for the customization section.

Copy Standards List to Project

The Copy Standards List to Project command will copy the settings from a standards database to the project database. You can use this to update projects you have already started with new settings you have set in your standards database.

tip

If you are using the Customization ribbon, all of the Copy Standards List to Project commands can be accessed by expanding the bottom of the Master & Standards Customization panel.

If you are using the pulldown menu, this command is located with the other List commands for the customization section.

If only one standards database exists, the settings will be copied from that standards database.

If more than one standards database exists, you will be prompted to select the standards database from which the settings will be copied.

📄️ User Options

To update your user settings, go to

📄️ Options

The Options commands allow you to customize a variety of settings that affect the calculations in your project and appearance of your drawings.

📄️ Open Block from Drawing

The Open Block from Drawing command is used to select a block on the drawing and open it in your CAD program. This command is useful when making changes to your customization. To make a change to a block that appears on your drawing, you can select it using this command.

📄️ Redefine Block in this Drawing

The Redefine Block in this Drawing command is used to update a block definition on a drawing after changes have been made to the drawing the block is based upon.

📄️ Diffuser Blocks

The Diffuser Blocks commands allow you to customize the list of blocks available to be used for diffusers in the project and master schedules.

📄️ Layers

The Layers command is used to customize the layers used when inserting items on the drawing.

📄️ Update Drawing Layers to Match Project List

The Update Drawing Layers to Match Project List command is used to update the layer definitions on the drawing. Once a layer is created on a drawing, it is not modified. Changes you make to the color, lineweight, or other attributes are not overwritten. This command is the only way to modify layers that already exist.

🗃️ Labels and Schedules

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📄️ Text Styles

The Text Styles commands allow you to customize the text heights and fonts used for labels and schedules.

📄️ Recreate Missing Customization

To recreate customization that is missing in the project or standards database, go to

📄️ Update Laptop Customization

The Update Laptop Customization command is used to update the local customization on a laptop to match the customization stored on the network. The local customization is automatically updated once a day when you open your CAD program. This command is used to manually update the local customization. It is only necessary to use this command if the customization on your network has changed during the day.

📄️ Manage Standards Databases

The Manage Standards Databases command is used to create, modify, and delete standards databases. Each standards database has its own set of customization settings. Multiple standards databases are used when more than one set of standards is used in a company.