In this lesson, you will learn how to manage individual elements within a position with higher quantity. You will activate the element management in the project environment, add, edit and delete elements, and define description and location in the object. The chapter explains how to link elements to production phases and attach documents. These skills enable efficient organisation and tracking of elements within the project.

Display element management in the project environment

  • On the "View" tab, enable the "Element management" option to display the element management in the right sidebar of the project environment:
  • Double-click one of the elements to open the element management.

Open element management

  • Double-click a project in the project centre to open the project environment.
  • Select a position that contains more than one element.
  • On the "Start" tab, click "Element management":
  • The element management will open:

Add new element

  • On the "Start" tab, click "New" and select "Element":
  • In the following window, enter the number of elements, a description and the location in the building:
  • Click "OK" to add the elements.

Add description to the element

  • Select an element.
  • On the "Start" tab, click "Description":
  • In the following window, enter a description for the element and click "OK":

Enter the location of the element in the building

  • Select an element.
  • On the "Start" tab, click "Location in building":
  • In the following window, enter the location in the building:

Element description and location in the building on printouts

The description and the location in the building are displayed on different printouts (e.g. survey drawing):

Delete element

  • Select an element.
  • On the "Start" tab, click "Delete" to delete single elements and reduce the quantity:

Assign elements to fabrication phases

  • In the project environment or in the element management, on the "Start" tab, click "Fabrication phase assignment":
  • In the following window, select the fabrication phases to which you want to assign the elements:
  • In the following window, select a display filter in the title bar.
  • In the element list, select the fabrication phase to which the element will be assigned:
  • Click "OK" to assign the elements to the fabrication phases.

Attach documents

You can attach documents to each element.

  • Select an element.
  • In the right sidebar, right-click the word "Document":
  • Select "Import" from the context menu to upload a document to the element.
  • Select "Create link" from the context menu to create a link in the element management to a document on your hard drive.