Add Multiple UniFormat Elements

As an administrator or author, quickly add multiple project elements, such as assemblies, families, and product types, to set up the general content outline of your project specifications.

To add multiple UniFormat elements to the active project:

  1. Open a project in the project workspace.
  2. In the project workspace, in the Categories pane, select a project category.
  3. In the Project Elements pane, filter the list of UniFormat elements to use UniFormat for your project.
    You can also search for an element.
  4. Select unadded project elements.
    Perform the following for each element that you want to select:
    1. Locate the assembly, family, or product type.
    2. To select only the project element, click > Select for Quick Add in the element node.

      You can also hold SHIFT and click the element.

    3. To select the project element all its child elements, click > Select All for Quick Add in the element node.
      You can also hold CTRL and click the element.
    4. To clear an element selection, click > Remove from Quick Add in the element node.
      You can also hold SHIFT and click the selected element.
    The selected project elements include a plus icon ().

  5. On the quick add toolbar, click Add Selected Items to Project.