Contents of the Office Master Dashboard

Use the contents of this dashboard to open work items for your office master families or publish them to the element library and to all your firm's projects.

Navigate to the following contents:

General Options

The following options are available:

Option Description
Publish All Click this button to publish the selected work items for imported or modified office master families and make these versions available in all your firm's projects.
Clear or Clear All Click this button to delete the selected pending work items or unpublished imported office master families.

Office Master Elements List

In the office master elements list, the following details are available for each imported or modified office master family:

Column Description
Element Name This displays the office master family in the following format:

<Element number> <Name of the family element>

Family

For a given family, you can perform the following actions on the element name:
  • Click to show the available office master versions of the family with work items.
  • Click to hide these versions.
  • Click the element name to open the family's latest work item (for an office master version) in the office master workspace and work on its contents.
  • Click a version to open the office master version of the family in the office master workspace and work on its contents.

To search for an office master family, enter the family's element name or number in the Search field on the header of this column.

Select Select this checkbox to select the family for the available actions on this dashboard.

To select all office master families, select the checkbox on the header of this column.

State This displays the state in terms of work progress for the office master family.
To filter elements by state, select a state in the filter field for this column. The following states are available:
  • New
  • Active
  • Review Needed
  • In Review
  • Needs Coordination
  • Complete
Type This indicates the element type.
To filter the elements by type, select a type in the filter field for this column. The following type is available:
  • Family
Assigned To This displays the member of the office master access group who is responsible for office master family.

To filter elements by assigned user, enter a user in the filter field for this column.

Date Modified This indicates when any user last modified the office master family or any of its versions. Modification includes importing, setting associations, and publishing.

To filter families by last modification date, enter a date in the filter field for this column in this format: mm/dd/yyyy.

Status This indicates whether the family is still in Draft or has already been Published.

To filter the elements by status, select a status in the filter field for this column.

Clear Filters Click this option to clear all entries in all filter fields.
Submenu Click this button to view the following option:
  • Publish: In the row of a family, click this option to publish all versions of the office master family with work items to the element library and to all your firm's projects.

    In the row of a version, click this option to publish the version of the office master family to the element library and to all your firm's projects.