The tools on the selection tab are used to group, interrogate, select and highlight objects.


Object Appearances

Objects in Insight have three basic appearances:


The status bar at the bottom of Insight indicates the number of components selected, highlighted, and loaded:


Right Click on the Status bar to turn indicators on/off


Highlight Menu Group

Highlight

The Highlight tool is used to pick out objects based on predefined groupings or categories. These can then be isolated or added to the current selection and worked within other tools.



On the Highlighter tree check the one of more categories to highlight:

e.g. all objects with a name 'DN 15' on the Plumbing > Valve Schedule.

Click Apply

 

The selected object on this schedule will be highlighted. If Load on Demand is enabled, the relevant models will be loaded (Refer to Settings for how to change the default Highlight colour).


Note: The Highlight option will force items in a CBXS streaming file to remain visible and drawn on the screen DISREGARDING and View Navigation Settings. 

In this way you can check the contents of your CBXS files even though items may not have been streamed into view yet.


Additional tools can be used in conjunciton with the highlighter to help locate the highlighted objects, isolate them, and make them into the current selection.
Grey / Transparent: This option is available on the visual options side bar, and forces all items except those currently highlighted or selected to be grey and/or transparent.

Isolate highlighted objects: Checking Isolate highlighted objects will hide all components except those highlighted.

Make highlighted objects selected: Checking Make highlighted objects selected will add all the highlighted objects into the current selection. The selection can then be used for other tasks (i.e. added to a Responsibility Code or have a site form raised on it):

Visible

The Visible tree is used to control which objects are currently displayed, as items checked on the it are the only objects displayed in Insight. This allows a group of objects of interest to be isolated, and tasks carried out on the refined group.

On the Visible tree check the one of more categories to isolate:

e.g. all objects Door and Wall schedules

Click Apply

The selected objects will be isolated. If Load on Demand is enabled, the relevant models will be loaded.


Note: The VISIBLE option will force items in a CBXS streaming file to remain visible and drawn on the screen DISREGARDING and View Navigation Settings. 

In this way you can check the contents of your CBXS files even though items may not have been streamed into view yet.


This refined set of components can then be used in conjunction with other tools e.g. for the highlighter tree to highlight all doors, and grey and transparent to make them visible within the walls:

System

Enables objects to be coloured based on the System column in the BIMXtra Schedules

Basket

The Basket tool is used to take one or more object/s from BIMXtra and highlight them in Insight:

In BIMXtra, click Add to Basket.

Please note: This option is available throughout BIMXtra, including on the Object Data window, Design Schedules, in Work Packaging, and on Responsibility codes.

In Insight, with the corresponding project loaded, click Basket. If Load on Demand is enabled, the relevant models will be loaded.


The object will be highlighted and zoomed to.


As the baskets contents is cumulative, click Clear the Basket in BIMXtra to reset the basket and allow an alternative selection to be made.


Colour Sets Group

Selection Sets

The selection set tool is used to create and save custom groups of components that can then be selected and highlighted at a later date. This tool functions with load on demand, making it an easy way to also load a set of models.

Highlight a selection set:

Check the box next to the desired selection set:

The objects will be highlighted (if Load on Demand is enabled, all related models will also be loaded):

Selecting individual items in the selection set selects them within the view:
 
By default only the current user's selection sets are displayed. To view all selection sets, uncheck Show my Selection Set only:


Create a new selection set:

Click to create a new selection set:

Enter a name for the new selection set:

The selection set will be added to the list:

If a new selection set is created whilst objects are selected, the currently selected objects are automatically added to the selection set.

Managing selection sets:

Selection sets are managed on the right click context menu. Right clicking on the selection set name: 

Add current selected items - All objects in the current selection are added to the selection set.
Remove current selected items - All objects in the current selection will be removed from the selection set.
Select selection set items - Makes the items in the selection set into the current selection.
Zoom to this selection set - Focuses and zooms to the objects in the selection set.
Rename this selection set - Allows the selection set name to be edited.
Delete selection set - Removes the selection set from the project. 


Right clicking on the selection set object:

Remove this item - Removes the selected item from the selection set. 
Zoom to this item - Focuses and zooms to the selected object.

Searching selection sets

The selection set list can be searched on the selection set name by entering key words into the search field:

Synchronising selection sets

Changes to selection sets are stored locally until synchronised with BIMXtra. Unsynchronised changes are indicated by (star) on the selection set name. 
 
To synchronise a selection set click Synchronise on the selection set panel:
 
When prompted, click Yes:
 
The selection set will now be saved & stored on BIMXtra:

 

Responsibility Codes

The Responsibility Codes (RC) panel replicates the RC structure from BIMXtra and allows objects to be allocated to packages depending on the current selection. For details of RC Code and Package configuration refer to Responsibility codes.

Highlighting Responsibility Codes

The objects in an RC are displayed in the same hierarchy as within BIMXtra:
Responsibility Code >
Package >
Schedule >
Object >
Objects within an RC can be highlighted by checking the box next to the RC.
Check the box next to the RC, package, or object you wish to highlight:

The object will be highlighted within the model. If Load on Demand is enabled, the relevant models will also be loaded.

Adding object to Responsibility Codes

Select object/s that are to be added to the selection set.
Right click on the package that the object/s are to be moved too.
Select Add current selected items:

The change will be shown on the change log at the bottom of the RC panel:

Note; Only objects that are mapped into BIMXtra and meet the criteria of the RC settings (using Revisioned Information or not) can be added to the package. The top bar of the RC panel indicates if the project is using revisioned or non-revisioned data for RC.

Removing object from Responsibility Codes

You can remove objects from RCs by either selecting the object in the model or selecting the object in the RC tree. When an object is removed from a package, it is relocated into 9999 Unallocated. 

Selecting the object in the model:
Select the object that is to be removed from an RC package. Right click on a package name and click Remove current selected items:

The component will be removed from the package (and reallocated back to 9999 - Unallocated). 

Selecting the object in the RC Tree:
Right click on the object in the RC package.
Select Remove this item:

The component will be removed from the package (and reallocated back to 9999 - Unallocated).

Synchronisation:

Changes to Responsibility Codes are stored locally until synchronised with BIMXtra.
Syncing changes:
Click Synchronise on the Responsibility Code panel:


When prompted, click Yes:

The changes to RC will now be saved and visible on BIMXtra:

Discarding changes:
Click Discard on the Responsibility Code panel: 

When prompted, click Yes:
 
The latest RC data will be downloaded from BIMXtra, overwriting any local changes:

Status Checker

The status checker gives the ability for objects to be identified and reviewed given a number of status according to different areas of the system.

The Project and Settings Tabs are always available with the remaining tabs linked to User Access Permissions.

Status Selection

Select the check box next to the desired status:

All objects meeting the criteria will be highlighted in the Status colour e.g. all objects that have been revised on the design schedules are highlighted in green.

Objects will also be highlighted in the Map Navigator.

Multiple statuses can be selected together to highlight components that meet both criteria e.g. all objects that have been revised on the design schedules and are linked to a programme. 
Isolate highlighted objects hides all items that are not currently highlighted by the status checker:

Make highlighted objects selected turns all objects highlighted by the status checker into the current selection:

Reset all to Defaults unchecks all selected status on the status checker:

Settings Tab

The default highlight colours for the Status Checker are Red/Amber/Green 

These can be changed on the Settings panel, where any colour can be seet for the Status's


Select a new colour and click OK:

 

Default colours can be restored by clicking Reset to Defaults:


Object Data Group

Select Object to View Data

The Object Data panel displays all the BIMXtra data for an object that the user has role access to.  Refer to User Access Permissions for role details.

With object selected either:


Object Data Tab

Note:  You will require the following Project Synchronisation Settings to work with Object Data:

  • Schedule Data

The Object Data panel shows all information of a object grouped into Tabs with access to those tabs controlled by User Access Permissions

On the Object Data Tab the Property Information  is also grouped into numbered Categories, also controlled by User Access Permissions

Downloading Object Data

According to your Project Synchronisation Settings, Schedule data will be downloaded locally.  On larger projects this may take a little time, and you could be navigating loaded models before the data is fully synchronised.

Therefore a message is displayed at the bottom of the Object Data window if it's still being downloaded and can't be displayed.

You can also see the status of Schedule and document downloads in the bottom Insight status bar.

Searching Object Data

Use the Search Box at the top of the Object Data panel to filter and search for property values.

If the search bar is not shown, right click on the window and  select Show toolbar

Property Categorisation

The Object Data can be shown Categorised or not.  Right click > Sort to change this setting.

Right click on the Object Data panel, and select Sort.

Forms Tab

Note:  You will require the following Project Synchronisation Settings to work with Forms:

  • Comms & Forms Data - To work with individual Comms and Forms
  • Form Documents & Photos - To work with form attached docs

The forms tab lists all the Forms associated to the object. These forms can be opened and viewed/edited by double clicking on the item in the list.

 

The pin colour signifies the status of the form:
 Green: Form is complete/closed
 Amber: Form is currently open and not overdue (within its target date)
 Red: Form is currently open overdue (beyond its target date)


The forms title is configurable by the form designer but is often made up of:
#Form Number; Time & Date Raised; Subject

Note: When viewing forms attached to room objects via the Forms tab, form instances are listed without the Schema name until forms are synchronised and the object data window is reopened. 

Comms Tab

Note:  You will require the following Project Synchronisation Settings to work with Forms:

  • Comms & Forms Data - To work with individual Comms and Forms


The Comms tab lists all the Comms associated to the object. These forms can be opened and viewed/edited by double clicking on the item in the list.

Drawings Tab

The Drawings tab lists all the drawings that the object appears on that have been uploaded to the BIMXtra drawing manager or FieldBIM floor plans. These can be opened and viewed by double clicking on the item in the list.

The drawing title is made up of:
Drawing Number – Drawing Name

FourD Tab

The FourD tab lists all the programme tasks the object appears in. Projects with multiple programmes, or objects with multiple phases will show all the available connected FourD tasks here.

The FourD task titles are made up of Programme Name: WBS Code

To view the programme task, double click the task:
 
The Intrasequencing panel will load, with the relevant task selected item highlighted on the component tab:


RC Codes Tab

The RC tab displays the active Responsibility Codes on the project, and indicates the objects status within the code.

 Green: The RC is active and the object is in a package in this code.

 Amber: The RC is active but the object has not been assigned a package in this code (and therefore remains in 9999 – Unallocated).

 Red: The RC is active, but the object is not available in Responsibility Codes (when RC is using revisioned data but the object has not been revised).

The names are displayed 'RC Name – Package Name'. 
Please note: only active responsibility codes are listed.

Documents Tab

Note: You require the O&M Schedule > View role in order to access Object Documents,

You also require the following Project Synchronisation Settings to work with Object Documents:

  • O&M Docs
    • Selected - Object Docs are downloaded on project connection and saved locally.  On large projects this can take some time, and can use up a lot of local disk space.  Therefore this is not the recommended setting.
    • Unselected - Object Docs are downloaded on demand when those objects are selected.  A local copy of the files are stored but there is no synchronisation time required on project connection to access those documents.  This is the recommended setting for most use cases.

The Documents tab lists the latest version of documents assigned to the object.

Right Click lick on a document to open or view it:

Images Tab

Shows all preview of any images loaded into forms that are attached to the objects.

The form description each image is loaded in is shown at the bottom of the image


Search

Search allows objects to be selected and focused on based on three options:

 

Object Handle:

Enter an object's handle in the Handle field:

Click Search:

The object will be selected and the camera will zoom to the object.

Form ID:

Select the required Form Type from the forms dropdown list:

Enter the required Form ID for the form:

Click Search:

Any object/s associated to the form will be selected and zoomed to.

Room Name:

Select the required room from the Rooms drop down list:

Click Search:

The room will be selected and the camera will zoom to the centre of the space.

Selected Items

When selected and working with multiple objects, the Selected Items list is used to:

Select one or more object/s: Click Selected Items and the Selected Objects panel will load:

Please note: The objects listed on the table are live, the table will reflect the currently selected objects as the selection changes.


Click Copy to Clipboard to copy the data from the table for use outside of Insight.