Panels

The Assignments panel displays the records, drawings, and specifications with open assignments that are assigned to project contacts. Each item is displayed only once, even if it has multiple assignments, and shows the earliest due date.

The location of the panel determines which assigned items are displayed:

• Project dashboard: All unlocked items with open assignments in the project.
• Drawings and Specifications view: Only unlocked drawing sets with open assignments, including those for unpublished drawings, as well as unlocked specification sets and published spec sections.
• Budget and Cost Management page: Only unlocked records with open assignments in this module. This includes unapproved budget items and PCO items that haven't been added to other records yet.
• Document Control page: Only unlocked records with open assignments in this module.
• Field Management page: Only unlocked records with open assignments in this module.

When you open an item from the Assignments panel and update the assignment, the panel is updated only for the item that's opened directly from the panel.

Example

1. From the Assignments panel, you open Item A and update the assignment.
2. From Item A, you open Item B and update the assignment.
3. When you close the items, the Assignments panel is only updated for Item A.

The Columns panel is available in various list views. You can select the columns that are displayed and in what order.

The Create panel is available for collaborative records. You can create records and add assignments, courtesy copies, and comments to them without leaving the selected view.

• If the right-side panel is open when you click the button, the Create panel opens.
• If the right-side panel is closed when you click the button, an empty draft record opens in the full form.

In the Information panel, you can view or edit the details of a record, drawing, or file. The Information panel also appears for various portfolio and project settings.

For collaborative records, you can add assignments, courtesy copies, and comments in the panel without leaving the selected view.

• If the right-side panel is open when you select a record, the record details appear in the Information panel.
• If the right-side panel is closed when you select a record, the full record opens.

You can also edit collaborative records in the Batch Edit panel.

Tip

Changes are saved automatically in the Information panel when you:

• Close the panel or select a different panel.
• Select another tile or row in the data view.
• Navigate away from the current data view.

If you click aspect_ratio (Expand) before saving the changes, they're displayed in the record but aren't saved yet.

The Layers panel, where you can filter annotations, is available when you open a published drawing, a specification set, or published spec section.

In the Links panel, you can view and add linked items for a record or drawing. The Links panel only displays items that you have access to.

The linked items are organized on the following tabs:

• Files: Linked files (excluding drawings and model views).
• Records: Linked records and specification sets.
• Designs: Linked drawings, spec sections, and Trimble Connect model views.
• Web: Hyperlinks (URLs).

One-way and two-way links

Depending on the item, the link is one-way (only appears in the originating item) or two-way (appears in the originating item and the linked item).

Originating item	Linked item	Link type
Drawing or record	File	One-way
Drawing or record	Trimble Connect model view	One-way
Drawing or record	Web link	One-way
Drawing	Drawing	One-way
Drawing *	Record	Two-way
Drawing	Specification set	Two-way
Drawing	Spec section	One-way
Record	Drawing - current version	Two-way
Record *	Drawing - specific revision	Two-way
Record	Record	Two-way
Record	Specification set	Two-way
Record	Spec section	Two-way
Specification set	Drawing - current version	Two-way
Specification set *	Drawing - specific revision	Two-way
Specification set	Record	Two-way
Spec section	Drawing - current version	One-way
Spec section *	Drawing - specific version	One-way
Spec section	Record	Two-way
Spec section	Spec section	One-way

* If a new drawing revision is published, the new revision displays the link to the record. However, the record doesn't display a link to the new revision.

Tip

Linked files can be included in email notifications and reports for records.

Linked drawings can be included in email notifications for records.

If you clear this checkbox, linked files and drawings aren't included in the body of the email notification but can be included in reports that are attached to the notification.

In the Search panel, you can filter the items in the current view. The filters remain applied (but the search results aren't refreshed) if you:

• Close the Search panel.
• Open an item from the results and then return to the view.

When you go to a different view, the filters aren't retained.

To set the search filters

1. To open the Search panel, click (Search) on the navigation toolbar.
2. In the Search field, enter the search terms.

In the list view, the search terms are highlighted in the matching items.

3. Set the other search filters, which vary depending on the view.
• To filter the results by a category, turn on the category toggle.
• To set a date range, click (Calendar), and select the dates.
Tip

To add the current date in a date field, click the field, and then press Ctrl+D.

• To filter the results by linked spec sections, click the Linked Specifications field, and then select one or more spec sections.
Example



Linked Specifications field in the Search panel

• To filter the results by a field, select the field in the By section. You can select multiple fields.

All the options in the available items are displayed.

To clear the search filters

• In the Search panel, click Reset Search.

In the Sharing panel, you can view and modify who has access to a record or to a drawing set. You can also select a different author in the Author section of the panel.