6. Configuring parameters

The same window is used for the whole project (Configure for the whole project…) and for a category (Configure…). In a category you start from the project parameters and change only what that category needs.

Project parameters

Left column: the parameters to fill#

ItemWhat it does
ListOne parameter per row, with a summary of where the value comes from. In a category: from project, changed here or only here.
Add parameterAdds a new parameter.
↑ ↓Change the order.
🗑In the project: removes the parameter. In a category: don't use here (the other categories still use it).
Not used here · ReuseOnly in a category: the project parameters you removed; Reuse puts them back.

Right: the selected parameter#

ItemWhat it does
Yellow bannerIn a category: Changed in this category or Parameter used only in this category. Restore from project discards the changes and goes back to the project version.
PARAMETERThe name of the parameter to fill: from the shared parameter file, from the parameters already in the project, or type a new name (BIMit creates it).
VALUE COMES FROMThe source of the value (below).
Type parameterChecked: one value shared by all elements of the same type. Unchecked: one value per element (instance).

The five value sources

SourceWhat it writesWhat you choose
Fixed textThe same text for all elements.TEXT.
Project informationA field from Manage → Project Information.FIELD: number, name, client, building, organization, address, status, author (the model's value is shown alongside).
Element propertyThe value of a property, as it is.PROPERTY: family name, type name, description, level, system, comments, mark, workset, phase… or Other parameter… and type the name of any parameter.
Code (rules, table, analysis)A code chosen from a list with rules, table and analysis.See below.
Combine parametersThe complete WBS code, joining the other parameters.See below.

The “Code” source#

Code panel

The code is decided in this order and the first one that answers wins: type overrides → rules → table → list and analysis → fallback value.

1 · Rules (AND / OR) — conditions you write.

ColumnMeaning
No.The rule number: rows with the same number form one rule.
CodeThe code the rule assigns (on the first row of the rule).
AND / ORHow the row combines with the previous one. AND takes precedence over OR, as in a sentence.
PropertyWhat to read on the element (category, family name, system classification…).
Operatorcontains, equals, starts with, ends with, does not contain, does not equal, is empty, is not empty.
ValueThe text to compare (case and accents don't matter).

Below the table BIMit restates each rule in plain language (Rule 1: if … → ANT): check there that it says what you mean. Add a row by typing in the last empty row; to remove one, click the small border on the left of the row and press Delete (this works in all the tables in this window).

Discipline rules

2 · Conversion table — model value → code.

ItemWhat it does
Value ofThe property to convert (for example Level). (no table) = not used.
Value in modelThe values found in the elements, with how many elements have that value (Elements).
CodeType the code for each value.
Suggest codesProposes a code for values without one (for levels: Ground floor → L00, L2 → L02, Roof → L99…). Check them.

Level table

3 · Code list and automatic analysis — the possible codes and how to recognize them.

ItemWhat it does
Match against listIf the value of this property equals a code or a description in the list, that code applies. (no) = don't match.
ParentThe code is chosen only among the rows of the parent code decided for the same element (for example the Element among those of the Discipline).
Analysis checkboxesThe element texts BIMit reads (family name, type name, description, comments, system…). It picks the code with the most keywords in common.
Import CSV…Loads codes from a .csv or .xlsx file with the columns code; description; keywords. Asks whether to replace or append.
Code tableCode, Parent (one or more, separated by /), Description, Keywords separated by commas (empty = the words of the description).

Result on model types — the outcome for each Family : Type.

ColumnMeaning
Family : Type, ElementsThe type and how many elements it has.
CodeThe decided code. Type one to override the type: it applies to all its elements and wins over everything else.
Decided byrule N, list / table, analysis: certain, analysis: uncertain, to review, fallback value, decided by you, no method answered…

The “Combine parameters” source#

Combine parameters

Check the parameters that make up the code and put them in order with ↑ ↓. The separator is shown above the list. There can be only one Combine parameters parameter.

Options#

OptionWhat it does
RequiredIf the value is missing the element stays incomplete (it is not written). Uncheck it for optional parameters.
Fallback valueThe code to use when nothing decides. The element goes to to review.

Window footer#

ItemWhat it does
ExampleThe code of a real element of the model, computed as you edit.
complete / to review / incompleteThe counts (in the project, on a sample of elements).
Most frequent problemIn red: what blocks the most elements.
CancelCloses without applying (asks for confirmation if you changed something).
ApplyApplies the changes to the configuration (then remember to Save). If there is an error it tells you; warnings can be accepted.

A category starts from the project parameters:

Configuring a category