Master Presets Overview

Create a master preset to capture and save the context or state of your project through a filtered lens or camera angle. Navigate between master presets to help you effectively manage your model and share your perspective with other users.

Master presets are created on a project level. After master presets are created, anyone can use or edit them.

Master Preset Editor

From an open model(s), navigate to the view that you want to save as a master preset. When ready to capture that viewpoint, navigate to View and select Master Presets. Then, select Add and select your preset preferences.

  • Model Visibility shows models that are visible and in-view

Once selected, Model Visibility will not show any new model streams that may be added to the project. To set or adjust model visibility settings, open the Object panel or right click menu to view the show/hide and selection options.

  • Selected Objects shows any objects you have selected on the model

  • Style Set shows any styles already assigned to the visible objects of your model

  • Object Visibility saves the objects’ states so that any objects already hidden remain hidden

  • Workspace saves the user interface configuration, their location, and current screen resolution

Selecting Workspace may cause undesirable results for users with different screen resolutions and configurations. Avoid selecting the Workspace when working in a shared preset.

When a custom Workspace is necessary, create and label a folder in your master preset panel where you can save that preset. Add your Workspace selection (and parameters, if possible) to the master preset description.

  • Camera saves the current camera settings (i.e. the camera’s position in space, direction, and depth of view)
  • Archive saves any open documents in the Archive Library

Using Archive, you can bookmark pages within a document so that users open to a specific page while viewing the project from your master preset.

  • Sectioning shows any planes or sections of your model(s) that are visible

  • Measurements shows selected measurements graphically or visually

  • Camera Transition Time, with the Camera option selected, allows you to adjust the speed of the camera’s transition time. The default Camera Transition Time is 1,000 milliseconds

If Camera is not selected, you cannot adjust the Camera Transition Time.

Reset Workspace

If a master preset has messed up your workspace, you can reset your workspace by going to the Settings and selecting Reset Workspace.

Right Click Menu Features

Quickly access additional master preset options by right clicking within the Master Preset panel.

  • Edit and Update Selected … opens the Master Preset Editor so you can quickly make and save changes to a preset for the selected assets

  • Update Select w/ Current Values updates a Master Preset with the current model view configuration without opening the Master Preset Editor

  • Set as Project Default will make the selected master preset the default view (of the project you have open) anytime you load that project

  • Copy URL to Clipboard copies the master preset of your project to share with other collaborators

  • Delete Selected deletes any selected master preset(s)

  • Add Group … allows you to add a group from the right click menu

  • Rename Group … allows you to rename a group from the right click menu

  • Delete Group deletes any selected group(s)

  • Expand All shows all folders in the master preset panel

  • Collapse All collapses all folders in the master preset panel

  • Export as Viewpoints allows you to create an XML file that you can import into Navisworks. In other words, you can share your viewpoint (including any presets you have, the order of those presets, and your spatial view of the model) with others through Navisworks