You can explore the Project Settings in the Control Panel to configure the global settings for projects. These settings are machine-specific for each user.
To access the Project Settings, click the following icon.
This will open the following form with the settings.
General
The following is the form for General settings.
Auto Save
The following are the Auto Save settings.
Setting | Description |
Automatically save projects | Change this if you want our projects to auto-save.
Default = No. |
Auto save interval | When using the automatic save feature, set the time gap here. |
Update Catalog
The following are the Update Catalog settings.
Setting | Description |
Update catalog when project item editor closed | The options are "Never," "Prompt," or "Automatically."
Prompt is the safest option.
Default = Never. |
Update catalog when I/O Studio closed | This setting applies when changing the I/O Studio from within a project.
The options are "Prompt," "Never," or "Automatic."
Default = Prompt. |
Scope of Work
The following is the setting for the Scope of Work.
Setting | Description |
Open Scope of Work RTF file in WordPad | The Scope of Work RTF file should be edited in WordPad vs. Word, so we recommend that you don't change this setting.
Default = Yes. |
Project Editor
The following is the form for Project Editor settings.
The following are the Project Editor settings.
Setting | Description |
Collapse all Groups and Items on Project Editor open | This determines whether all items and groups will be collapsed in the Project Editor by default when in a non-summarized view.
An example of a Project Editor grouped by location and collapsed is shown below.
Default = No.
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Collapse all Items on Project Editor open | This determines whether all items will be collapsed in the Project Editor by default when in a non-summarized view.
This is similar to the setting above, but the groups are not affected.
Default = Yes. |
Collapse all Items added to Project Editor | This determines whether all items will be collapsed in the Project Editor when added.
Default = Yes. |
Display Items on pending Change Orders on Project Editor open |
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Display Package Items in specific order |
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Select values to display in headers | This option allows you to select the values to be displayed in the header of the Project Editor.
You can choose the following values: Item Count, Total Installation Price, Margin, Markup, and Total Labor Hours. |
Layouts
The following is the Layouts' setting.
Setting | Description |
Persist layout in items view for each project | This option allows each project to open with its preferred and selected Item view.
When set to No, all projects will open to the Item view last used.
Default = Yes. |
Replace
The following are the Replace settings.
Setting | Description |
When replacing item(s) persist layout options | Set this to Yes if you don't want to modify your replacement options every time you make a replacement.
Default = No. |
Pre-filter category when replacing products | This will pre-filter the list of products to the same category and subcategory as the product being replaced.
Default = Yes. |
Pre-filter category when adding alternates | This will pre-filter the list of products to the same category and subcategory of the product to which the alternate is being added.
Default = Yes. |
Project Open Validation Settings
The following is the form for Project Open Validation settings.
Here, you can choose which fields are checked for differences between what is in the Project and what is in your catalog when you open a Project.
When you open a project, you will see a message similar to the one below based on your choices.
When you click Yes, the Compare and Sync with Catalog interface opens, and only the field differences below will be displayed.
Pricing Differences
Here, you will choose which pricing fields to be prompted for when opening a project. By default, all are set to "Yes" except for "Price."
Other Differences
When you open a project, you can choose to be prompted about whether an item is marked as Discontinued or Unapproved in your catalog and check if the item does not exist there.
Change Orders
The following is the form for Change Orders settings.
The following is the Change Orders setting.
Setting | Description |
Mark added items as 'Non-Billable' for internal change orders | Setting this to "Yes" will disable the prompt that displays when you attempt to add items to an internal change order.
Default = No.
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Drawings
The following is the form for the Drawings settings.
Setting | Description |
Paste shapes and blocks | Other options are Clone and Alternate. You can make this global setting on your machine with the same options as when using our Paste Special function.
Default = New.
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Use company logo in Visio title shapes | The options are "Never," "New," and "Always."
This method displays your company logo from your Company Information on your Visio drawings.
If your logo doesn't look proper when using this method, you can create a custom Visio template and manually add your logo.
Default value = Never.
When creating a Visio file, this setting will automatically change to "New" once you check the following option.
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Automatically open project editor on drawing open | If you do not wish to have the Project Editor open automatically, uncheck this setting.
Default = Yes. |
Add accessory shapes when a parent shape is added | If you check this setting, when a parent product is dragged to a drawing page or sheet in Visio or AutoCAD, shapes for its accessories will also drop on the page or sheet.
Default = No. |
Prompt to assign category when a shape (or) block is dropped from shape (or) block tree | When you drag an unassigned shape or block to a specific page or sheet type in Visio or AutoCAD, you will be prompted to assign that shape to a category.
Default = Yes. |
Save shape block as default when dropped from shape (or) block tree | When Yes, this will automatically set the selected shape as the default for your chosen product.
Default = No. |
Populate title block on blank Visio background pages on drawing open | This will automatically import the default title block for new Visio drawings.
Default = Yes. |
Turn auto connect on in Visio line views. | This setting utilizes the "Auto Connect" feature in Visio for our Line pages.
Default = Yes. |
Warn when adding optional or alternate products shapes to a drawing | When you drag an alternate or optional product onto a drawing page, you will get a warning that tells you these items will not appear on Installation reports.
Default = Yes. |
Warn when adding shapes/blocks to drawings with total quantity greater than 1 | This prompt warns you that when you have a quantity greater than one. Only one shape or block will drop on the drawing page.
Default = Yes. |
Display help information when inserting PDF background in Visio | This setting relates to the instructions displayed when using the D-Tools PDF Cloud Converter.
Default = Yes. |
Apply layer (or) block color to AutoCAD schematic wire | This will apply the selected layer's color in AutoCAD to our schematic wire blocks.
Default = Yes. |
Resize Visio line image shapes | This allows you to resize line shapes in Visio.
Default = Yes. |
Support web folders (like OneDrive) in Visio to store drawings | Setting this to Yes will delay the opening of a Visio drawing by a few seconds, allowing file synchronization.
D-Tools recommends using a folder on your local machine vs a web folder, but here we go.
Default = No. |
Connections
The following is the form for Connections settings.
Wires
The following are the Wires settings.
Setting | Description |
Automatically drop connected products when a product shape is added to Visio | When a product is connected with wires on one page, and you drag it to another, the connected wires and equipment shapes will automatically drop to the new page.
Default = Yes. |
Store wire terminals on connection | When Yes, this will automatically populate the Start Terminal and End Terminal fields for a wire product when that wire is connected to schematic shapes in Visio and AutoCAD.
Default = No. |
Display line end images in Visio for start terminal and end terminal on wire shapes | This setting changes the wire ends so that schematic shapes in Visio display a representation of what terminal they are connected to.
Default = Yes. |
Use subcategory as layer name for wire shapes in Visio | When shapes are dropped onto a Visio page, they are automatically assigned to a layer named after the category.
Set this to Yes if you want to use the subcategory abbreviation for wire shapes.
Default = No. |
Display page number on Off-Page reference shape in Visio | Setting this to "Yes" will display the page number vs. the page name on the Off-Page Reference shape in Visio.
Default = No. |
Sync Off-Page reference shape in Visio on page activate | This will automatically refresh connections that might have changed when a page is selected in Visio.
Default = Yes. |
Populate connection information on wire shapes in Visio | This will allow you to populate information on what the wire is connected to on custom wire shapes.
Default = No. |
Wire Audit
The following are the Wire Audit settings.
Setting | Description |
Prompt for wire connection conflict | This will alert you when you attempt to connect a wire to a different device than the one connected to on another page or drawing in Visio or AutoCAD, or when you try to connect to a different I/O than what is already connected.
Default = Yes.
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Store new wire connection in case of conflict | This setting will automatically store the "new" wire connection when the same wire is connected to multiple devices.
This setting only applies if you set your "Prompt on wire connection conflict" setting to Yes.
Default = Yes. |
Automatically audit wire connections | If this option is Yes, when a schematic page is opened in Visio or AutoCAD, it will automatically audit all wire connections and disconnect any conflicts found.
By default, this is "No" to improve speed when working with drawings.
You can always run an audit via a right-click option in Visio: D-Tools > Wire Option > Audit Wire Connections.
Default = No. |
Tasks
The following is the form for the Tasks settings.
The following are the Tasks settings.
Setting | Description |
Automatically update item install fields from tasks on project editor open | If you don't want the install fields from tasks to update within the project, uncheck this setting.
Default = Yes. |
Prompt to mark items as installed when task complete | When the "Percent Complete" field for a task is set to "100%", all items for that task will be marked as "Installed."
Default = Yes. |
Include accessories in task when project items are added to task | This will automatically include accessories for items added to a task, even if the accessories are not selected when adding the parent item.
Default = Yes. |
Automatically lock items when items are marked as installed | This relates to the lock function within the Project Editor.
Default = No. |
Purchase Orders
The following is the form for the Purchase Orders settings.
The following are the Tasks settings.
Setting | Description |
Prompt to update item order fields from purchase orders on project editor open | If you do not want to be prompted to update order fields from purchase orders when you open the project Editor, then set this to 'Never' or choose 'Automatic'.
Default = Prompt. |
Prompt to delete missing order number on project editor open | If you have deleted items from a purchase order, you will be prompted to remove the order number from those items within the project.
Default = Yes. |
Mark item(s) added to bundled cable as Do Not Order | This will automatically mark products added to a bundled cable as "Do Not Order," so they are filtered out by default when creating purchase orders.
Default = Yes. |
Automatically mark included accessories as Do Not Order | This will automatically mark any accessories marked as "Include" to also be marked as "Do Not Order."
Default = Yes. |
Integrations
The following is the form for Integrations' settings.
The following is the Integrations setting.
Setting | Description |
Prompt to update items from integration on project editor open | If you are using any of our Integrations with other software, this will prompt you to update the integrations when you open the Project Editor.
Default = Yes. |