Managing assets by filtering on classification group
For assets, you can specify a classification group(s) in order to limit the assets that you want to manage in your drawing. By setting a filter on a classification group, only the assets of the selected group(s) will be loaded or synchronized.
You can also set a default asset (group) filter while loading and synchronizing assets.
Procedure
1. On the Context menu, point to Connect for AutoCAD and select Load asset data or Synchronize asset locations.
2. On the Assets filter dialog, you can specify a filter for the asset.
3. Check the Filter on classification group option to view the list of available classification groups.
4. Move the classification groups from the Available section to the In use section.
5. Select Ignore or Delete to retain or remove Planon data of other assets on the drawing when you load or synchronize assets.
 | To load your default asset filter, click the Load default asset filter button on the Asset filter dialog and click OK. |
6. Click OK to continue with Load asset data or Synchronize asset locations.
You have now set filters to classify assets that you want to manage on the drawing.
| | If you do not want to set a filter, for example if you want to manage all the assets irrespective of their classification group, uncheck Filter classification group and click OK to continue with Load asset data or Synchronize asset locations. |