To help your team narrow searches by project attributes — like market sector, location, or building material — create project filters. Filters appear on the left panel of the Details and Projects pages.
Prerequisite: You need the Admin role with Create Project Filters permission. Filters are workspace-specific — they apply only to the workspace you're currently in.
Create a Project Filter
Go to Settings by clicking the gear icon in the bottom left
Click Project Filters under Workspace Settings
Click + New Filter
Enter the Filter Name and select the Content Type
Fill in the Blank — free text field (good for: client name, project location, project manager)
Single Value from Dropdown — users pick one option (good for: code cycle, primary lateral system)
Multiple Values from Dropdown — users pick multiple options (good for: market sector, building material, exterior finish)
Click Save
The new filter appears on the Projects and Details pages:
Apply Filters via In-Line Editing (Bulk)
To apply filter values to multiple projects at once without editing each individually:
Go to the Projects page
Click + Columns on the right side
Click Select All to display all filter columns
You can also click your own, new Project Fliter
Click into any cell to enter a value — it saves automatically when you click away
Include or Exclude Filters During Search
On the Details page, use the filter panel to include or exclude specific values:
To include: Check the filter value you want in the filter panel
To exclude: Uncheck on a filter value to exclude it from results
Apply Filters to Individual Projects
To apply filter values one project at a time:
Go to the Projects page and click into a project
Click the Edit button at the top left
Click Edit in the Filters section
Fill in the filter values and click Save
What Happens Next
After creating filters and applying values, your team can immediately use them on the Details and Projects pages to narrow searches. The more projects that have filter values filled in, the more useful the filters become.
Project Filters: Best Practices
Project filters are labels applied at the project level that allow your team to organize and contextualize your project archive. Only admins can create and manage project filters.
Best practice is to use project filters to categorize entire projects rather than tagging individual details. This keeps library management efficient as your project archive grows.
For most firms, starting with Phase and Market Sector as your first two filters provides immediate value with minimal setup.
For Architects & Designers
Organize by project-level attributes, for example:
Project Phase
Market Sector
Region / Jurisdiction
The table below provides a starting point for common project filter categories used by architecture firms:
Filter Category | Recommended Filters / Examples |
Project Phase | In Design, In Construction, Complete, Permitted |
Market Sector | Healthcare, Education, Multifamily, Commercial, Workplace, Senior Care |
Sustainability Standard | Passive House, LEED, Standard |
Jurisdiction / Region | California, New York, Texas, IBC, City-specific (e.g., Miami, Chicago) |
Agency / Client Standard | Port Authority, MTA, SCA, GSA, DDC |
Project Type | Campus, Tenant Improvement, New Construction, Renovation |
Project Manager | PM name or initials |
Client | Client name |
Studio / Group | Studio 1, Studio 2, Healthcare Group, Interiors |
For Engineers
Organize by project-level attributes, for example:
Project Phase
Structural System
Discipline
The table below provides a starting point for common project filter categories used by engineering firms:
Filter Category | Recommended Filters / Examples |
Project Phase | In Design, Permitted, In Construction, Complete |
Structural System | Drilled Pier, PT Slab, Steel Brace Frame, Cold-Formed Steel, Wood Frame |
Project Type | Industrial, Lab, Data Center, Healthcare, Warehouse |
Discipline | Structural, Mechanical, Electrical, Plumbing, Fire Protection |
Client / Owner | Client name or code |
Region / Jurisdiction | State, city, or code jurisdiction (IBC, CBC, etc.) |
Project Status | Active, Reference Only, Archived |
You can add as many filter categories as your firm needs, but most firms find that 3–5 filters strike the right balance between organization and overhead.
Frequently Asked Questions
Q: Can members see filters I create?
A: Yes. Filters are visible to everyone in the workspace. Members can use them to narrow searches. Only admins can create, edit, or delete filter definitions.
Q: Do filters apply across workspaces?
A: No. Each workspace has its own set of project filters. Users in other workspaces cannot see or use filters from a different workspace.
Q: What's the fastest way to apply filters to many projects?
A: Use the in-line editing method on the Projects page (Columns → Show All → click cells to enter values). You can also use the Management tab's Import / Export feature to bulk-edit project metadata via Excel.
Q: Can I change the filter type after creating it?
A: Yes. Go to Settings → Project Filters, click the filter, and change its Content Type. Existing values may need to be re-entered if you change from dropdown to fill-in-the-blank or vice versa.