Watch this Buildots Academy video to learn how to use the Presets on your project.
Intro
On a construction site, there are multiple buildings, trades, systems, and teams all progressing at once. Looking at the entire project at once is useful sometimes, but it is not always the best way to work day to day.
Often, you need to focus on one specific scope that matters right now. For example one building, one trade, or one milestone. Presets help you do exactly that.
A Preset is a saved set of filters that keeps your view consistent across Buildots pages. You can save your scope once, and stop reapplying filters every time you move between screens.
Benefits
Stay focused on your scope
Presets let you track only what matters to you. For example one building, one trade, or one milestone.
Save time during daily workflows
You avoid repeating the same filter setup across different pages.
Keep context when switching screens
Your selected scope follows you across pages. This helps during reviews, coordination, and reporting.
Improve collaboration across the project team
Published Presets become shared project views. Everyone can stay aligned on the same scopes.
User Guide
Applying a Preset
Open any supported Buildots page.
Use the Preset selector at the top of the page to select a preset
The page updates instantly to match that scope.
The same scope will carry across supported pages.
Creating a new Preset
Open the Preset selector and click Create new preset
Enter a clear name that describes the scope and choose your filters, such as:
Segments
Buildings
Levels
Trades
Activities
Systems
Click Save.
The Preset will be applied immediately.
Next time you log in, you can return to this scope instantly.
Viewing Preset filters
Hover over Preset to see a quick summary.
Hover on the icon within the preset selector.
Click edit a preset to view filters of what the Preset includes.
Preset Sections
The Presets area is organized into three sections:
Recently Used
Your last five Presets.
My Presets
Presets you created. Only you can see them.
Project Presets
Presets shared with your project team.
Managing My Presets
For a Preset in My Presets, click the menu icon to see your options.
You can:
Edit the Preset name or filters.
Publish the Preset to make it available to the project team.
Set as default so it loads automatically when you open Buildots.
Delete the Preset if you no longer need it.
Publishing a Preset
Publishing makes a Preset available to the entire project team.
Process:
Open My Presets.
Click the Preset menu icon and select Publish.
Choose a folder so others can find it easily and then click Publish Preset.
Once published:
The Preset moves to Project Presets.
It is no longer a personal preset.
Only project admins can edit or delete it.
This keeps shared Presets consistent and reliable.
Where Presets apply and where they don’t
Presets apply to most Buildots pages so your scope stays consistent across the platform.
Some pages intentionally do not support Presets. This is done to allow full flexibility and collaboration when planning or exploring the model.
Examples of pages that do not support Presets:
Explorer
3D Viewer
Work Plan
Targets
FAQ
Q: What is a Preset?
A: A Preset is a saved set of filters such as buildings, levels, segments, activities, trades, or systems. It keeps the same scope across supported Buildots pages.
Q: Where do I find Presets?
A: The Preset selector appears at the top of every relevant Buildots page.
Q: How many Presets show in Recently Used?
A: Buildots shows your five most recently used Presets.
Q: What is the difference between My Presets and Project Presets?
A: My Presets are private views you created. Project Presets are shared views available to the entire project team.
Q: Who can edit or delete a Project Preset?
A: Only project admins can edit or delete published Project Presets.