This page describes project navigation and explains how to add, move, rename, duplicate, edit, and delete items in navigation.
Project navigation is the hierarchy of information in a project. The hierarchy is displayed as a Project Tree, and items in the hierarchy are called nodes. To add nodes to the Project Tree, you use the Navigation Builder.
The following image shows the Project Tree and Navigation Builder.
A project’s navigation can contain the following kinds of nodes:
Device nodes are different from all other node types, in that each device node must be assigned to a device template. A device template is a data-driven graphic that you design once and reuse for multiple devices.
When you create a new template, you must set a master device for the template. This step is necessary because device templates make use of a concept known as relativization. Relativization converts a data metric’s absolute path to a relative path and then makes changes to the non-relative part of the path. This process allows the same data metrics, such as damper position and temperature, to be used for different devices in different instances of a template.
Only the master device’s metrics are available to the relativization process. For any non-master device, only metrics that match the master device’s metrics can be used. Therefore, when you set a master device for a template, you might want to choose the device that has the most metrics. See also: Bindings
This section shows you how to add, rename, move, duplicate, edit, and delete nodes. It also contains a reference for node properties.
A location node represents location content in your project. A module node represents other content such as reports, alarms, schedules, and external content.
To add a location or module node to your project:
To create a new device template and also add some device nodes associated with it:
To specify a master device, click the key icon next to that device.
Next to each device, a green or red bar shows the number of metrics that match the master device, followed by the total number of metrics.
Click Add.
The device nodes appear in the Project Tree, and the new template appears in the Navigation Builder.
To add device nodes using an existing device template:
Drag the template’s node from the Navigation Builder to the Project Tree.
A Template Node dialog appears.
Click Add.
The device nodes appear in the Project Tree.
You can rename a node in two ways.
To rename a node via the Project Tree:
To rename a node via the Node Editor:
You can move a node in two ways.
You can move nodes and change their hierarchy levels via drag and drop. To control node hierarchy levels, you use a blue line indicator that appears when you begin dragging a node. If the blue line is vertically centered on the target node, the dragged node becomes a child of the target node. If the blue line is aligned above or below the target node, the dropped node becomes a sibling of the target node.
The following image shows an example of adding a location node that will be a child of the target node.
The following image shows an example of adding a location node that will be a sibling of the target node.
To move a node via drag and drop:
The following interactions move a node up or down without changing its hierarchy level:
When one or more nodes are selected, the following interactions sort the nodes alphabetically:
When one or more nodes are selected, the following interactions duplicate the selected nodes:
To edit one or more nodes:
Click Apply.
Your changes are saved.
To cancel your changes without saving, click Close.
When one or more nodes are selected, the following interactions delete the selected nodes:
The following navigation node properties can be edited.
Property | Purpose |
---|---|
Name | Sets the name of this node. Affects the Project Tree and project navigation. |
Icon | Sets the icon of this node. Affects the Project Tree and project navigation. Overrides the icon for this node’s template, if applicable. To set an image, drag the image file from your computer to the area specified, or click the specified area and browse to the file. |
As Popup | Sets whether this content opens as a page or a pop-up window. Pop-up windows open in floating or tabbed panels in front of the currently open page. Pages replace the previously open page. |
Geo Lat | Sets the latitude of a location. This property is related to a feature that is not implemented in Project Assist 2.0, version 10. |
Geo Lon | Sets the latitude of a location. This property is related to a feature that is not implemented in Project Assist 2.0, version 10. |
Template (Devices only) | Sets which template this device is assigned to. |
Path (Devices only) | Specifies the path to this device. |
Include Type (Page Include modules only) | Sets whether this node opens a DG5 file or an external URL. |
Include Path (Page Include modules only) | Sets the DG5 path or external URL that this node opens. |
This section shows you how to preview, duplicate, edit, and delete device templates. It also contains a reference for device template properties.
See also: How to Create a Device Template and Add Device Nodes.
If you have started designing a device template graphic, you can use the Navigation Builder to preview the device template with the master device’s data.
To preview a device template:
When you duplicate a device template node in the Navigation Builder, you also duplicate the graphical device template associated with that node.
To duplicate a device template:
In the Navigation builder, you can edit a device template’s name, icon, or master device path. See Device Template Properties.
To edit a device template:
You can delete a device template from the Navigation Builder.
To delete a device template:
The following device template properties can be edited.
Property | Purpose |
---|---|
Name | Sets the name of this template. If you change the name, the devices that already use this template are updated. |
Icon | Sets the icon that represents the template. If you change the icon, the devices that already use this template are not updated. Affects devices the Project Tree and project navigation. Overridden by the device icon, if applicable. To set an image, drag the image file from your computer to the area specified, or click the specified area and browse to the file. |
Path | Sets the path to the master device for this template. |