About this task
Note: You cannot place the Classic View or Simple View perspectives into folders.
Procedure
- Click Settings and select Perspective Management. The Perspective Management window appears.
- Select the first perspective you would like to place in a folder.
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In the Name field, create the folder name by preceding the perspective name with [Folder Name]/. For example, if you want to place Perspective 1 into a folder named Test, you would type Test/Perspective 1.
Note: A folder does not appear in the tree. Folder names are identified by [Folder Name]/ only. For example, Figure 1 shows a VAV folder and a Central Plant folder.Figure 1. Folder Structure within Perspectives Tree
- Select the next perspective you want to add to a folder.
- In the Name field, use the same folder naming convention as Step 3 to add that perspective to the same folder or type a new folder name to create a different folder.
- When you have completed creating folders, click Close.
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To confirm your folder was created, go to Settings > Perspectives. Your folder name should appear in the list of available perspectives. Figure 2 shows how the folder organization in Figure 1 appears within the Controller Tool Settings menu.
Figure 2. Folder Structure within Settings Menu
Note: The preceding steps show how to organize within one folder level; however, you can add multiple folder levels simply by following the convention of [Folder Name]/[Subfolder Name1].../[Subfolder NameN]/[Perspective Name].