Label Manager

In This Article

• Overview
• Who Can Access Label Manager
• Open Label Manager
• Create and Manage Label Categories and Labels
• Managing Labels from Registered Projects
• Where Labels Appear

Overview

Label Manager provides a structured way to organize and classify projects in Guardian. Label Manager works with Registered Projects to provide a scalable system for organizing project data across your firm. In conjunction with Guardian Backstage, Labels become the foundation of your project data architecture.

Label Manager provides company administrators with the ability to:

• Create Label Categories (for example: Region, Phase, Discipline, or Project Type)
• Create and manage Labels within those categories
• Apply metadata-driven labels that automatically update based on Project Information Shared Parameters
• Assign Labels to projects for easier filtering, reporting, and oversight

Who Can Access Label Manager

Label Manager is available to:

• Project Administrators: to manually apply labels to models within Registered Projects
• Company Administrators: to create and apply labels

If you do not see Label Manager, confirm that your Guardian role includes Project or Company Admin permissions.

Open Label Manager

You can open Label Manager from Registered Projects in two ways.

Option 1: From the Manage Menu

1. Open Registered Projects
   
   • Add-Ins > Guardian Settings > Registered Projects (A)
2. Click the Manage dropdown (B)
3. Select Labels (C)

Option 2: From Edit Labels

1. In Registered Projects, open the kebab menu for a model, or right-click the row
2. Select Edit Labels
3. Click the Settings cog in the top-left corner

Create and Manage Label Categories and Labels

Labels can be created in two ways.

1. Manually: To manually create both the Label Category and individual Labels.
2. Automatically: Uses Project Information Shared Parameter to create the Label Category and reads the associated value from the project model to create the individual Label.

Label Categories define groupings of Labels within Guardian and help organize Labels and your project data architecture consistently across your firm.

For example:

• Category: Region
  
  • West
  • Central
  • East
• Category: Design Phase
  
  • Schematic Design
  • Design Development
  • Construction Document

Tip: Examples of Label Categories include region, phase, discipline, project type, or template.

Manually Creating and Managing Label Categories and Labels

Create a Label Category

1. Click the plus sign (+) in the top-left corner
2. Select Label Category
3. Enter the category name
4. Select a label category color
5. Optionally, enter a description
6. Click Create

Edit or Delete a Category

1. Select the category from the list
2. Edit the name, color, or description
3. You can also update which labels belong to the category
4. To delete the category, click Delete in the top-right corner

Create a Label

1. Click the plus sign (+) in the top-left corner
2. Select Label
3. Choose the label category
4. Enter a label name
5. Select a label color
6. Optionally, enter a description
7. Click Create

Note: For non-shared-parameter mapping label categories, labels can also be created by selecting a Label Category and clicking Add under Labels in this category.

Edit or Delete a Label

1. Select a label from the list
2. Update the category, name, color, or description
3. To delete the label, click Delete in the top-right corner

Note: Linked labels cannot be edited or deleted manually in Label Manager.

Automatically Creating a Label Category and Labels

Label Manager provides the means to create metadata-driven labels by linking a Label Category to a Project Information Shared Parameter in your Revit projects.

This enables Labels to be automatically assigned to models within Registered Projects based on the value assigned to the Project Information Shared Parameter within the given model.

Linked Label Requirements

Before creating an automatically linked Label Category and Label, please ensure the following:

• The Shared Parameter you wish to use as a Label Category has been added to your Revit Template and/or Project Models as a Project Information parameter.
  
  • The parameter Data Type must be Text
  • By default, this is set as an Instance parameter

Create and Link a New Shared Parameter

If the Shared Parameter is already loaded to the Guardian Cloud, skip to Linking a Shared Parameter.

1. Open the Revit Template or Revit model with the Shared Parameter assigned as a Project Information parameter
2. Go to Add-Ins > Guardian > Project > Shared Parameters (A)
3. Select the Shared Parameter from the left sidebar
4. Ensure the Parameter Data and Parameter Categories are properly set
5. Click Upload/Sync (B)

Link an Existing Shared Parameter

1. Create a new Label Category
   
   • Note: this should match the name of the Shared Parameter to be added
2. Select the new Label Category (A)
3. Expand Advanced: Shared Parameter Mapping (B)
4. Click Link (C)
5. In the Link Shared Parameter dialog, select the parameter from the dropdown (D)
6. Click Link Parameter (E)
7. After linking, the linked parameter icon (F) appears next to the label in the left panel

Once linked, individual Labels will be automatically created from the parameter values assigned within project models that have the Project Information Shared Parameter. Those values will be automatically assigned to those project models and appear in Registered Projects.

Managing Labels from Registered Projects

You can apply Labels to models and filter by existing labels directly in Registered Projects.

Add a Label to Projects Manually

1. Open the kebab menu for a model, or right-click the row (A)
2. Select Edit Labels (B)
3. Choose an existing label or create a new label by clicking the plus sign (+) (C)

Filter by Labels

Labels can be used as filters in Registered Projects in two ways.

Option 1: From the Label Column

1. In the Labels column, click the label you want to filter by
2. Registered Projects refreshes to show only models with that label
3. To clear this filter:
   
   • Select the filter icon in the top-right corner
   • Click Reset

Option 2: From the Filter Panel

1. Open the Filter Panel by clicking the filter icon in the top-right corner
2. Expand the Labels dropdown
3. Filter by Label Category or search for a specific label
4. Select the label to apply the filter

Where Labels Appear

Once Labels are created and applied, they can be used throughout Guardian to help organize and filter project data.

Labels will appear in:

• Registered Projects – the labels column and filter panel
• Backstage – labels can be used for filtering and reporting

This makes labels a flexible way to organize models, track metadata, and standardize how projects are reviewed across your firm.